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 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 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
299+ 1.69% |
$39.7K - $42K
|
18K
$2.48M
|
|
|
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
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
254+ 10.9% |
$33.7K - $35.7K
|
2.59K
$356K
|
|
|
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 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
227+ 2.53% |
$30.2K - $31.9K
|
9.2K
$1.27M
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
125+ 3.79% |
$16.6K - $17.6K
|
3.42K
$471K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
123+ 1.63% |
$16.3K - $17.3K
|
7.66K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
105+ 4.55% |
$13.9K - $14.8K
|
2.41K
$332K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
105+ 1.18% |
$13.9K - $14.8K
|
8.99K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
101New |
$13.4K - $14.2K
|
101
$13.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
92New |
$12.2K - $12.9K
|
92
$12.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
84+ 1.29% |
$11.2K - $11.8K
|
6.62K
$912K
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
82+ 6.66% |
$10.9K - $11.5K
|
1.31K
$181K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
79+ 0.59% |
$10.5K - $11.1K
|
13.4K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
72New |
$9.56K - $10.1K
|
72
$9.93K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
72New |
$9.56K - $10.1K
|
72
$9.93K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
71+ 4.6% |
$9.43K - $9.98K
|
1.62K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
71New |
$9.43K - $9.98K
|
71
$9.79K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
68+ 1.21% |
$9.03K - $9.56K
|
5.68K
$784K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 8.28% |
$8.63K - $9.14K
|
850
$117K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
65New |
$8.63K - $9.14K
|
65
$8.96K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
64+ 0.36% |
$8.5K - $9K
|
17.7K
$2.45M
|
|