Purchases and Sales Made in Q3 2025 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
170KNew |
$22.6M - $23.9M
|
170K
$23.4M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
77.4K+ 3272.77% |
$10.3M - $10.9M
|
79.8K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
17.3KNew |
$2.3M - $2.43M
|
17.3K
$2.37M
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
9.62KNew |
$1.28M - $1.35M
|
9.62K
$1.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
7.97K+ 0.95% |
$1.06M - $1.12M
|
844K
$116M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
7.95KNew |
$1.06M - $1.12M
|
7.95K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
7.87K+ 301.34% |
$1.04M - $1.11M
|
10.5K
$1.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.08K+ 141.85% |
$941K - $996K
|
12.1K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
6.05K+ 58.28% |
$804K - $851K
|
16.4K
$2.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.9K+ 5.42% |
$784K - $830K
|
115K
$15.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.6K+ 8.12% |
$610K - $646K
|
61.2K
$8.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
4.36KNew |
$579K - $613K
|
4.36K
$598K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.24K+ 3.02% |
$564K - $597K
|
145K
$19.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.04KNew |
$536K - $568K
|
4.04K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
3.69K+ 17.76% |
$491K - $519K
|
24.5K
$3.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.69KNew |
$490K - $518K
|
3.69K
$506K
|
|
|
Oct 17, 2025
Q3 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.64K+ 1.64% |
$484K - $512K
|
225K
$30.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.38K+ 176.59% |
$449K - $475K
|
5.29K
$727K
|
|
|
Oct 10, 2025
Q3 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3.03K+ 4.25% |
$403K - $426K
|
74.4K
$10.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.03K+ 5.46% |
$402K - $426K
|
58.5K
$8.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
3.03KNew |
$402K - $425K
|
3.03K
$415K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.96KNew |
$393K - $416K
|
2.96K
$406K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.61KNew |
$346K - $367K
|
2.61K
$358K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.39K+ 8.59% |
$317K - $336K
|
30.2K
$4.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.28KNew |
$303K - $321K
|
2.28K
$313K
|
|
|
Oct 24, 2025
Q3 2025
|
Corundum Group, Inc.
|
BUY
|
- |
2.1K+ 4.21% |
$279K - $296K
|
52.1K
$7.16M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.04K+ 60.69% |
$270K - $286K
|
5.39K
$740K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
1.74KNew |
$232K - $245K
|
1.74K
$239K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.73KNew |
$230K - $243K
|
1.73K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
1.69KNew |
$224K - $237K
|
1.69K
$232K
|
|
|
Oct 21, 2025
Q3 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.67KNew |
$221K - $234K
|
1.67K
$229K
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
BUY
|
- |
1.65K+ 12.14% |
$219K - $232K
|
15.3K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.64KNew |
$218K - $230K
|
1.64K
$225K
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.51KNew |
$200K - $212K
|
1.51K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$199K - $210K
|
1.5K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.49K+ 6.3% |
$198K - $210K
|
25.1K
$3.45M
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
1.49KNew |
$197K - $209K
|
1.49K
$204K
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.48KNew |
$196K - $207K
|
1.48K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.45KNew |
$192K - $204K
|
1.45K
$199K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.33K+ 3.83% |
$176K - $186K
|
35.9K
$4.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.23K+ 52.79% |
$164K - $173K
|
3.56K
$489K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.12K+ 41.62% |
$149K - $158K
|
3.82K
$525K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1.03K+ 3.21% |
$137K - $145K
|
33.2K
$4.55M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
BUY
|
- |
1.02K+ 2.69% |
$135K - $143K
|
38.8K
$5.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.01KNew |
$134K - $142K
|
1.01K
$138K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
964+ 27.08% |
$128K - $136K
|
4.52K
$621K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
951New |
$126K - $134K
|
951
$131K
|
|
|
Oct 27, 2025
Q3 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
888+ 48.13% |
$118K - $125K
|
2.73K
$375K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
800+ 47.76% |
$106K - $112K
|
2.48K
$340K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
650+ 1.09% |
$86.3K - $91.4K
|
60.5K
$8.3M
|