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 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.84K+ 256.24% |
$908K - $962K
|
9.51K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7+ 0.42% |
$930 - $984
|
1.69K
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.42% |
$2.92K - $3.09K
|
5.31K
$732K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
34.5K+ 1.02% |
$4.58M - $4.85M
|
3.43M
$472M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 8.28% |
$8.63K - $9.14K
|
850
$117K
|
|
|
Nov 12, 2025
Q3 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.44K+ 4.54% |
$722K - $764K
|
125K
$17.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
34.4K+ 621.57% |
$4.57M - $4.84M
|
40K
$5.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.11K- 15.46% |
$147K - $156K
|
6.07K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-164- 2.25% |
$21.8K - $23.1K
|
7.14K
$984K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.37K- 13.82% |
$448K - $474K
|
21K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-294- 5.48% |
$39.1K - $41.3K
|
5.07K
$699K
|
|
|
Nov 12, 2025
Q3 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
18.3KNew |
$2.43M - $2.57M
|
18.3K
$2.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-537- 20.95% |
$71.3K - $75.5K
|
2.03K
$279K
|
|
|
Nov 12, 2025
Q3 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-162- 0.13% |
$21.5K - $22.8K
|
126K
$17.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.18K+ 8.49% |
$423K - $447K
|
40.7K
$5.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-234- 4.31% |
$31.1K - $32.9K
|
5.2K
$716K
|
|
|
Nov 12, 2025
Q3 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8+ 0.35% |
$1.06K - $1.12K
|
2.28K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
25+ 0.41% |
$3.32K - $3.52K
|
6.06K
$835K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.64K- 1.33% |
$218K - $230K
|
121K
$16.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-333- 3.31% |
$44.2K - $46.8K
|
9.73K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.29KNew |
$304K - $322K
|
2.29K
$316K
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-939- 6.05% |
$125K - $132K
|
14.6K
$2.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
367+ 7.22% |
$48.7K - $51.6K
|
5.45K
$751K
|
|
|
Nov 12, 2025
Q3 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.47KNew |
$195K - $206K
|
1.47K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-10- 0.54% |
$1.33K - $1.41K
|
1.86K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-67.6K- 3.24% |
$8.98M - $9.51M
|
2.02M
$278M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-23- 1.07% |
$3.06K - $3.23K
|
2.13K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.11K+ 10.21% |
$147K - $156K
|
12K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$133 - $141
|
7.39K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-376- 2.47% |
$49.9K - $52.9K
|
14.8K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-16.8K- 43.44% |
$2.23M - $2.36M
|
21.8K
$3.01M
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
8+ 0.19% |
$1.06K - $1.12K
|
4.28K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
101New |
$13.4K - $14.2K
|
101
$13.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.8K+ 0.19% |
$239K - $253K
|
945K
$130M
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
227+ 2.53% |
$30.2K - $31.9K
|
9.2K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$133 - $141
|
2.51K
$345K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.04% |
$133 - $141
|
2.59K
$357K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
165+ 9.48% |
$21.9K - $23.2K
|
1.91K
$263K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.13% |
$797 - $844
|
4.51K
$621K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.4K+ 3.38% |
$5.23M - $5.54M
|
1.2M
$166M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.22K+ 8.21% |
$427K - $452K
|
42.4K
$5.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-166- 0.12% |
$22K - $23.3K
|
135K
$18.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-109- 0.79% |
$14.5K - $15.3K
|
13.6K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
254+ 10.9% |
$33.7K - $35.7K
|
2.59K
$356K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
585+ 111.85% |
$77.7K - $82.3K
|
1.11K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
134KNew |
$17.8M - $18.9M
|
134K
$18.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.37K- 3.02% |
$315K - $333K
|
76K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
322+ 6.11% |
$42.8K - $45.3K
|
5.59K
$771K
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-241- 2.09% |
$32K - $33.9K
|
11.3K
$1.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-21- 0.03% |
$2.79K - $2.95K
|
68.4K
$9.43M
|
|