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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
86.8K+ 14.0% |
$11.8M - $12.2M
|
707K
$97.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
38.6KNew |
$5.23M - $5.44M
|
38.6K
$5.32M
|
|
|
Jan 27, 2026
Q4 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
28.9K+ 3.84% |
$3.92M - $4.07M
|
782K
$108M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.5K+ 83.8% |
$2.78M - $2.89M
|
45K
$6.21M
|
|
|
Jan 27, 2026
Q4 2025
|
Q3 Asset Management
|
BUY
|
- |
20.1KNew |
$2.73M - $2.84M
|
20.1K
$2.78M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
16.5KNew |
$2.23M - $2.32M
|
16.5K
$2.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Corundum Group, Inc.
|
BUY
|
- |
15.8K+ 30.3% |
$2.14M - $2.22M
|
67.9K
$9.36M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
12.9KNew |
$1.75M - $1.82M
|
12.9K
$1.78M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12.3K+ 21.04% |
$1.67M - $1.73M
|
70.8K
$9.76M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
11.3K+ 377.89% |
$1.53M - $1.59M
|
14.2K
$1.96M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.5K+ 2.87% |
$1.43M - $1.48M
|
377K
$52M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
8.51KNew |
$1.15M - $1.2M
|
8.51K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.24K+ 41.28% |
$1.12M - $1.16M
|
28.2K
$3.89M
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
7.35K+ 9.22% |
$998K - $1.04M
|
87.1K
$12M
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.43KNew |
$872K - $906K
|
6.43K
$886K
|
|
|
Jan 06, 2026
Q4 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
6.25K+ 2.78% |
$848K - $881K
|
232K
$31.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Bcs Wealth Management
|
BUY
|
- |
6KNew |
$814K - $846K
|
6K
$827K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
4.95K+ 7.23% |
$671K - $697K
|
73.4K
$10.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Regions Financial Corp
|
BUY
|
- |
4.76K+ 14.98% |
$646K - $671K
|
36.5K
$5.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.29K+ 27.27% |
$447K - $464K
|
15.4K
$2.12M
|
|
|
Jan 27, 2026
Q4 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.2KNew |
$434K - $451K
|
3.2K
$441K
|
|
|
Jan 23, 2026
Q4 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
3.15KNew |
$427K - $444K
|
3.15K
$434K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.89KNew |
$392K - $407K
|
2.89K
$398K
|
|
|
Jan 26, 2026
Q4 2025
|
Diversified Management Inc
Milwaukee, WI |
BUY
|
- |
2.88KNew |
$390K - $405K
|
2.88K
$396K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.51KNew |
$340K - $353K
|
2.51K
$346K
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.44KNew |
$331K - $344K
|
2.44K
$336K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
2.39K+ 14.44% |
$325K - $337K
|
19K
$2.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.23K+ 2.55% |
$303K - $315K
|
89.9K
$12.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.19KNew |
$298K - $309K
|
2.19K
$302K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
2.15K+ 47.59% |
$292K - $303K
|
6.68K
$920K
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
2.03KNew |
$275K - $286K
|
2.03K
$279K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.94K+ 11.56% |
$263K - $273K
|
18.7K
$2.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.89K+ 1.65% |
$257K - $266K
|
117K
$16.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.8KNew |
$244K - $253K
|
1.8K
$248K
|
|
|
Jan 27, 2026
Q4 2025
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
1.77KNew |
$240K - $249K
|
1.77K
$244K
|
|
|
Jan 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.61KNew |
$218K - $226K
|
1.61K
$221K
|
|
|
Jan 23, 2026
Q4 2025
|
Split Rock Private Trading & Wealth Management, LLC
Cloquet, MN |
BUY
|
- |
1.53KNew |
$208K - $216K
|
1.53K
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 48.41% |
$204K - $212K
|
4.62K
$637K
|
|
|
Jan 23, 2026
Q4 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.38K+ 6.76% |
$187K - $194K
|
21.7K
$2.99M
|
|
|
Jan 07, 2026
Q4 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.26K+ 2.82% |
$171K - $178K
|
46K
$6.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.19K+ 33.37% |
$161K - $168K
|
4.75K
$655K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
1.16K+ 14.21% |
$157K - $163K
|
9.28K
$1.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.09K+ 157.97% |
$148K - $154K
|
1.78K
$245K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.07K+ 8.03% |
$145K - $151K
|
14.4K
$1.98M
|
|
|
Jan 21, 2026
Q4 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.07KNew |
$145K - $150K
|
1.07K
$147K
|
|
|
Jan 08, 2026
Q4 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
997+ 3.01% |
$135K - $141K
|
34.2K
$4.71M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
989+ 31.61% |
$134K - $139K
|
4.12K
$568K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
965+ 13.9% |
$131K - $136K
|
7.91K
$1.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
862+ 68.36% |
$117K - $121K
|
2.12K
$293K
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
809+ 33.1% |
$110K - $114K
|
3.25K
$448K
|
|