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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
153+ 1.73% |
$18.8K - $20.7K
|
9.01K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
142+ 2.68% |
$17.4K - $19.2K
|
5.44K
$728K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
139+ 4.27% |
$17K - $18.8K
|
3.39K
$454K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
138+ 2.82% |
$16.9K - $18.7K
|
5.03K
$672K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
138+ 6.37% |
$16.9K - $18.7K
|
2.31K
$308K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
135New |
$16.5K - $18.3K
|
135
$18.1K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
128New |
$15.7K - $17.3K
|
128
$17.1K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
127+ 4.08% |
$15.6K - $17.2K
|
3.24K
$433K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
121New |
$14.8K - $16.4K
|
121
$16.2K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
118+ 1.09% |
$14.5K - $16K
|
11K
$1.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
118+ 6.8% |
$14.5K - $16K
|
1.85K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
113+ 0.28% |
$13.9K - $15.3K
|
39.8K
$5.33M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
112+ 0.89% |
$13.7K - $15.1K
|
12.7K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
104+ 2.36% |
$12.7K - $14.1K
|
4.51K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100New |
$12.3K - $13.5K
|
100
$13.4K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
93+ 1.67% |
$11.4K - $12.6K
|
5.68K
$759K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
92+ 0.21% |
$11.3K - $12.4K
|
43.9K
$5.87M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
84+ 2.71% |
$10.3K - $11.4K
|
3.18K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
79New |
$9.68K - $10.7K
|
79
$10.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
78+ 4.58% |
$9.56K - $10.5K
|
1.78K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
78+ 1.71% |
$9.56K - $10.5K
|
4.64K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 0.09% |
$8.21K - $9.06K
|
75.1K
$10M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
66+ 25.48% |
$8.09K - $8.93K
|
325
$43.5K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
58+ 0.78% |
$7.11K - $7.84K
|
7.49K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
57+ 0.19% |
$6.99K - $7.71K
|
30K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
56+ 87.5% |
$6.87K - $7.57K
|
120
$16.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 0.22% |
$6.87K - $7.57K
|
25.6K
$3.43M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
55+ 3.0% |
$6.74K - $7.44K
|
1.89K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
54+ 3.35% |
$6.62K - $7.3K
|
1.67K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.47% |
$6.5K - $7.17K
|
11.2K
$1.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51+ 0.69% |
$6.25K - $6.9K
|
7.43K
$994K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
51New |
$6.25K - $6.9K
|
51
$6.82K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
50+ 2.09% |
$6.13K - $6.76K
|
2.45K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
48New |
$5.88K - $6.49K
|
48
$6.42K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
44+ 1.56% |
$5.39K - $5.95K
|
2.86K
$383K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43+ 0.82% |
$5.27K - $5.82K
|
5.27K
$704K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
40New |
$4.9K - $5.41K
|
40
$5.35K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39New |
$4.78K - $5.27K
|
39
$5.22K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
37+ 1.34% |
$4.54K - $5K
|
2.79K
$373K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35+ 2.06% |
$4.29K - $4.73K
|
1.73K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
35+ 1.31% |
$4.29K - $4.73K
|
2.7K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
35+ 2.73% |
$4.29K - $4.73K
|
1.32K
$176K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
35+ 0.89% |
$4.29K - $4.73K
|
3.96K
$530K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 1.23% |
$4.29K - $4.73K
|
2.89K
$386K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
26+ 1.01% |
$3.19K - $3.52K
|
2.61K
$349K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
25+ 0.18% |
$3.06K - $3.38K
|
13.9K
$1.85M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25+ 0.45% |
$3.06K - $3.38K
|
5.59K
$748K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
25+ 3.51% |
$3.06K - $3.38K
|
737
$98.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
24+ 0.35% |
$2.94K - $3.25K
|
6.89K
$921K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 0.05% |
$2.94K - $3.25K
|
43.8K
$5.85M
|