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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400+ 14.3% |
$44.2K - $52.9K
|
3.2K
$441K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
399New |
$44.1K - $52.7K
|
399
$55K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
300New |
$33.2K - $39.6K
|
300
$41.4K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
265+ 88.33% |
$29.3K - $35K
|
565
$77.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
258New |
$28.5K - $34.1K
|
258
$35.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
256+ 324.05% |
$28.3K - $33.8K
|
335
$46.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
251New |
$27.8K - $33.2K
|
251
$34.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
192New |
$21.2K - $25.4K
|
192
$26.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
146+ 8.75% |
$16.1K - $19.3K
|
1.81K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
132+ 25.05% |
$14.6K - $17.4K
|
659
$90.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
122+ 5.38% |
$13.5K - $16.1K
|
2.39K
$329K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
104+ 108.33% |
$11.5K - $13.7K
|
200
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
79New |
$8.74K - $10.4K
|
79
$10.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
79+ 3.76% |
$8.74K - $10.4K
|
2.18K
$301K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
77New |
$8.51K - $10.2K
|
77
$10.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
74+ 1.75% |
$8.18K - $9.78K
|
4.31K
$595K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
42+ 2.07% |
$4.64K - $5.55K
|
2.07K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
41+ 2.28% |
$4.53K - $5.42K
|
1.84K
$254K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
41New |
$4.53K - $5.42K
|
41
$5.65K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37New |
$4.09K - $4.89K
|
37
$5.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 17.73% |
$3.98K - $4.76K
|
239
$32.9K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25+ 0.93% |
$2.76K - $3.3K
|
2.72K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22+ 8.8% |
$2.43K - $2.91K
|
272
$37.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22New |
$2.43K - $2.91K
|
22
$3.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
21New |
$2.32K - $2.77K
|
21
$2.89K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 1.18% |
$995 - $1.19K
|
774
$107K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9+ 0.06% |
$995 - $1.19K
|
16.2K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
7New |
$774 - $925
|
7
$965
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.26% |
$774 - $925
|
2.68K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.34% |
$553 - $661
|
1.46K
$202K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.12% |
$111 - $132
|
824
$114K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.79% |
$111 - $132
|
128
$17.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
620KNew |
$76M - $83.8M
|
620K
$85.5M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
176KNew |
$21.6M - $23.8M
|
176K
$24.2M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
59.3KNew |
$7.27M - $8.02M
|
59.3K
$8.17M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
30.3KNew |
$3.71M - $4.09M
|
30.3K
$4.17M
|
|
|
May 08, 2025
Q1 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$1.73M - $1.91M
|
14.1K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.7K+ 54.51% |
$1.32M - $1.45M
|
30.4K
$4.19M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.5KNew |
$306K - $338K
|
2.5K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.42KNew |
$297K - $327K
|
2.42K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.09KNew |
$256K - $283K
|
2.09K
$288K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.95KNew |
$239K - $264K
|
1.95K
$269K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.78KNew |
$219K - $241K
|
1.78K
$246K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.6KNew |
$196K - $216K
|
1.6K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.52K+ 9.44% |
$186K - $205K
|
17.6K
$2.42M
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.37KNew |
$168K - $185K
|
1.37K
$189K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$136K - $150K
|
1.11K
$153K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 48.99% |
$124K - $137K
|
3.08K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 12.63% |
$73.6K - $81.1K
|
5.35K
$737K
|
|