Purchases and Sales Made in Q2 2025 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
748K+ 7.44% |
$82.7M - $98.8M
|
10.8M
$1.48B
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
279KNew |
$30.8M - $36.8M
|
279K
$38.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
231K+ 57.83% |
$25.5M - $30.5M
|
630K
$86.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 2.02% |
$17.9M - $21.4M
|
8.16M
$1.12B
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
135K+ 1986.22% |
$15M - $17.9M
|
142K
$19.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
134K+ 19.05% |
$14.8M - $17.7M
|
836K
$115M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
72.4K+ 24.72% |
$8.01M - $9.57M
|
365K
$50.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
BUY
|
- |
64K+ 49.21% |
$7.07M - $8.45M
|
194K
$26.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
58K+ 102.94% |
$6.41M - $7.66M
|
114K
$15.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.2K+ 120.35% |
$4.44M - $5.31M
|
73.5K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
38.9K+ 300.29% |
$4.3M - $5.14M
|
51.9K
$7.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.9K+ 3.39% |
$4.08M - $4.88M
|
1.13M
$155M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32.8K+ 4.61% |
$3.63M - $4.33M
|
744K
$102M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
32.5K+ 13114.11% |
$3.6M - $4.3M
|
32.8K
$4.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.2K+ 16.12% |
$3.56M - $4.25M
|
232K
$31.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32K+ 19.11% |
$3.54M - $4.23M
|
200K
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
30.4KNew |
$3.36M - $4.01M
|
30.4K
$4.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
28KNew |
$3.09M - $3.7M
|
28K
$3.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
25.3KNew |
$2.8M - $3.35M
|
25.3K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
24.1K+ 57.68% |
$2.67M - $3.19M
|
66K
$9.06M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22.4K+ 67.76% |
$2.48M - $2.96M
|
55.5K
$7.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
20.8K+ 19.71% |
$2.3M - $2.74M
|
126K
$17.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
20.2K+ 55.52% |
$2.23M - $2.67M
|
56.6K
$7.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.8K+ 203.55% |
$2.19M - $2.62M
|
29.6K
$4.06M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
19.2K+ 2.35% |
$2.12M - $2.53M
|
836K
$115M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.1K+ 195.78% |
$2M - $2.4M
|
27.4K
$3.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
18.1KNew |
$2M - $2.39M
|
18.1K
$2.49M
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
17.6K+ 83.7% |
$1.94M - $2.32M
|
38.6K
$5.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
17.1KNew |
$1.89M - $2.26M
|
17.1K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 0.44% |
$1.81M - $2.16M
|
3.76M
$516M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.5K+ 14.05% |
$1.72M - $2.05M
|
126K
$17.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
12.2K+ 33.17% |
$1.35M - $1.62M
|
49.1K
$6.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
12.2K+ 1.31% |
$1.35M - $1.61M
|
943K
$130M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
11.4K+ 0.34% |
$1.26M - $1.5M
|
3.39M
$466M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.6K+ 0.28% |
$1.17M - $1.39M
|
3.8M
$522M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
10.6K+ 6.21% |
$1.17M - $1.39M
|
180K
$24.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.5K+ 7.09% |
$1.16M - $1.39M
|
159K
$21.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
10.1KNew |
$1.12M - $1.34M
|
10.1K
$1.39M
|
|
|
Aug 21, 2025
Q2 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
BUY
|
- |
9.81KNew |
$1.09M - $1.3M
|
9.81K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.69K+ 4.57% |
$1.07M - $1.28M
|
222K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
9.22K+ 7.04% |
$1.02M - $1.22M
|
140K
$19.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.97K+ 20.8% |
$992K - $1.18M
|
52.1K
$7.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.68K+ 2.66% |
$960K - $1.15M
|
335K
$46M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.9K+ 2.35% |
$873K - $1.04M
|
344K
$47.2M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
7.17K+ 169.59% |
$793K - $947K
|
11.4K
$1.56M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
7.14K+ 429.34% |
$790K - $943K
|
8.8K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.76K+ 1.6% |
$747K - $893K
|
430K
$59.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
6.38K+ 6.88% |
$706K - $843K
|
99.2K
$13.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
6.07K+ 67.39% |
$672K - $803K
|
15.1K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.03K+ 11.18% |
$666K - $796K
|
59.9K
$8.23M
|