Purchases and Sales Made in Q4 2025 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MIDCAP VALUE E.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 23, 2026 Q4 2025
Kelsey Financial, LLC

Moorpark, CA
BUY
 -
38.6K
New
$5.23M - $5.44M
38.6K $5.32M
Jan 15, 2026 Q4 2025
Allspring Global Investments Holdings, LLC

BUY
 -
20.5K
+ 83.8%
$2.78M - $2.89M
45K $6.21M
Jan 12, 2026 Q4 2025
Corundum Group, Inc.

BUY
 -
15.8K
+ 30.3%
$2.14M - $2.22M
67.9K $9.36M
Jan 20, 2026 Q4 2025
Secure Asset Management, LLC

BUY
 -
12.9K
New
$1.75M - $1.82M
12.9K $1.78M
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
12.3K
+ 21.04%
$1.67M - $1.73M
70.8K $9.76M
Jan 20, 2026 Q4 2025
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
11.3K
+ 377.89%
$1.53M - $1.59M
14.2K $1.96M
Jan 08, 2026 Q4 2025
Asempa Wealth Advisors

Baton Rouge, LA
BUY
 -
8.51K
New
$1.15M - $1.2M
8.51K $1.17M
Jan 12, 2026 Q4 2025
Auour Investments LLC

Wenham, MA
BUY
 -
8.24K
+ 41.28%
$1.12M - $1.16M
28.2K $3.89M
Jan 12, 2026 Q4 2025
Legacy Wealth Asset Management, LLC

BUY
 -
6.43K
New
$872K - $906K
6.43K $886K
Jan 06, 2026 Q4 2025
Lpwm LLC

Minneapolis, MN
BUY
 -
6.25K
+ 2.78%
$848K - $881K
232K $31.9M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.29K
+ 27.27%
$447K - $464K
15.4K $2.12M
Jan 07, 2026 Q4 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.89K
New
$392K - $407K
2.89K $398K
Jan 16, 2026 Q4 2025
Linden Thomas Advisory Services, LLC

Charlotte, NC
BUY
 -
2.51K
New
$340K - $353K
2.51K $346K
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.23K
+ 2.55%
$303K - $315K
89.9K $12.4M
Jan 20, 2026 Q4 2025
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
2.19K
New
$298K - $309K
2.19K $302K
Jan 09, 2026 Q4 2025
Friday Financial

Dubuque, IA
BUY
 -
2.15K
+ 47.59%
$292K - $303K
6.68K $920K
Jan 22, 2026 Q4 2025
Howard Capital Management Inc.

BUY
 -
2.03K
New
$275K - $286K
2.03K $279K
Jan 23, 2026 Q4 2025
Fifth Third Securities, Inc.

BUY
 -
1.89K
+ 1.65%
$257K - $266K
117K $16.1M
Jan 23, 2026 Q4 2025
Split Rock Private Trading & Wealth Management, LLC

Cloquet, MN
BUY
 -
1.53K
New
$208K - $216K
1.53K $211K
Jan 15, 2026 Q4 2025
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
1.51K
+ 48.41%
$204K - $212K
4.62K $637K
Jan 23, 2026 Q4 2025
Tectonic Advisors LLC

Plano, TX
BUY
 -
1.38K
+ 6.76%
$187K - $194K
21.7K $2.99M
Jan 07, 2026 Q4 2025
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
1.26K
+ 2.82%
$171K - $178K
46K $6.34M
Jan 14, 2026 Q4 2025
Org Partners LLC

Roanoke, IN
BUY
 -
1.19K
+ 33.37%
$161K - $168K
4.75K $655K
Jan 15, 2026 Q4 2025
Vaughan Nelson Investment Management, L.P.

BUY
 -
1.09K
+ 157.97%
$148K - $154K
1.78K $245K
Jan 21, 2026 Q4 2025
Paladin Advisory Group, LLC

BUY
 -
1.07K
New
$145K - $150K
1.07K $147K
Jan 08, 2026 Q4 2025
Lwm Advisors Inc

El Dorado Hills, CA
BUY
 -
997
+ 3.01%
$135K - $141K
34.2K $4.71M
Jan 09, 2026 Q4 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
989
+ 31.61%
$134K - $139K
4.12K $568K
Jan 15, 2026 Q4 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
965
+ 13.9%
$131K - $136K
7.91K $1.09M
Jan 14, 2026 Q4 2025
Eastern Bank

BUY
 -
862
+ 68.36%
$117K - $121K
2.12K $293K
Jan 20, 2026 Q4 2025
Aspiriant, LLC

BUY
 -
809
+ 33.1%
$110K - $114K
3.25K $448K
Jan 21, 2026 Q4 2025
Flagship Harbor Advisors, LLC

BUY
 -
650
New
$88.2K - $91.6K
650 $89.6K
Jan 15, 2026 Q4 2025
Btc Capital Management, Inc.

BUY
 -
562
+ 21.46%
$76.2K - $79.2K
3.18K $439K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
549
+ 1.58%
$74.5K - $77.4K
35.2K $4.85M
Jan 16, 2026 Q4 2025
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
520
+ 32.46%
$70.5K - $73.3K
2.12K $293K
Jan 12, 2026 Q4 2025
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
504
New
$68.4K - $71K
504 $69.5K
Jan 20, 2026 Q4 2025
West Hill Financial Advisors, Inc.

BUY
 -
455
+ 0.61%
$61.7K - $64.1K
74.8K $10.3M
Jan 07, 2026 Q4 2025
Occidental Asset Management, LLC

BUY
 -
413
+ 0.45%
$56K - $58.2K
91.3K $12.6M
Jan 23, 2026 Q4 2025
Private Wealth Management Group, LLC

Princeton, NJ
BUY
 -
380
+ 75.7%
$51.6K - $53.6K
882 $122K
Jan 13, 2026 Q4 2025
Norden Group LLC

Provo, UT
BUY
 -
375
+ 4.1%
$50.9K - $52.8K
9.52K $1.31M
Jan 20, 2026 Q4 2025
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
345
+ 47.85%
$46.8K - $48.6K
1.07K $147K
Jan 05, 2026 Q4 2025
City Center Advisors, LLC

Troy, MI
BUY
 -
339
+ 7.66%
$46K - $47.8K
4.77K $657K
Jan 07, 2026 Q4 2025
Aventura Private Wealth, LLC

Aventura, FL
BUY
 -
324
New
$44K - $45.7K
324 $44.7K
Jan 20, 2026 Q4 2025
Planning Directions Inc

BUY
 -
262
+ 11.48%
$35.5K - $36.9K
2.54K $351K
Jan 08, 2026 Q4 2025
Gryphon Financial Partners LLC

BUY
 -
236
+ 4.54%
$32K - $33.3K
5.43K $749K
Jan 20, 2026 Q4 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
225
+ 2.87%
$30.5K - $31.7K
8.08K $1.11M
Jan 21, 2026 Q4 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
216
+ 5.46%
$29.3K - $30.4K
4.17K $575K
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
203
+ 0.63%
$27.5K - $28.6K
32.6K $4.5M
Jan 23, 2026 Q4 2025
Legacy Bridge, LLC

BUY
 -
169
+ 1.57%
$22.9K - $23.8K
11K $1.51M
Jan 12, 2026 Q4 2025
First Merchants Corp

BUY
 -
147
+ 0.38%
$19.9K - $20.7K
39K $5.38M

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