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 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.49K- 16.49% |
$331K - $350K
|
12.6K
$1.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
82+ 6.66% |
$10.9K - $11.5K
|
1.31K
$181K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-960- 1.84% |
$128K - $135K
|
51.1K
$7.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
691+ 2.3% |
$91.8K - $97.2K
|
30.7K
$4.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$133 - $141
|
1.59K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-757K- 7.01% |
$101M - $106M
|
10M
$1.39B
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.33K+ 0.8% |
$176K - $187K
|
168K
$23.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
105+ 4.55% |
$13.9K - $14.8K
|
2.41K
$332K
|
|
|
Nov 04, 2025
Q3 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.17K- 12.12% |
$819K - $867K
|
44.7K
$6.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
7.15K+ 1.66% |
$950K - $1.01M
|
437K
$60.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.16KNew |
$154K - $163K
|
1.16K
$159K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-26- 0.7% |
$3.45K - $3.66K
|
3.7K
$510K
|
|
|
Nov 04, 2025
Q3 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
125+ 3.79% |
$16.6K - $17.6K
|
3.42K
$471K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-519- 4.7% |
$68.9K - $73K
|
10.5K
$1.45M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
14.7K+ 10.51% |
$1.96M - $2.07M
|
155K
$21.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
430New |
$57.1K - $60.5K
|
430
$59.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
35+ 875.0% |
$4.65K - $4.92K
|
39
$5.38K
|
|
|
Nov 04, 2025
Q3 2025
|
Elm Partners Management LLC
|
BUY
|
- |
43+ 2.26% |
$5.71K - $6.05K
|
1.95K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
141KNew |
$18.7M - $19.8M
|
141K
$19.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-349- 1.85% |
$46.4K - $49.1K
|
18.6K
$2.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.2K+ 222.59% |
$3.48M - $3.68M
|
37.9K
$5.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.66K+ 2.17% |
$220K - $233K
|
78.2K
$10.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-84- 71.79% |
$11.2K - $11.8K
|
33
$4.55K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.84K+ 150.06% |
$1.17M - $1.24M
|
14.7K
$2.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.9K+ 2.5% |
$2.78M - $2.94M
|
857K
$118M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-351- 5.28% |
$46.6K - $49.4K
|
6.3K
$868K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
123+ 1.63% |
$16.3K - $17.3K
|
7.66K
$1.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.22K+ 9.64% |
$162K - $172K
|
13.9K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-24- 0.55% |
$3.19K - $3.37K
|
4.31K
$594K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.05K- 20.27% |
$139K - $147K
|
4.11K
$567K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.66K- 0.84% |
$485K - $514K
|
430K
$59.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-22- 20.0% |
$2.92K - $3.09K
|
88
$12.1K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-270- 7.11% |
$35.9K - $38K
|
3.53K
$487K
|
|
|
Nov 03, 2025
Q3 2025
|
Activest Wealth Management
|
BUY
|
- |
5+ 5.26% |
$664 - $703
|
100
$13.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-74- 0.28% |
$9.83K - $10.4K
|
26.3K
$3.62M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-300- 1.3% |
$39.8K - $42.2K
|
22.8K
$3.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.54K+ 0.42% |
$205K - $217K
|
367K
$50.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-22- 4.2% |
$2.92K - $3.09K
|
502
$69.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.33% |
$133 - $141
|
304
$41.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
26+ 0.44% |
$3.45K - $3.66K
|
5.98K
$824K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
72New |
$9.56K - $10.1K
|
72
$9.93K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-450- 22.64% |
$59.8K - $63.3K
|
1.54K
$212K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-7.14K- 81.1% |
$948K - $1M
|
1.66K
$229K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-28- 1.25% |
$3.72K - $3.94K
|
2.21K
$305K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-64- 2.11% |
$8.5K - $9K
|
2.96K
$408K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
41+ 0.55% |
$5.45K - $5.77K
|
7.46K
$1.03M
|
|
|
Nov 03, 2025
Q3 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
865+ 30.13% |
$115K - $122K
|
3.74K
$515K
|
|
|
Nov 03, 2025
Q3 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-45- 4.34% |
$5.98K - $6.33K
|
992
$137K
|
|
|
Nov 03, 2025
Q3 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-65- 0.58% |
$8.63K - $9.14K
|
11.2K
$1.54M
|
|
|
Nov 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
340New |
$45.2K - $47.8K
|
340
$46.9K
|
|