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 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$128 - $140
|
6.65K
$837K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$128 - $140
|
4.33K
$545K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.12% |
$128 - $140
|
844
$106K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$128 - $140
|
3.7K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$128 - $140
|
1.79K
$225K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.79% |
$128 - $140
|
127
$16K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$128 - $140
|
193
$24.3K
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
139K+ 1813.0% |
$16.6M - $18.4M
|
147K
$18.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60.9KNew |
$7.28M - $8.05M
|
60.9K
$7.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.5KNew |
$3.88M - $4.29M
|
32.5K
$4.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
15.8K+ 8.09% |
$1.89M - $2.09M
|
211K
$26.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
14.6KNew |
$1.74M - $1.93M
|
14.6K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
10.4KNew |
$1.24M - $1.37M
|
10.4K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
8.3KNew |
$992K - $1.1M
|
8.3K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.07KNew |
$606K - $671K
|
5.07K
$638K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
5.04KNew |
$602K - $666K
|
5.04K
$634K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.8KNew |
$574K - $635K
|
4.8K
$604K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.79K+ 64.65% |
$572K - $633K
|
12.2K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
4.65KNew |
$556K - $615K
|
4.65K
$586K
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.53KNew |
$541K - $599K
|
4.53K
$570K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4K+ 2.43% |
$479K - $530K
|
169K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
3.76KNew |
$450K - $497K
|
3.76K
$473K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.18KNew |
$380K - $420K
|
3.18K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.53KNew |
$302K - $334K
|
2.53K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.26KNew |
$270K - $299K
|
2.26K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.26KNew |
$270K - $299K
|
2.26K
$284K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
2.21KNew |
$265K - $293K
|
2.21K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.76K+ 2.97% |
$210K - $232K
|
60.9K
$7.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.72KNew |
$205K - $227K
|
1.72K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.7K+ 83.77% |
$203K - $225K
|
3.73K
$469K
|
|
|
Oct 16, 2024
Q3 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.59KNew |
$190K - $210K
|
1.59K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.57KNew |
$187K - $207K
|
1.57K
$197K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$182K - $202K
|
1.52K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.52KNew |
$182K - $201K
|
1.52K
$191K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.4K+ 16.99% |
$167K - $185K
|
9.63K
$1.21M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
1.34K+ 5.95% |
$160K - $177K
|
23.8K
$2.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.28KNew |
$153K - $170K
|
1.28K
$161K
|
|
|
Nov 15, 2024
Q3 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.13K+ 65.26% |
$135K - $149K
|
2.86K
$360K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
873+ 0.97% |
$104K - $115K
|
90.6K
$11.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
660New |
$78.9K - $87.3K
|
660
$83.1K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
561New |
$67.1K - $74.2K
|
561
$70.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
556New |
$66.5K - $73.5K
|
556
$70K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
485+ 5.46% |
$58K - $64.1K
|
9.37K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
456+ 5066.67% |
$54.5K - $60.3K
|
465
$58.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
420New |
$50.2K - $55.5K
|
420
$52.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
386+ 6.94% |
$46.1K - $51K
|
5.95K
$748K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
345+ 1.16% |
$41.2K - $45.6K
|
30K
$3.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
335New |
$40K - $44.3K
|
335
$42.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
330+ 18.62% |
$39.4K - $43.6K
|
2.1K
$265K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283+ 3.37% |
$33.8K - $37.4K
|
8.69K
$1.09M
|
|