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 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
28+ 0.4% |
$3.72K - $3.94K
|
6.94K
$953K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
27+ 0.42% |
$3.59K - $3.8K
|
6.4K
$878K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
18+ 0.35% |
$2.39K - $2.53K
|
5.14K
$705K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
17New |
$2.26K - $2.39K
|
17
$2.33K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 0.08% |
$1.99K - $2.11K
|
19.1K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
14+ 0.39% |
$1.86K - $1.97K
|
3.57K
$491K
|
|
|
Oct 14, 2025
Q3 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
13+ 0.42% |
$1.73K - $1.83K
|
3.11K
$428K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8+ 0.16% |
$1.06K - $1.12K
|
5.03K
$690K
|
|
|
Oct 21, 2025
Q3 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$930 - $984
|
1.93K
$266K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
7New |
$930 - $984
|
7
$961
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6New |
$797 - $844
|
6
$824
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6+ 0.35% |
$797 - $844
|
1.72K
$236K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.42% |
$664 - $703
|
1.19K
$164K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.43% |
$664 - $703
|
1.18K
$162K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4+ 0.44% |
$531 - $562
|
909
$125K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.4% |
$531 - $562
|
1.01K
$138K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.08% |
$531 - $562
|
4.72K
$648K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.11% |
$398 - $422
|
2.81K
$386K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3+ 0.44% |
$398 - $422
|
686
$94.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
3+ 0.1% |
$398 - $422
|
3.09K
$424K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
3+ 0.09% |
$398 - $422
|
3.41K
$468K
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3+ 0.12% |
$398 - $422
|
2.52K
$347K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$266 - $281
|
3.5K
$481K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
2+ 0.13% |
$266 - $281
|
1.57K
$216K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 1.67% |
$133 - $141
|
61
$8.38K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$133 - $141
|
1.83K
$252K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 2.5% |
$133 - $141
|
41
$5.63K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$133 - $141
|
3.7K
$508K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2- 0.03% |
$266 - $281
|
7.14K
$980K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3- 4.92% |
$398 - $422
|
58
$7.97K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5- 0.79% |
$664 - $703
|
631
$86.7K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 0.36% |
$664 - $703
|
1.39K
$191K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6- 0.24% |
$797 - $844
|
2.51K
$345K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-7- 0.22% |
$930 - $984
|
3.11K
$428K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-7- 3.47% |
$930 - $984
|
195
$26.8K
|
|
|
Oct 09, 2025
Q3 2025
|
First Financial Corp
|
SELL
|
- |
-8- 0.3% |
$1.06K - $1.12K
|
2.68K
$367K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-11- 0.26% |
$1.46K - $1.55K
|
4.2K
$576K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-21- 1.29% |
$2.79K - $2.95K
|
1.61K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-23- 0.27% |
$3.06K - $3.23K
|
8.58K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-25- 0.92% |
$3.32K - $3.52K
|
2.69K
$369K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-26- 0.52% |
$3.45K - $3.66K
|
5.02K
$689K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.29% |
$3.72K - $3.94K
|
9.48K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-33- 0.86% |
$4.38K - $4.64K
|
3.82K
$524K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-37- 1.23% |
$4.91K - $5.2K
|
2.97K
$408K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-40- 0.48% |
$5.31K - $5.62K
|
8.3K
$1.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-41- 23.7% |
$5.45K - $5.77K
|
132
$18.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-47- 0.76% |
$6.24K - $6.61K
|
6.11K
$839K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-47- 1.79% |
$6.24K - $6.61K
|
2.58K
$354K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-51- 2.48% |
$6.77K - $7.17K
|
2.01K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-51- 28.98% |
$6.77K - $7.17K
|
125
$17.2K
|