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 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
79+ 3.76% |
$8.74K - $10.4K
|
2.18K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
79New |
$8.74K - $10.4K
|
79
$10.8K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
78+ 1.88% |
$8.63K - $10.3K
|
4.23K
$581K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
77New |
$8.51K - $10.2K
|
77
$10.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
76+ 0.4% |
$8.4K - $10K
|
18.9K
$2.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
74+ 1.75% |
$8.18K - $9.78K
|
4.31K
$592K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
73+ 9.72% |
$8.07K - $9.65K
|
824
$113K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 1.76% |
$7.19K - $8.59K
|
3.77K
$517K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64+ 2.82% |
$7.08K - $8.46K
|
2.33K
$320K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
64+ 1.86% |
$7.08K - $8.46K
|
3.5K
$480K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
63+ 9.63% |
$6.97K - $8.32K
|
717
$98.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
61+ 0.29% |
$6.75K - $8.06K
|
20.8K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
56+ 0.06% |
$6.19K - $7.4K
|
94.4K
$13M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
53+ 0.84% |
$5.86K - $7K
|
6.37K
$875K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
52+ 0.64% |
$5.75K - $6.87K
|
8.13K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
48+ 1.15% |
$5.31K - $6.34K
|
4.22K
$580K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
45+ 0.16% |
$4.98K - $5.95K
|
27.8K
$3.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
43+ 0.56% |
$4.75K - $5.68K
|
7.71K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
42+ 2.07% |
$4.64K - $5.55K
|
2.07K
$284K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
41+ 2.28% |
$4.53K - $5.42K
|
1.84K
$253K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
41New |
$4.53K - $5.42K
|
41
$5.63K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
37New |
$4.09K - $4.89K
|
37
$5.08K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
36+ 17.73% |
$3.98K - $4.76K
|
239
$32.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
35+ 0.07% |
$3.87K - $4.62K
|
48.4K
$6.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
33+ 0.32% |
$3.65K - $4.36K
|
10.2K
$1.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31+ 0.89% |
$3.43K - $4.1K
|
3.53K
$485K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
31+ 1.19% |
$3.43K - $4.1K
|
2.63K
$361K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
30+ 5.16% |
$3.32K - $3.96K
|
611
$83.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.38% |
$2.88K - $3.44K
|
6.92K
$950K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
24+ 0.13% |
$2.65K - $3.17K
|
18.2K
$2.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
23+ 0.38% |
$2.54K - $3.04K
|
6.03K
$829K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
23+ 0.26% |
$2.54K - $3.04K
|
8.72K
$1.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
22New |
$2.43K - $2.91K
|
22
$3.02K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 1.02% |
$2.43K - $2.91K
|
2.18K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
22+ 0.65% |
$2.43K - $2.91K
|
3.42K
$470K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22+ 8.8% |
$2.43K - $2.91K
|
272
$37.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
21New |
$2.32K - $2.77K
|
21
$2.88K
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
20+ 0.38% |
$2.21K - $2.64K
|
5.29K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18+ 0.08% |
$1.99K - $2.38K
|
22K
$3.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
17+ 0.96% |
$1.88K - $2.25K
|
1.8K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
15+ 0.14% |
$1.66K - $1.98K
|
11K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
15+ 0.56% |
$1.66K - $1.98K
|
2.72K
$373K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14+ 0.3% |
$1.55K - $1.85K
|
4.65K
$638K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$1.44K - $1.72K
|
3.56K
$489K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13+ 0.39% |
$1.44K - $1.72K
|
3.37K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
12+ 0.39% |
$1.33K - $1.59K
|
3.1K
$426K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12+ 0.3% |
$1.33K - $1.59K
|
3.99K
$547K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10+ 0.3% |
$1.11K - $1.32K
|
3.3K
$453K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
10+ 0.55% |
$1.11K - $1.32K
|
1.83K
$251K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 1.18% |
$995 - $1.19K
|
774
$106K
|