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 03, 2025
Q3 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
340New |
$45.2K - $47.8K
|
340
$46.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
299+ 1.69% |
$39.7K - $42K
|
18K
$2.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-114- 0.24% |
$15.1K - $16K
|
48.3K
$6.66M
|
|
|
Oct 31, 2025
Q3 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
2+ 1.05% |
$266 - $281
|
193
$26.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9+ 0.21% |
$1.2K - $1.27K
|
4.23K
$584K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
2+ 0.59% |
$266 - $281
|
342
$47.1K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
125+ 3.93% |
$16.6K - $17.6K
|
3.31K
$456K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
80K+ 3.06% |
$10.6M - $11.3M
|
2.7M
$372M
|
|
|
Oct 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
753KNew |
$100M - $106M
|
753K
$104M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.69K- 9.25% |
$224K - $238K
|
16.6K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
405+ 6.91% |
$53.8K - $56.9K
|
6.26K
$863K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-223- 11.94% |
$29.6K - $31.4K
|
1.65K
$227K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.09K- 41.13% |
$543K - $574K
|
5.85K
$806K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-312- 7.88% |
$41.4K - $43.9K
|
3.65K
$503K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.53K- 2.21% |
$336K - $356K
|
112K
$15.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
27+ 1.13% |
$3.59K - $3.8K
|
2.43K
$335K
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-411- 5.66% |
$54.6K - $57.8K
|
6.85K
$944K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-75- 5.04% |
$9.96K - $10.5K
|
1.41K
$195K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-411- 5.66% |
$54.6K - $57.8K
|
6.85K
$944K
|
|
|
Oct 30, 2025
Q3 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-148- 3.52% |
$19.7K - $20.8K
|
4.06K
$560K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-65- 0.92% |
$8.63K - $9.14K
|
7.01K
$966K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
37+ 0.18% |
$4.91K - $5.2K
|
20.9K
$2.88M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-30- 0.43% |
$3.98K - $4.22K
|
6.88K
$948K
|
|
|
Oct 30, 2025
Q3 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
20.3K+ 10.47% |
$2.7M - $2.85M
|
214K
$29.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-34.4K- 46.74% |
$4.56M - $4.83M
|
39.2K
$5.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
33+ 0.86% |
$4.38K - $4.64K
|
3.88K
$535K
|
|
|
Oct 30, 2025
Q3 2025
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
3.09K+ 2.26% |
$411K - $435K
|
140K
$19.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6.48K- 9.66% |
$861K - $911K
|
60.6K
$8.36M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3K+ 77.01% |
$399K - $422K
|
6.9K
$951K
|
|
|
Oct 30, 2025
Q3 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-106- 3.46% |
$14.1K - $14.9K
|
2.96K
$408K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-705- 3.22% |
$93.6K - $99.1K
|
21.2K
$2.92M
|
|
|
Oct 30, 2025
Q3 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
7.63K+ 24.8% |
$1.01M - $1.07M
|
38.4K
$5.29M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
210New |
$27.9K - $29.5K
|
210
$28.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
48.2K+ 1.74% |
$6.4M - $6.78M
|
2.82M
$389M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-183- 5.59% |
$24.3K - $25.7K
|
3.09K
$426K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
160+ 0.77% |
$21.3K - $22.5K
|
20.9K
$2.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.11% |
$398 - $422
|
2.81K
$387K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-477- 4.01% |
$63.4K - $67.1K
|
11.4K
$1.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.21K- 4.58% |
$559K - $592K
|
87.7K
$12.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-415- 84.18% |
$55.1K - $58.4K
|
78
$10.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
942+ 4.95% |
$125K - $132K
|
20K
$2.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
387+ 5.33% |
$51.4K - $54.4K
|
7.65K
$1.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.29K+ 39.46% |
$305K - $322K
|
8.1K
$1.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
436+ 4.31% |
$57.9K - $61.3K
|
10.6K
$1.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
502New |
$66.7K - $70.6K
|
502
$69.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.65K- 3.35% |
$219K - $232K
|
47.5K
$6.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$1.2K - $1.27K
|
9
$1.24K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$133 - $141
|
2.34K
$323K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.82K- 0.68% |
$242K - $256K
|
265K
$36.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5- 0.79% |
$664 - $703
|
631
$87K
|
|