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 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 0.87% |
$6.13K - $6.76K
|
5.67K
$725K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-52- 0.21% |
$6.37K - $7.03K
|
24.6K
$3.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-54- 0.88% |
$6.62K - $7.3K
|
6.06K
$775K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-54- 1.68% |
$6.62K - $7.3K
|
3.16K
$404K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-56- 0.21% |
$6.87K - $7.57K
|
26.6K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-57- 0.53% |
$6.99K - $7.71K
|
10.8K
$1.38M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-58- 2.65% |
$7.11K - $7.84K
|
2.13K
$272K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-60- 1.12% |
$7.36K - $8.11K
|
5.3K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 0.72% |
$7.72K - $8.52K
|
8.66K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-63- 2.49% |
$7.72K - $8.52K
|
2.47K
$315K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-65- 1.73% |
$7.97K - $8.79K
|
3.7K
$473K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-65- 1.04% |
$7.97K - $8.79K
|
6.16K
$788K
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-68- 0.05% |
$8.34K - $9.2K
|
140K
$17.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-69- 1.42% |
$8.46K - $9.33K
|
4.79K
$612K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-69- 29.87% |
$8.46K - $9.33K
|
162
$20.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-69- 6.46% |
$8.46K - $9.33K
|
999
$128K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-72- 1.14% |
$8.83K - $9.74K
|
6.24K
$798K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-75- 28.85% |
$9.19K - $10.1K
|
185
$23.7K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-75- 1.92% |
$9.19K - $10.1K
|
3.84K
$490K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-75- 1.55% |
$9.19K - $10.1K
|
4.77K
$610K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-75- 1.51% |
$9.19K - $10.1K
|
4.89K
$625K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-76- 10.87% |
$9.32K - $10.3K
|
623
$79.7K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-79- 24.01% |
$9.68K - $10.7K
|
250
$32K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-81- 0.39% |
$9.93K - $11K
|
20.7K
$2.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-81- 4.26% |
$9.93K - $11K
|
1.82K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-83- 0.97% |
$10.2K - $11.2K
|
8.46K
$1.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-83- 2.69% |
$10.2K - $11.2K
|
3.01K
$384K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-87- 57.24% |
$10.7K - $11.8K
|
65
$8.31K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-87- 2.04% |
$10.7K - $11.8K
|
4.17K
$533K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-88- 0.43% |
$10.8K - $11.9K
|
20.6K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-89- 4.72% |
$10.9K - $12K
|
1.8K
$230K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-90- 4.46% |
$11K - $12.2K
|
1.93K
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-93- 1.28% |
$11.4K - $12.6K
|
7.16K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-94- 3.62% |
$11.5K - $12.7K
|
2.5K
$320K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-96- 3.75% |
$11.8K - $13K
|
2.47K
$315K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-96- 3.68% |
$11.8K - $13K
|
2.51K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-96- 1.26% |
$11.8K - $13K
|
7.53K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-98- 3.0% |
$12K - $13.3K
|
3.17K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 0.11% |
$12K - $13.3K
|
91.8K
$11.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-99- 2.02% |
$12.1K - $13.4K
|
4.8K
$613K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 2.01% |
$12.3K - $13.5K
|
4.89K
$625K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-101- 2.54% |
$12.4K - $13.7K
|
3.87K
$495K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-103- 2.03% |
$12.6K - $13.9K
|
4.98K
$637K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-103- 1.19% |
$12.6K - $13.9K
|
8.52K
$1.09M
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-105- 0.08% |
$12.9K - $14.2K
|
126K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-110Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-111- 34.8% |
$13.6K - $15K
|
208
$26.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-111- 0.18% |
$13.6K - $15K
|
59.9K
$7.66M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-111- 4.18% |
$13.6K - $15K
|
2.55K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-117- 3.21% |
$14.3K - $15.8K
|
3.53K
$451K
|