Latest Institutional Purchases of Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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 25, 2025 Q3 2025
Kerr Financial Planning Corp

Fresno, CA
BUY
 -
51
New
$6.77K - $7.17K
51 $7.03K
Nov 17, 2025 Q3 2025
Fsa Wealth Management LLC

Needham, MA
BUY
 -
47
+ 0.04%
$6.24K - $6.61K
111K $15.3M
Nov 14, 2025 Q3 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
44
+ 0.75%
$5.84K - $6.19K
5.94K $819K
Nov 04, 2025 Q3 2025
Elm Partners Management LLC

BUY
 -
43
+ 2.26%
$5.71K - $6.05K
1.95K $268K
Nov 03, 2025 Q3 2025
Cornerstone Wealth Management, LLC

BUY
 -
41
+ 0.55%
$5.45K - $5.77K
7.46K $1.03M
Oct 15, 2025 Q3 2025
Atwood & Palmer Inc

BUY
 -
40
New
$5.31K - $5.62K
40 $5.51K
Nov 05, 2025 Q3 2025
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
39
+ 0.26%
$5.18K - $5.48K
15.1K $2.08M
Nov 10, 2025 Q3 2025
Jfs Wealth Advisors, LLC

BUY
 -
35
+ 1.12%
$4.65K - $4.92K
3.17K $437K
Nov 04, 2025 Q3 2025
Compass Financial Services Inc

West Des Moines, IA
BUY
 -
35
+ 875.0%
$4.65K - $4.92K
39 $5.38K
Nov 21, 2025 Q3 2025
Cibc Private Wealth Group, LLC

BUY
 -
33
+ 0.02%
$4.38K - $4.64K
134K $18.5M
Oct 30, 2025 Q3 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
33
+ 0.86%
$4.38K - $4.64K
3.88K $535K
Nov 10, 2025 Q3 2025
Ggm Financials LLC

Columbus, OH
BUY
 -
30
New
$3.98K - $4.22K
30 $4.14K
Oct 16, 2025 Q3 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
27
+ 0.42%
$3.59K - $3.8K
6.4K $882K
Nov 14, 2025 Q3 2025
Great Valley Advisor Group, Inc.

BUY
 -
26
+ 0.12%
$3.45K - $3.66K
22.2K $3.07M
Nov 05, 2025 Q3 2025
Lowe Brockenbrough & CO Inc

BUY
 -
26
+ 0.85%
$3.45K - $3.66K
3.09K $426K
Nov 03, 2025 Q3 2025
Foundations Investment Advisors, LLC

BUY
 -
26
+ 0.44%
$3.45K - $3.66K
5.98K $824K
Nov 12, 2025 Q3 2025
Mycio Wealth Partners, LLC

BUY
 -
25
+ 0.41%
$3.32K - $3.52K
6.06K $835K
Nov 05, 2025 Q3 2025
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
25
+ 0.83%
$3.32K - $3.52K
3.02K $416K
Nov 14, 2025 Q3 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
22
+ 0.33%
$2.92K - $3.09K
6.69K $922K
Nov 12, 2025 Q3 2025
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
22
+ 0.42%
$2.92K - $3.09K
5.31K $732K
Nov 06, 2025 Q3 2025
Wesbanco Bank Inc

BUY
 -
19
+ 0.1%
$2.52K - $2.67K
18.2K $2.51M
Oct 27, 2025 Q3 2025
One Day In July LLC

BUY
 -
18
+ 0.35%
$2.39K - $2.53K
5.14K $708K
Nov 25, 2025 Q3 2025
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
17
+ 22.08%
$2.26K - $2.39K
94 $13K
Nov 13, 2025 Q3 2025
Wealth Watch Advisors, Inc

Englewood, CO
BUY
 -
17
New
$2.26K - $2.39K
17 $2.34K
Oct 23, 2025 Q3 2025
Caldwell Trust CO

Venice, FL
BUY
 -
17
New
$2.26K - $2.39K
17 $2.34K
Nov 10, 2025 Q3 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
16
+ 2.62%
$2.13K - $2.25K
627 $86.4K
Oct 21, 2025 Q3 2025
Global Retirement Partners, LLC

BUY
 -
15
+ 0.08%
$1.99K - $2.11K
19.1K $2.63M
Nov 17, 2025 Q3 2025
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
14
+ 0.42%
$1.86K - $1.97K
3.38K $466K
Oct 23, 2025 Q3 2025
Guidance Point Advisors, LLC

BUY
 -
14
+ 0.39%
$1.86K - $1.97K
3.57K $492K
Nov 14, 2025 Q3 2025
Port Capital LLC

Chicago, IL
BUY
 -
13
+ 0.28%
$1.73K - $1.83K
4.61K $635K
Nov 05, 2025 Q3 2025
Eukles Asset Management

BUY
 -
12
+ 0.06%
$1.59K - $1.69K
19K $2.62M
Nov 13, 2025 Q3 2025
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
11
+ 0.23%
$1.46K - $1.55K
4.78K $659K
Nov 13, 2025 Q3 2025
West Michigan Advisors, LLC

Holland, MI
BUY
 -
9
+ 0.54%
$1.2K - $1.27K
1.69K $233K
Nov 12, 2025 Q3 2025
Kilter Howling LLC

Boulder, CO
BUY
 -
9
+ 0.39%
$1.2K - $1.27K
2.3K $317K
Oct 31, 2025 Q3 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
9
+ 0.21%
$1.2K - $1.27K
4.23K $584K
Oct 29, 2025 Q3 2025
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
9
New
$1.2K - $1.27K
9 $1.24K
Nov 13, 2025 Q3 2025
Wealthspire Advisors, LLC

New York, NY
BUY
 -
8
+ 0.02%
$1.06K - $1.12K
37.8K $5.22M
Nov 12, 2025 Q3 2025
Bcgm Wealth Management, LLC

BUY
 -
8
+ 0.35%
$1.06K - $1.12K
2.28K $314K
Nov 12, 2025 Q3 2025
Cornerstone Financial Group, LLC /Ne/

Omaha, NE
BUY
 -
8
+ 0.19%
$1.06K - $1.12K
4.28K $589K
Oct 15, 2025 Q3 2025
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
8
+ 0.16%
$1.06K - $1.12K
5.03K $693K
Nov 13, 2025 Q3 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
7
+ 0.04%
$930 - $984
18.9K $2.61M
Nov 12, 2025 Q3 2025
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
7
+ 0.42%
$930 - $984
1.69K $232K
Oct 27, 2025 Q3 2025
Kiker Wealth Management, LLC

Jasper, GA
BUY
 -
7
New
$930 - $984
7 $965
Oct 21, 2025 Q3 2025
Gsb Wealth Management, LLC

BUY
 -
7
+ 0.36%
$930 - $984
1.93K $267K
Nov 12, 2025 Q3 2025
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
6
+ 0.13%
$797 - $844
4.51K $621K
Oct 16, 2025 Q3 2025
Lowe Wealth Advisors, LLC

BUY
 -
6
New
$797 - $844
6 $827
Nov 03, 2025 Q3 2025
Activest Wealth Management

BUY
 -
5
+ 5.26%
$664 - $703
100 $13.8K
Oct 21, 2025 Q3 2025
Soa Wealth Advisors, Llc.

BUY
 -
5
+ 0.42%
$664 - $703
1.19K $164K
Nov 13, 2025 Q3 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
4
+ 0.16%
$531 - $562
2.49K $344K

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