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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.2K+ 120.35% |
$4.44M - $5.31M
|
73.5K
$10.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32.8K+ 4.61% |
$3.63M - $4.33M
|
744K
$102M
|
|
|
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
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
12.2K+ 33.17% |
$1.35M - $1.62M
|
49.1K
$6.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.69K+ 4.57% |
$1.07M - $1.28M
|
222K
$30.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.65K+ 19.5% |
$624K - $746K
|
34.6K
$4.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.03K+ 68.8% |
$446K - $533K
|
9.89K
$1.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.01K+ 96.51% |
$443K - $529K
|
8.16K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4K+ 0.93% |
$442K - $528K
|
434K
$59.6M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.58K+ 17.5% |
$396K - $473K
|
24K
$3.3M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.42KNew |
$378K - $452K
|
3.42K
$470K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.34K+ 4.84% |
$369K - $441K
|
72.2K
$9.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.31KNew |
$366K - $437K
|
3.31K
$455K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3K+ 116.73% |
$332K - $396K
|
5.57K
$765K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.75K+ 1.68% |
$304K - $363K
|
167K
$22.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.52K+ 13.84% |
$278K - $332K
|
20.7K
$2.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.46K+ 5.14% |
$272K - $325K
|
50.3K
$6.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.3K+ 0.9% |
$254K - $304K
|
257K
$35.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 44.69% |
$221K - $265K
|
6.49K
$891K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 3.87% |
$220K - $262K
|
53.3K
$7.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$212K - $253K
|
1.91K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.85KNew |
$204K - $244K
|
1.85K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.71K+ 29.29% |
$189K - $226K
|
7.55K
$1.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.57KNew |
$174K - $208K
|
1.57K
$216K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.56KNew |
$173K - $206K
|
1.56K
$214K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.55KNew |
$171K - $205K
|
1.55K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$169K - $201K
|
1.52K
$209K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.46K+ 1.36% |
$162K - $193K
|
109K
$15M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 81.64% |
$144K - $172K
|
2.89K
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.2K+ 2.49% |
$133K - $159K
|
49.5K
$6.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.19K+ 111.06% |
$131K - $157K
|
2.25K
$309K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
1.18K+ 2.42% |
$130K - $156K
|
50K
$6.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.03K+ 26.64% |
$114K - $136K
|
4.9K
$673K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.03K+ 32.29% |
$114K - $136K
|
4.22K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.02K+ 12.83% |
$113K - $135K
|
8.98K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
754+ 15.75% |
$83.4K - $99.6K
|
5.54K
$761K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
718+ 3.47% |
$79.4K - $94.9K
|
21.4K
$2.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
695+ 1.93% |
$76.9K - $91.8K
|
36.8K
$5.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
690+ 6.66% |
$76.3K - $91.2K
|
11.1K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
682+ 0.74% |
$75.4K - $90.1K
|
92.5K
$12.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
671+ 2.13% |
$74.2K - $88.7K
|
32.2K
$4.42M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
629+ 1.69% |
$69.6K - $83.1K
|
37.8K
$5.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
625+ 28.23% |
$69.1K - $82.6K
|
2.84K
$390K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
556+ 21.68% |
$61.5K - $73.5K
|
3.12K
$429K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
550+ 0.44% |
$60.8K - $72.7K
|
127K
$17.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
514+ 20.14% |
$56.8K - $67.9K
|
3.07K
$421K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
495+ 2.13% |
$54.7K - $65.4K
|
23.8K
$3.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400+ 14.3% |
$44.2K - $52.9K
|
3.2K
$439K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
397+ 4.69% |
$43.9K - $52.5K
|
8.86K
$1.22M
|