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 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-3.99K- 53.55% |
$441K - $527K
|
3.46K
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.12K- 36.49% |
$456K - $545K
|
7.17K
$985K
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-4.35K- 80.33% |
$481K - $575K
|
1.07K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.56K- 62.7% |
$504K - $602K
|
2.71K
$372K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-4.61K- 1.35% |
$510K - $609K
|
338K
$46.4M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.7K- 2.11% |
$520K - $622K
|
218K
$29.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.79K- 31.18% |
$530K - $633K
|
10.6K
$1.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-4.96K- 29.65% |
$548K - $655K
|
11.8K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-5.02K- 36.86% |
$555K - $663K
|
8.6K
$1.18M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.14K- 31.99% |
$568K - $679K
|
10.9K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.14K- 31.99% |
$568K - $679K
|
10.9K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.19K- 2.95% |
$574K - $686K
|
171K
$23.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-5.29K- 49.92% |
$585K - $699K
|
5.3K
$728K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.6K- 28.25% |
$619K - $740K
|
14.2K
$1.95M
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-5.65K- 8.04% |
$625K - $747K
|
64.6K
$8.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.85K- 6.2% |
$647K - $773K
|
88.5K
$12.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.96K- 45.84% |
$659K - $788K
|
7.04K
$967K
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-7.09K- 9.55% |
$784K - $937K
|
67.1K
$9.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.2K- 62.75% |
$796K - $951K
|
4.27K
$587K
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-7.34K- 2.94% |
$812K - $970K
|
242K
$33.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Washington Trust Bank
|
SELL
|
- |
-7.4K- 42.02% |
$818K - $977K
|
10.2K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.41K- 8.65% |
$819K - $979K
|
78.2K
$10.7M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.97K- 44.53% |
$882K - $1.05M
|
9.93K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-8.15K- 63.13% |
$901K - $1.08M
|
4.76K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-8.92K- 47.61% |
$987K - $1.18M
|
9.82K
$1.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-10.3K- 33.03% |
$1.14M - $1.36M
|
20.9K
$2.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.7K- 8.23% |
$1.19M - $1.42M
|
120K
$16.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.8K- 16.44% |
$1.2M - $1.43M
|
55K
$7.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-11K- 28.29% |
$1.22M - $1.46M
|
28K
$3.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-11.7K- 72.35% |
$1.3M - $1.55M
|
4.49K
$617K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-12.6K- 29.13% |
$1.4M - $1.67M
|
30.8K
$4.23M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.8K- 69.39% |
$1.42M - $1.69M
|
5.65K
$776K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-13.4K- 22.13% |
$1.48M - $1.77M
|
47K
$6.46M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4K- 51.99% |
$1.71M - $2.04M
|
14.3K
$1.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.5K- 9.27% |
$1.72M - $2.05M
|
152K
$20.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-16.1K- 36.7% |
$1.78M - $2.13M
|
27.8K
$3.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-16.6K- 88.09% |
$1.83M - $2.19M
|
2.24K
$308K
|
|
|
Jul 30, 2025
Q2 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-16.8K- 9.52% |
$1.85M - $2.22M
|
159K
$21.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-21.7K- 44.15% |
$2.39M - $2.86M
|
27.4K
$3.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-24.3K- 5.16% |
$2.68M - $3.2M
|
446K
$61.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-28.6K- 16.0% |
$3.16M - $3.78M
|
150K
$20.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-28.8K- 16.99% |
$3.18M - $3.8M
|
141K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.2K- 1.74% |
$3.23M - $3.86M
|
1.65M
$226M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-41.7K- 80.42% |
$4.61M - $5.51M
|
10.2K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-47.7K- 15.71% |
$5.27M - $6.3M
|
256K
$35.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-49.6K- 68.05% |
$5.49M - $6.56M
|
23.3K
$3.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-52.3K- 30.43% |
$5.79M - $6.92M
|
120K
$16.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62.9K- 2.79% |
$6.96M - $8.31M
|
2.19M
$301M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-71.3K- 4.16% |
$7.88M - $9.41M
|
1.64M
$225M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-79.2K- 22.4% |
$8.76M - $10.5M
|
275K
$37.7M
|