Purchases and Sales Made in Q3 2025 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MIDCAP VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
753KNew |
$100M - $106M
|
753K
$104M
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
170KNew |
$22.6M - $23.9M
|
170K
$23.4M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
141KNew |
$18.7M - $19.8M
|
141K
$19.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
134KNew |
$17.8M - $18.9M
|
134K
$18.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
92.3K+ 1496.48% |
$12.3M - $13M
|
98.5K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.1K+ 1.06% |
$11.4M - $12.1M
|
8.25M
$1.14B
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
80K+ 3.06% |
$10.6M - $11.3M
|
2.7M
$372M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
77.4K+ 3272.77% |
$10.3M - $10.9M
|
79.8K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.3K+ 20.08% |
$8.94M - $9.46M
|
402K
$55.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.2K+ 1.74% |
$6.4M - $6.78M
|
2.82M
$389M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.6K+ 8.12% |
$5.79M - $6.13M
|
581K
$80M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.7K+ 5.74% |
$5.28M - $5.59M
|
732K
$101M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 3.38% |
$5.23M - $5.54M
|
1.2M
$166M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
34.5K+ 1.02% |
$4.58M - $4.85M
|
3.43M
$472M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
34.4K+ 621.57% |
$4.57M - $4.84M
|
40K
$5.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.2K+ 222.59% |
$3.48M - $3.68M
|
37.9K
$5.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
25.3K+ 167.86% |
$3.35M - $3.55M
|
40.3K
$5.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.9K+ 2.5% |
$2.78M - $2.94M
|
857K
$118M
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
20.3K+ 10.47% |
$2.7M - $2.85M
|
214K
$29.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18.5K+ 182.52% |
$2.46M - $2.61M
|
28.7K
$3.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
18.3KNew |
$2.43M - $2.57M
|
18.3K
$2.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.1K+ 290.07% |
$2.4M - $2.54M
|
24.3K
$3.35M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
17.7K+ 126.24% |
$2.36M - $2.49M
|
31.8K
$4.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$2.3M - $2.43M
|
17.3K
$2.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$2.18M - $2.3M
|
16.4K
$2.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.6K+ 1.6% |
$2.07M - $2.19M
|
993K
$137M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
14.7K+ 10.51% |
$1.96M - $2.07M
|
155K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.8KNew |
$1.69M - $1.79M
|
12.8K
$1.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.5K+ 11.22% |
$1.66M - $1.76M
|
124K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 4.32% |
$1.62M - $1.72M
|
296K
$40.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.1K+ 4.33% |
$1.6M - $1.7M
|
291K
$40.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 15.66% |
$1.34M - $1.42M
|
74.7K
$10.3M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
9.62KNew |
$1.28M - $1.35M
|
9.62K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
9.14K+ 1.77% |
$1.21M - $1.29M
|
525K
$72.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.01K+ 30.44% |
$1.2M - $1.27M
|
38.6K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.9K+ 14.3% |
$1.18M - $1.25M
|
71.1K
$9.8M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.84K+ 150.06% |
$1.17M - $1.24M
|
14.7K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.55KNew |
$1.14M - $1.2M
|
8.55K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.28K+ 3.02% |
$1.1M - $1.16M
|
283K
$39M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
7.97K+ 0.95% |
$1.06M - $1.12M
|
844K
$116M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
7.95KNew |
$1.06M - $1.12M
|
7.95K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
7.87K+ 301.34% |
$1.04M - $1.11M
|
10.5K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.68KNew |
$1.02M - $1.08M
|
7.68K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.63K+ 24.8% |
$1.01M - $1.07M
|
38.4K
$5.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
7.37KNew |
$979K - $1.04M
|
7.37K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.28KNew |
$967K - $1.02M
|
7.28K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.15K+ 1.66% |
$950K - $1.01M
|
437K
$60.3M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.15K+ 95.14% |
$949K - $1M
|
14.7K
$2.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.08K+ 141.85% |
$941K - $996K
|
12.1K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.84K+ 256.24% |
$908K - $962K
|
9.51K
$1.31M
|
|