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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-114- 0.21% |
$15.1K - $16K
|
55.2K
$7.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-792- 6.25% |
$105K - $111K
|
11.9K
$1.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-52- 1.9% |
$6.91K - $7.31K
|
2.68K
$370K
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-105- 5.33% |
$13.9K - $14.8K
|
1.87K
$257K
|
|
|
Oct 28, 2025
Q3 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
1.47KNew |
$196K - $207K
|
1.47K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-110- 0.65% |
$14.6K - $15.5K
|
16.8K
$2.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-164- 4.58% |
$21.8K - $23.1K
|
3.41K
$471K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.72K+ 5.94% |
$494K - $523K
|
66.4K
$9.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.15K+ 1.19% |
$153K - $162K
|
97.9K
$13.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-248- 10.1% |
$32.9K - $34.9K
|
2.21K
$304K
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-56- 1.33% |
$7.44K - $7.87K
|
4.16K
$574K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.63K- 1.76% |
$216K - $229K
|
90.9K
$12.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.68KNew |
$1.02M - $1.08M
|
7.68K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$266 - $281
|
3.5K
$482K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$196K - $208K
|
1.48K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-67- 2.22% |
$8.9K - $9.42K
|
2.95K
$407K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-235- 0.64% |
$31.2K - $33K
|
36.5K
$5.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7New |
$930 - $984
|
7
$965
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.12K+ 41.62% |
$149K - $158K
|
3.82K
$527K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.69KNew |
$224K - $237K
|
1.69K
$233K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
585+ 17.69% |
$77.7K - $82.3K
|
3.89K
$537K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-10K- 1.59% |
$1.33M - $1.41M
|
620K
$85.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-54- 0.58% |
$7.17K - $7.59K
|
9.26K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
513+ 17.76% |
$68.1K - $72.1K
|
3.4K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
18+ 0.35% |
$2.39K - $2.53K
|
5.14K
$708K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-263- 6.99% |
$34.9K - $37K
|
3.5K
$482K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
387+ 19.9% |
$51.4K - $54.4K
|
2.33K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4+ 0.44% |
$531 - $562
|
909
$125K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
601+ 91.06% |
$79.8K - $84.5K
|
1.26K
$174K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-59- 0.68% |
$7.84K - $8.3K
|
8.63K
$1.19M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
92New |
$12.2K - $12.9K
|
92
$12.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
7.97K+ 0.95% |
$1.06M - $1.12M
|
844K
$116M
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.29% |
$3.72K - $3.94K
|
9.48K
$1.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6- 0.24% |
$797 - $844
|
2.51K
$346K
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
888+ 48.13% |
$118K - $125K
|
2.73K
$377K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6+ 0.35% |
$797 - $844
|
1.72K
$237K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
292+ 2.81% |
$38.8K - $41.1K
|
10.7K
$1.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.23K+ 52.79% |
$164K - $173K
|
3.56K
$491K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3+ 0.1% |
$398 - $422
|
3.09K
$426K
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-4.64K- 2.91% |
$616K - $652K
|
155K
$21.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-608- 7.48% |
$80.8K - $85.5K
|
7.53K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4.86K- 1.89% |
$645K - $683K
|
252K
$34.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
1.65K+ 12.14% |
$219K - $232K
|
15.3K
$2.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-3K- 29.36% |
$398K - $421K
|
7.21K
$993K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
2.1K+ 4.21% |
$279K - $296K
|
52.1K
$7.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.49K- 71.54% |
$995K - $1.05M
|
2.98K
$411K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.51K- 50.63% |
$333K - $352K
|
2.44K
$337K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.51KNew |
$200K - $212K
|
1.51K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-159- 6.57% |
$21.1K - $22.4K
|
2.26K
$312K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-11- 0.26% |
$1.46K - $1.55K
|
4.2K
$578K
|
|