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 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
6.28K+ 55.44% |
$769K - $849K
|
17.6K
$2.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.16K+ 3.82% |
$755K - $833K
|
167K
$21.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.12K+ 3.75% |
$750K - $828K
|
169K
$21.6M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.65K+ 0.58% |
$693K - $765K
|
972K
$124M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.57K+ 218.58% |
$682K - $753K
|
8.11K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.55K+ 4589.26% |
$681K - $751K
|
5.67K
$725K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.05K+ 4.42% |
$619K - $683K
|
119K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.91K+ 2.98% |
$602K - $664K
|
170K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.59K+ 3.2% |
$563K - $621K
|
148K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.38K+ 70.65% |
$537K - $592K
|
10.6K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.13K+ 9.43% |
$506K - $558K
|
47.9K
$6.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.04K+ 2.53% |
$495K - $546K
|
164K
$21M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
3.79K+ 20.5% |
$464K - $512K
|
22.3K
$2.85M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.76KNew |
$461K - $509K
|
3.76K
$481K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 122.91% |
$416K - $459K
|
6.16K
$787K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.34K+ 2.63% |
$409K - $452K
|
131K
$16.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2K+ 120.35% |
$392K - $433K
|
5.86K
$749K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 4.73% |
$381K - $420K
|
68.9K
$8.81M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.1KNew |
$380K - $419K
|
3.1K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3KNew |
$368K - $406K
|
3K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.87KNew |
$352K - $388K
|
2.87K
$367K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.85KNew |
$350K - $386K
|
2.85K
$365K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
2.8K+ 7.27% |
$343K - $379K
|
41.3K
$5.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
2.71K+ 13.6% |
$332K - $366K
|
22.6K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.64K+ 4.49% |
$324K - $358K
|
61.5K
$7.86M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.57KNew |
$315K - $348K
|
2.57K
$329K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.5KNew |
$306K - $338K
|
2.5K
$320K
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
2.43KNew |
$298K - $329K
|
2.43K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.43K+ 62.66% |
$298K - $329K
|
6.32K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.42KNew |
$297K - $327K
|
2.42K
$309K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.42KNew |
$296K - $327K
|
2.42K
$309K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.41K+ 23.24% |
$295K - $326K
|
12.8K
$1.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
BUY
|
- |
2.34K+ 19.29% |
$287K - $316K
|
14.5K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.32K+ 12.09% |
$284K - $313K
|
21.5K
$2.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.2K+ 0.87% |
$270K - $298K
|
255K
$32.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.17K+ 4.0% |
$266K - $293K
|
56.3K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.11KNew |
$259K - $286K
|
2.11K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.09KNew |
$256K - $283K
|
2.09K
$267K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.05K+ 39.39% |
$252K - $278K
|
7.27K
$929K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.05K+ 12.72% |
$252K - $278K
|
18.2K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$245K - $270K
|
2K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.93K+ 1.87% |
$237K - $261K
|
105K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 14.78% |
$236K - $260K
|
14.9K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.84K+ 2.05% |
$225K - $249K
|
91.7K
$11.7M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 3.68% |
$223K - $247K
|
51.4K
$6.57M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.78KNew |
$219K - $241K
|
1.78K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.76K+ 32.74% |
$216K - $238K
|
7.13K
$911K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.63K+ 64.27% |
$200K - $220K
|
4.16K
$532K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.6KNew |
$196K - $216K
|
1.6K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.59KNew |
$195K - $215K
|
1.59K
$203K
|