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 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 1.79% |
$6.24K - $6.61K
|
2.58K
$356K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.13% |
$266 - $281
|
1.57K
$217K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
77.4K+ 3272.77% |
$10.3M - $10.9M
|
79.8K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
278+ 62.75% |
$36.9K - $39.1K
|
721
$99.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
170KNew |
$22.6M - $23.9M
|
170K
$23.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-51- 2.48% |
$6.77K - $7.17K
|
2.01K
$277K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.03K+ 5.46% |
$402K - $426K
|
58.5K
$8.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.01KNew |
$134K - $142K
|
1.01K
$139K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$2.3M - $2.43M
|
17.3K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-543- 8.9% |
$72.1K - $76.4K
|
5.56K
$767K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.64KNew |
$218K - $230K
|
1.64K
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
17New |
$2.26K - $2.39K
|
17
$2.34K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
451+ 10.39% |
$59.9K - $63.4K
|
4.79K
$660K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
178New |
$23.6K - $25K
|
178
$24.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.45KNew |
$192K - $204K
|
1.45K
$200K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.05K+ 58.28% |
$804K - $851K
|
16.4K
$2.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.38K+ 176.59% |
$449K - $475K
|
5.29K
$730K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 4.92% |
$398 - $422
|
58
$8K
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
14+ 0.39% |
$1.86K - $1.97K
|
3.57K
$492K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
71New |
$9.43K - $9.98K
|
71
$9.79K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-185- 5.59% |
$24.6K - $26K
|
3.12K
$431K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-59- 1.27% |
$7.84K - $8.3K
|
4.59K
$633K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2- 0.03% |
$266 - $281
|
7.14K
$984K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-121K- 5.53% |
$16.1M - $17.1M
|
2.07M
$286M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$133 - $141
|
1.83K
$253K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.14K- 26.77% |
$152K - $161K
|
3.13K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-64- 0.24% |
$8.5K - $9K
|
26.4K
$3.64M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
161+ 1.35% |
$21.4K - $22.6K
|
12.1K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3+ 0.12% |
$398 - $422
|
2.52K
$348K
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
284+ 6.18% |
$37.7K - $39.9K
|
4.88K
$673K
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.04KNew |
$536K - $568K
|
4.04K
$557K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
105+ 1.18% |
$13.9K - $14.8K
|
8.99K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.77K- 12.93% |
$367K - $389K
|
18.6K
$2.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.42K- 17.07% |
$189K - $200K
|
6.9K
$951K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
294+ 0.86% |
$39.1K - $41.3K
|
34.6K
$4.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-51- 28.98% |
$6.77K - $7.17K
|
125
$17.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
198+ 12.45% |
$26.3K - $27.8K
|
1.79K
$247K
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
230+ 50.0% |
$30.6K - $32.3K
|
690
$95.1K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
1.02K+ 2.69% |
$135K - $143K
|
38.8K
$5.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
221+ 1.35% |
$29.4K - $31.1K
|
16.6K
$2.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-356- 1.72% |
$47.3K - $50.1K
|
20.3K
$2.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.42% |
$664 - $703
|
1.19K
$164K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-98- 0.46% |
$13K - $13.8K
|
21.3K
$2.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-21- 1.29% |
$2.79K - $2.95K
|
1.61K
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$930 - $984
|
1.93K
$267K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$199K - $210K
|
1.5K
$206K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.67KNew |
$221K - $234K
|
1.67K
$230K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 0.08% |
$1.99K - $2.11K
|
19.1K
$2.63M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-296- 2.29% |
$39.3K - $41.6K
|
12.6K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.22% |
$930 - $984
|
3.11K
$429K
|
|