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 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-200- 79.05% |
$22.1K - $26.4K
|
53
$7.31K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
41New |
$4.53K - $5.42K
|
41
$5.65K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$31.5K - $37.7K
|
1.62K
$223K
|
|
| Q1 2025 | |||||||
|
Nov 06, 2025
Q1 2025
|
Blalock Williams, LLC
Alexander City, AL |
SELL
|
- |
-1.69KClosed |
$207K - $228K
|
0
$0
|
|
|
Aug 25, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
100+ 3.12% |
$12.3K - $13.5K
|
3.3K
$455K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.95KNew |
$239K - $264K
|
1.95K
$269K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-20- 50.0% |
$2.45K - $2.7K
|
20
$2.76K
|
|
|
Jun 06, 2025
Q1 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
1.37KNew |
$168K - $185K
|
1.37K
$189K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-182- 2.29% |
$22.3K - $24.6K
|
7.78K
$1.07M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
556New |
$68.2K - $75.2K
|
556
$76.6K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$136K - $150K
|
1.11K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-110Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-786- 23.42% |
$96.4K - $106K
|
2.57K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-79- 24.01% |
$9.68K - $10.7K
|
250
$34.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41.7K- 76.3% |
$5.12M - $5.64M
|
13K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39New |
$4.78K - $5.27K
|
39
$5.38K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.7K+ 54.51% |
$1.32M - $1.45M
|
30.4K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.09KNew |
$256K - $283K
|
2.09K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
252New |
$30.9K - $34.1K
|
252
$34.7K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-200- 12.5% |
$24.5K - $27K
|
1.4K
$193K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$123 - $135
|
1
$138
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-677- 25.24% |
$83K - $91.6K
|
2.01K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
30.3KNew |
$3.71M - $4.09M
|
30.3K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
362+ 2.21% |
$44.4K - $49K
|
16.7K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.42KNew |
$297K - $327K
|
2.42K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 12.63% |
$73.6K - $81.1K
|
5.35K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
128New |
$15.7K - $17.3K
|
128
$17.6K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
59.3KNew |
$7.27M - $8.02M
|
59.3K
$8.17M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.53K- 33.04% |
$188K - $207K
|
3.1K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-45- 1.25% |
$5.52K - $6.09K
|
3.57K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-21.3K- 85.36% |
$2.61M - $2.88M
|
3.66K
$504K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2- 0.33% |
$245 - $270
|
599
$82.6K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
620KNew |
$76M - $83.8M
|
620K
$85.5M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
190New |
$23.3K - $25.7K
|
190
$26.2K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
176KNew |
$21.6M - $23.8M
|
176K
$24.2M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
135New |
$16.5K - $18.3K
|
135
$18.6K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-75- 1.55% |
$9.19K - $10.1K
|
4.77K
$658K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-60- 1.12% |
$7.36K - $8.11K
|
5.3K
$731K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.2% |
$490 - $541
|
2.04K
$281K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
251New |
$30.8K - $33.9K
|
251
$34.6K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100New |
$12.3K - $13.5K
|
100
$13.8K
|
|
|
May 08, 2025
Q1 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$1.73M - $1.91M
|
14.1K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-190- 12.58% |
$23.3K - $25.7K
|
1.32K
$182K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-87- 57.24% |
$10.7K - $11.8K
|
65
$8.96K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
484+ 248.21% |
$59.3K - $65.5K
|
679
$93.6K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.5KNew |
$306K - $338K
|
2.5K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-111- 4.18% |
$13.6K - $15K
|
2.55K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-416- 8.38% |
$51K - $56.3K
|
4.55K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 1.39% |
$3.06K - $3.38K
|
1.78K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.49K- 55.25% |
$182K - $201K
|
1.21K
$166K
|
|