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 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 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 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
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
387+ 5.33% |
$51.4K - $54.4K
|
7.65K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
367+ 7.22% |
$48.7K - $51.6K
|
5.45K
$751K
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
340New |
$45.2K - $47.8K
|
340
$46.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
331+ 2.27% |
$44K - $46.5K
|
14.9K
$2.06M
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
324New |
$43K - $45.6K
|
324
$44.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
321+ 6.05% |
$42.6K - $45.1K
|
5.62K
$775K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
310New |
$41.2K - $43.6K
|
310
$42.7K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
284+ 6.18% |
$37.7K - $39.9K
|
4.88K
$673K
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
251New |
$33.3K - $35.3K
|
251
$34.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
245+ 5.81% |
$32.5K - $34.4K
|
4.47K
$616K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
229+ 1.36% |
$30.4K - $32.2K
|
17.1K
$2.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
221+ 10.45% |
$29.4K - $31.1K
|
2.34K
$322K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
221+ 1.35% |
$29.4K - $31.1K
|
16.6K
$2.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
220+ 1.81% |
$29.2K - $30.9K
|
12.4K
$1.71M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
216+ 10.64% |
$28.7K - $30.4K
|
2.25K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
211New |
$28K - $29.7K
|
211
$29.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
210New |
$27.9K - $29.5K
|
210
$28.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
207New |
$27.5K - $29.1K
|
207
$28.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
191+ 5.52% |
$25.4K - $26.9K
|
3.65K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
182+ 0.66% |
$24.2K - $25.6K
|
27.7K
$3.81M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
178New |
$23.6K - $25K
|
178
$24.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
176+ 0.8% |
$23.4K - $24.7K
|
22.1K
$3.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
165+ 9.48% |
$21.9K - $23.2K
|
1.91K
$263K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
161+ 1.35% |
$21.4K - $22.6K
|
12.1K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
160+ 0.77% |
$21.3K - $22.5K
|
20.9K
$2.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
156+ 1.69% |
$20.7K - $21.9K
|
9.37K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
149+ 1.9% |
$19.8K - $21K
|
8K
$1.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
147+ 0.67% |
$19.5K - $20.7K
|
22K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
133+ 0.17% |
$17.7K - $18.7K
|
79.6K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
132+ 113.79% |
$17.5K - $18.6K
|
248
$34.2K
|
|