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 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
23+ 1.28% |
$2.82K - $3.11K
|
1.82K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23+ 0.78% |
$2.82K - $3.11K
|
2.99K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
22+ 0.45% |
$2.7K - $2.98K
|
4.86K
$651K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
22+ 0.46% |
$2.7K - $2.98K
|
4.79K
$640K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
21+ 0.35% |
$2.57K - $2.84K
|
6.01K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.34% |
$2.21K - $2.43K
|
5.27K
$705K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.27% |
$2.21K - $2.43K
|
6.68K
$894K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
17+ 0.38% |
$2.08K - $2.3K
|
4.48K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 14.66% |
$2.08K - $2.3K
|
133
$17.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
17+ 0.49% |
$2.08K - $2.3K
|
3.52K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17+ 0.67% |
$2.08K - $2.3K
|
2.55K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16+ 0.33% |
$1.96K - $2.16K
|
4.84K
$647K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$1.59K - $1.76K
|
3.55K
$474K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13+ 0.77% |
$1.59K - $1.76K
|
1.71K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.36% |
$1.47K - $1.62K
|
3.36K
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10+ 0.31% |
$1.23K - $1.35K
|
3.29K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
9+ 0.4% |
$1.1K - $1.22K
|
2.28K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9+ 0.17% |
$1.1K - $1.22K
|
5.32K
$711K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8+ 0.5% |
$981 - $1.08K
|
1.6K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7+ 0.16% |
$858 - $947
|
4.26K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
7+ 0.02% |
$858 - $947
|
41.8K
$5.6M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.27% |
$736 - $811
|
2.2K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.23% |
$736 - $811
|
2.67K
$357K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.41% |
$736 - $811
|
1.46K
$195K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$736 - $811
|
1.92K
$257K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.13% |
$736 - $811
|
4.49K
$601K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.26% |
$613 - $676
|
1.91K
$256K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.18% |
$613 - $676
|
2.76K
$369K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.31% |
$613 - $676
|
1.61K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
5+ 6.67% |
$613 - $676
|
80
$10.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.42% |
$613 - $676
|
1.18K
$158K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.2% |
$490 - $541
|
2.04K
$273K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4+ 0.15% |
$490 - $541
|
2.6K
$347K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.19% |
$490 - $541
|
2.16K
$289K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.34% |
$490 - $541
|
1.17K
$156K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.14% |
$368 - $406
|
2.21K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.17% |
$368 - $406
|
1.74K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.09% |
$368 - $406
|
3.24K
$434K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.14% |
$368 - $406
|
2.15K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.3% |
$245 - $270
|
669
$89.5K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.85% |
$245 - $270
|
236
$31.6K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.09% |
$245 - $270
|
2.27K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.35% |
$245 - $270
|
572
$76.5K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2+ 0.06% |
$245 - $270
|
3.13K
$419K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1+ 0.02% |
$123 - $135
|
6.54K
$875K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$123 - $135
|
1
$134
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.19K
$426K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.61% |
$123 - $135
|
164
$21.9K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.37% |
$123 - $135
|
273
$36.5K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.26K
$436K
|