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 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-597- 0.63% |
$73.2K - $80.7K
|
94.3K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-624- 50.0% |
$76.5K - $84.4K
|
624
$79.8K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-646- 30.51% |
$79.2K - $87.4K
|
1.47K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-648- 2.71% |
$79.4K - $87.6K
|
23.3K
$2.98M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-653- 3.05% |
$80.1K - $88.3K
|
20.8K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-670- 7.62% |
$82.1K - $90.6K
|
8.12K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-671- 11.81% |
$82.3K - $90.7K
|
5.01K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-677- 25.24% |
$83K - $91.6K
|
2.01K
$256K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-709- 26.73% |
$86.9K - $95.9K
|
1.94K
$248K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-727- 1.48% |
$89.1K - $98.3K
|
48.4K
$6.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-742- 82.44% |
$91K - $100K
|
158
$20.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-765- 5.66% |
$93.8K - $103K
|
12.7K
$1.63M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-769- 4.77% |
$94.3K - $104K
|
15.4K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-780- 22.03% |
$95.6K - $105K
|
2.76K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-785- 2.51% |
$96.2K - $106K
|
30.5K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-786- 23.42% |
$96.4K - $106K
|
2.57K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-787- 4.95% |
$96.5K - $106K
|
15.1K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-793- 0.69% |
$97.2K - $107K
|
114K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-794- 5.25% |
$97.3K - $107K
|
14.3K
$1.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-800- 13.76% |
$98.1K - $108K
|
5.01K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-807- 0.93% |
$98.9K - $109K
|
85.9K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-900- 33.33% |
$110K - $122K
|
1.8K
$230K
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-927- 12.04% |
$114K - $125K
|
6.77K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-972- 14.6% |
$119K - $131K
|
5.68K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 6.05% |
$121K - $133K
|
15.3K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-998- 8.0% |
$122K - $135K
|
11.5K
$1.47M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 19.44% |
$123K - $135K
|
4.15K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.01K- 2.03% |
$124K - $137K
|
48.8K
$6.24M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.03K- 18.01% |
$126K - $139K
|
4.69K
$600K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.04K- 5.05% |
$128K - $141K
|
19.6K
$2.51M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.06K- 32.41% |
$130K - $143K
|
2.21K
$282K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.09K- 5.64% |
$134K - $148K
|
18.3K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.12K- 11.84% |
$137K - $151K
|
8.32K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.13K- 9.98% |
$138K - $152K
|
10.2K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.13K- 1.02% |
$138K - $152K
|
110K
$14M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 38.83% |
$141K - $155K
|
1.81K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.16K- 46.49% |
$143K - $157K
|
1.34K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.17K- 2.95% |
$143K - $158K
|
38.5K
$4.92M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.24K- 2.31% |
$152K - $168K
|
52.3K
$6.69M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.25K- 7.82% |
$154K - $169K
|
14.8K
$1.89M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.27K- 0.27% |
$155K - $171K
|
470K
$60.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.27K- 11.5% |
$155K - $171K
|
9.75K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.27K- 2.87% |
$156K - $172K
|
43.1K
$5.51M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 17.16% |
$157K - $173K
|
6.17K
$789K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.3K- 5.96% |
$159K - $175K
|
20.5K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.31K- 5.04% |
$161K - $177K
|
24.7K
$3.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.33K- 3.74% |
$163K - $179K
|
34.2K
$4.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.34K- 6.34% |
$165K - $181K
|
19.8K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.34K- 6.14% |
$165K - $182K
|
20.6K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 12.67% |
$174K - $192K
|
9.78K
$1.25M
|