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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
359+ 1.83% |
$44K - $48.6K
|
19.9K
$2.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
349+ 10.1% |
$42.8K - $47.2K
|
3.8K
$486K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
348+ 17.99% |
$42.7K - $47.1K
|
2.28K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
347+ 129.48% |
$42.5K - $46.9K
|
615
$78.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
330+ 2.68% |
$40.5K - $44.6K
|
12.6K
$1.61M
|
|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
314+ 2.31% |
$38.5K - $42.5K
|
13.9K
$1.78M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
306+ 6.42% |
$37.5K - $41.4K
|
5.08K
$649K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
299+ 0.38% |
$36.7K - $40.4K
|
78.8K
$10.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
291+ 6.96% |
$35.7K - $39.4K
|
4.47K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
285+ 9.45% |
$34.9K - $38.5K
|
3.3K
$422K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
BUY
|
- |
285+ 17.63% |
$34.9K - $38.5K
|
1.9K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
275+ 2.33% |
$33.7K - $37.2K
|
12.1K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
272+ 1.55% |
$33.3K - $36.8K
|
17.8K
$2.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
261+ 8.68% |
$32K - $35.3K
|
3.27K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
253New |
$31K - $34.2K
|
253
$32.3K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
253+ 8.87% |
$31K - $34.2K
|
3.11K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
252New |
$30.9K - $34.1K
|
252
$32.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
252+ 10.04% |
$30.9K - $34.1K
|
2.76K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
251New |
$30.8K - $33.9K
|
251
$32.1K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$30.6K - $33.8K
|
250
$32K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
247New |
$30.3K - $33.4K
|
247
$31.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
235+ 11.24% |
$28.8K - $31.8K
|
2.33K
$297K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
225+ 3.02% |
$27.6K - $30.4K
|
7.67K
$980K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
220New |
$27K - $29.8K
|
220
$28.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
219+ 13.34% |
$26.8K - $29.6K
|
1.86K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
218+ 1.17% |
$26.7K - $29.5K
|
18.8K
$2.41M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
212+ 12.39% |
$26K - $28.7K
|
1.92K
$246K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
211New |
$25.9K - $28.5K
|
211
$27K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
191New |
$23.4K - $25.8K
|
191
$24.4K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
190New |
$23.3K - $25.7K
|
190
$24.3K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
180+ 0.56% |
$22.1K - $24.3K
|
32.1K
$4.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
167+ 2.53% |
$20.5K - $22.6K
|
6.78K
$866K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
167+ 0.91% |
$20.5K - $22.6K
|
18.5K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
166+ 2.02% |
$20.3K - $22.4K
|
8.4K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
163+ 20.43% |
$20K - $22K
|
961
$123K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
158+ 1.72% |
$19.4K - $21.4K
|
9.32K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
158+ 1.52% |
$19.4K - $21.4K
|
10.6K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
154+ 2.87% |
$18.9K - $20.8K
|
5.52K
$705K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
154+ 1.35% |
$18.9K - $20.8K
|
11.6K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
153+ 1.73% |
$18.8K - $20.7K
|
9.01K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
153+ 1.29% |
$18.8K - $20.7K
|
12K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
142+ 2.68% |
$17.4K - $19.2K
|
5.44K
$696K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
139+ 4.27% |
$17K - $18.8K
|
3.39K
$434K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
138+ 6.37% |
$16.9K - $18.7K
|
2.31K
$295K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
138+ 2.82% |
$16.9K - $18.7K
|
5.03K
$643K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
135New |
$16.5K - $18.3K
|
135
$17.3K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
128New |
$15.7K - $17.3K
|
128
$16.4K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
127+ 4.08% |
$15.6K - $17.2K
|
3.24K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
121New |
$14.8K - $16.4K
|
121
$15.5K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
118+ 1.09% |
$14.5K - $16K
|
11K
$1.41M
|