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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-441- 4.74% |
$58.6K - $62K
|
8.85K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-690- 11.36% |
$91.7K - $97K
|
5.38K
$742K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.24K- 11.94% |
$165K - $174K
|
9.14K
$1.26M
|
|
|
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
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $141
|
3.7K
$510K
|
|
|
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
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-75- 2.49% |
$9.96K - $10.5K
|
2.93K
$404K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.03KNew |
$402K - $425K
|
3.03K
$417K
|
|
|
Oct 14, 2025
Q3 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-118- 11.08% |
$15.7K - $16.6K
|
947
$131K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.4% |
$531 - $562
|
1.01K
$139K
|
|
|
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
|
Holland Advisory Services, Inc.
|
BUY
|
- |
13+ 0.42% |
$1.73K - $1.83K
|
3.11K
$429K
|
|
|
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
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-959- 3.37% |
$127K - $135K
|
27.5K
$3.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-41- 23.7% |
$5.45K - $5.77K
|
132
$18.2K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-158- 4.68% |
$21K - $22.2K
|
3.22K
$443K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 34.59% |
$32.9K - $34.9K
|
469
$64.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-203- 3.28% |
$27K - $28.5K
|
5.99K
$825K
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.28KNew |
$303K - $321K
|
2.28K
$314K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.9K+ 5.42% |
$784K - $830K
|
115K
$15.8M
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.03K+ 4.25% |
$403K - $426K
|
74.4K
$10.2M
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-8- 0.3% |
$1.06K - $1.12K
|
2.68K
$369K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.5% |
$133 - $141
|
41
$5.65K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-47- 0.76% |
$6.24K - $6.61K
|
6.11K
$843K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
800+ 47.76% |
$106K - $112K
|
2.48K
$341K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-200- 9.52% |
$26.6K - $28.1K
|
1.9K
$262K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-460- 8.14% |
$61.1K - $64.7K
|
5.19K
$715K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 1.27% |
$139K - $147K
|
81.1K
$11.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
296+ 0.59% |
$39.3K - $41.6K
|
50.6K
$6.98M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.04K+ 60.69% |
$270K - $286K
|
5.39K
$743K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
272+ 0.85% |
$36.1K - $38.2K
|
32.4K
$4.47M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-321- 38.96% |
$42.6K - $45.1K
|
503
$69.3K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 3.47% |
$930 - $984
|
195
$26.9K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-610- 80.58% |
$81K - $85.8K
|
147
$20.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
964+ 27.08% |
$128K - $136K
|
4.52K
$624K
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-31.7K- 4.27% |
$4.22M - $4.46M
|
712K
$98.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
3+ 0.09% |
$398 - $422
|
3.41K
$470K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-80- 4.23% |
$10.6K - $11.2K
|
1.81K
$250K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.73KNew |
$230K - $243K
|
1.73K
$238K
|
|