Purchases and Sales Made in Q2 2025 in Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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 01, 2025 Q2 2025
Zhang Financial LLC

BUY
 -
368
+ 10.43%
$40.7K - $48.6K
3.9K $535K
Aug 13, 2025 Q2 2025
Summit Financial, LLC

Parsippany, NJ
BUY
 -
367
+ 5.95%
$40.6K - $48.5K
6.54K $897K
Jul 08, 2025 Q2 2025
Apella Capital, LLC

BUY
 -
362
+ 12.16%
$40K - $47.8K
3.34K $458K
Aug 06, 2025 Q2 2025
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
338
+ 13.34%
$37.4K - $44.7K
2.87K $394K
Jul 31, 2025 Q2 2025
Brighton Jones LLC

BUY
 -
331
+ 1.69%
$36.6K - $43.7K
20K $2.74M
Aug 14, 2025 Q2 2025
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
316
+ 5.66%
$34.9K - $41.8K
5.9K $810K
Aug 12, 2025 Q2 2025
Mount Yale Investment Advisors, LLC

BUY
 -
300
New
$33.2K - $39.6K
300 $41.2K
Jul 23, 2025 Q2 2025
Eagle Strategies LLC

New York, NY
BUY
 -
298
+ 2.36%
$33K - $39.4K
12.9K $1.78M
Jul 15, 2025 Q2 2025
Total Wealth Planning, LLC

BUY
 -
290
+ 8.14%
$32.1K - $38.3K
3.85K $529K
Sep 12, 2025 Q2 2025
Valeo Financial Advisors, LLC

BUY
 -
270
+ 7.65%
$29.9K - $35.7K
3.8K $522K
Aug 08, 2025 Q2 2025
Condor Capital Management

Martinsville, NJ
BUY
 -
259
+ 1.2%
$28.6K - $34.2K
21.9K $3M
Aug 14, 2025 Q2 2025
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
258
New
$28.5K - $34.1K
258 $35.4K
Aug 11, 2025 Q2 2025
Elequin Capital LP

New York, NY
BUY
 -
256
+ 324.05%
$28.3K - $33.8K
335 $46K
Jul 24, 2025 Q2 2025
Trust CO Of Toledo Na

Holland, OH
BUY
 -
251
New
$27.8K - $33.2K
251 $34.5K
Jul 21, 2025 Q2 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
248
+ 10.26%
$27.4K - $32.8K
2.66K $366K
Aug 01, 2025 Q2 2025
First Command Advisory Services, Inc.

BUY
 -
225
+ 17.8%
$24.9K - $29.7K
1.49K $204K
Aug 05, 2025 Q2 2025
Huntington National Bank

Columbus, OH
BUY
 -
222
+ 1.45%
$24.5K - $29.3K
15.5K $2.13M
Jul 30, 2025 Q2 2025
Whittier Trust CO Of Nevada Inc

BUY
 -
217
+ 1.24%
$24K - $28.7K
17.7K $2.43M
Jul 17, 2025 Q2 2025
Pfg Investments, LLC

Woodbury, NY
BUY
 -
213
+ 5.31%
$23.6K - $28.1K
4.23K $580K
Aug 14, 2025 Q2 2025
Benjamin Edwards Inc

Clayton, MO
BUY
 -
209
+ 2.05%
$23.1K - $27.6K
10.4K $1.43M
Aug 06, 2025 Q2 2025
Parkside Financial Bank & Trust

BUY
 -
207
+ 5.61%
$22.9K - $27.4K
3.9K $535K
Aug 07, 2025 Q2 2025
Central Trust CO

Jefferson City, MO
BUY
 -
204
+ 2.52%
$22.6K - $27K
8.3K $1.14M
Jul 09, 2025 Q2 2025
West Hill Financial Advisors, Inc.

