Purchases and Sales Made in Q4 2025 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q4 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
Jan 15, 2026 Q4 2025
Allspring Global Investments Holdings, LLC

BUY
 -
20.5K
+ 83.8%
$2.78M - $2.89M
45K $6.21M
Jan 12, 2026 Q4 2025
Corundum Group, Inc.

BUY
 -
15.8K
+ 30.3%
$2.14M - $2.22M
67.9K $9.36M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
12.3K
+ 21.04%
$1.67M - $1.73M
70.8K $9.76M
Jan 08, 2026 Q4 2025
Asempa Wealth Advisors

Baton Rouge, LA
BUY
 -
8.51K
New
$1.15M - $1.2M
8.51K $1.17M
Jan 12, 2026 Q4 2025
Auour Investments LLC

Wenham, MA
BUY
 -
8.24K
+ 41.28%
$1.12M - $1.16M
28.2K $3.89M
Jan 12, 2026 Q4 2025
Legacy Wealth Asset Management, LLC

BUY
 -
6.43K
New
$872K - $906K
6.43K $886K
Jan 06, 2026 Q4 2025
Lpwm LLC

Minneapolis, MN
BUY
 -
6.25K
+ 2.78%
$848K - $881K
232K $31.9M
Jan 13, 2026 Q4 2025
Sherman Wealth Management LLC

Gaithersburg, MD
BUY
 -
3.75K
New
$509K - $528K
3.75K $517K
Jan 07, 2026 Q4 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.89K
New
$392K - $407K
2.89K $398K
Jan 16, 2026 Q4 2025
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
2.51K
New
$340K - $353K
2.51K $346K
Jan 09, 2026 Q4 2025
Friday Financial

Dubuque, IA
BUY
 -
2.15K
+ 47.59%
$292K - $303K
6.68K $920K
Jan 15, 2026 Q4 2025
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
1.51K
+ 48.41%
$204K - $212K
4.62K $637K
Jan 07, 2026 Q4 2025
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
1.26K
+ 2.82%
$171K - $178K
46K $6.34M
Jan 14, 2026 Q4 2025
Org Partners LLC

Roanoke, IN
BUY
 -
1.19K
+ 33.37%
$161K - $168K
4.75K $655K
Jan 15, 2026 Q4 2025
Vaughan Nelson Investment Management, L.P.

BUY
 -
1.09K
+ 157.97%
$148K - $154K
1.78K $245K
Jan 08, 2026 Q4 2025
Lwm Advisors Inc

El Dorado Hills, CA
BUY
 -
997
+ 3.01%
$135K - $141K
34.2K $4.71M
Jan 09, 2026 Q4 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
989
+ 31.61%
$134K - $139K
4.12K $568K
Jan 15, 2026 Q4 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
965
+ 13.9%
$131K - $136K
7.91K $1.09M
Jan 14, 2026 Q4 2025
Eastern Bank

BUY
 -
862
+ 68.36%
$117K - $121K
2.12K $293K
Jan 15, 2026 Q4 2025
Btc Capital Management, Inc.

BUY
 -
562
+ 21.46%
$76.2K - $79.2K
3.18K $439K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
549
+ 1.58%
$74.5K - $77.4K
35.2K $4.85M
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
520
+ 32.46%
$70.5K - $73.3K
2.12K $293K
Jan 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
504
New
$68.4K - $71K
504 $69.5K
Jan 07, 2026 Q4 2025
Occidental Asset Management, LLC

BUY
 -
413
+ 0.45%
$56K - $58.2K
91.3K $12.6M
Jan 13, 2026 Q4 2025
Norden Group LLC

Provo, UT
BUY
 -
375
+ 4.1%
$50.9K - $52.8K
9.52K $1.31M
Jan 05, 2026 Q4 2025
City Center Advisors, LLC

Troy, MI
BUY
 -
339
+ 7.66%
$46K - $47.8K
4.77K $657K
Jan 07, 2026 Q4 2025
Aventura Private Wealth, LLC

Aventura, FL
BUY
 -
324
New
$44K - $45.7K
324 $44.7K
Jan 08, 2026 Q4 2025
Gryphon Financial Partners LLC

BUY
 -
236
+ 4.54%
$32K - $33.3K
5.43K $749K
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
203
+ 0.63%
$27.5K - $28.6K
32.6K $4.5M
Jan 12, 2026 Q4 2025
First Merchants Corp

BUY
 -
147
+ 0.38%
$19.9K - $20.7K
39K $5.38M
Jan 08, 2026 Q4 2025
Stephens Group Asset Management, LLC

BUY
 -
142
+ 0.02%
$19.3K - $20K
712K $98.2M
Jan 08, 2026 Q4 2025
Pacifica Partners Inc.

BUY
 -
117
+ 468.0%
$15.9K - $16.5K
142 $19.6K
Jan 07, 2026 Q4 2025
Harbor Investment Advisory, LLC

BUY
 -
112
+ 0.47%
$15.2K - $15.8K
23.8K $3.27M
Jan 02, 2026 Q4 2025
Lbj Family Wealth Advisors, Ltd.

BUY
 -
95
+ 0.08%
$12.9K - $13.4K
126K $17.3M
Jan 13, 2026 Q4 2025
Long View Wealth Management

Atlanta, GA
BUY
 -
87
+ 2.88%
$11.8K - $12.3K
3.11K $429K
Jan 16, 2026 Q4 2025
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
81
+ 0.76%
$11K - $11.4K
10.8K $1.49M
Jan 07, 2026 Q4 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
77
+ 3.07%
$10.4K - $10.9K
2.59K $357K
Jan 16, 2026 Q4 2025
First Pacific Financial

BUY
 -
52
+ 0.24%
$7.05K - $7.33K
21.4K $2.95M
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
36
+ 0.75%
$4.88K - $5.07K
4.83K $665K
Jan 16, 2026 Q4 2025
Five Oceans Advisors

BUY
 -
30
+ 0.42%
$4.07K - $4.23K
7.17K $988K
Jan 12, 2026 Q4 2025
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
24
+ 1.31%
$3.26K - $3.38K
1.86K $256K
Jan 06, 2026 Q4 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
22
+ 0.32%
$2.98K - $3.1K
6.85K $944K
Jan 13, 2026 Q4 2025
Trust Point Inc.

La Crosse, WI
BUY
 -
20
+ 0.23%
$2.71K - $2.82K
8.6K $1.19M
Jan 12, 2026 Q4 2025
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
18
+ 0.45%
$2.44K - $2.54K
4.02K $554K
Jan 13, 2026 Q4 2025
Triangle Securities Wealth Management

BUY
 -
13
+ 0.8%
$1.76K - $1.83K
1.63K $225K
Jan 13, 2026 Q4 2025
Mather Group, Llc.

Chicago, IL
BUY
 -
7
+ 0.02%
$950 - $987
37.5K $5.17M
Jan 13, 2026 Q4 2025
Kmg Fiduciary Partners, LLC

BUY
 -
7
+ 0.01%
$950 - $987
50.6K $6.98M
Jan 07, 2026 Q4 2025
Private Client Services, LLC

Louisville, KY
BUY
 -
6
+ 0.2%
$814 - $846
2.94K $405K
Jan 08, 2026 Q4 2025
Affinity Capital Advisors, LLC

BUY
 -
5
+ 0.05%
$678 - $705
11.1K $1.53M

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