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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.97K- 7.44% |
$731K - $807K
|
74.2K
$9.49M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.99K- 9.71% |
$735K - $810K
|
55.7K
$7.13M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.15K- 21.81% |
$754K - $832K
|
22.1K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-6.31K- 2.46% |
$773K - $853K
|
250K
$31.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.37K- 15.06% |
$781K - $862K
|
35.9K
$4.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.39K- 15.04% |
$783K - $864K
|
36.1K
$4.61M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.58K- 60.87% |
$806K - $889K
|
4.23K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.65K- 28.13% |
$815K - $899K
|
17K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.98K- 4.0% |
$856K - $944K
|
168K
$21.4M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-7K- 0.85% |
$858K - $946K
|
817K
$104M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-7.06K- 2.02% |
$866K - $955K
|
342K
$43.8M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.09K- 3.88% |
$870K - $959K
|
176K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.67KClosed |
$1.06M - $1.17M
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.03K- 8.89% |
$1.11M - $1.22M
|
92.5K
$11.8M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-10.1K- 33.19% |
$1.24M - $1.36M
|
20.3K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-10.3K- 62.53% |
$1.26M - $1.39M
|
6.17K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 93.12% |
$1.27M - $1.4M
|
765
$97.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 3.56% |
$1.32M - $1.46M
|
293K
$37.5M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.3K- 80.66% |
$1.38M - $1.52M
|
2.7K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 9.79% |
$1.41M - $1.55M
|
106K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-13.4K- 5.81% |
$1.64M - $1.81M
|
217K
$27.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.4K- 16.88% |
$1.64M - $1.81M
|
65.9K
$8.42M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-16.3K- 30.68% |
$2M - $2.21M
|
36.9K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.2K- 5.66% |
$2.23M - $2.46M
|
304K
$38.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.1% |
$2.28M - $2.51M
|
1.68M
$214M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 13.6% |
$2.57M - $2.83M
|
133K
$17M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-21.3K- 85.36% |
$2.61M - $2.88M
|
3.66K
$467K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.2K- 1.61% |
$2.85M - $3.14M
|
1.42M
$182M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.3KClosed |
$2.98M - $3.29M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-31.9K- 24.75% |
$3.91M - $4.32M
|
97K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.1K- 4.82% |
$4.3M - $4.75M
|
692K
$88.5M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-36K- 65.75% |
$4.41M - $4.86M
|
18.7K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.6K- 1.09% |
$4.48M - $4.95M
|
3.33M
$426M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41.7K- 76.3% |
$5.12M - $5.64M
|
13K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43.6K- 91.31% |
$5.34M - $5.9M
|
4.15K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-60.1K- 46.12% |
$7.37M - $8.13M
|
70.3K
$8.98M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-61.3K- 8.11% |
$7.51M - $8.29M
|
694K
$88.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.2K- 9.09% |
$8.61M - $9.5M
|
703K
$89.8M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75.1K- 3.28% |
$9.21M - $10.2M
|
2.22M
$283M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-84.3K- 4.7% |
$10.3M - $11.4M
|
1.71M
$219M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-98.7K- 94.43% |
$12.1M - $13.4M
|
5.82K
$744K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-107K- 8.92% |
$13.1M - $14.5M
|
1.09M
$140M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-117K- 40.46% |
$14.3M - $15.8M
|
172K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-136K- 12.74% |
$16.7M - $18.4M
|
931K
$119M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-155K- 99.21% |
$19M - $20.9M
|
1.24K
$158K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-248K- 6.82% |
$30.3M - $33.5M
|
3.38M
$432M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-279K- 6.87% |
$34.3M - $37.8M
|
3.79M
$485M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-368K- 73.92% |
$45.2M - $49.8M
|
130K
$16.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-455K- 10.83% |
$55.7M - $61.5M
|
3.74M
$479M
|