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 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
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.21K+ 13.54% |
$160K - $170K
|
10.1K
$1.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.16KNew |
$154K - $163K
|
1.16K
$159K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 1.19% |
$153K - $162K
|
97.9K
$13.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.12K+ 41.62% |
$149K - $158K
|
3.82K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.11K+ 10.21% |
$147K - $156K
|
12K
$1.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.08K+ 5.18% |
$144K - $152K
|
22K
$3.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.05K+ 24.29% |
$139K - $148K
|
5.37K
$741K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 4.76% |
$135K - $143K
|
22.4K
$3.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.01KNew |
$134K - $142K
|
1.01K
$139K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 15.39% |
$134K - $141K
|
7.54K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 1.67% |
$133K - $141K
|
60.9K
$8.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
888+ 48.13% |
$118K - $125K
|
2.73K
$377K
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
865+ 30.13% |
$115K - $122K
|
3.74K
$515K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
784+ 6.61% |
$104K - $110K
|
12.6K
$1.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
768+ 0.51% |
$102K - $108K
|
152K
$20.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
734+ 10.75% |
$97.5K - $103K
|
7.56K
$1.04M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
691+ 2.3% |
$91.8K - $97.2K
|
30.7K
$4.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
679+ 1.8% |
$90.2K - $95.5K
|
38.3K
$5.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
642+ 3.22% |
$85.3K - $90.3K
|
20.6K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
615+ 2.77% |
$81.7K - $86.5K
|
22.8K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
585+ 111.85% |
$77.7K - $82.3K
|
1.11K
$153K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
585+ 17.69% |
$77.7K - $82.3K
|
3.89K
$537K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
560+ 0.85% |
$74.4K - $78.7K
|
66.5K
$9.17M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
554+ 8.46% |
$73.6K - $77.9K
|
7.11K
$979K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
515+ 858.33% |
$68.4K - $72.4K
|
575
$79.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
513+ 17.76% |
$68.1K - $72.1K
|
3.4K
$469K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
502New |
$66.7K - $70.6K
|
502
$69.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
483New |
$64.2K - $67.9K
|
483
$66.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
470+ 19.92% |
$62.4K - $66.1K
|
2.83K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
467+ 6.63% |
$62K - $65.7K
|
7.51K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
436+ 4.31% |
$57.9K - $61.3K
|
10.6K
$1.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
430New |
$57.1K - $60.5K
|
430
$59.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
409New |
$54.3K - $57.5K
|
409
$56.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
405+ 6.91% |
$53.8K - $56.9K
|
6.26K
$863K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
388+ 9.19% |
$51.5K - $54.6K
|
4.61K
$636K
|
|