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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9+ 0.15% |
$995 - $1.19K
|
6.07K
$834K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9+ 0.06% |
$995 - $1.19K
|
16.2K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
8+ 0.35% |
$885 - $1.06K
|
2.29K
$314K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 4.12% |
$885 - $1.06K
|
202
$27.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.29% |
$885 - $1.06K
|
2.76K
$379K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.16% |
$774 - $925
|
4.5K
$618K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.26% |
$774 - $925
|
2.68K
$368K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
7New |
$774 - $925
|
7
$961
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$774 - $925
|
1.93K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
6+ 0.14% |
$663 - $793
|
4.27K
$586K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6+ 0.35% |
$663 - $793
|
1.71K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.11% |
$553 - $661
|
4.52K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.34% |
$553 - $661
|
1.46K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4+ 0.23% |
$442 - $529
|
1.74K
$239K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.4% |
$442 - $529
|
1K
$138K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
4+ 0.08% |
$442 - $529
|
5.08K
$698K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.34% |
$442 - $529
|
1.19K
$163K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4+ 0.11% |
$442 - $529
|
3.56K
$489K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4New |
$442 - $529
|
4
$549
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.16% |
$442 - $529
|
2.52K
$346K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.34% |
$442 - $529
|
1.17K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3+ 1.27% |
$332 - $396
|
239
$32.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.45% |
$332 - $396
|
672
$92.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3+ 0.12% |
$332 - $396
|
2.52K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.38% |
$221 - $264
|
523
$71.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.48% |
$221 - $264
|
422
$58K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2+ 0.13% |
$221 - $264
|
1.59K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$111 - $132
|
3.16K
$434K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.02% |
$111 - $132
|
6.45K
$885K
|
|
|
Aug 11, 2025
Q2 2025
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1+ 0.02% |
$111 - $132
|
4.21K
$578K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.79% |
$111 - $132
|
128
$17.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.12% |
$111 - $132
|
824
$113K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$111 - $132
|
2.51K
$344K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.02% |
$111 - $132
|
5.67K
$779K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1+ 0.03% |
$111 - $132
|
3.96K
$544K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$111 - $132
|
4.33K
$595K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
1+ 0.03% |
$111 - $132
|
2.91K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$111 - $132
|
6.1K
$838K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1+ 0.04% |
$111 - $132
|
2.85K
$392K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2- 0.73% |
$221 - $264
|
271
$37.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-3- 0.01% |
$332 - $396
|
29.6K
$4.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3- 0.13% |
$332 - $396
|
2.33K
$320K
|
|
|
Jul 25, 2025
Q2 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-4- 0.11% |
$442 - $529
|
3.58K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5- 0.01% |
$553 - $661
|
34.4K
$4.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 16.67% |
$663 - $793
|
30
$4.12K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-9- 0.28% |
$995 - $1.19K
|
3.18K
$437K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-9- 0.32% |
$995 - $1.19K
|
2.8K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-9- 0.04% |
$995 - $1.19K
|
21.9K
$3.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9- 0.21% |
$995 - $1.19K
|
4.21K
$578K
|