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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.37K+ 32.99% |
$315K - $333K
|
9.56K
$1.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.29K+ 39.46% |
$305K - $322K
|
8.1K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.29KNew |
$304K - $322K
|
2.29K
$316K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.28KNew |
$303K - $321K
|
2.28K
$314K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
2.1K+ 4.21% |
$279K - $296K
|
52.1K
$7.18M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.07K+ 0.81% |
$274K - $290K
|
258K
$35.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.04K+ 60.69% |
$270K - $286K
|
5.39K
$743K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.01K+ 74.31% |
$266K - $282K
|
4.7K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.91KNew |
$253K - $268K
|
1.91K
$263K
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
1.83K+ 1846.46% |
$243K - $257K
|
1.93K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.8K+ 0.19% |
$239K - $253K
|
945K
$130M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
1.74KNew |
$232K - $245K
|
1.74K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.74KNew |
$230K - $244K
|
1.74K
$239K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.73KNew |
$230K - $243K
|
1.73K
$238K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.69KNew |
$224K - $237K
|
1.69K
$233K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.69K+ 27.84% |
$224K - $237K
|
7.74K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.68KNew |
$223K - $236K
|
1.68K
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.67KNew |
$221K - $234K
|
1.67K
$230K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.66K+ 2.17% |
$220K - $233K
|
78.2K
$10.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
1.65K+ 12.14% |
$219K - $232K
|
15.3K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.64KNew |
$218K - $230K
|
1.64K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.63K+ 17.68% |
$217K - $230K
|
10.9K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.63KNew |
$217K - $230K
|
1.63K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.63K+ 6.63% |
$216K - $228K
|
26.1K
$3.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.6KNew |
$212K - $225K
|
1.6K
$220K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.57KNew |
$208K - $220K
|
1.57K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.56KNew |
$208K - $220K
|
1.56K
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 2.97% |
$205K - $217K
|
53.5K
$7.38M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.54K+ 0.42% |
$205K - $217K
|
367K
$50.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.51KNew |
$200K - $212K
|
1.51K
$208K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$199K - $210K
|
1.5K
$206K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
1.49KNew |
$197K - $209K
|
1.49K
$205K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$197K - $208K
|
1.48K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$196K - $208K
|
1.48K
$204K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.48KNew |
$196K - $207K
|
1.48K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.47KNew |
$196K - $207K
|
1.47K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.47KNew |
$195K - $206K
|
1.47K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.46KNew |
$194K - $205K
|
1.46K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45K+ 1.46% |
$193K - $204K
|
101K
$13.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.45KNew |
$192K - $204K
|
1.45K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.43K+ 9.14% |
$190K - $201K
|
17.1K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 11.98% |
$177K - $187K
|
12.4K
$1.71M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.33K+ 0.8% |
$176K - $187K
|
168K
$23.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.33K+ 3.83% |
$176K - $186K
|
35.9K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.31K+ 20.01% |
$174K - $184K
|
7.87K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.26K+ 19.77% |
$168K - $178K
|
7.65K
$1.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.24K+ 2.22% |
$164K - $174K
|
57K
$7.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.23K+ 52.79% |
$164K - $173K
|
3.56K
$491K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.23K+ 12.65% |
$163K - $172K
|
10.9K
$1.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 9.64% |
$162K - $172K
|
13.9K
$1.92M
|
|