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 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.43K+ 3.44% |
$268K - $321K
|
73K
$10M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.42K+ 84.34% |
$267K - $320K
|
5.29K
$726K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.36K+ 6.65% |
$261K - $312K
|
37.8K
$5.2M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.33KNew |
$258K - $308K
|
2.33K
$320K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.3K+ 0.9% |
$254K - $304K
|
257K
$35.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.28KNew |
$252K - $301K
|
2.28K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.28KNew |
$252K - $301K
|
2.28K
$313K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
2.22K+ 0.43% |
$245K - $293K
|
515K
$70.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.21KNew |
$245K - $293K
|
2.21K
$304K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.06KNew |
$228K - $272K
|
2.06K
$283K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
2.03KNew |
$224K - $268K
|
2.03K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 44.69% |
$221K - $265K
|
6.49K
$891K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2KNew |
$221K - $265K
|
2K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 3.87% |
$220K - $262K
|
53.3K
$7.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.93KNew |
$214K - $255K
|
1.93K
$265K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$212K - $253K
|
1.91K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.88KNew |
$208K - $249K
|
1.88K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.85KNew |
$204K - $244K
|
1.85K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.78K+ 23.99% |
$197K - $236K
|
9.21K
$1.27M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.71K+ 29.29% |
$189K - $226K
|
7.55K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.71KNew |
$189K - $225K
|
1.71K
$234K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.68KNew |
$186K - $222K
|
1.68K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.63K+ 166.56% |
$180K - $215K
|
2.61K
$358K
|
|
|
Aug 07, 2025
Q2 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.62K+ 22.85% |
$179K - $214K
|
8.69K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.61KNew |
$178K - $213K
|
1.61K
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.57KNew |
$174K - $208K
|
1.57K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.57KNew |
$173K - $207K
|
1.57K
$215K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.56KNew |
$173K - $206K
|
1.56K
$214K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
1.55K+ 15.02% |
$172K - $205K
|
11.9K
$1.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.55KNew |
$171K - $205K
|
1.55K
$213K
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.54KNew |
$170K - $203K
|
1.54K
$211K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
1.53K+ 17.31% |
$170K - $203K
|
10.4K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.53K+ 4.26% |
$169K - $202K
|
37.5K
$5.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$169K - $201K
|
1.52K
$209K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.47K+ 7.37% |
$162K - $194K
|
21.4K
$2.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.46K+ 1.36% |
$162K - $193K
|
109K
$15M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.45K+ 13.52% |
$160K - $192K
|
12.2K
$1.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 81.64% |
$144K - $172K
|
2.89K
$397K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.29K+ 3.24% |
$143K - $170K
|
41.1K
$5.64M
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.29K+ 24.43% |
$142K - $170K
|
6.55K
$900K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.22K+ 198.06% |
$135K - $162K
|
1.84K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.22K+ 1.07% |
$135K - $161K
|
115K
$15.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.22KNew |
$135K - $161K
|
1.22K
$168K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.2K+ 2.49% |
$133K - $159K
|
49.5K
$6.8M
|
|
|
Aug 13, 2025
Q2 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.2K+ 35.44% |
$133K - $159K
|
4.6K
$631K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.19K+ 0.89% |
$132K - $157K
|
134K
$18.4M
|
|
|
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
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.14K+ 1.86% |
$126K - $151K
|
62.6K
$8.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 9.02% |
$124K - $148K
|
13.5K
$1.85M
|