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 |
|---|---|---|---|---|---|---|---|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
324New |
$43K - $45.6K
|
324
$44.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.15K+ 95.14% |
$949K - $1M
|
14.7K
$2.02M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
388+ 9.19% |
$51.5K - $54.6K
|
4.61K
$636K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
51New |
$6.77K - $7.17K
|
51
$7.03K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
17+ 22.08% |
$2.26K - $2.39K
|
94
$13K
|
|
|
Nov 24, 2025
Q3 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.54K+ 24.42% |
$337K - $357K
|
12.9K
$1.78M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
33+ 0.02% |
$4.38K - $4.64K
|
134K
$18.5M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-38- 6.22% |
$5.05K - $5.34K
|
573
$79K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.68K- 24.15% |
$356K - $377K
|
8.42K
$1.16M
|
|
|
Nov 20, 2025
Q3 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-205- 11.34% |
$27.2K - $28.8K
|
1.6K
$221K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
17.7K+ 126.24% |
$2.36M - $2.49M
|
31.8K
$4.38M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.23K+ 12.65% |
$163K - $172K
|
10.9K
$1.5M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.18K- 3.27% |
$688K - $728K
|
153K
$21.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-390- 43.33% |
$51.8K - $54.8K
|
510
$70.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
229+ 1.36% |
$30.4K - $32.2K
|
17.1K
$2.36M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
310New |
$41.2K - $43.6K
|
310
$42.7K
|
|
|
Nov 17, 2025
Q3 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
47+ 0.04% |
$6.24K - $6.61K
|
111K
$15.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-15- 0.07% |
$1.99K - $2.11K
|
20.6K
$2.84M
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-705- 5.01% |
$93.6K - $99.1K
|
13.4K
$1.84M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-58- 1.62% |
$7.7K - $8.16K
|
3.53K
$486K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
14+ 0.42% |
$1.86K - $1.97K
|
3.38K
$466K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-1.28K- 11.25% |
$170K - $180K
|
10.1K
$1.39M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-43- 0.78% |
$5.71K - $6.05K
|
5.5K
$758K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-96- 36.09% |
$12.8K - $13.5K
|
170
$23.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.01K+ 15.39% |
$134K - $141K
|
7.54K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.01K- 1.76% |
$400K - $423K
|
168K
$23.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.4K+ 13.33% |
$718K - $760K
|
45.9K
$6.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.28K+ 3.02% |
$1.1M - $1.16M
|
283K
$39M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.46KNew |
$194K - $205K
|
1.46K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-390- 5.23% |
$51.8K - $54.8K
|
7.07K
$974K
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
768+ 0.51% |
$102K - $108K
|
152K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.63KNew |
$217K - $230K
|
1.63K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
3.68KNew |
$488K - $517K
|
3.68K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.52K- 4.37% |
$201K - $213K
|
33.1K
$4.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.69K+ 27.84% |
$224K - $237K
|
7.74K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-498- 4.32% |
$66.1K - $70K
|
11K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.05K+ 2.61% |
$803K - $851K
|
238K
$32.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-275- 7.54% |
$36.5K - $38.7K
|
3.37K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.8KNew |
$638K - $675K
|
4.8K
$662K
|
|
|
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 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-340- 1.12% |
$45.2K - $47.8K
|
30.1K
$4.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.32K+ 4.16% |
$840K - $889K
|
158K
$21.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.07K- 2.64% |
$1.2M - $1.27M
|
335K
$46.1M
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.6K- 2.27% |
$3.39M - $3.59M
|
1.1M
$152M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.28KNew |
$967K - $1.02M
|
7.28K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5K+ 40.98% |
$664K - $703K
|
17.2K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.05K- 0.58% |
$139K - $147K
|
179K
$24.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.56K- 1.45% |
$207K - $219K
|
106K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.01K+ 30.44% |
$1.2M - $1.27M
|
38.6K
$5.32M
|
|