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 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.58K+ 10.93% |
$194K - $214K
|
16.1K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.52K+ 9.44% |
$186K - $205K
|
17.6K
$2.25M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.35K+ 1.27% |
$165K - $182K
|
108K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.32K+ 40.61% |
$162K - $179K
|
4.57K
$585K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.32K+ 1.89% |
$161K - $178K
|
71.1K
$9.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.32K+ 15.64% |
$161K - $178K
|
9.73K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.3K+ 14.6% |
$159K - $175K
|
10.2K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.27K+ 18.6% |
$155K - $171K
|
8.08K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 1.17% |
$149K - $165K
|
105K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.19K+ 84.12% |
$146K - $161K
|
2.61K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.13K+ 2.27% |
$138K - $152K
|
50.8K
$6.49M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$136K - $150K
|
1.11K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.1K+ 27.5% |
$135K - $149K
|
5.1K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.04K+ 25.31% |
$128K - $141K
|
5.15K
$659K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 48.99% |
$124K - $137K
|
3.08K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
969+ 8.38% |
$119K - $131K
|
12.5K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
943+ 0.73% |
$116K - $128K
|
131K
$16.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
935+ 152.03% |
$115K - $126K
|
1.55K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
926+ 3.3% |
$114K - $125K
|
29K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
926+ 0.35% |
$114K - $125K
|
269K
$34.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
BUY
|
- |
860+ 2.41% |
$105K - $116K
|
36.6K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
842+ 4.91% |
$103K - $114K
|
18K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
791+ 0.22% |
$97K - $107K
|
354K
$45.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
776+ 16.73% |
$95.1K - $105K
|
5.41K
$692K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
758+ 27.54% |
$92.9K - $103K
|
3.51K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
748+ 1.07% |
$91.7K - $101K
|
70.5K
$9.02M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
711+ 47.98% |
$87.2K - $96.2K
|
2.19K
$280K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
709+ 2.3% |
$86.9K - $95.9K
|
31.5K
$4.03M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
696+ 8.52% |
$85.3K - $94.1K
|
8.86K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
682+ 26.78% |
$83.6K - $92.2K
|
3.23K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
681+ 2.99% |
$83.5K - $92.1K
|
23.4K
$2.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
673+ 26.74% |
$82.5K - $91K
|
3.19K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
654+ 5.75% |
$80.2K - $88.4K
|
12K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
650+ 11.36% |
$79.7K - $87.9K
|
6.37K
$815K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
636+ 11.63% |
$78K - $86K
|
6.1K
$780K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 12.63% |
$73.6K - $81.1K
|
5.35K
$684K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
594+ 90.83% |
$72.8K - $80.3K
|
1.25K
$160K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
556New |
$68.2K - $75.2K
|
556
$71.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
550+ 27.31% |
$67.4K - $74.4K
|
2.56K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
536+ 1.85% |
$65.7K - $72.5K
|
29.6K
$3.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
520+ 23.86% |
$63.7K - $70.3K
|
2.7K
$345K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
484+ 248.21% |
$59.3K - $65.5K
|
679
$86.8K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
476+ 94.82% |
$58.4K - $64.4K
|
978
$125K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
440+ 19.69% |
$53.9K - $59.5K
|
2.68K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 6.07% |
$53.9K - $59.5K
|
7.69K
$983K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
435+ 5.78% |
$53.3K - $58.8K
|
7.96K
$1.02M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
420New |
$51.5K - $56.8K
|
420
$53.7K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
415+ 8.85% |
$50.9K - $56.1K
|
5.1K
$653K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
393+ 2.53% |
$48.2K - $53.1K
|
15.9K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
362+ 2.21% |
$44.4K - $49K
|
16.7K
$2.14M
|