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 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
14.9K+ 1.57% |
$1.91M - $2.1M
|
967K
$124M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
11.9KNew |
$1.53M - $1.67M
|
11.9K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9KNew |
$1.52M - $1.67M
|
11.9K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.8K+ 91.93% |
$1.51M - $1.65M
|
24.6K
$3.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
11.4KNew |
$1.46M - $1.6M
|
11.4K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
11.3K+ 7.47% |
$1.45M - $1.59M
|
163K
$21M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
10.8KNew |
$1.38M - $1.52M
|
10.8K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10.6K+ 0.42% |
$1.36M - $1.49M
|
2.57M
$331M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
10.6K+ 1453.99% |
$1.35M - $1.48M
|
11.3K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.15K+ 14.91% |
$1.17M - $1.28M
|
70.6K
$9.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.16K+ 6.45% |
$1.05M - $1.15M
|
135K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
7.76K+ 51.82% |
$994K - $1.09M
|
22.7K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.55K+ 10.63% |
$966K - $1.06M
|
78.5K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
7.11K+ 24.28% |
$910K - $997K
|
36.4K
$4.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.89K+ 2.32% |
$882K - $966K
|
304K
$39.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.57KNew |
$841K - $921K
|
6.57K
$845K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
6.54KNew |
$838K - $918K
|
6.54K
$842K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.14KNew |
$786K - $861K
|
6.14K
$790K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
5.9K+ 0.72% |
$755K - $827K
|
824K
$106M
|
|
|
Jan 24, 2025
Q4 2024
|
Jp Wealth Management, Inc.
Mt. Pleasant, SC |
BUY
|
- |
5.87KNew |
$752K - $823K
|
5.87K
$755K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.82K+ 516.68% |
$746K - $817K
|
6.95K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.81K+ 111.74% |
$745K - $816K
|
11K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.77K+ 3.28% |
$738K - $809K
|
182K
$23.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
5.7K+ 72.68% |
$730K - $800K
|
13.5K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.59K+ 3.53% |
$715K - $784K
|
164K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.32K+ 23.22% |
$681K - $746K
|
28.2K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.26K+ 14.21% |
$674K - $739K
|
42.3K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
5.22KNew |
$669K - $733K
|
5.22K
$672K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
5.18K+ 180.55% |
$663K - $727K
|
8.05K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.1K+ 4.83% |
$653K - $715K
|
111K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.05K+ 13.48% |
$646K - $708K
|
42.5K
$5.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
5.03K+ 79.93% |
$644K - $706K
|
11.3K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.02K+ 0.3% |
$643K - $705K
|
1.7M
$218M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
4.86K+ 3.11% |
$622K - $682K
|
161K
$20.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
4.83KNew |
$619K - $678K
|
4.83K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.77K+ 4.72% |
$611K - $670K
|
106K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.76K+ 62.59% |
$610K - $668K
|
12.4K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
4.6KNew |
$589K - $645K
|
4.6K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
4.26KNew |
$545K - $597K
|
4.26K
$548K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.17K+ 35.18% |
$534K - $585K
|
16K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.15KNew |
$532K - $583K
|
4.15K
$534K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.11KNew |
$527K - $577K
|
4.11K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Covenant Partners, LLC
|
BUY
|
- |
4.05K+ 2.31% |
$518K - $568K
|
179K
$23.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
3.99KNew |
$512K - $560K
|
3.99K
$514K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.9K+ 49.7% |
$499K - $547K
|
11.7K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.89K+ 4.42% |
$498K - $546K
|
91.9K
$11.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.79KNew |
$485K - $532K
|
3.79K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
3.72KNew |
$476K - $522K
|
3.72K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.7K+ 1.28% |
$474K - $520K
|
293K
$37.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.69K+ 2.29% |
$473K - $518K
|
165K
$21.2M
|