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
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.09K+ 4.66% |
$121K - $144K
|
24.5K
$3.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.07K+ 20.87% |
$118K - $141K
|
6.17K
$847K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.03K+ 26.64% |
$114K - $136K
|
4.9K
$673K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.03K+ 32.29% |
$114K - $136K
|
4.22K
$580K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.02K+ 12.83% |
$113K - $135K
|
8.98K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1K+ 37.42% |
$111K - $132K
|
3.68K
$505K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
983+ 19.38% |
$109K - $130K
|
6.06K
$832K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
980+ 30.22% |
$108K - $129K
|
4.22K
$580K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
921+ 5.12% |
$102K - $122K
|
18.9K
$2.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
887+ 13.92% |
$98.1K - $117K
|
7.26K
$997K
|
|
|
Oct 01, 2025
Q2 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
876+ 50.52% |
$96.9K - $116K
|
2.61K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
865New |
$95.7K - $114K
|
865
$119K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
833+ 16.57% |
$92.1K - $110K
|
5.86K
$805K
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
783+ 9.64% |
$86.6K - $103K
|
8.9K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
776+ 646.67% |
$85.8K - $103K
|
896
$123K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
775New |
$85.7K - $102K
|
775
$106K
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
754+ 15.75% |
$83.4K - $99.6K
|
5.54K
$761K
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
750+ 42.06% |
$82.9K - $99.1K
|
2.53K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
742+ 469.62% |
$82.1K - $98K
|
900
$124K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
732+ 2.86% |
$80.9K - $96.7K
|
26.4K
$3.62M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
725+ 36.75% |
$80.2K - $95.8K
|
2.7K
$371K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
718+ 3.47% |
$79.4K - $94.9K
|
21.4K
$2.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
695+ 1.93% |
$76.9K - $91.8K
|
36.8K
$5.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
690+ 6.66% |
$76.3K - $91.2K
|
11.1K
$1.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
683New |
$75.5K - $90.3K
|
683
$93.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
682+ 0.74% |
$75.4K - $90.1K
|
92.5K
$12.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
681+ 11.93% |
$75.3K - $90K
|
6.39K
$877K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
671+ 2.13% |
$74.2K - $88.7K
|
32.2K
$4.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
658New |
$72.8K - $86.9K
|
658
$90.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
655+ 21.1% |
$72.4K - $86.6K
|
3.76K
$516K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
634+ 30.2% |
$70.1K - $83.8K
|
2.73K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
633+ 7.14% |
$70K - $83.6K
|
9.5K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
629+ 1.69% |
$69.6K - $83.1K
|
37.8K
$5.19M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
625+ 28.23% |
$69.1K - $82.6K
|
2.84K
$390K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
610+ 28.37% |
$67.5K - $80.6K
|
2.76K
$379K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
608+ 22.53% |
$67.2K - $80.3K
|
3.31K
$454K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
556+ 21.68% |
$61.5K - $73.5K
|
3.12K
$428K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
550+ 0.44% |
$60.8K - $72.7K
|
127K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
527+ 25.88% |
$58.3K - $69.6K
|
2.56K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
514+ 20.14% |
$56.8K - $67.9K
|
3.07K
$421K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
508+ 26.56% |
$56.2K - $67.1K
|
2.42K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
506+ 27.29% |
$56K - $66.9K
|
2.36K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
495+ 2.13% |
$54.7K - $65.4K
|
23.8K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
468+ 5.49% |
$51.8K - $61.8K
|
8.99K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
420+ 13.27% |
$46.4K - $55.5K
|
3.59K
$492K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
415+ 532.05% |
$45.9K - $54.8K
|
493
$67.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Private Management Group Inc
|
BUY
|
- |
409+ 5.58% |
$45.2K - $54K
|
7.74K
$1.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400+ 14.3% |
$44.2K - $52.9K
|
3.2K
$439K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
399New |
$44.1K - $52.7K
|
399
$54.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
397+ 4.69% |
$43.9K - $52.5K
|
8.86K
$1.22M
|