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 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-9- 0.19% |
$995 - $1.19K
|
4.79K
$657K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-10- 0.11% |
$1.11K - $1.32K
|
9.38K
$1.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-11- 0.03% |
$1.22K - $1.45K
|
32.1K
$4.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-15- 3.61% |
$1.66K - $1.98K
|
400
$54.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15- 0.05% |
$1.66K - $1.98K
|
30.4K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-15- 16.67% |
$1.66K - $1.98K
|
75
$10.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-16- 0.21% |
$1.77K - $2.11K
|
7.63K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-16- 10.67% |
$1.77K - $2.11K
|
134
$18.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-17- 12.78% |
$1.88K - $2.25K
|
116
$15.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-19- 0.82% |
$2.1K - $2.51K
|
2.31K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-19- 1.14% |
$2.1K - $2.51K
|
1.65K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-19- 1.05% |
$2.1K - $2.51K
|
1.8K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-21- 0.25% |
$2.32K - $2.77K
|
8.39K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 1.3% |
$2.43K - $2.91K
|
1.68K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-22- 0.91% |
$2.43K - $2.91K
|
2.41K
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-23- 0.77% |
$2.54K - $3.04K
|
2.97K
$407K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-23- 1.26% |
$2.54K - $3.04K
|
1.8K
$247K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-23- 0.21% |
$2.54K - $3.04K
|
10.7K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-23- 19.17% |
$2.54K - $3.04K
|
97
$13.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 0.06% |
$2.65K - $3.17K
|
37.4K
$5.14M
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-24- 1.41% |
$2.65K - $3.17K
|
1.68K
$231K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-25- 0.35% |
$2.76K - $3.3K
|
7.14K
$980K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 1.47% |
$2.76K - $3.3K
|
1.68K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-25- 0.68% |
$2.76K - $3.3K
|
3.66K
$502K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-25- 0.37% |
$2.76K - $3.3K
|
6.66K
$914K
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-25- 1.56% |
$2.76K - $3.3K
|
1.58K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-26- 4.23% |
$2.88K - $3.44K
|
589
$80.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-29- 0.23% |
$3.21K - $3.83K
|
12.7K
$1.74M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-30- 52.63% |
$3.32K - $3.96K
|
27
$3.71K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-31- 0.42% |
$3.43K - $4.1K
|
7.41K
$1.02M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32- 15.38% |
$3.54K - $4.23K
|
176
$24.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-32- 2.0% |
$3.54K - $4.23K
|
1.57K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-32- 74.42% |
$3.54K - $4.23K
|
11
$1.51K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-35- 2.66% |
$3.87K - $4.62K
|
1.28K
$176K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-35- 0.49% |
$3.87K - $4.62K
|
7.07K
$971K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-37- 24.03% |
$4.09K - $4.89K
|
117
$16.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-40- 1.33% |
$4.42K - $5.29K
|
2.97K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 50.0% |
$4.42K - $5.29K
|
40
$5.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-45- 0.2% |
$4.98K - $5.95K
|
22.2K
$3.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-46- 0.82% |
$5.09K - $6.08K
|
5.54K
$761K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-49- 1.56% |
$5.42K - $6.47K
|
3.09K
$424K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-50- 0.6% |
$5.53K - $6.61K
|
8.34K
$1.15M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 22.42% |
$5.53K - $6.61K
|
173
$23.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-51- 2.83% |
$5.64K - $6.74K
|
1.75K
$240K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-51- 0.99% |
$5.64K - $6.74K
|
5.12K
$703K
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-51- 2.56% |
$5.64K - $6.74K
|
1.95K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-51- 1.34% |
$5.64K - $6.74K
|
3.75K
$515K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-53- 1.98% |
$5.86K - $7K
|
2.62K
$360K
|
|
|
Jul 30, 2025
Q2 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-54- 0.74% |
$5.97K - $7.14K
|
7.29K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-55- 3.74% |
$6.08K - $7.27K
|
1.42K
$194K
|