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 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-55- 1.8% |
$6.08K - $7.27K
|
3.01K
$413K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-59- 23.41% |
$6.52K - $7.8K
|
193
$26.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-65- 0.56% |
$7.19K - $8.59K
|
11.5K
$1.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-66- 1.9% |
$7.3K - $8.72K
|
3.4K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-66- 11.83% |
$7.3K - $8.72K
|
492
$67.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-67- 3.16% |
$7.41K - $8.85K
|
2.05K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-67- 0.25% |
$7.41K - $8.85K
|
26.5K
$3.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-68- 0.7% |
$7.52K - $8.99K
|
9.68K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-69- 2.09% |
$7.63K - $9.12K
|
3.23K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-69- 3.99% |
$7.63K - $9.12K
|
1.66K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-75- 4.5% |
$8.29K - $9.91K
|
1.59K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-75- 0.77% |
$8.29K - $9.91K
|
9.66K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-75- 3.1% |
$8.29K - $9.91K
|
2.34K
$322K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-75- 2.14% |
$8.29K - $9.91K
|
3.44K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-78- 2.53% |
$8.63K - $10.3K
|
3.01K
$413K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-78- 75.73% |
$8.63K - $10.3K
|
25
$3.43K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-80- 1.13% |
$8.85K - $10.6K
|
7.02K
$963K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.7% |
$8.85K - $10.6K
|
11.4K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-85- 0.58% |
$9.4K - $11.2K
|
14.7K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-85- 45.95% |
$9.4K - $11.2K
|
100
$13.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.14% |
$9.51K - $11.4K
|
59.8K
$8.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-93- 0.61% |
$10.3K - $12.3K
|
15K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-93- 2.76% |
$10.3K - $12.3K
|
3.27K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-96- 36.09% |
$10.6K - $12.7K
|
170
$23.3K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-98- 4.46% |
$10.8K - $12.9K
|
2.1K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-104- 5.51% |
$11.5K - $13.7K
|
1.79K
$245K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-111- 5.02% |
$12.3K - $14.7K
|
2.1K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-119- 4.56% |
$13.2K - $15.7K
|
2.49K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-123- 0.69% |
$13.6K - $16.3K
|
17.7K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-125- 3.31% |
$13.8K - $16.5K
|
3.65K
$501K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-126- 1.5% |
$13.9K - $16.6K
|
8.26K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-129- 0.53% |
$14.3K - $17K
|
24.4K
$3.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-132- 6.6% |
$14.6K - $17.4K
|
1.87K
$257K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-135- 4.27% |
$14.9K - $17.8K
|
3.03K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-147- 2.17% |
$16.3K - $19.4K
|
6.63K
$910K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-150- 3.62% |
$16.6K - $19.8K
|
4K
$549K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-154- 0.72% |
$17K - $20.3K
|
21.3K
$2.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-155- 1.57% |
$17.1K - $20.5K
|
9.74K
$1.34M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-155- 3.47% |
$17.1K - $20.5K
|
4.32K
$593K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-162- 0.72% |
$17.9K - $21.4K
|
22.3K
$3.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-165- 56.31% |
$18.2K - $21.8K
|
128
$17.6K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-169- 6.85% |
$18.7K - $22.3K
|
2.3K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-169- 1.41% |
$18.7K - $22.3K
|
11.9K
$1.63M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-171- 3.14% |
$18.9K - $22.6K
|
5.27K
$724K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-172- 0.39% |
$19K - $22.7K
|
43.6K
$5.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-175- 6.09% |
$19.4K - $23.1K
|
2.7K
$371K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-178- 2.32% |
$19.7K - $23.5K
|
7.51K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-178- 0.41% |
$19.7K - $23.5K
|
42.9K
$5.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-183- 10.63% |
$20.2K - $24.2K
|
1.54K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-191- 6.68% |
$21.1K - $25.2K
|
2.67K
$367K
|