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 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-610- 80.58% |
$81K - $85.8K
|
147
$20.2K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-650- 28.86% |
$86.3K - $91.4K
|
1.6K
$220K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-657- 13.41% |
$87.3K - $92.4K
|
4.24K
$583K
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-690- 11.36% |
$91.7K - $97K
|
5.38K
$739K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-792- 6.25% |
$105K - $111K
|
11.9K
$1.63M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-901- 17.98% |
$120K - $127K
|
4.11K
$565K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-915- 6.43% |
$122K - $129K
|
13.3K
$1.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-922- 0.73% |
$122K - $130K
|
126K
$17.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-959- 3.37% |
$127K - $135K
|
27.5K
$3.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 1.27% |
$139K - $147K
|
81.1K
$11.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.14K- 26.77% |
$152K - $161K
|
3.13K
$430K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.24K- 11.94% |
$165K - $174K
|
9.14K
$1.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.29K- 31.98% |
$172K - $182K
|
2.75K
$378K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.42K- 17.07% |
$189K - $200K
|
6.9K
$948K
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.63K- 1.76% |
$216K - $229K
|
90.9K
$12.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.65K- 10.2% |
$219K - $232K
|
14.5K
$1.99M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.51K- 50.63% |
$333K - $352K
|
2.44K
$336K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.7K- 10.74% |
$358K - $379K
|
22.4K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.77K- 12.93% |
$367K - $389K
|
18.6K
$2.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-3K- 29.36% |
$398K - $421K
|
7.21K
$990K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.76K- 1.55% |
$500K - $529K
|
238K
$32.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.83K- 5.3% |
$509K - $539K
|
68.4K
$9.39M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.21K- 4.58% |
$559K - $592K
|
87.7K
$12M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-4.64K- 2.91% |
$616K - $652K
|
155K
$21.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4.86K- 1.89% |
$645K - $683K
|
252K
$34.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.49K- 71.54% |
$995K - $1.05M
|
2.98K
$409K
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-10K- 1.59% |
$1.33M - $1.41M
|
620K
$85.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-31.7K- 4.27% |
$4.22M - $4.46M
|
712K
$97.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-121K- 5.53% |
$16.1M - $17.1M
|
2.07M
$285M
|