Latest Institutional Transactions on Ishares Russell Midcap Value E (IWS)
This table provides information on the latest institutional transactions involving Ishares Russell Midcap Value E (IWS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
30+ 0.42% |
$4.07K - $4.23K
|
7.17K
$988K
|
|
|
Jan 16, 2026
Q4 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.51KNew |
$340K - $353K
|
2.51K
$346K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520+ 32.46% |
$70.5K - $73.3K
|
2.12K
$293K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-37- 3.21% |
$5.02K - $5.21K
|
1.11K
$154K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
52+ 0.24% |
$7.05K - $7.33K
|
21.4K
$2.95M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.09% |
$407 - $423
|
3.27K
$451K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
81+ 0.76% |
$11K - $11.4K
|
10.8K
$1.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
965+ 13.9% |
$131K - $136K
|
7.91K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-2.75K- 31.1% |
$373K - $388K
|
6.1K
$841K
|
|
|
Jan 15, 2026
Q4 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.09K+ 157.97% |
$148K - $154K
|
1.78K
$245K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.5K+ 83.8% |
$2.78M - $2.89M
|
45K
$6.21M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
SELL
|
- |
-6- 0.13% |
$814 - $846
|
4.59K
$632K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.51K+ 48.41% |
$204K - $212K
|
4.62K
$637K
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
562+ 21.46% |
$76.2K - $79.2K
|
3.18K
$439K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-45- 35.16% |
$6.1K - $6.34K
|
83
$11.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-155- 4.29% |
$21K - $21.8K
|
3.46K
$477K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.31K- 14.31% |
$178K - $185K
|
7.85K
$1.08M
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-68- 3.93% |
$9.22K - $9.58K
|
1.66K
$229K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
862+ 68.36% |
$117K - $121K
|
2.12K
$293K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
36+ 0.75% |
$4.88K - $5.07K
|
4.83K
$665K
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-28- 0.52% |
$3.8K - $3.95K
|
5.36K
$738K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.19K+ 33.37% |
$161K - $168K
|
4.75K
$655K
|
|
|
Jan 14, 2026
Q4 2025
|
Sherman Wealth Management LLC
Gaithersburg, MD |
SELL
|
- |
-32- 0.85% |
$4.34K - $4.51K
|
3.72K
$513K
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-112- 4.4% |
$15.2K - $15.8K
|
2.43K
$336K
|
|
|
Jan 13, 2026
Q4 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-308- 13.21% |
$41.8K - $43.4K
|
2.02K
$279K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
375+ 4.1% |
$50.9K - $52.8K
|
9.52K
$1.31M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-50- 2.91% |
$6.78K - $7.05K
|
1.67K
$230K
|
|
|
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
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-75- 4.5% |
$10.2K - $10.6K
|
1.59K
$219K
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
87+ 2.88% |
$11.8K - $12.3K
|
3.11K
$429K
|
|
|
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
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-143- 4.58% |
$19.4K - $20.2K
|
2.98K
$411K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
549+ 1.58% |
$74.5K - $77.4K
|
35.2K
$4.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
5New |
$678 - $705
|
5
$689
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
20+ 0.23% |
$2.71K - $2.82K
|
8.6K
$1.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
7+ 0.01% |
$950 - $987
|
50.6K
$6.98M
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-195- 3.41% |
$26.5K - $27.5K
|
5.53K
$762K
|
|
|
Jan 12, 2026
Q4 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.43KNew |
$872K - $906K
|
6.43K
$886K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
24+ 1.31% |
$3.26K - $3.38K
|
1.86K
$256K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-30- 22.73% |
$4.07K - $4.23K
|
102
$14.1K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-54- 1.32% |
$7.33K - $7.61K
|
4.05K
$558K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$136 - $141
|
3.7K
$510K
|
|
|
Jan 12, 2026
Q4 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
18+ 0.45% |
$2.44K - $2.54K
|
4.02K
$554K
|
|
|
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
|
Davenport & CO LLC
|
SELL
|
- |
-93- 1.42% |
$12.6K - $13.1K
|
6.45K
$889K
|
|
|
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
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-760- 16.11% |
$103K - $107K
|
3.96K
$545K
|
|
|
Jan 12, 2026
Q4 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.56K- 31.04% |
$211K - $219K
|
3.46K
$477K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.9% |
$136 - $141
|
112
$15.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-323- 10.37% |
$43.8K - $45.5K
|
2.79K
$385K
|
|