Purchases and Sales Made in Q1 2025 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-235- 7.47% |
$28.8K - $31.8K
|
2.91K
$399K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-257- 4.87% |
$31.5K - $34.8K
|
5.02K
$689K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-258- 1.96% |
$31.6K - $34.9K
|
12.9K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-261- 84.47% |
$32K - $35.3K
|
48
$6.59K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-272- 4.98% |
$33.3K - $36.8K
|
5.19K
$713K
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-273- 2.16% |
$33.5K - $36.9K
|
12.4K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-274- 1.22% |
$33.6K - $37.1K
|
22.3K
$3.06M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-275- 0.57% |
$33.7K - $37.2K
|
48.3K
$6.63M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-275- 10.11% |
$33.7K - $37.2K
|
2.44K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-278- 6.15% |
$34.1K - $37.6K
|
4.24K
$582K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-282- 18.24% |
$34.6K - $38.1K
|
1.26K
$174K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-286- 8.96% |
$35.1K - $38.7K
|
2.91K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-296- 10.56% |
$36.3K - $40K
|
2.51K
$344K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-299- 8.57% |
$36.7K - $40.4K
|
3.19K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-300- 13.93% |
$36.8K - $40.6K
|
1.85K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-300- 0.54% |
$36.8K - $40.6K
|
55.2K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-301- 2.43% |
$36.9K - $40.7K
|
12.1K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-313- 1.88% |
$38.4K - $42.3K
|
16.3K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-314- 15.55% |
$38.5K - $42.5K
|
1.71K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-316- 3.0% |
$38.7K - $42.7K
|
10.2K
$1.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-318- 2.22% |
$39K - $43K
|
14K
$1.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-320- 3.47% |
$39.2K - $43.3K
|
8.89K
$1.22M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-331- 1.86% |
$40.6K - $44.8K
|
17.5K
$2.4M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-337- 1.52% |
$41.3K - $45.6K
|
21.9K
$3.01M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-340- 17.55% |
$41.7K - $46K
|
1.6K
$219K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-344- 13.17% |
$42.2K - $46.5K
|
2.27K
$311K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-345- 8.84% |
$42.3K - $46.7K
|
3.56K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-353- 37.55% |
$43.3K - $47.7K
|
587
$80.6K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-360- 11.37% |
$44.1K - $48.7K
|
2.81K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.92% |
$45.6K - $50.3K
|
40K
$5.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-391- 1.71% |
$47.9K - $52.9K
|
22.5K
$3.08M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-392- 0.84% |
$48.1K - $53K
|
46.4K
$6.37M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-395- 19.14% |
$48.4K - $53.4K
|
1.67K
$229K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-396- 1.59% |
$48.5K - $53.6K
|
24.5K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-397- 8.06% |
$48.7K - $53.7K
|
4.53K
$622K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-400- 10.62% |
$49K - $54.1K
|
3.37K
$462K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-405- 4.58% |
$49.6K - $54.8K
|
8.44K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-416- 8.38% |
$51K - $56.3K
|
4.55K
$625K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-421- 3.24% |
$51.6K - $56.9K
|
12.6K
$1.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-438- 10.97% |
$53.7K - $59.2K
|
3.56K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-447- 7.42% |
$54.8K - $60.5K
|
5.58K
$766K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-450- 5.09% |
$55.2K - $60.9K
|
8.39K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-464- 2.74% |
$56.9K - $62.8K
|
16.5K
$2.27M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-478- 0.32% |
$58.6K - $64.6K
|
151K
$20.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-478- 47.56% |
$58.6K - $64.6K
|
527
$72.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-481- 5.33% |
$59K - $65.1K
|
8.54K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 4.17% |
$59K - $65.1K
|
11.1K
$1.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-503- 0.83% |
$61.7K - $68K
|
60.4K
$8.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-509- 0.25% |
$62.4K - $68.8K
|
202K
$27.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-518- 12.07% |
$63.5K - $70.1K
|
3.77K
$518K
|