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 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$123 - $135
|
2.42K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.15K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1New |
$123 - $135
|
1
$128
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $135
|
6.44K
$823K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.61% |
$123 - $135
|
164
$21K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 0.04% |
$123 - $135
|
2.8K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2- 0.33% |
$245 - $270
|
599
$76.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-2- 0.1% |
$245 - $270
|
2.04K
$260K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$245 - $270
|
7.45K
$952K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3- 0.16% |
$368 - $406
|
1.82K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.75% |
$368 - $406
|
396
$50.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 0.48% |
$613 - $676
|
1.04K
$133K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.14% |
$613 - $676
|
3.69K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5- 0.24% |
$613 - $676
|
2.06K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 0.02% |
$858 - $947
|
37.4K
$4.79M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-7- 0.07% |
$858 - $947
|
9.49K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-9- 9.09% |
$1.1K - $1.22K
|
90
$11.5K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-9- 0.26% |
$1.1K - $1.22K
|
3.51K
$449K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9- 0.56% |
$1.1K - $1.22K
|
1.59K
$203K
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-11- 0.43% |
$1.35K - $1.49K
|
2.57K
$328K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-11- 0.15% |
$1.35K - $1.49K
|
7.1K
$907K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-11- 0.31% |
$1.35K - $1.49K
|
3.58K
$458K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-12- 17.39% |
$1.47K - $1.62K
|
57
$7.29K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14- 0.66% |
$1.72K - $1.89K
|
2.12K
$271K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-15- 0.37% |
$1.84K - $2.03K
|
4.01K
$513K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-21- 2.49% |
$2.57K - $2.84K
|
823
$105K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-21- 0.81% |
$2.57K - $2.84K
|
2.59K
$331K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22- 12.5% |
$2.7K - $2.98K
|
154
$19.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22- 0.09% |
$2.7K - $2.98K
|
24.3K
$3.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-22- 0.9% |
$2.7K - $2.98K
|
2.43K
$311K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 1.39% |
$3.06K - $3.38K
|
1.78K
$227K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-26- 0.83% |
$3.19K - $3.52K
|
3.09K
$395K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 0.14% |
$3.31K - $3.65K
|
19.6K
$2.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-29- 1.02% |
$3.56K - $3.92K
|
2.81K
$359K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-30- 12.05% |
$3.68K - $4.06K
|
219
$28K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-30- 1.74% |
$3.68K - $4.06K
|
1.7K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-31- 5.26% |
$3.8K - $4.19K
|
558
$71.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-31- 41.89% |
$3.8K - $4.19K
|
43
$5.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31- 4.53% |
$3.8K - $4.19K
|
654
$83.6K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-33- 0.45% |
$4.05K - $4.46K
|
7.33K
$937K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-33- 0.25% |
$4.05K - $4.46K
|
13K
$1.66M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-34- 0.71% |
$4.17K - $4.6K
|
4.77K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-37- 1.16% |
$4.54K - $5K
|
3.16K
$404K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-38- 0.89% |
$4.66K - $5.14K
|
4.22K
$539K
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-41- 42.71% |
$5.03K - $5.54K
|
55
$7.03K
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-44- 2.17% |
$5.39K - $5.95K
|
1.98K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-45- 1.25% |
$5.52K - $6.09K
|
3.57K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-47- 0.61% |
$5.76K - $6.36K
|
7.64K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47- 1.08% |
$5.76K - $6.36K
|
4.32K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-48- 2.6% |
$5.88K - $6.49K
|
1.8K
$230K
|