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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.56K- 1.45% |
$207K - $219K
|
106K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
9.01K+ 30.44% |
$1.2M - $1.27M
|
38.6K
$5.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.1K+ 290.07% |
$2.4M - $2.54M
|
24.3K
$3.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.06% |
$266 - $281
|
3.16K
$436K
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.12K- 43.3% |
$547K - $579K
|
5.39K
$743K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.5K+ 11.22% |
$1.66M - $1.76M
|
124K
$17.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
71+ 4.6% |
$9.43K - $9.98K
|
1.62K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.84% |
$266 - $281
|
241
$33.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.54K- 7.1% |
$1.27M - $1.34M
|
125K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-84.6K- 2.25% |
$11.2M - $11.9M
|
3.68M
$507M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.1K+ 1.06% |
$11.4M - $12.1M
|
8.25M
$1.14B
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$197K - $208K
|
1.48K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
26+ 0.12% |
$3.45K - $3.66K
|
22.2K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.45K+ 1.46% |
$193K - $204K
|
101K
$13.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-256- 5.72% |
$34K - $36K
|
4.22K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.26K+ 19.77% |
$168K - $178K
|
7.65K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.53K- 69.17% |
$336K - $355K
|
1.13K
$155K
|
|
|
Nov 14, 2025
Q3 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.63K+ 6.63% |
$216K - $228K
|
26.1K
$3.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
615+ 2.77% |
$81.7K - $86.5K
|
22.8K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-208- 76.75% |
$27.6K - $29.2K
|
63
$8.68K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.63K+ 17.68% |
$217K - $230K
|
10.9K
$1.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.25K- 8.05% |
$299K - $317K
|
25.7K
$3.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12.9K- 88.0% |
$1.72M - $1.82M
|
1.76K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-247- 11.08% |
$32.8K - $34.7K
|
1.98K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-279- 0.54% |
$37.1K - $39.2K
|
51.1K
$7.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
170+ 2.55% |
$22.6K - $23.9K
|
6.83K
$941K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-55.8K- 31.97% |
$7.42M - $7.85M
|
119K
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 15.66% |
$1.34M - $1.42M
|
74.7K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
67.3K+ 20.08% |
$8.94M - $9.46M
|
402K
$55.5M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-659- 8.01% |
$87.5K - $92.7K
|
7.57K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-38K- 8.51% |
$5.04M - $5.34M
|
408K
$56.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44+ 0.75% |
$5.84K - $6.19K
|
5.94K
$819K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2K+ 4.32% |
$1.62M - $1.72M
|
296K
$40.8M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.07K+ 0.81% |
$274K - $290K
|
258K
$35.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.3% |
$266 - $281
|
674
$92.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.37K+ 32.99% |
$315K - $333K
|
9.56K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-25.6K- 93.39% |
$3.4M - $3.6M
|
1.81K
$250K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.73K- 2.17% |
$362K - $384K
|
123K
$17M
|
|
|
Nov 14, 2025
Q3 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
13+ 0.28% |
$1.73K - $1.83K
|
4.61K
$635K
|
|
|
Nov 14, 2025
Q3 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-22- 0.64% |
$2.92K - $3.09K
|
3.4K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-660- 7.6% |
$87.7K - $92.8K
|
8.03K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.33% |
$2.92K - $3.09K
|
6.69K
$922K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
43.6K+ 8.12% |
$5.79M - $6.13M
|
581K
$80M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-14- 0.82% |
$1.86K - $1.97K
|
1.7K
$234K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
191+ 5.52% |
$25.4K - $26.9K
|
3.65K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
182+ 0.66% |
$24.2K - $25.6K
|
27.7K
$3.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Asset Management LTD
London, |
BUY
|
- |
483New |
$64.2K - $67.9K
|
483
$66.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
133+ 0.17% |
$17.7K - $18.7K
|
79.6K
$11M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
211New |
$28K - $29.7K
|
211
$29.1K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1K+ 1.67% |
$133K - $141K
|
60.9K
$8.4M
|
|