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 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-993- 4.13% |
$110K - $131K
|
23.1K
$3.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.05K- 2.26% |
$116K - $139K
|
45.4K
$6.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.09K- 70.32% |
$121K - $144K
|
460
$63.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.12K- 25.06% |
$124K - $148K
|
3.35K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.14K- 2.96% |
$126K - $150K
|
37.3K
$5.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.14K- 1.21% |
$126K - $151K
|
92.9K
$12.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.15K- 3.43% |
$127K - $152K
|
32.5K
$4.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 18.92% |
$129K - $154K
|
4.99K
$686K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.2K- 10.37% |
$133K - $159K
|
10.4K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.22K- 8.17% |
$135K - $161K
|
13.7K
$1.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.29K- 6.37% |
$143K - $171K
|
19K
$2.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.3K- 12.72% |
$144K - $172K
|
8.93K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.31K- 40.04% |
$145K - $173K
|
1.96K
$269K
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-1.33K- 41.07% |
$147K - $175K
|
1.9K
$261K
|
|
|
Jul 28, 2025
Q2 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.39K- 10.16% |
$154K - $184K
|
12.3K
$1.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.47K- 10.41% |
$163K - $195K
|
12.7K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 1.77% |
$163K - $195K
|
82.1K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.5K- 20.86% |
$166K - $198K
|
5.68K
$780K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.5K- 26.39% |
$166K - $198K
|
4.18K
$575K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 69.45% |
$168K - $201K
|
670
$92K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.56K- 30.12% |
$173K - $207K
|
3.63K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.57K- 11.35% |
$174K - $208K
|
12.3K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.68K- 13.94% |
$186K - $222K
|
10.4K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.71K- 41.0% |
$189K - $225K
|
2.46K
$337K
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.8K- 37.01% |
$199K - $238K
|
3.06K
$421K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.89K- 0.7% |
$209K - $250K
|
267K
$36.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.95K- 5.31% |
$215K - $257K
|
34.7K
$4.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.99K- 25.62% |
$220K - $262K
|
5.76K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.07K- 1.89% |
$229K - $273K
|
107K
$14.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-2.1K- 24.25% |
$232K - $277K
|
6.56K
$900K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.17K- 8.8% |
$240K - $287K
|
22.5K
$3.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.35K- 3.31% |
$259K - $310K
|
68.4K
$9.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.4K- 2.28% |
$266K - $317K
|
103K
$14.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.47K- 7.99% |
$274K - $327K
|
28.5K
$3.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.49K- 1.15% |
$275K - $329K
|
214K
$29.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.49K- 3.85% |
$275K - $329K
|
62.2K
$8.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.64K- 37.1% |
$292K - $349K
|
4.48K
$616K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.69K- 0.1% |
$298K - $356K
|
2.62M
$360M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.82K- 1.59% |
$312K - $373K
|
175K
$24M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.01K- 58.32% |
$332K - $397K
|
2.15K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.3K- 14.97% |
$365K - $436K
|
18.7K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.33K- 24.86% |
$368K - $440K
|
10.1K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-3.35K- 2.4% |
$371K - $443K
|
137K
$18.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.42K- 92.07% |
$379K - $452K
|
295
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.43K- 6.26% |
$379K - $453K
|
51.3K
$7.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-3.64K- 3.18% |
$402K - $481K
|
111K
$15.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.75K- 15.28% |
$415K - $496K
|
20.8K
$2.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.86K- 18.3% |
$426K - $510K
|
17.2K
$2.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-3.9K- 9.44% |
$431K - $515K
|
37.4K
$5.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-3.92K- 43.27% |
$433K - $518K
|
5.14K
$706K
|