BUY
 -
199
+ 0.28%
$22K - $26.3K
71.3K $9.79M
Aug 06, 2025 Q2 2025
Savant Capital, LLC

BUY
 -
196
+ 0.26%
$21.7K - $25.9K
76.6K $10.5M
Jul 24, 2025 Q2 2025
Jfs Wealth Advisors, LLC

BUY
 -
194
+ 6.6%
$21.5K - $25.6K
3.13K $430K
Aug 11, 2025 Q2 2025
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
193
+ 18.58%
$21.3K - $25.5K
1.23K $169K
Jul 30, 2025 Q2 2025
Avion Wealth

The Woodlands, TX
BUY
 -
192
New
$21.2K - $25.4K
192 $26.4K
Aug 08, 2025 Q2 2025
Clearstead Trust, LLC

Portland, ME
BUY
 -
191
New
$21.1K - $25.2K
191 $26.2K
Jul 29, 2025 Q2 2025
Private Trust CO Na

BUY
 -
189
+ 2.21%
$20.9K - $25K
8.73K $1.2M
Jul 30, 2025 Q2 2025
Whittier Trust CO

BUY
 -
189
+ 1.05%
$20.9K - $25K
18.3K $2.51M
Jul 28, 2025 Q2 2025
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
176
+ 107.32%
$19.5K - $23.3K
340 $46.7K
Aug 13, 2025 Q2 2025
Peloton Wealth Strategists

Indianapolis, IN
BUY
 -
172
+ 1.24%
$19K - $22.7K
14.1K $1.93M
Jul 08, 2025 Q2 2025
Atlas Brown,Inc.

BUY
 -
167
+ 0.81%
$18.5K - $22.1K
20.8K $2.85M
Jul 14, 2025 Q2 2025
Gamma Investing LLC

Foster City, CA
BUY
 -
156
+ 12.61%
$17.3K - $20.6K
1.39K $191K
Aug 05, 2025 Q2 2025
Simmons Bank

BUY
 -
151
+ 4.23%
$16.7K - $20K
3.72K $511K
Aug 14, 2025 Q2 2025
Safeguard Investment Advisory Group, LLC

BUY
 -
146
+ 8.75%
$16.1K - $19.3K
1.81K $249K
Jul 23, 2025 Q2 2025
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
142
+ 1.13%
$15.7K - $18.8K
12.7K $1.74M
Aug 14, 2025 Q2 2025
Financial Advisory Service, Inc.

BUY
 -
140
+ 0.68%
$15.5K - $18.5K
20.7K $2.84M
Jul 23, 2025 Q2 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
139
+ 3.04%
$15.4K - $18.4K
4.71K $647K
Aug 08, 2025 Q2 2025
Capital Investment Advisory Services, LLC

BUY
 -
132
+ 25.05%
$14.6K - $17.4K
659 $90.5K
Aug 13, 2025 Q2 2025
Vest Gen Advisors, LLC

Inverness, IL
BUY
 -
132
+ 0.48%
$14.6K - $17.4K
27.5K $3.78M
Aug 13, 2025 Q2 2025
Sanibel Captiva Trust Company, Inc.

Sanibel, FL
BUY
 -
122
+ 5.38%
$13.5K - $16.1K
2.39K $328K
Aug 05, 2025 Q2 2025
Westside Investment Management, Inc.

BUY
 -
104
+ 108.33%
$11.5K - $13.7K
200 $27.5K
Jul 09, 2025 Q2 2025
Breakwater Capital Group

Paramus, NJ
BUY
 -
103
+ 3.68%
$11.4K - $13.6K
2.91K $399K
Aug 13, 2025 Q2 2025
Cary Street Partners Financial LLC

Richmond, VA
BUY
 -
97
+ 1.58%
$10.7K - $12.8K
6.24K $856K
Jul 22, 2025 Q2 2025
Inlight Wealth Management, LLC

Atlanta, GA
BUY
 -
96
+ 0.17%
$10.6K - $12.7K
55.3K $7.6M
Jul 08, 2025 Q2 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
88
+ 1.34%
$9.73K - $11.6K
6.67K $915K
Jul 16, 2025 Q2 2025
Processus Wealth & Capital Management, LLC

Brentwood, TN
BUY
 -
84
+ 0.17%
$9.29K - $11.1K
50.9K $6.98M
Jul 30, 2025 Q2 2025
Sonata Capital Group Inc

BUY
 -
81
+ 0.91%
$8.96K - $10.7K
8.97K $1.23M

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