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 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.04KNew |
$133K - $146K
|
1.04K
$139K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1K+ 11.92% |
$128K - $140K
|
9.39K
$1.26M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
973New |
$125K - $137K
|
973
$130K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
905New |
$116K - $127K
|
905
$121K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
767New |
$98.2K - $108K
|
767
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
729+ 42.16% |
$93.4K - $102K
|
2.46K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
645+ 34.25% |
$82.6K - $90.5K
|
2.53K
$338K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
516New |
$66.1K - $72.4K
|
516
$69K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
496New |
$63.5K - $69.6K
|
496
$66.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
390New |
$50K - $54.7K
|
390
$52.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
373+ 10.0% |
$47.8K - $52.3K
|
4.1K
$549K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
339New |
$43.4K - $47.6K
|
339
$45.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
303+ 96.19% |
$38.8K - $42.5K
|
618
$82.7K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
300New |
$38.4K - $42.1K
|
300
$40.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
253New |
$32.4K - $35.5K
|
253
$33.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
BUY
|
- |
225+ 8.89% |
$28.8K - $31.6K
|
2.76K
$369K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
210+ 2.98% |
$26.9K - $29.5K
|
7.25K
$970K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
210+ 10.71% |
$26.9K - $29.5K
|
2.17K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
209+ 12.59% |
$26.8K - $29.3K
|
1.87K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
203New |
$26K - $28.5K
|
203
$27.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
200New |
$25.6K - $28.1K
|
200
$26.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
200+ 9.56% |
$25.6K - $28.1K
|
2.29K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
179+ 49.45% |
$22.9K - $25.1K
|
541
$72.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
177New |
$22.7K - $24.8K
|
177
$23.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
150+ 10.19% |
$19.2K - $21K
|
1.62K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
150+ 6.95% |
$19.2K - $21K
|
2.31K
$309K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
147+ 2.93% |
$18.8K - $20.6K
|
5.17K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
139New |
$17.8K - $19.5K
|
139
$18.6K
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
129New |
$16.5K - $18.1K
|
129
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
129New |
$16.5K - $18.1K
|
129
$17.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
119New |
$15.2K - $16.7K
|
119
$15.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
113New |
$14.5K - $15.9K
|
113
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
100+ 3.57% |
$12.8K - $14K
|
2.9K
$388K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$13.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
100New |
$12.8K - $14K
|
100
$13.4K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
82New |
$10.5K - $11.5K
|
82
$11K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
79+ 42.7% |
$10.1K - $11.1K
|
264
$35.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
75+ 3.7% |
$9.61K - $10.5K
|
2.1K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
67+ 1.61% |
$8.58K - $9.4K
|
4.22K
$565K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
55New |
$7.04K - $7.72K
|
55
$7.36K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
53New |
$6.79K - $7.44K
|
53
$7.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
49+ 1.39% |
$6.28K - $6.88K
|
3.57K
$478K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44New |
$5.64K - $6.17K
|
44
$5.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
40+ 0.14% |
$5.12K - $5.61K
|
27.8K
$3.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.35K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
40New |
$5.12K - $5.61K
|
40
$5.35K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
37New |
$4.74K - $5.19K
|
37
$4.95K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
34New |
$4.35K - $4.77K
|
34
$4.55K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
25New |
$3.2K - $3.51K
|
25
$3.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22New |
$2.82K - $3.09K
|
22
$2.94K
|