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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-119- 1.99% |
$14.6K - $16.1K
|
5.86K
$749K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-120- 18.72% |
$14.7K - $16.2K
|
521
$66.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-121- 3.29% |
$14.8K - $16.4K
|
3.56K
$455K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-122- 6.57% |
$15K - $16.5K
|
1.74K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-127- 1.76% |
$15.6K - $17.2K
|
7.08K
$905K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-133- 0.52% |
$16.3K - $18K
|
25.4K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-135- 1.94% |
$16.5K - $18.3K
|
6.82K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-139- 1.54% |
$17K - $18.8K
|
8.88K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-140- 4.65% |
$17.2K - $18.9K
|
2.87K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-145- 1.33% |
$17.8K - $19.6K
|
10.7K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-148- 0.88% |
$18.1K - $20K
|
16.7K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-148- 1.07% |
$18.1K - $20K
|
13.6K
$1.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-149- 6.78% |
$18.3K - $20.2K
|
2.05K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-155- 0.55% |
$19K - $21K
|
27.8K
$3.55M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-155- 1.55% |
$19K - $21K
|
9.87K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-160- 7.08% |
$19.6K - $21.6K
|
2.1K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-160- 1.77% |
$19.6K - $21.6K
|
8.87K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-161- 1.55% |
$19.7K - $21.8K
|
10.2K
$1.31M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-182- 2.29% |
$22.3K - $24.6K
|
7.78K
$995K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-187- 8.45% |
$22.9K - $25.3K
|
2.03K
$259K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-188- 2.27% |
$23K - $25.4K
|
8.1K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-188- 18.45% |
$23K - $25.4K
|
831
$106K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-189- 5.77% |
$23.2K - $25.6K
|
3.09K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-189- 0.2% |
$23.2K - $25.6K
|
92.8K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-190- 12.58% |
$23.3K - $25.7K
|
1.32K
$169K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-190- 4.38% |
$23.3K - $25.7K
|
4.15K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-192- 48.98% |
$23.5K - $26K
|
200
$25.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-193- 0.99% |
$23.7K - $26.1K
|
19.4K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-195- 0.36% |
$23.9K - $26.4K
|
53.9K
$6.89M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-200- 12.5% |
$24.5K - $27K
|
1.4K
$179K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 1.71% |
$24.5K - $27K
|
11.5K
$1.47M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-200- 1.09% |
$24.5K - $27K
|
18.1K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-200- 3.97% |
$24.5K - $27K
|
4.84K
$619K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-203- 5.48% |
$24.9K - $27.5K
|
3.5K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-208- 1.81% |
$25.5K - $28.1K
|
11.3K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-209- 10.37% |
$25.6K - $28.3K
|
1.81K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-210- 2.84% |
$25.7K - $28.4K
|
7.18K
$918K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-213- 5.78% |
$26.1K - $28.8K
|
3.47K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-214- 7.83% |
$26.2K - $28.9K
|
2.52K
$322K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-220- 2.04% |
$27K - $29.8K
|
10.6K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-232- 12.31% |
$28.4K - $31.4K
|
1.65K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-235- 7.47% |
$28.8K - $31.8K
|
2.91K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-257- 4.87% |
$31.5K - $34.8K
|
5.02K
$642K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-258- 1.96% |
$31.6K - $34.9K
|
12.9K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-261- 84.47% |
$32K - $35.3K
|
48
$6.14K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-272- 4.98% |
$33.3K - $36.8K
|
5.19K
$663K
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-273- 2.16% |
$33.5K - $36.9K
|
12.4K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-274- 1.22% |
$33.6K - $37.1K
|
22.3K
$2.85M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-275- 0.57% |
$33.7K - $37.2K
|
48.3K
$6.18M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-275- 10.11% |
$33.7K - $37.2K
|
2.44K
$312K
|