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
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
118+ 6.8% |
$14.5K - $16K
|
1.85K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
113+ 0.28% |
$13.9K - $15.3K
|
39.8K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
112+ 0.89% |
$13.7K - $15.1K
|
12.7K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
104+ 2.36% |
$12.7K - $14.1K
|
4.51K
$577K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
102+ 3.95% |
$12.5K - $13.8K
|
2.69K
$344K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
100New |
$12.3K - $13.5K
|
100
$12.8K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
93+ 1.67% |
$11.4K - $12.6K
|
5.68K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
92+ 0.21% |
$11.3K - $12.4K
|
43.9K
$5.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
84+ 2.71% |
$10.3K - $11.4K
|
3.18K
$407K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
79New |
$9.68K - $10.7K
|
79
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
78+ 1.71% |
$9.56K - $10.5K
|
4.64K
$593K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
78+ 4.58% |
$9.56K - $10.5K
|
1.78K
$228K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 0.09% |
$8.21K - $9.06K
|
75.1K
$9.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
66+ 25.48% |
$8.09K - $8.93K
|
325
$41.6K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
58+ 0.78% |
$7.11K - $7.84K
|
7.49K
$958K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
57+ 0.19% |
$6.99K - $7.71K
|
30K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 0.22% |
$6.87K - $7.57K
|
25.6K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
56+ 87.5% |
$6.87K - $7.57K
|
120
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
55+ 3.0% |
$6.74K - $7.44K
|
1.89K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
54+ 3.35% |
$6.62K - $7.3K
|
1.67K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.47% |
$6.5K - $7.17K
|
11.2K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
51+ 0.69% |
$6.25K - $6.9K
|
7.43K
$950K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
51New |
$6.25K - $6.9K
|
51
$6.52K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
50+ 2.09% |
$6.13K - $6.76K
|
2.45K
$313K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
48New |
$5.88K - $6.49K
|
48
$6.14K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
44+ 1.56% |
$5.39K - $5.95K
|
2.86K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43+ 0.82% |
$5.27K - $5.82K
|
5.27K
$673K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
40New |
$4.9K - $5.41K
|
40
$5.11K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39New |
$4.78K - $5.27K
|
39
$4.99K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
37+ 1.34% |
$4.54K - $5K
|
2.79K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 1.23% |
$4.29K - $4.73K
|
2.89K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
35+ 0.89% |
$4.29K - $4.73K
|
3.96K
$506K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
35+ 1.31% |
$4.29K - $4.73K
|
2.7K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
35+ 2.73% |
$4.29K - $4.73K
|
1.32K
$169K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35+ 2.06% |
$4.29K - $4.73K
|
1.73K
$221K
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
26+ 1.01% |
$3.19K - $3.52K
|
2.61K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
25+ 0.18% |
$3.06K - $3.38K
|
13.9K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25+ 0.45% |
$3.06K - $3.38K
|
5.59K
$715K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
25+ 3.51% |
$3.06K - $3.38K
|
737
$94.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
24+ 0.35% |
$2.94K - $3.25K
|
6.89K
$881K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 0.05% |
$2.94K - $3.25K
|
43.8K
$5.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23+ 0.78% |
$2.82K - $3.11K
|
2.99K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
23+ 1.28% |
$2.82K - $3.11K
|
1.82K
$233K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
22+ 0.46% |
$2.7K - $2.98K
|
4.79K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
22+ 0.45% |
$2.7K - $2.98K
|
4.86K
$622K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
21+ 0.35% |
$2.57K - $2.84K
|
6.01K
$768K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18+ 0.27% |
$2.21K - $2.43K
|
6.68K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.34% |
$2.21K - $2.43K
|
5.27K
$674K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
17+ 0.38% |
$2.08K - $2.3K
|
4.48K
$573K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 14.66% |
$2.08K - $2.3K
|
133
$17K
|