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 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.7K
$508K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$123 - $135
|
4.33K
$595K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$123 - $135
|
1
$137
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$123 - $135
|
194
$26.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$123 - $135
|
9.89K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.26K
$447K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.61% |
$123 - $135
|
164
$22.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $135
|
6.44K
$884K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.37% |
$123 - $135
|
273
$37.5K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.19K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$123 - $135
|
1.79K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$123 - $135
|
2.42K
$332K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 0.04% |
$123 - $135
|
2.8K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-2- 0.1% |
$245 - $270
|
2.04K
$280K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$245 - $270
|
7.45K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2- 0.33% |
$245 - $270
|
599
$82.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3- 0.16% |
$368 - $406
|
1.82K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.75% |
$368 - $406
|
396
$54.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 0.48% |
$613 - $676
|
1.04K
$143K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.14% |
$613 - $676
|
3.69K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5- 0.24% |
$613 - $676
|
2.06K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-7- 0.07% |
$858 - $947
|
9.49K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 0.02% |
$858 - $947
|
37.4K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-9- 9.09% |
$1.1K - $1.22K
|
90
$12.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9- 0.56% |
$1.1K - $1.22K
|
1.59K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-9- 0.26% |
$1.1K - $1.22K
|
3.51K
$482K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-11- 0.43% |
$1.35K - $1.49K
|
2.57K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-11- 0.31% |
$1.35K - $1.49K
|
3.58K
$492K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-11- 0.15% |
$1.35K - $1.49K
|
7.1K
$974K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12- 17.39% |
$1.47K - $1.62K
|
57
$7.83K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14- 0.66% |
$1.72K - $1.89K
|
2.12K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-15- 0.37% |
$1.84K - $2.03K
|
4.01K
$551K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-20- 50.0% |
$2.45K - $2.7K
|
20
$2.75K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-21- 0.81% |
$2.57K - $2.84K
|
2.59K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-21- 2.49% |
$2.57K - $2.84K
|
823
$113K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22- 12.5% |
$2.7K - $2.98K
|
154
$21.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-22- 0.9% |
$2.7K - $2.98K
|
2.43K
$334K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22- 0.09% |
$2.7K - $2.98K
|
24.3K
$3.33M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 1.39% |
$3.06K - $3.38K
|
1.78K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-26- 0.83% |
$3.19K - $3.52K
|
3.09K
$424K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 0.14% |
$3.31K - $3.65K
|
19.6K
$2.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-29- 1.02% |
$3.56K - $3.92K
|
2.81K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-30- 12.05% |
$3.68K - $4.06K
|
219
$30.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30- 1.74% |
$3.68K - $4.06K
|
1.7K
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-31- 41.89% |
$3.8K - $4.19K
|
43
$5.91K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-31- 5.26% |
$3.8K - $4.19K
|
558
$76.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 4.53% |
$3.8K - $4.19K
|
654
$89.8K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-33- 0.25% |
$4.05K - $4.46K
|
13K
$1.79M
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-33- 0.45% |
$4.05K - $4.46K
|
7.33K
$1.01M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-34- 0.71% |
$4.17K - $4.6K
|
4.77K
$655K
|