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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.72K+ 5.94% |
$494K - $523K
|
66.4K
$9.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.69KNew |
$490K - $518K
|
3.69K
$508K
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3.68KNew |
$488K - $517K
|
3.68K
$507K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.6KNew |
$478K - $506K
|
3.6K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.52KNew |
$467K - $494K
|
3.52K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
BUY
|
- |
3.41K+ 47.59% |
$452K - $479K
|
10.6K
$1.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.38K+ 176.59% |
$449K - $475K
|
5.29K
$730K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.22K+ 8.21% |
$427K - $452K
|
42.4K
$5.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.18K+ 8.49% |
$423K - $447K
|
40.7K
$5.6M
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
3.06KNew |
$407K - $430K
|
3.06K
$422K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3K+ 77.01% |
$399K - $422K
|
6.9K
$951K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.96KNew |
$393K - $416K
|
2.96K
$408K
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
2.79K+ 26.8% |
$371K - $393K
|
13.2K
$1.82M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.61KNew |
$346K - $367K
|
2.61K
$359K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$342K - $362K
|
2.57K
$354K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.57KNew |
$342K - $362K
|
2.57K
$354K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.56K+ 3.51% |
$340K - $360K
|
75.5K
$10.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.55KNew |
$338K - $358K
|
2.55K
$351K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.54K+ 24.42% |
$337K - $357K
|
12.9K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$326K - $346K
|
2.46K
$339K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.07K+ 0.81% |
$274K - $290K
|
258K
$35.6M
|
|
|
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 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
|
|
|
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
|
|