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 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$136K - $150K
|
1.11K
$148K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.1K+ 27.5% |
$135K - $149K
|
5.1K
$683K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 48.99% |
$124K - $137K
|
3.08K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 12.63% |
$73.6K - $81.1K
|
5.35K
$716K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
556New |
$68.2K - $75.2K
|
556
$74.5K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
484+ 248.21% |
$59.3K - $65.5K
|
679
$90.9K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
362+ 2.21% |
$44.4K - $49K
|
16.7K
$2.24M
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
340New |
$41.7K - $46K
|
340
$45.5K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
335New |
$41.1K - $45.3K
|
335
$44.9K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
252New |
$30.9K - $34.1K
|
252
$33.7K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
251New |
$30.8K - $33.9K
|
251
$33.6K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
247New |
$30.3K - $33.4K
|
247
$33.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
220New |
$27K - $29.8K
|
220
$29.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
219+ 13.34% |
$26.8K - $29.6K
|
1.86K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
211New |
$25.9K - $28.5K
|
211
$28.3K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
191New |
$23.4K - $25.8K
|
191
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
190New |
$23.3K - $25.7K
|
190
$25.4K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
186+ 12.02% |
$22.8K - $25.2K
|
1.73K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
138+ 6.37% |
$16.9K - $18.7K
|
2.31K
$309K
|
|
|
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
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
100+ 3.12% |
$12.3K - $13.5K
|
3.3K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100New |
$12.3K - $13.5K
|
100
$13.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
84+ 2.71% |
$10.3K - $11.4K
|
3.18K
$426K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
66+ 25.48% |
$8.09K - $8.93K
|
325
$43.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
57+ 0.19% |
$6.99K - $7.71K
|
30K
$4.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
51New |
$6.25K - $6.9K
|
51
$6.83K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
48New |
$5.88K - $6.49K
|
48
$6.43K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43+ 0.82% |
$5.27K - $5.82K
|
5.27K
$705K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
40New |
$4.9K - $5.41K
|
40
$5.36K
|
|
|
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
$374K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
35+ 1.31% |
$4.29K - $4.73K
|
2.7K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 1.23% |
$4.29K - $4.73K
|
2.89K
$387K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
17+ 0.49% |
$2.08K - $2.3K
|
3.52K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.31% |
$613 - $676
|
1.61K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.2% |
$490 - $541
|
2.04K
$273K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$123 - $135
|
1
$134
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.26K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.7K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1New |
$123 - $135
|
1
$134
|
|
| Q4 2024 | |||||||
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
246KNew |
$31.4M - $34.5M
|
246K
$32.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
115KNew |
$14.7M - $16.1M
|
115K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
79.2K+ 7.21% |
$10.1M - $11.1M
|
1.18M
$158M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
35.8KNew |
$4.59M - $5.03M
|
35.8K
$4.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34KNew |
$4.35M - $4.77M
|
34K
$4.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.7KNew |
$2.39M - $2.62M
|
18.7K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
BUY
|
- |
15.5KNew |
$1.99M - $2.18M
|
15.5K
$2.08M
|
|