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 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-52- 1.9% |
$6.91K - $7.31K
|
2.68K
$368K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-54- 0.58% |
$7.17K - $7.59K
|
9.26K
$1.27M
|
|
|
Oct 28, 2025
Q3 2025
|
Financial Management Network Inc
|
SELL
|
- |
-56- 1.33% |
$7.44K - $7.87K
|
4.16K
$572K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-59- 0.68% |
$7.84K - $8.3K
|
8.63K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-59- 1.27% |
$7.84K - $8.3K
|
4.59K
$630K
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-59- 3.51% |
$7.84K - $8.3K
|
1.62K
$222K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-64- 0.24% |
$8.5K - $9K
|
26.4K
$3.63M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-66- 20.31% |
$8.77K - $9.28K
|
259
$35.6K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-67- 2.22% |
$8.9K - $9.42K
|
2.95K
$406K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-75- 2.49% |
$9.96K - $10.5K
|
2.93K
$403K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-75- 20.0% |
$9.96K - $10.5K
|
300
$41.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-80- 4.23% |
$10.6K - $11.2K
|
1.81K
$249K
|
|
|
Oct 14, 2025
Q3 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-89- 1.27% |
$11.8K - $12.5K
|
6.93K
$951K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-92- 0.44% |
$12.2K - $12.9K
|
20.7K
$2.84M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-98- 0.46% |
$13K - $13.8K
|
21.3K
$2.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-105- 5.33% |
$13.9K - $14.8K
|
1.87K
$256K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-110- 5.94% |
$14.6K - $15.5K
|
1.74K
$239K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-110- 0.65% |
$14.6K - $15.5K
|
16.8K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-114- 0.21% |
$15.1K - $16K
|
55.2K
$7.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-118- 11.08% |
$15.7K - $16.6K
|
947
$130K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-133- 3.14% |
$17.7K - $18.7K
|
4.1K
$563K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-158- 4.68% |
$21K - $22.2K
|
3.22K
$442K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-159- 6.57% |
$21.1K - $22.4K
|
2.26K
$311K
|
|
|
Oct 28, 2025
Q3 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-164- 4.58% |
$21.8K - $23.1K
|
3.41K
$469K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-175- 1.15% |
$23.2K - $24.6K
|
15K
$2.06M
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-183- 5.59% |
$24.3K - $25.7K
|
3.09K
$424K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-185- 5.59% |
$24.6K - $26K
|
3.12K
$429K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-200- 9.52% |
$26.6K - $28.1K
|
1.9K
$261K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
SELL
|
- |
-203- 3.28% |
$27K - $28.5K
|
5.99K
$822K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-210- 1.82% |
$27.9K - $29.5K
|
11.3K
$1.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-235- 0.64% |
$31.2K - $33K
|
36.5K
$5.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-248- 10.1% |
$32.9K - $34.9K
|
2.21K
$303K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-248- 34.59% |
$32.9K - $34.9K
|
469
$64.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-263- 6.99% |
$34.9K - $37K
|
3.5K
$480K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-266- 0.61% |
$35.3K - $37.4K
|
43.3K
$5.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-296- 2.29% |
$39.3K - $41.6K
|
12.6K
$1.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-299- 7.33% |
$39.7K - $42K
|
3.78K
$519K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-300- 5.39% |
$39.8K - $42.2K
|
5.27K
$724K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-306- 3.75% |
$40.6K - $43K
|
7.85K
$1.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-321- 38.96% |
$42.6K - $45.1K
|
503
$69.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-356- 1.72% |
$47.3K - $50.1K
|
20.3K
$2.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-404- 1.24% |
$53.7K - $56.8K
|
32.1K
$4.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-415- 84.18% |
$55.1K - $58.4K
|
78
$10.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-441- 4.74% |
$58.6K - $62K
|
8.85K
$1.22M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-460- 8.14% |
$61.1K - $64.7K
|
5.19K
$712K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-477- 4.01% |
$63.4K - $67.1K
|
11.4K
$1.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-543- 8.9% |
$72.1K - $76.4K
|
5.56K
$764K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-605- 6.93% |
$80.4K - $85.1K
|
8.13K
$1.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-605- 6.26% |
$80.4K - $85.1K
|
9.05K
$1.24M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-608- 7.48% |
$80.8K - $85.5K
|
7.53K
$1.03M
|