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 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.7K- 41.08% |
$1.02M - $1.08M
|
11K
$1.52M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-965- 17.5% |
$128K - $136K
|
4.55K
$627K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 0.56% |
$3.32K - $3.52K
|
4.45K
$613K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
2.57KNew |
$342K - $362K
|
2.57K
$354K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.11K- 36.66% |
$281K - $297K
|
3.65K
$503K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.84K- 46.27% |
$510K - $540K
|
4.46K
$615K
|
|
|
Nov 06, 2025
Q3 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$133 - $141
|
10.2K
$1.41M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.14K- 7.33% |
$418K - $442K
|
39.8K
$5.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Ade, LLC
|
BUY
|
- |
734+ 10.75% |
$97.5K - $103K
|
7.56K
$1.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
679+ 1.8% |
$90.2K - $95.5K
|
38.3K
$5.28M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 0.95% |
$276K - $292K
|
216K
$29.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1+ 0.03% |
$133 - $141
|
3.24K
$446K
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
39+ 0.26% |
$5.18K - $5.48K
|
15.1K
$2.08M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-2- 0.11% |
$266 - $281
|
1.78K
$246K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-99- 3.78% |
$13.2K - $13.9K
|
2.52K
$347K
|
|
|
Nov 05, 2025
Q3 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-23- 0.01% |
$3.06K - $3.23K
|
172K
$23.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Next Capital Management LLC
|
BUY
|
- |
216+ 10.64% |
$28.7K - $30.4K
|
2.25K
$310K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.15K+ 40.78% |
$152K - $161K
|
3.95K
$545K
|
|
|
Nov 05, 2025
Q3 2025
|
Eukles Asset Management
|
BUY
|
- |
12+ 0.06% |
$1.59K - $1.69K
|
19K
$2.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Appleton Partners Inc
|
BUY
|
- |
524+ 21.41% |
$69.6K - $73.7K
|
2.97K
$410K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.07K- 1.9% |
$540K - $572K
|
210K
$29M
|
|
|
Nov 05, 2025
Q3 2025
|
Renasant Bank
|
BUY
|
- |
2.79K+ 26.8% |
$371K - $393K
|
13.2K
$1.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.01K+ 74.31% |
$266K - $282K
|
4.7K
$648K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-17- 0.95% |
$2.26K - $2.39K
|
1.78K
$245K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
26+ 0.85% |
$3.45K - $3.66K
|
3.09K
$426K
|
|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-348- 2.58% |
$46.2K - $48.9K
|
13.2K
$1.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-31- 0.48% |
$4.12K - $4.36K
|
6.42K
$884K
|
|
|
Nov 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.9K- 12.06% |
$385K - $408K
|
21.1K
$2.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
4+ 0.2% |
$531 - $562
|
1.97K
$272K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$133 - $141
|
9.74K
$1.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-46- 1.23% |
$6.11K - $6.47K
|
3.71K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4+ 0.14% |
$531 - $562
|
2.76K
$381K
|
|
|
Nov 05, 2025
Q3 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-256- 2.39% |
$34K - $36K
|
10.5K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Nuance Investments, LLC
Kansas City, MO |
BUY
|
- |
25.3K+ 167.86% |
$3.35M - $3.55M
|
40.3K
$5.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-24- 0.11% |
$3.19K - $3.37K
|
22.3K
$3.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
65New |
$8.63K - $9.14K
|
65
$8.96K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
45+ 1.55% |
$5.98K - $6.33K
|
2.95K
$407K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25+ 0.83% |
$3.32K - $3.52K
|
3.02K
$416K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-37- 2.61% |
$4.91K - $5.2K
|
1.38K
$190K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.05K+ 24.29% |
$139K - $148K
|
5.37K
$741K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.72K- 0.85% |
$228K - $242K
|
200K
$27.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.13K- 40.62% |
$814K - $862K
|
8.96K
$1.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.51K+ 50.4% |
$731K - $774K
|
16.4K
$2.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-102- 85.71% |
$13.5K - $14.3K
|
17
$2.34K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.57KNew |
$208K - $220K
|
1.57K
$216K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-10.1K- 12.92% |
$1.34M - $1.42M
|
68.1K
$9.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
156+ 1.69% |
$20.7K - $21.9K
|
9.37K
$1.29M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-666- 28.98% |
$88.5K - $93.6K
|
1.63K
$225K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-150- 1.7% |
$19.9K - $21.1K
|
8.68K
$1.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.2K- 21.93% |
$1.09M - $1.15M
|
29.2K
$4.03M
|
|