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 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-489- 5.25% |
$54.1K - $64.6K
|
8.83K
$1.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-499- 2.73% |
$55.2K - $65.9K
|
17.8K
$2.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-512- 89.51% |
$56.6K - $67.7K
|
60
$8.24K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-513- 20.81% |
$56.7K - $67.8K
|
1.95K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-518- 53.9% |
$57.3K - $68.4K
|
443
$60.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-527- 12.66% |
$58.3K - $69.6K
|
3.64K
$499K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-529- 14.18% |
$58.5K - $69.9K
|
3.2K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-534- 4.42% |
$59K - $70.6K
|
11.5K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-546- 11.18% |
$60.4K - $72.1K
|
4.34K
$596K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-549- 10.32% |
$60.7K - $72.5K
|
4.77K
$655K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-557- 2.84% |
$61.6K - $73.6K
|
19.1K
$2.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-559- 2.21% |
$61.8K - $73.9K
|
24.7K
$3.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-570- 3.61% |
$63K - $75.3K
|
15.2K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-571- 26.79% |
$63.1K - $75.5K
|
1.56K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-579- 8.55% |
$64K - $76.5K
|
6.19K
$850K
|
|
|
Aug 12, 2025
Q2 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-579- 1.45% |
$64K - $76.5K
|
39.5K
$5.42M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-590- 5.58% |
$65.2K - $78K
|
9.98K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-605- 3.56% |
$66.9K - $79.9K
|
16.4K
$2.25M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-615- 0.55% |
$68K - $81.3K
|
112K
$15.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-621- 0.59% |
$68.7K - $82.1K
|
105K
$14.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Planning Directions Inc
|
SELL
|
- |
-623- 25.6% |
$68.9K - $82.3K
|
1.81K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-628- 6.36% |
$69.4K - $83K
|
9.24K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-640- 2.64% |
$70.8K - $84.6K
|
23.6K
$3.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-656- 1.65% |
$72.5K - $86.7K
|
39.2K
$5.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-657- 0.71% |
$72.7K - $86.8K
|
91.9K
$12.6M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-664- 5.29% |
$73.4K - $87.7K
|
11.9K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-665- 4.75% |
$73.5K - $87.9K
|
13.3K
$1.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-670- 2.63% |
$74.1K - $88.5K
|
24.8K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-698- 25.56% |
$77.2K - $92.2K
|
2.03K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-702- 20.0% |
$77.6K - $92.8K
|
2.81K
$386K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-740- 19.29% |
$81.8K - $97.8K
|
3.1K
$425K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-742- 26.87% |
$82.1K - $98K
|
2.02K
$277K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-746- 14.97% |
$82.5K - $98.6K
|
4.24K
$582K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-751- 25.85% |
$83K - $99.2K
|
2.15K
$296K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-779- 22.64% |
$86.1K - $103K
|
2.66K
$366K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-789- 6.56% |
$87.2K - $104K
|
11.2K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-818- 28.12% |
$90.5K - $108K
|
2.09K
$287K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-821- 5.15% |
$90.8K - $108K
|
15.1K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-834- 8.22% |
$92.2K - $110K
|
9.32K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-854- 10.53% |
$94.4K - $113K
|
7.26K
$997K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-854- 10.53% |
$94.4K - $113K
|
7.26K
$997K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-861- 5.95% |
$95.2K - $114K
|
13.6K
$1.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-874- 18.06% |
$96.6K - $115K
|
3.97K
$545K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-881- 13.46% |
$97.4K - $116K
|
5.66K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-884- 9.24% |
$97.8K - $117K
|
8.69K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-894- 11.06% |
$98.9K - $118K
|
7.19K
$987K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-905- 47.06% |
$100K - $120K
|
1.02K
$140K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-941- 21.81% |
$104K - $124K
|
3.37K
$463K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-942- 11.22% |
$104K - $124K
|
7.46K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-951- 0.47% |
$105K - $126K
|
201K
$27.7M
|