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 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
17+ 0.49% |
$2.08K - $2.3K
|
3.52K
$450K
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17+ 0.67% |
$2.08K - $2.3K
|
2.55K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16+ 0.33% |
$1.96K - $2.16K
|
4.84K
$619K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$1.59K - $1.76K
|
3.55K
$453K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13+ 0.77% |
$1.59K - $1.76K
|
1.71K
$218K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.36% |
$1.47K - $1.62K
|
3.36K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11+ 0.28% |
$1.35K - $1.49K
|
3.97K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.34% |
$1.23K - $1.35K
|
2.98K
$380K
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10+ 0.31% |
$1.23K - $1.35K
|
3.29K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9+ 0.17% |
$1.1K - $1.22K
|
5.32K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
9+ 0.4% |
$1.1K - $1.22K
|
2.28K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8+ 0.5% |
$981 - $1.08K
|
1.6K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7+ 0.16% |
$858 - $947
|
4.26K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
7+ 0.02% |
$858 - $947
|
41.8K
$5.35M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.41% |
$736 - $811
|
1.46K
$186K
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 0.31% |
$736 - $811
|
1.92K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.23% |
$736 - $811
|
2.67K
$342K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.27% |
$736 - $811
|
2.2K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.13% |
$736 - $811
|
4.49K
$574K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.18% |
$613 - $676
|
2.76K
$352K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
5+ 0.31% |
$613 - $676
|
1.61K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
5+ 6.67% |
$613 - $676
|
80
$10.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5+ 0.16% |
$613 - $676
|
3.06K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.26% |
$613 - $676
|
1.91K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.42% |
$613 - $676
|
1.18K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.2% |
$490 - $541
|
2.04K
$261K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.34% |
$490 - $541
|
1.17K
$149K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.19% |
$490 - $541
|
2.16K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4+ 0.15% |
$490 - $541
|
2.6K
$332K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.14% |
$368 - $406
|
2.21K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
3+ 0.18% |
$368 - $406
|
1.7K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.17% |
$368 - $406
|
1.74K
$222K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3+ 0.14% |
$368 - $406
|
2.15K
$275K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.09% |
$368 - $406
|
3.24K
$415K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.09% |
$245 - $270
|
2.27K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$245 - $270
|
3.43K
$439K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.85% |
$245 - $270
|
236
$30.2K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.35% |
$245 - $270
|
572
$73.1K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2+ 0.06% |
$245 - $270
|
3.13K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.3% |
$245 - $270
|
669
$85.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.7K
$473K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.19K
$408K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
1+ 0.02% |
$123 - $135
|
6.54K
$837K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.37% |
$123 - $135
|
273
$34.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$123 - $135
|
4.33K
$554K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.26K
$417K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$123 - $135
|
9.89K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$123 - $135
|
1
$128
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$123 - $135
|
1.79K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$123 - $135
|
194
$24.8K
|