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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 25.0% |
$1.92K - $2.1K
|
75
$10K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 86.67% |
$1.67K - $1.82K
|
28
$3.75K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.76% |
$1.67K - $1.82K
|
751
$100K
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9New |
$1.15K - $1.26K
|
9
$1.2K
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5+ 0.25% |
$640 - $702
|
2.04K
$273K
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$512 - $561
|
4.07K
$545K
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $140
|
6.65K
$889K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.79% |
$128 - $140
|
127
$17K
|
|
Q3 2024 | |||||||
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
139K+ 1813.0% |
$16.6M - $18.4M
|
147K
$19.6M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60.9KNew |
$7.28M - $8.05M
|
60.9K
$8.14M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
15.8K+ 8.09% |
$1.89M - $2.09M
|
211K
$28.2M
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
15.2KNew |
$1.81M - $2.01M
|
15.2K
$2.03M
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14.6KNew |
$1.74M - $1.93M
|
14.6K
$1.95M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.4KNew |
$1.24M - $1.37M
|
10.4K
$1.39M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
8.3KNew |
$992K - $1.1M
|
8.3K
$1.11M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.07KNew |
$606K - $671K
|
5.07K
$679K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.8KNew |
$574K - $635K
|
4.8K
$642K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
4.65KNew |
$556K - $615K
|
4.65K
$622K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.53KNew |
$541K - $599K
|
4.53K
$606K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4K+ 2.43% |
$479K - $530K
|
169K
$22.6M
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.76KNew |
$450K - $497K
|
3.76K
$503K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.18KNew |
$380K - $420K
|
3.18K
$425K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.26KNew |
$270K - $299K
|
2.26K
$302K
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.72KNew |
$205K - $227K
|
1.72K
$230K
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.59KNew |
$190K - $210K
|
1.59K
$213K
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.57KNew |
$187K - $207K
|
1.57K
$209K
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$182K - $202K
|
1.52K
$204K
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$182K - $201K
|
1.52K
$203K
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.13K+ 65.26% |
$135K - $149K
|
2.86K
$382K
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
873+ 0.97% |
$104K - $115K
|
90.6K
$12.1M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
660New |
$78.9K - $87.3K
|
660
$88.3K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
485+ 5.46% |
$58K - $64.1K
|
9.37K
$1.25M
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
456+ 5066.67% |
$54.5K - $60.3K
|
465
$62.2K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
420New |
$50.2K - $55.5K
|
420
$56.2K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
386+ 6.94% |
$46.1K - $51K
|
5.95K
$795K
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
335New |
$40K - $44.3K
|
335
$44.8K
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
330+ 18.62% |
$39.4K - $43.6K
|
2.1K
$281K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283+ 3.37% |
$33.8K - $37.4K
|
8.69K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
266New |
$31.8K - $35.2K
|
266
$35.6K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
249New |
$29.8K - $32.9K
|
249
$33.3K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
249New |
$29.8K - $32.9K
|
249
$33.3K
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
248New |
$29.6K - $32.8K
|
248
$33.2K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
207New |
$24.7K - $27.4K
|
207
$27.7K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
182New |
$21.8K - $24.1K
|
182
$24.3K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
171+ 8.17% |
$20.4K - $22.6K
|
2.26K
$303K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
148New |
$17.7K - $19.6K
|
148
$19.8K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
110+ 100.0% |
$13.1K - $14.5K
|
220
$29.4K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
92New |
$11K - $12.2K
|
92
$12.3K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
87New |
$10.4K - $11.5K
|
87
$11.6K
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
69+ 7.63% |
$8.25K - $9.13K
|
973
$130K
|