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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64+ 2.82% |
$7.08K - $8.46K
|
2.33K
$312K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
64+ 1.86% |
$7.08K - $8.46K
|
3.5K
$468K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
63+ 9.63% |
$6.97K - $8.32K
|
717
$96K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
61+ 0.29% |
$6.75K - $8.06K
|
20.8K
$2.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
56+ 0.06% |
$6.19K - $7.4K
|
94.4K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
53+ 0.84% |
$5.86K - $7K
|
6.37K
$853K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
52+ 0.64% |
$5.75K - $6.87K
|
8.13K
$1.09M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
48+ 1.15% |
$5.31K - $6.34K
|
4.22K
$565K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
45+ 0.16% |
$4.98K - $5.95K
|
27.8K
$3.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
42+ 2.07% |
$4.64K - $5.55K
|
2.07K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
41+ 2.28% |
$4.53K - $5.42K
|
1.84K
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
41New |
$4.53K - $5.42K
|
41
$5.49K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37New |
$4.09K - $4.89K
|
37
$4.95K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 17.73% |
$3.98K - $4.76K
|
239
$32K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
35+ 0.07% |
$3.87K - $4.62K
|
48.4K
$6.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
33+ 0.32% |
$3.65K - $4.36K
|
10.2K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
31+ 1.19% |
$3.43K - $4.1K
|
2.63K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31+ 0.89% |
$3.43K - $4.1K
|
3.53K
$473K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30+ 5.16% |
$3.32K - $3.96K
|
611
$81.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.38% |
$2.88K - $3.44K
|
6.92K
$926K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
24+ 0.13% |
$2.65K - $3.17K
|
18.2K
$2.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
23+ 0.38% |
$2.54K - $3.04K
|
6.03K
$808K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
23+ 0.26% |
$2.54K - $3.04K
|
8.72K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 0.65% |
$2.43K - $2.91K
|
3.42K
$458K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22+ 8.8% |
$2.43K - $2.91K
|
272
$36.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22New |
$2.43K - $2.91K
|
22
$2.95K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 1.02% |
$2.43K - $2.91K
|
2.18K
$292K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
21New |
$2.32K - $2.77K
|
21
$2.81K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.38% |
$2.21K - $2.64K
|
5.29K
$708K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
17+ 0.96% |
$1.88K - $2.25K
|
1.8K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.14% |
$1.66K - $1.98K
|
11K
$1.47M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15+ 0.56% |
$1.66K - $1.98K
|
2.72K
$364K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14+ 0.3% |
$1.55K - $1.85K
|
4.65K
$623K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$1.44K - $1.72K
|
3.56K
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.39% |
$1.44K - $1.72K
|
3.37K
$451K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
12+ 0.39% |
$1.33K - $1.59K
|
3.1K
$415K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12+ 0.3% |
$1.33K - $1.59K
|
3.99K
$534K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.55% |
$1.11K - $1.32K
|
1.83K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10+ 0.3% |
$1.11K - $1.32K
|
3.3K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 1.18% |
$995 - $1.19K
|
774
$104K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9+ 0.06% |
$995 - $1.19K
|
16.2K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9+ 0.15% |
$995 - $1.19K
|
6.07K
$813K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 0.35% |
$885 - $1.06K
|
2.29K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.29% |
$885 - $1.06K
|
2.76K
$370K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 4.12% |
$885 - $1.06K
|
202
$27K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
7New |
$774 - $925
|
7
$937
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.16% |
$774 - $925
|
4.5K
$603K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.26% |
$774 - $925
|
2.68K
$359K
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$774 - $925
|
1.93K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
6+ 0.14% |
$663 - $793
|
4.27K
$572K
|