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 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.6K+ 8.12% |
$610K - $646K
|
61.2K
$8.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-915- 6.43% |
$122K - $129K
|
13.3K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
554+ 8.46% |
$73.6K - $77.9K
|
7.11K
$979K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
245+ 5.81% |
$32.5K - $34.4K
|
4.47K
$616K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.69K+ 17.76% |
$491K - $519K
|
24.5K
$3.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
560+ 0.85% |
$74.4K - $78.7K
|
66.5K
$9.17M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
1.74KNew |
$232K - $245K
|
1.74K
$240K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
207New |
$27.5K - $29.1K
|
207
$28.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-110- 5.94% |
$14.6K - $15.5K
|
1.74K
$240K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
126+ 3.77% |
$16.7K - $17.7K
|
3.46K
$478K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
505+ 18.28% |
$67.1K - $71K
|
3.27K
$450K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-306- 3.75% |
$40.6K - $43K
|
7.85K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-33- 0.86% |
$4.38K - $4.64K
|
3.82K
$526K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.44% |
$398 - $422
|
686
$94.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
102+ 25.5% |
$13.5K - $14.3K
|
502
$69.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-657- 13.41% |
$87.3K - $92.4K
|
4.24K
$585K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-266- 0.61% |
$35.3K - $37.4K
|
43.3K
$5.97M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.96KNew |
$393K - $416K
|
2.96K
$408K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-210- 1.82% |
$27.9K - $29.5K
|
11.3K
$1.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-650- 28.86% |
$86.3K - $91.4K
|
1.6K
$221K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.7K- 10.74% |
$358K - $379K
|
22.4K
$3.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-299- 7.33% |
$39.7K - $42K
|
3.78K
$521K
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
28+ 0.4% |
$3.72K - $3.94K
|
6.94K
$957K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.69KNew |
$490K - $518K
|
3.69K
$508K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.67% |
$133 - $141
|
61
$8.41K
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
77New |
$10.2K - $10.8K
|
77
$10.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6New |
$797 - $844
|
6
$827
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.43% |
$664 - $703
|
1.18K
$162K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27+ 0.42% |
$3.59K - $3.8K
|
6.4K
$882K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-605- 6.93% |
$80.4K - $85.1K
|
8.13K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
40New |
$5.31K - $5.62K
|
40
$5.51K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8+ 0.16% |
$1.06K - $1.12K
|
5.03K
$693K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-404- 1.24% |
$53.7K - $56.8K
|
32.1K
$4.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-441- 4.74% |
$58.6K - $62K
|
8.85K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-23- 0.27% |
$3.06K - $3.23K
|
8.58K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
951New |
$126K - $134K
|
951
$131K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.83K- 5.3% |
$509K - $539K
|
68.4K
$9.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
79+ 0.59% |
$10.5K - $11.1K
|
13.4K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.33K+ 3.83% |
$176K - $186K
|
35.9K
$4.95M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.65K- 10.2% |
$219K - $232K
|
14.5K
$2M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
642+ 3.22% |
$85.3K - $90.3K
|
20.6K
$2.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-118- 11.08% |
$15.7K - $16.6K
|
947
$131K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-37- 1.23% |
$4.91K - $5.2K
|
2.97K
$409K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.08K+ 141.85% |
$941K - $996K
|
12.1K
$1.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-89- 1.27% |
$11.8K - $12.5K
|
6.93K
$955K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
37+ 3.32% |
$4.91K - $5.2K
|
1.15K
$159K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-300- 5.39% |
$39.8K - $42.2K
|
5.27K
$726K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
307+ 5.01% |
$40.8K - $43.2K
|
6.44K
$888K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.24K+ 3.02% |
$564K - $597K
|
145K
$20M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.76K- 1.55% |
$500K - $529K
|
238K
$32.9M
|
|