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 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.29KNew |
$151K - $162K
|
1.29K
$181K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.29K+ 13.51% |
$151K - $161K
|
10.8K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.25KNew |
$147K - $157K
|
1.25K
$175K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.22K+ 7.11% |
$143K - $153K
|
18.4K
$2.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.06KNew |
$124K - $132K
|
1.06K
$148K
|
|
|
Aug 06, 2024
Q2 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
698+ 34.33% |
$81.9K - $87.3K
|
2.73K
$382K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
687+ 29.6% |
$80.6K - $86K
|
3.01K
$421K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
684+ 11.44% |
$80.2K - $85.6K
|
6.66K
$932K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
678New |
$79.5K - $84.8K
|
678
$94.8K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
612New |
$71.8K - $76.6K
|
612
$85.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
546+ 9.84% |
$64.1K - $68.3K
|
6.09K
$852K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
517New |
$60.6K - $64.7K
|
517
$72.3K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
440+ 55.21% |
$51.6K - $55.1K
|
1.24K
$173K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
425New |
$49.9K - $53.2K
|
425
$59.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
353New |
$41.4K - $44.2K
|
353
$49.4K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
345+ 7.74% |
$40.5K - $43.2K
|
4.8K
$672K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
284New |
$33.3K - $35.5K
|
284
$39.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
263New |
$30.9K - $32.9K
|
263
$36.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
230+ 4.12% |
$27K - $28.8K
|
5.81K
$813K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
189+ 10.66% |
$22.2K - $23.6K
|
1.96K
$274K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
187+ 2671.43% |
$21.9K - $23.4K
|
194
$27.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
173New |
$20.3K - $21.6K
|
173
$24.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
165+ 825.0% |
$19.4K - $20.6K
|
185
$25.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
121+ 5.04% |
$14.2K - $15.1K
|
2.52K
$353K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
101+ 2.12% |
$11.8K - $12.6K
|
4.86K
$680K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
96New |
$11.3K - $12K
|
96
$13.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
90+ 0.33% |
$10.6K - $11.3K
|
27.7K
$3.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
86+ 13.19% |
$10.1K - $10.8K
|
738
$103K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
80+ 1.56% |
$9.38K - $10K
|
5.22K
$731K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
78New |
$9.15K - $9.76K
|
78
$10.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
69+ 92.0% |
$8.09K - $8.63K
|
144
$20.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
62+ 0.2% |
$7.27K - $7.76K
|
30.6K
$4.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
60+ 2.01% |
$7.04K - $7.51K
|
3.04K
$426K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
46New |
$5.4K - $5.76K
|
46
$6.43K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
44New |
$5.16K - $5.51K
|
44
$6.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
35New |
$4.11K - $4.38K
|
35
$4.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
34New |
$3.99K - $4.25K
|
34
$4.76K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 1.17% |
$2.46K - $2.63K
|
1.82K
$255K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
19New |
$2.23K - $2.38K
|
19
$2.66K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9New |
$1.06K - $1.13K
|
9
$1.26K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
8New |
$938 - $1K
|
8
$1.12K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.06% |
$117 - $125
|
1.74K
$244K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
16.4KNew |
$1.84M - $2.06M
|
16.4K
$2.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
13.8KNew |
$1.55M - $1.73M
|
13.8K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.7K+ 5.94% |
$1.32M - $1.47M
|
209K
$29.2M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.15KNew |
$692K - $771K
|
6.15K
$861K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.41K+ 11.11% |
$608K - $677K
|
54.1K
$7.56M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.89KNew |
$549K - $612K
|
4.89K
$683K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
4.01K+ 3.2% |
$451K - $503K
|
129K
$18.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.81KNew |
$428K - $477K
|
3.81K
$532K
|
|