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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-54- 0.74% |
$5.97K - $7.14K
|
7.29K
$1.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-295- 6.16% |
$32.6K - $39K
|
4.5K
$620K
|
|
|
Jul 30, 2025
Q2 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.05KNew |
$558K - $667K
|
5.05K
$696K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
192New |
$21.2K - $25.4K
|
192
$26.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-111- 5.02% |
$12.3K - $14.7K
|
2.1K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22New |
$2.43K - $2.91K
|
22
$3.03K
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.71KNew |
$189K - $225K
|
1.71K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-19- 1.05% |
$2.1K - $2.51K
|
1.8K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-779- 22.64% |
$86.1K - $103K
|
2.66K
$367K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 17.73% |
$3.98K - $4.76K
|
239
$32.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-299- 17.99% |
$33.1K - $39.5K
|
1.36K
$188K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-32- 74.42% |
$3.54K - $4.23K
|
11
$1.52K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-196- 1.72% |
$21.7K - $25.9K
|
11.2K
$1.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37New |
$4.09K - $4.89K
|
37
$5.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-32- 2.0% |
$3.54K - $4.23K
|
1.57K
$216K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-397- 17.4% |
$43.9K - $52.5K
|
1.89K
$260K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4K- 51.99% |
$1.71M - $2.04M
|
14.3K
$1.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-85- 45.95% |
$9.4K - $11.2K
|
100
$13.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-698- 25.56% |
$77.2K - $92.2K
|
2.03K
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-13.4K- 22.13% |
$1.48M - $1.77M
|
47K
$6.48M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
251New |
$27.8K - $33.2K
|
251
$34.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-905- 47.06% |
$100K - $120K
|
1.02K
$140K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-23- 0.77% |
$2.54K - $3.04K
|
2.97K
$409K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
495+ 2.13% |
$54.7K - $65.4K
|
23.8K
$3.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-21- 0.25% |
$2.32K - $2.77K
|
8.39K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.86K- 18.3% |
$426K - $510K
|
17.2K
$2.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.12% |
$111 - $132
|
824
$114K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-529- 14.18% |
$58.5K - $69.9K
|
3.2K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.26% |
$774 - $925
|
2.68K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3- 0.13% |
$332 - $396
|
2.33K
$321K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.31K- 40.04% |
$145K - $173K
|
1.96K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.55KNew |
$171K - $205K
|
1.55K
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-740- 19.29% |
$81.8K - $97.8K
|
3.1K
$427K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-66- 11.83% |
$7.3K - $8.72K
|
492
$67.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-183- 10.63% |
$20.2K - $24.2K
|
1.54K
$212K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-147- 2.17% |
$16.3K - $19.4K
|
6.63K
$914K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-35- 2.66% |
$3.87K - $4.62K
|
1.28K
$177K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.79% |
$111 - $132
|
128
$17.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 69.45% |
$168K - $201K
|
670
$92.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$169K - $201K
|
1.52K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.17K- 8.8% |
$240K - $287K
|
22.5K
$3.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9+ 0.06% |
$995 - $1.19K
|
16.2K
$2.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-78- 75.73% |
$8.63K - $10.3K
|
25
$3.45K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 50.0% |
$4.42K - $5.29K
|
40
$5.51K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-590- 5.58% |
$65.2K - $78K
|
9.98K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.5K- 26.39% |
$166K - $198K
|
4.18K
$577K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-59- 23.41% |
$6.52K - $7.8K
|
193
$26.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
625+ 28.23% |
$69.1K - $82.6K
|
2.84K
$391K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400+ 14.3% |
$44.2K - $52.9K
|
3.2K
$441K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.42KNew |
$378K - $452K
|
3.42K
$472K
|
|