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
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-279- 13.56% |
$37.1K - $39.2K
|
1.78K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
American Wealth Advisors, LLC
Johns Creek, GA |
BUY
|
- |
3.06KNew |
$407K - $430K
|
3.06K
$422K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
BUY
|
- |
1.31K+ 20.01% |
$174K - $184K
|
7.87K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
784+ 6.61% |
$104K - $110K
|
12.6K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
18.5K+ 182.52% |
$2.46M - $2.61M
|
28.7K
$3.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-480- 9.26% |
$63.8K - $67.5K
|
4.71K
$649K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
4.36KNew |
$579K - $613K
|
4.36K
$601K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.54K+ 2.97% |
$205K - $217K
|
53.5K
$7.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-25- 1.04% |
$3.32K - $3.52K
|
2.38K
$328K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-70- 3.73% |
$9.3K - $9.84K
|
1.81K
$249K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.37K+ 44.21% |
$581K - $615K
|
14.3K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-585- 1.1% |
$77.7K - $82.3K
|
52.8K
$7.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Directions Inc
|
BUY
|
- |
471+ 26.01% |
$62.6K - $66.2K
|
2.28K
$315K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
9.14K+ 1.77% |
$1.21M - $1.29M
|
525K
$72.3M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.19% |
$398 - $422
|
1.61K
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.55KNew |
$338K - $358K
|
2.55K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-14K- 9.22% |
$1.87M - $1.97M
|
138K
$19.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
9+ 0.39% |
$1.2K - $1.27K
|
2.3K
$317K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
15+ 0.38% |
$1.99K - $2.11K
|
4K
$551K
|
|
|
Nov 12, 2025
Q3 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
251New |
$33.3K - $35.3K
|
251
$34.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 3.7% |
$133 - $141
|
28
$3.86K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.25K- 9.66% |
$299K - $317K
|
21K
$2.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.03% |
$133 - $141
|
2.91K
$401K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
16+ 2.62% |
$2.13K - $2.25K
|
627
$86.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-420- 14.16% |
$55.8K - $59.1K
|
2.55K
$351K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.91KNew |
$253K - $268K
|
1.91K
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 4.76% |
$135K - $143K
|
22.4K
$3.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.42K- 6.44% |
$188K - $200K
|
20.6K
$2.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.41K- 3.12% |
$188K - $199K
|
44K
$6.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
176+ 0.8% |
$23.4K - $24.7K
|
22.1K
$3.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-883- 1.03% |
$117K - $124K
|
84.8K
$11.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-39- 9.24% |
$5.18K - $5.48K
|
383
$52.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-621- 50.86% |
$82.5K - $87.3K
|
600
$82.7K
|
|
|
Nov 10, 2025
Q3 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-100- 6.41% |
$13.3K - $14.1K
|
1.46K
$201K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-80- 41.88% |
$10.6K - $11.2K
|
111
$15.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.27% |
$1.73K - $1.83K
|
4.75K
$654K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-30- 0.32% |
$3.98K - $4.22K
|
9.35K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.79K- 17.21% |
$636K - $673K
|
23K
$3.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
5.96K+ 7.81% |
$791K - $837K
|
82.2K
$11.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
30New |
$3.98K - $4.22K
|
30
$4.14K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-364- 5.84% |
$48.4K - $51.2K
|
5.87K
$809K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.05% |
$266 - $281
|
3.9K
$537K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 1.12% |
$4.65K - $4.92K
|
3.17K
$437K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-211- 5.82% |
$28K - $29.7K
|
3.42K
$471K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
72New |
$9.56K - $10.1K
|
72
$9.93K
|
|
|
Nov 10, 2025
Q3 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-162- 0.41% |
$21.5K - $22.8K
|
39.3K
$5.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.01% |
$133 - $141
|
8.99K
$1.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-67- 0.27% |
$8.9K - $9.42K
|
24.7K
$3.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
321+ 6.05% |
$42.6K - $45.1K
|
5.62K
$775K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-95.4K- 4.18% |
$12.7M - $13.4M
|
2.19M
$302M
|
|