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 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
136New |
$13.6K - $15.8K
|
136
$18.7K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
97+ 808.33% |
$9.72K - $11.3K
|
109
$15K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.88% |
$9.12K - $10.6K
|
4.94K
$680K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
74+ 69.81% |
$7.42K - $8.6K
|
180
$24.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
71New |
$7.12K - $8.25K
|
71
$9.79K
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
65New |
$6.51K - $7.55K
|
65
$8.96K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
39+ 0.48% |
$3.91K - $4.53K
|
8.11K
$1.12M
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
24New |
$2.41K - $2.79K
|
24
$3.31K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
10New |
$1K - $1.16K
|
10
$1.38K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$301 - $349
|
3.31K
$457K
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
BUY
|
- |
1New |
$100 - $116
|
1
$138
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.27% |
$100 - $116
|
378
$52.1K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Navalign, LLC
|
BUY
|
- |
8.12KNew |
$784K - $907K
|
8.12K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.26KNew |
$604K - $699K
|
6.26K
$863K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
6.16KNew |
$595K - $688K
|
6.16K
$850K
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
5.65KNew |
$546K - $631K
|
5.65K
$779K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
5.65KNew |
$546K - $631K
|
5.65K
$779K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.43KNew |
$331K - $383K
|
3.43K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
3.38KNew |
$326K - $378K
|
3.38K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
2.49KNew |
$240K - $278K
|
2.49K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.04KNew |
$197K - $227K
|
2.04K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
1.9KNew |
$183K - $212K
|
1.9K
$262K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.43K+ 10.41% |
$138K - $159K
|
15.1K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.42K+ 44.33% |
$137K - $158K
|
4.62K
$636K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.25KNew |
$121K - $140K
|
1.25K
$173K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
959+ 27.2% |
$92.6K - $107K
|
4.49K
$618K
|
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
782+ 3.66% |
$75.5K - $87.3K
|
22.1K
$3.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
680+ 4.23% |
$65.7K - $75.9K
|
16.8K
$2.31M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
522New |
$50.4K - $58.3K
|
522
$72K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
388+ 9.02% |
$37.5K - $43.3K
|
4.69K
$647K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
336New |
$32.4K - $37.5K
|
336
$46.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
288New |
$27.8K - $32.2K
|
288
$39.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
254New |
$24.5K - $28.4K
|
254
$35K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
248New |
$23.9K - $27.7K
|
248
$34.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
216New |
$20.9K - $24.1K
|
216
$29.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
200New |
$19.3K - $22.3K
|
200
$27.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
144+ 192.0% |
$13.9K - $16.1K
|
219
$30.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
71+ 2.82% |
$6.86K - $7.93K
|
2.59K
$357K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
65New |
$6.28K - $7.26K
|
65
$8.96K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
59New |
$5.7K - $6.59K
|
59
$8.13K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
41New |
$3.96K - $4.58K
|
41
$5.65K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
17New |
$1.64K - $1.9K
|
17
$2.34K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15New |
$1.45K - $1.68K
|
15
$2.07K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
14New |
$1.35K - $1.56K
|
14
$1.93K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
4+ 19.05% |
$386 - $447
|
25
$3.45K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3+ 5.36% |
$290 - $335
|
59
$8.13K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
103KNew |
$9.85M - $11.9M
|
103K
$14.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.9KNew |
$1.24M - $1.5M
|
12.9K
$1.78M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.45K+ 55.48% |
$427K - $515K
|
12.5K
$1.72M
|
|
|
Oct 17, 2022
Q3 2022
|
Bms Financial Advisors, LLC
|
BUY
|
- |
3.38KNew |
$324K - $391K
|
3.38K
$465K
|
|