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 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 29, 2025
Q3 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
942+ 4.95% |
$125K - $132K
|
20K
$2.74M
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
642+ 3.22% |
$85.3K - $90.3K
|
20.6K
$2.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
601+ 91.06% |
$79.8K - $84.5K
|
1.26K
$173K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
585+ 17.69% |
$77.7K - $82.3K
|
3.89K
$534K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
560+ 0.85% |
$74.4K - $78.7K
|
66.5K
$9.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
554+ 8.46% |
$73.6K - $77.9K
|
7.11K
$976K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
513+ 17.76% |
$68.1K - $72.1K
|
3.4K
$467K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
505+ 18.28% |
$67.1K - $71K
|
3.27K
$449K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
502New |
$66.7K - $70.6K
|
502
$68.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
451+ 10.39% |
$59.9K - $63.4K
|
4.79K
$658K
|
|
|
Oct 29, 2025
Q3 2025
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
436+ 4.31% |
$57.9K - $61.3K
|
10.6K
$1.45M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
409New |
$54.3K - $57.5K
|
409
$56.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
387+ 19.9% |
$51.4K - $54.4K
|
2.33K
$320K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
387+ 5.33% |
$51.4K - $54.4K
|
7.65K
$1.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
307+ 5.01% |
$40.8K - $43.2K
|
6.44K
$884K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
296+ 0.59% |
$39.3K - $41.6K
|
50.6K
$6.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
294+ 0.86% |
$39.1K - $41.3K
|
34.6K
$4.76M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
292+ 2.81% |
$38.8K - $41.1K
|
10.7K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
284+ 6.18% |
$37.7K - $39.9K
|
4.88K
$670K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
278+ 62.75% |
$36.9K - $39.1K
|
721
$99K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
272+ 0.85% |
$36.1K - $38.2K
|
32.4K
$4.45M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
245+ 5.81% |
$32.5K - $34.4K
|
4.47K
$613K
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
230+ 50.0% |
$30.6K - $32.3K
|
690
$94.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
221+ 1.35% |
$29.4K - $31.1K
|
16.6K
$2.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
207New |
$27.5K - $29.1K
|
207
$28.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
198+ 12.45% |
$26.3K - $27.8K
|
1.79K
$246K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
198+ 4.68% |
$26.3K - $27.8K
|
4.43K
$608K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
178New |
$23.6K - $25K
|
178
$24.4K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
161+ 1.35% |
$21.4K - $22.6K
|
12.1K
$1.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
160+ 0.77% |
$21.3K - $22.5K
|
20.9K
$2.86M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
126+ 3.77% |
$16.7K - $17.7K
|
3.46K
$476K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
105+ 1.18% |
$13.9K - $14.8K
|
8.99K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
102+ 25.5% |
$13.5K - $14.3K
|
502
$68.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
92New |
$12.2K - $12.9K
|
92
$12.6K
|
|
|
Oct 20, 2025
Q3 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
90+ 0.18% |
$12K - $12.7K
|
49.6K
$6.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
79+ 0.59% |
$10.5K - $11.1K
|
13.4K
$1.84M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
77New |
$10.2K - $10.8K
|
77
$10.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
74+ 1.87% |
$9.83K - $10.4K
|
4.04K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
71New |
$9.43K - $9.98K
|
71
$9.75K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
64+ 0.17% |
$8.5K - $9K
|
37.5K
$5.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
54+ 0.83% |
$7.17K - $7.59K
|
6.54K
$898K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
52+ 0.92% |
$6.91K - $7.31K
|
5.72K
$786K
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
40New |
$5.31K - $5.62K
|
40
$5.49K
|