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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
23+ 0.05% |
$2.95K - $3.23K
|
43.8K
$5.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
22New |
$2.82K - $3.09K
|
22
$2.83K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
21+ 0.11% |
$2.69K - $2.95K
|
18.3K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
19+ 0.26% |
$2.43K - $2.67K
|
7.25K
$933K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
18+ 0.46% |
$2.31K - $2.53K
|
3.96K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
17+ 0.64% |
$2.18K - $2.39K
|
2.66K
$342K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
17+ 1.0% |
$2.18K - $2.39K
|
1.71K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
15+ 0.45% |
$1.92K - $2.1K
|
3.34K
$430K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
15+ 0.43% |
$1.92K - $2.1K
|
3.53K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
15+ 25.0% |
$1.92K - $2.1K
|
75
$9.65K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 1.76% |
$1.67K - $1.82K
|
751
$96.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 86.67% |
$1.67K - $1.82K
|
28
$3.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
12+ 0.31% |
$1.54K - $1.68K
|
3.93K
$505K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
12+ 0.37% |
$1.54K - $1.68K
|
3.28K
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12+ 0.32% |
$1.54K - $1.68K
|
3.77K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
12+ 0.41% |
$1.54K - $1.68K
|
2.97K
$382K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 1.24% |
$1.41K - $1.54K
|
900
$116K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
10+ 0.44% |
$1.28K - $1.4K
|
2.27K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10+ 0.38% |
$1.28K - $1.4K
|
2.67K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
10+ 0.16% |
$1.28K - $1.4K
|
6.12K
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
9+ 0.29% |
$1.15K - $1.26K
|
3.1K
$399K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
9New |
$1.15K - $1.26K
|
9
$1.16K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
8+ 0.26% |
$1.02K - $1.12K
|
3.11K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
8+ 0.42% |
$1.02K - $1.12K
|
1.91K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6+ 0.28% |
$768 - $842
|
2.16K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.32% |
$768 - $842
|
1.91K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
6+ 0.38% |
$768 - $842
|
1.6K
$206K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
6+ 0.2% |
$768 - $842
|
3.06K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.26% |
$640 - $702
|
1.94K
$249K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.43% |
$640 - $702
|
1.16K
$150K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.43% |
$640 - $702
|
1.18K
$152K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.19% |
$640 - $702
|
2.61K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.1% |
$512 - $561
|
4.07K
$524K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
4+ 0.15% |
$512 - $561
|
2.73K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4+ 0.08% |
$512 - $561
|
4.92K
$634K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
4+ 0.06% |
$512 - $561
|
7.11K
$915K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.45% |
$384 - $421
|
667
$85.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3+ 0.12% |
$384 - $421
|
2.54K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
3+ 0.07% |
$384 - $421
|
4.26K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.51% |
$384 - $421
|
589
$75.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.13% |
$384 - $421
|
2.27K
$292K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
2+ 0.04% |
$256 - $281
|
4.73K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.86% |
$256 - $281
|
234
$30.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$256 - $281
|
3.43K
$442K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$256 - $281
|
3.91K
$503K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.08% |
$256 - $281
|
2.42K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$256 - $281
|
7.44K
$957K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2+ 0.07% |
$256 - $281
|
2.8K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.37% |
$128 - $140
|
272
$35K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.18% |
$128 - $140
|
570
$73.4K
|