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 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-352- 1.98% |
$46.8K - $49.5K
|
17.4K
$2.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.24K+ 2.22% |
$164K - $174K
|
57K
$7.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
SELL
|
- |
-492- 5.01% |
$65.4K - $69.2K
|
9.32K
$1.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29.2K- 2.18% |
$3.88M - $4.11M
|
1.31M
$181M
|
|
|
Nov 07, 2025
Q3 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-100- 0.81% |
$13.3K - $14.1K
|
12.2K
$1.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-22- 0.61% |
$2.92K - $3.09K
|
3.61K
$498K
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
3+ 0.15% |
$398 - $422
|
1.96K
$269K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-225- 16.79% |
$29.9K - $31.6K
|
1.12K
$154K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.7K+ 5.74% |
$5.28M - $5.59M
|
732K
$101M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-32- 4.13% |
$4.25K - $4.5K
|
743
$102K
|
|
|
Nov 07, 2025
Q3 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 0.27% |
$1.33K - $1.41K
|
3.76K
$518K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.52K- 1.27% |
$202K - $214K
|
118K
$16.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-217- 26.11% |
$28.8K - $30.5K
|
614
$84.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
64+ 0.36% |
$8.5K - $9K
|
17.7K
$2.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
515+ 858.33% |
$68.4K - $72.4K
|
575
$79.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-267- 12.95% |
$35.5K - $37.5K
|
1.8K
$247K
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
470+ 19.92% |
$62.4K - $66.1K
|
2.83K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.6K+ 1.6% |
$2.07M - $2.19M
|
993K
$137M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-672- 6.11% |
$89.3K - $94.5K
|
10.3K
$1.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
175+ 1.95% |
$23.2K - $24.6K
|
9.16K
$1.26M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-91- 40.44% |
$12.1K - $12.8K
|
134
$18.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-62- 1.8% |
$8.24K - $8.72K
|
3.38K
$465K
|
|
|
Nov 07, 2025
Q3 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
147+ 0.67% |
$19.5K - $20.7K
|
22K
$3.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-131- 1.48% |
$17.4K - $18.4K
|
8.73K
$1.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-51- 1.13% |
$6.77K - $7.17K
|
4.47K
$616K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-381- 8.5% |
$50.6K - $53.6K
|
4.1K
$565K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-421- 1.03% |
$55.9K - $59.2K
|
40.6K
$5.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.56K+ 3.51% |
$340K - $360K
|
75.5K
$10.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-29- 1.74% |
$3.85K - $4.08K
|
1.63K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
33+ 1.24% |
$4.38K - $4.64K
|
2.7K
$372K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-7.03K- 2.08% |
$933K - $988K
|
331K
$45.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-112- 3.92% |
$14.9K - $15.7K
|
2.74K
$378K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.09% |
$266 - $281
|
2.19K
$301K
|
|
|
Nov 07, 2025
Q3 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
149+ 1.9% |
$19.8K - $21K
|
8K
$1.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
19+ 0.1% |
$2.52K - $2.67K
|
18.2K
$2.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-24- 0.23% |
$3.19K - $3.37K
|
10.3K
$1.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
220+ 1.81% |
$29.2K - $30.9K
|
12.4K
$1.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-137- 5.63% |
$18.2K - $19.3K
|
2.3K
$316K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-987- 1.12% |
$131K - $139K
|
87.5K
$12.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
12.1K+ 4.33% |
$1.6M - $1.7M
|
291K
$40.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Rockland Trust CO
|
SELL
|
- |
-193- 4.03% |
$25.6K - $27.1K
|
4.59K
$633K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.26K+ 24.68% |
$831K - $880K
|
31.6K
$4.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
221+ 10.45% |
$29.4K - $31.1K
|
2.34K
$322K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.56KNew |
$208K - $220K
|
1.56K
$216K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
371+ 16.2% |
$49.3K - $52.2K
|
2.66K
$367K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-412- 3.29% |
$54.7K - $57.9K
|
12.1K
$1.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
132+ 113.79% |
$17.5K - $18.6K
|
248
$34.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.57KNew |
$342K - $362K
|
2.57K
$354K
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.21K+ 13.54% |
$160K - $170K
|
10.1K
$1.39M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.76K+ 128.54% |
$367K - $388K
|
4.91K
$677K
|
|