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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.69K- 87.18% |
$697K - $769K
|
836
$98.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-93- 1.28% |
$11.4K - $12.6K
|
7.16K
$847K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-188- 2.27% |
$23K - $25.4K
|
8.1K
$958K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
84+ 2.71% |
$10.3K - $11.4K
|
3.18K
$376K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$736 - $811
|
1.92K
$227K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-31- 41.89% |
$3.8K - $4.19K
|
43
$5.08K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.78KNew |
$219K - $241K
|
1.78K
$211K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$245 - $270
|
7.45K
$880K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 4.53% |
$3.8K - $4.19K
|
654
$77.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-140- 4.65% |
$17.2K - $18.9K
|
2.87K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.27K- 2.87% |
$156K - $172K
|
43.1K
$5.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.04K- 5.05% |
$128K - $141K
|
19.6K
$2.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.6KNew |
$196K - $216K
|
1.6K
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
24+ 0.35% |
$2.94K - $3.25K
|
6.89K
$815K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
167+ 2.53% |
$20.5K - $22.6K
|
6.78K
$801K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
235+ 11.24% |
$28.8K - $31.8K
|
2.33K
$275K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.39K- 15.04% |
$783K - $864K
|
36.1K
$4.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-299- 8.57% |
$36.7K - $40.4K
|
3.19K
$377K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
650+ 11.36% |
$79.7K - $87.9K
|
6.37K
$754K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43.6K- 91.31% |
$5.34M - $5.9M
|
4.15K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.63K+ 64.27% |
$200K - $220K
|
4.16K
$492K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.31% |
$613 - $676
|
1.61K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 0.04% |
$123 - $135
|
2.8K
$331K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
2.34K+ 19.29% |
$287K - $316K
|
14.5K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.13% |
$736 - $811
|
4.49K
$531K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
5+ 6.67% |
$613 - $676
|
80
$9.46K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1New |
$123 - $135
|
1
$118
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-99- 2.02% |
$12.1K - $13.4K
|
4.8K
$567K
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.6K- 5.68% |
$318K - $351K
|
43.1K
$5.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-54- 0.88% |
$6.62K - $7.3K
|
6.06K
$717K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-927- 12.04% |
$114K - $125K
|
6.77K
$800K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.03K- 8.89% |
$1.11M - $1.22M
|
92.5K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 0.05% |
$2.94K - $3.25K
|
43.8K
$5.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.12K+ 3.75% |
$750K - $828K
|
169K
$20M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$123 - $135
|
4.33K
$512K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-653- 3.05% |
$80.1K - $88.3K
|
20.8K
$2.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-122- 6.57% |
$15K - $16.5K
|
1.74K
$205K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-572- 4.91% |
$70.1K - $77.4K
|
11.1K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
935+ 152.03% |
$115K - $126K
|
1.55K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30- 1.74% |
$3.68K - $4.06K
|
1.7K
$201K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 1.71% |
$24.5K - $27K
|
11.5K
$1.36M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-148- 1.07% |
$18.1K - $20K
|
13.6K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
275+ 2.33% |
$33.7K - $37.2K
|
12.1K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-220- 2.04% |
$27K - $29.8K
|
10.6K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
709+ 2.3% |
$86.9K - $95.9K
|
31.5K
$3.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-54- 1.68% |
$6.62K - $7.3K
|
3.16K
$374K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
42.5K+ 6.36% |
$5.21M - $5.75M
|
711K
$84.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-117- 3.21% |
$14.3K - $15.8K
|
3.53K
$417K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
17+ 0.49% |
$2.08K - $2.3K
|
3.52K
$416K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11+ 0.28% |
$1.35K - $1.49K
|
3.97K
$470K
|