Latest Institutional Purchases of Ishares Russell Midcap Value E (IWS)
This list provides information on the latest institutional transactions involving Ishares Russell Midcap Value E (IWS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 12.63% |
$73.6K - $81.1K
|
5.35K
$716K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
556New |
$68.2K - $75.2K
|
556
$74.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
550+ 27.31% |
$67.4K - $74.4K
|
2.56K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
536+ 1.85% |
$65.7K - $72.5K
|
29.6K
$3.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
520+ 23.86% |
$63.7K - $70.3K
|
2.7K
$361K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
484+ 248.21% |
$59.3K - $65.5K
|
679
$90.8K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
476+ 94.82% |
$58.4K - $64.4K
|
978
$131K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 6.07% |
$53.9K - $59.5K
|
7.69K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
440+ 19.69% |
$53.9K - $59.5K
|
2.68K
$358K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
435+ 5.78% |
$53.3K - $58.8K
|
7.96K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
420New |
$51.5K - $56.8K
|
420
$56.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
415+ 8.85% |
$50.9K - $56.1K
|
5.1K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
393+ 2.53% |
$48.2K - $53.1K
|
15.9K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
362+ 2.21% |
$44.4K - $49K
|
16.7K
$2.24M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
359+ 1.83% |
$44K - $48.6K
|
19.9K
$2.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
349+ 10.1% |
$42.8K - $47.2K
|
3.8K
$509K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
348+ 17.99% |
$42.7K - $47.1K
|
2.28K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
347+ 129.48% |
$42.5K - $46.9K
|
615
$82.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
330+ 2.68% |
$40.5K - $44.6K
|
12.6K
$1.69M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
314+ 2.31% |
$38.5K - $42.5K
|
13.9K
$1.86M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
306+ 6.42% |
$37.5K - $41.4K
|
5.08K
$679K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
299+ 0.38% |
$36.7K - $40.4K
|
78.8K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
285+ 9.45% |
$34.9K - $38.5K
|
3.3K
$442K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
275+ 2.33% |
$33.7K - $37.2K
|
12.1K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
272+ 1.55% |
$33.3K - $36.8K
|
17.8K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
261+ 8.68% |
$32K - $35.3K
|
3.27K
$437K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
253+ 8.87% |
$31K - $34.2K
|
3.11K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
252New |
$30.9K - $34.1K
|
252
$33.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
252+ 10.04% |
$30.9K - $34.1K
|
2.76K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
251New |
$30.8K - $33.9K
|
251
$33.6K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$30.6K - $33.8K
|
250
$33.4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
247New |
$30.3K - $33.4K
|
247
$33K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
235+ 11.24% |
$28.8K - $31.8K
|
2.33K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
225+ 3.02% |
$27.6K - $30.4K
|
7.67K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
220New |
$27K - $29.8K
|
220
$29.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
219+ 13.34% |
$26.8K - $29.6K
|
1.86K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
218+ 1.17% |
$26.7K - $29.5K
|
18.8K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
212+ 12.39% |
$26K - $28.7K
|
1.92K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
211New |
$25.9K - $28.5K
|
211
$28.2K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
191New |
$23.4K - $25.8K
|
191
$25.5K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
190New |
$23.3K - $25.7K
|
190
$25.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
167+ 2.53% |
$20.5K - $22.6K
|
6.78K
$906K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 0.91% |
$20.5K - $22.6K
|
18.5K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
166+ 2.02% |
$20.3K - $22.4K
|
8.4K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
163+ 20.43% |
$20K - $22K
|
961
$129K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
158+ 1.52% |
$19.4K - $21.4K
|
10.6K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
158+ 1.72% |
$19.4K - $21.4K
|
9.32K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
154+ 2.87% |
$18.9K - $20.8K
|
5.52K
$738K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
154+ 1.35% |
$18.9K - $20.8K
|
11.6K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
153+ 1.29% |
$18.8K - $20.7K
|
12K
$1.61M
|