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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.45K- 0.28% |
$178K - $196K
|
513K
$65.6M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.49K- 12.16% |
$182K - $201K
|
10.7K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.49K- 55.25% |
$182K - $201K
|
1.21K
$154K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.52K- 46.95% |
$187K - $206K
|
1.72K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.53K- 2.71% |
$187K - $207K
|
54.8K
$7M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.53K- 33.04% |
$188K - $207K
|
3.1K
$396K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 39.43% |
$206K - $227K
|
2.58K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.73K- 1.27% |
$212K - $234K
|
134K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.74K- 1.55% |
$213K - $235K
|
110K
$14.1M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 5.57% |
$215K - $237K
|
29.7K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.82K- 13.81% |
$223K - $246K
|
11.4K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.86K- 52.74% |
$227K - $251K
|
1.66K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.88K- 2.41% |
$231K - $255K
|
76.4K
$9.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.91K- 4.21% |
$234K - $258K
|
43.4K
$5.55M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.1K- 18.01% |
$258K - $284K
|
9.57K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.14K- 2.93% |
$262K - $289K
|
70.7K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-2.2K- 11.92% |
$269K - $297K
|
16.2K
$2.08M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.21K- 2.29% |
$271K - $299K
|
94.1K
$12M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.21K- 27.46% |
$271K - $299K
|
5.84K
$747K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.24K- 25.83% |
$275K - $303K
|
6.45K
$824K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-2.25K- 79.48% |
$276K - $304K
|
581
$74.3K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.3K- 2.92% |
$281K - $310K
|
76.2K
$9.75M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.35K- 20.21% |
$287K - $317K
|
9.26K
$1.18M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.41K- 5.72% |
$296K - $326K
|
39.8K
$5.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 15.84% |
$317K - $349K
|
13.7K
$1.75M
|
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.6K- 5.68% |
$318K - $351K
|
43.1K
$5.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-2.67K- 9.55% |
$327K - $361K
|
25.3K
$3.24M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.82K- 16.63% |
$346K - $382K
|
14.1K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.96K- 52.57% |
$363K - $400K
|
2.67K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.98K- 18.2% |
$365K - $403K
|
13.4K
$1.71M
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-3.1K- 1.73% |
$380K - $419K
|
176K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.19K- 1.76% |
$391K - $432K
|
179K
$22.8M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.25K- 9.44% |
$399K - $440K
|
31.2K
$3.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.3K- 9.07% |
$404K - $446K
|
33.1K
$4.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.33K- 40.67% |
$409K - $451K
|
4.86K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.6K- 26.96% |
$441K - $487K
|
9.75K
$1.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.76K- 4.3% |
$461K - $509K
|
83.6K
$10.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.99K- 33.98% |
$489K - $539K
|
7.75K
$991K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.99K- 4.45% |
$489K - $540K
|
85.6K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.07K- 7.66% |
$499K - $550K
|
49.1K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.48K- 4.53% |
$549K - $606K
|
94.4K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.49K- 33.11% |
$550K - $607K
|
9.06K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.53K- 17.35% |
$556K - $613K
|
21.6K
$2.76M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.66K- 5.69% |
$572K - $631K
|
77.4K
$9.89M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.98K- 1.14% |
$610K - $673K
|
430K
$54.9M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.31K- 11.98% |
$651K - $718K
|
39K
$4.99M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.69K- 87.18% |
$697K - $769K
|
836
$107K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.73K- 13.08% |
$702K - $775K
|
38.1K
$4.87M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.8K- 12.18% |
$711K - $784K
|
41.8K
$5.35M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.86K- 8.31% |
$719K - $793K
|
64.7K
$8.27M
|