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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
300New |
$33.2K - $39.6K
|
300
$40.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
298+ 2.36% |
$33K - $39.4K
|
12.9K
$1.73M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
290+ 8.14% |
$32.1K - $38.3K
|
3.85K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
259+ 1.2% |
$28.6K - $34.2K
|
21.9K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
258New |
$28.5K - $34.1K
|
258
$34.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
256+ 324.05% |
$28.3K - $33.8K
|
335
$44.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
251New |
$27.8K - $33.2K
|
251
$33.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
248+ 10.26% |
$27.4K - $32.8K
|
2.66K
$357K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
225+ 17.8% |
$24.9K - $29.7K
|
1.49K
$199K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
222+ 1.45% |
$24.5K - $29.3K
|
15.5K
$2.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
217+ 1.24% |
$24K - $28.7K
|
17.7K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
213+ 5.31% |
$23.6K - $28.1K
|
4.23K
$566K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
209+ 2.05% |
$23.1K - $27.6K
|
10.4K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
207+ 5.61% |
$22.9K - $27.4K
|
3.9K
$522K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
204+ 2.52% |
$22.6K - $27K
|
8.3K
$1.11M
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
199+ 0.28% |
$22K - $26.3K
|
71.3K
$9.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
196+ 0.26% |
$21.7K - $25.9K
|
76.6K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
194+ 6.6% |
$21.5K - $25.6K
|
3.13K
$420K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
193+ 18.58% |
$21.3K - $25.5K
|
1.23K
$165K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
192New |
$21.2K - $25.4K
|
192
$25.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
191New |
$21.1K - $25.2K
|
191
$25.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
189+ 1.05% |
$20.9K - $25K
|
18.3K
$2.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
189+ 2.21% |
$20.9K - $25K
|
8.73K
$1.17M
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
176+ 107.32% |
$19.5K - $23.3K
|
340
$45.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
172+ 1.24% |
$19K - $22.7K
|
14.1K
$1.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
167+ 0.81% |
$18.5K - $22.1K
|
20.8K
$2.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
156+ 12.61% |
$17.3K - $20.6K
|
1.39K
$187K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
BUY
|
- |
151+ 4.23% |
$16.7K - $20K
|
3.72K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
146+ 8.75% |
$16.1K - $19.3K
|
1.81K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
142+ 1.13% |
$15.7K - $18.8K
|
12.7K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
140+ 0.68% |
$15.5K - $18.5K
|
20.7K
$2.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
139+ 3.04% |
$15.4K - $18.4K
|
4.71K
$631K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
132+ 0.48% |
$14.6K - $17.4K
|
27.5K
$3.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
132+ 25.05% |
$14.6K - $17.4K
|
659
$88.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
122+ 5.38% |
$13.5K - $16.1K
|
2.39K
$320K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
104+ 108.33% |
$11.5K - $13.7K
|
200
$26.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
103+ 3.68% |
$11.4K - $13.6K
|
2.91K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
97+ 1.58% |
$10.7K - $12.8K
|
6.24K
$835K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
96+ 0.17% |
$10.6K - $12.7K
|
55.3K
$7.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
88+ 1.34% |
$9.73K - $11.6K
|
6.67K
$893K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
84+ 0.17% |
$9.29K - $11.1K
|
50.9K
$6.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
81+ 0.91% |
$8.96K - $10.7K
|
8.97K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
79New |
$8.74K - $10.4K
|
79
$10.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
79+ 3.76% |
$8.74K - $10.4K
|
2.18K
$292K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
78+ 1.88% |
$8.63K - $10.3K
|
4.23K
$566K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
77New |
$8.51K - $10.2K
|
77
$10.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
76+ 0.4% |
$8.4K - $10K
|
18.9K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
74+ 1.75% |
$8.18K - $9.78K
|
4.31K
$578K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
73+ 9.72% |
$8.07K - $9.65K
|
824
$110K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 1.76% |
$7.19K - $8.59K
|
3.77K
$504K
|