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
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.43K+ 9.14% |
$190K - $201K
|
17.1K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
1.83K+ 1846.46% |
$243K - $257K
|
1.93K
$266K
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
5.89K+ 59.95% |
$782K - $827K
|
15.7K
$2.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.74KNew |
$230K - $244K
|
1.74K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-5- 0.19% |
$664 - $703
|
2.6K
$359K
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-85- 0.94% |
$11.3K - $12K
|
8.96K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.19K- 8.81% |
$1.09M - $1.15M
|
84.8K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
9+ 0.54% |
$1.2K - $1.27K
|
1.69K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.25K+ 36.29% |
$698K - $738K
|
19.7K
$2.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
11+ 0.23% |
$1.46K - $1.55K
|
4.78K
$659K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-171- 1.62% |
$22.7K - $24K
|
10.4K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
467+ 6.63% |
$62K - $65.7K
|
7.51K
$1.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-100- 16.98% |
$13.3K - $14.1K
|
489
$67.4K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4+ 0.16% |
$531 - $562
|
2.49K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
BUY
|
- |
3.41K+ 47.59% |
$452K - $479K
|
10.6K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
8.55KNew |
$1.14M - $1.2M
|
8.55K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-995- 0.95% |
$132K - $140K
|
104K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.4K- 2.55% |
$319K - $338K
|
92K
$12.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7+ 0.04% |
$930 - $984
|
18.9K
$2.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.6KNew |
$478K - $506K
|
3.6K
$496K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-110- 0.87% |
$14.6K - $15.5K
|
12.6K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.6KNew |
$212K - $225K
|
1.6K
$220K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-1.14K- 3.77% |
$152K - $161K
|
29.2K
$4.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-48.6K- 1.28% |
$6.46M - $6.84M
|
3.75M
$517M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-32- 0.13% |
$4.25K - $4.5K
|
24.7K
$3.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 0.64% |
$1.39M - $1.47M
|
1.64M
$226M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.3K- 45.86% |
$1.1M - $1.17M
|
9.8K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Private Management Group Inc
|
BUY
|
- |
7.37KNew |
$979K - $1.04M
|
7.37K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.46KNew |
$326K - $346K
|
2.46K
$339K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-44.8K- 2.74% |
$5.96M - $6.31M
|
1.59M
$220M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-985- 11.03% |
$131K - $139K
|
7.94K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-10- 0.13% |
$1.33K - $1.41K
|
7.62K
$1.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
84+ 1.29% |
$11.2K - $11.8K
|
6.62K
$912K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-359- 11.96% |
$47.7K - $50.5K
|
2.64K
$364K
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.68KNew |
$223K - $236K
|
1.68K
$232K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-15- 0.13% |
$1.99K - $2.11K
|
11.4K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-796- 15.49% |
$106K - $112K
|
4.34K
$599K
|
|
|
Nov 13, 2025
Q3 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.78K- 6.49% |
$236K - $250K
|
25.6K
$3.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.52KNew |
$467K - $494K
|
3.52K
$485K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.08K+ 5.18% |
$144K - $152K
|
22K
$3.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
17New |
$2.26K - $2.39K
|
17
$2.34K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.71K- 3.14% |
$626K - $663K
|
145K
$20M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-4.47K- 4.33% |
$593K - $628K
|
98.6K
$13.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.02% |
$1.06K - $1.12K
|
37.8K
$5.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
331+ 2.27% |
$44K - $46.5K
|
14.9K
$2.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.33K+ 11.98% |
$177K - $187K
|
12.4K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-843- 23.69% |
$112K - $119K
|
2.72K
$374K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$2.18M - $2.3M
|
16.4K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
2+ 0.04% |
$266 - $281
|
5.67K
$781K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.84K+ 256.24% |
$908K - $962K
|
9.51K
$1.31M
|
|