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 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-193- 2.58% |
$21.3K - $25.5K
|
7.3K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-196- 6.53% |
$21.7K - $25.9K
|
2.81K
$385K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-196- 1.72% |
$21.7K - $25.9K
|
11.2K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-199- 11.13% |
$22K - $26.3K
|
1.59K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 23.92% |
$22.1K - $26.4K
|
636
$87.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-200- 79.05% |
$22.1K - $26.4K
|
53
$7.28K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-205- 9.04% |
$22.7K - $27.1K
|
2.06K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-209- 2.48% |
$23.1K - $27.6K
|
8.23K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-214- 8.76% |
$23.7K - $28.3K
|
2.23K
$306K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-215- 1.94% |
$23.8K - $28.4K
|
10.8K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-216- 22.2% |
$23.9K - $28.5K
|
757
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-218- 4.65% |
$24.1K - $28.8K
|
4.48K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-219- 3.55% |
$24.2K - $28.9K
|
5.96K
$818K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-222- 1.74% |
$24.5K - $29.3K
|
12.5K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-224- 0.26% |
$24.8K - $29.6K
|
85.7K
$11.8M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-237- 2.71% |
$26.2K - $31.3K
|
8.5K
$1.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-248- 4.37% |
$27.4K - $32.8K
|
5.43K
$746K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-271- 2.38% |
$30K - $35.8K
|
11.1K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-273- 2.79% |
$30.2K - $36.1K
|
9.51K
$1.31M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$31.5K - $37.7K
|
1.62K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-287- 2.71% |
$31.7K - $37.9K
|
10.3K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-287- 10.68% |
$31.7K - $37.9K
|
2.4K
$330K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-288- 11.17% |
$31.8K - $38.1K
|
2.29K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-292- 14.73% |
$32.3K - $38.6K
|
1.69K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-293- 15.21% |
$32.4K - $38.7K
|
1.63K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-294- 11.46% |
$32.5K - $38.8K
|
2.27K
$312K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-295- 6.16% |
$32.6K - $39K
|
4.5K
$617K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-299- 17.99% |
$33.1K - $39.5K
|
1.36K
$187K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-304- 1.37% |
$33.6K - $40.2K
|
22K
$3.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-307- 4.77% |
$33.9K - $40.6K
|
6.13K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-322- 10.1% |
$35.6K - $42.5K
|
2.87K
$394K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-325- 11.79% |
$35.9K - $42.9K
|
2.43K
$334K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-331- 6.0% |
$36.6K - $43.7K
|
5.19K
$712K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-340Closed |
$37.6K - $44.9K
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-340- 0.65% |
$37.6K - $44.9K
|
52K
$7.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-343- 46.54% |
$37.9K - $45.3K
|
394
$54.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-345- 5.89% |
$38.2K - $45.6K
|
5.51K
$757K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-347- 2.1% |
$38.4K - $45.9K
|
16.1K
$2.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-355- 3.29% |
$39.3K - $46.9K
|
10.4K
$1.43M
|
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-364- 1.88% |
$40.3K - $48.1K
|
19K
$2.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
SELL
|
- |
-382- 16.24% |
$42.2K - $50.5K
|
1.97K
$271K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-397- 17.4% |
$43.9K - $52.5K
|
1.89K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-399- 20.54% |
$44.1K - $52.7K
|
1.54K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-410- 1.81% |
$45.3K - $54.2K
|
22.2K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-414- 8.26% |
$45.8K - $54.7K
|
4.6K
$631K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-418- 0.53% |
$46.2K - $55.2K
|
78.4K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-429- 6.88% |
$47.4K - $56.7K
|
5.81K
$798K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-448- 9.9% |
$49.5K - $59.2K
|
4.08K
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-452- 4.76% |
$50K - $59.7K
|
9.04K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-456- 7.83% |
$50.4K - $60.3K
|
5.37K
$737K
|