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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-75- 4.5% |
$8.29K - $9.91K
|
1.59K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1K+ 37.42% |
$111K - $132K
|
3.68K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2KNew |
$221K - $265K
|
2K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
865New |
$95.7K - $114K
|
865
$119K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19- 1.14% |
$2.1K - $2.51K
|
1.65K
$227K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
79+ 3.76% |
$8.74K - $10.4K
|
2.18K
$301K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-25- 1.56% |
$2.76K - $3.3K
|
1.58K
$217K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.42K- 92.07% |
$379K - $452K
|
295
$40.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22+ 8.8% |
$2.43K - $2.91K
|
272
$37.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-818- 28.12% |
$90.5K - $108K
|
2.09K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
32.5K+ 13114.11% |
$3.6M - $4.3M
|
32.8K
$4.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.88KNew |
$208K - $249K
|
1.88K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
135K+ 1986.22% |
$15M - $17.9M
|
142K
$19.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 16.67% |
$663 - $793
|
30
$4.14K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.57KNew |
$173K - $207K
|
1.57K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
300New |
$33.2K - $39.6K
|
300
$41.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-128K- 99.99% |
$14.1M - $16.9M
|
9
$1.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
256+ 324.05% |
$28.3K - $33.8K
|
335
$46.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-742- 26.87% |
$82.1K - $98K
|
2.02K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
5.75KNew |
$636K - $760K
|
5.75K
$793K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
42+ 2.07% |
$4.64K - $5.55K
|
2.07K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-165- 56.31% |
$18.2K - $21.8K
|
128
$17.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
3.48KNew |
$385K - $460K
|
3.48K
$479K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
132+ 25.05% |
$14.6K - $17.4K
|
659
$90.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.68K- 13.94% |
$186K - $222K
|
10.4K
$1.43M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-155- 3.47% |
$17.1K - $20.5K
|
4.32K
$595K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-23- 1.26% |
$2.54K - $3.04K
|
1.8K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.8K- 16.44% |
$1.2M - $1.43M
|
55K
$7.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-96- 36.09% |
$10.6K - $12.7K
|
170
$23.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-69- 3.99% |
$7.63K - $9.12K
|
1.66K
$229K
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
28KNew |
$3.09M - $3.7M
|
28K
$3.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-9- 0.32% |
$995 - $1.19K
|
2.8K
$386K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-150- 3.62% |
$16.6K - $19.8K
|
4K
$551K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
104+ 108.33% |
$11.5K - $13.7K
|
200
$27.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
41+ 2.28% |
$4.53K - $5.42K
|
1.84K
$254K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.46K+ 7.06% |
$604K - $721K
|
82.8K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-30- 52.63% |
$3.32K - $3.96K
|
27
$3.72K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-67- 3.16% |
$7.41K - $8.85K
|
2.05K
$283K
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-16- 10.67% |
$1.77K - $2.11K
|
134
$18.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-69- 2.09% |
$7.63K - $9.12K
|
3.23K
$446K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
658New |
$72.8K - $86.9K
|
658
$90.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-126- 1.5% |
$13.9K - $16.6K
|
8.26K
$1.14M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-237- 2.71% |
$26.2K - $31.3K
|
8.5K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
750+ 42.06% |
$82.9K - $99.1K
|
2.53K
$349K
|
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
BUY
|
- |
4.95KNew |
$548K - $654K
|
4.95K
$683K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.22K+ 198.06% |
$135K - $162K
|
1.84K
$254K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-343- 46.54% |
$37.9K - $45.3K
|
394
$54.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
77New |
$8.51K - $10.2K
|
77
$10.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
2.59KNew |
$287K - $342K
|
2.59K
$357K
|
|