Umb Bank, N.A. Ishares Russell Midcap Value E Transaction History

Umb Bank, N.A.

$6.61 Billion
Q3 2025

A detailed history of Umb Bank, N.A. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Umb Bank, N.A. holds 68,126 shares of IWS stock, worth $9.39 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

68,126

Previous 78,233 12.92%

Holding current value

$9.39 Million

Previous $10.3 Million 7.95%

% of portfolio

0.14%

Previous 0.17%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$132.83 - $140.61 $1.34 Million - $1.42 Million	-10,107 Reduced 12.92%	68,126 $9.52 Million
Q2 2025 Jul 11, 2025	SELL	$110.58 - $132.14 $819,176 - $978,893	-7,408 Reduced 8.65%	78,233 $10.3 Million
Q1 2025 Apr 14, 2025	SELL	$122.59 - $135.24 $489,256 - $539,742	-3,991 Reduced 4.45%	85,641 $10.7 Million
Q4 2024 Jan 16, 2025	SELL	$128.08 - $140.32 $1.02 Million - $1.12 Million	-7,994 Reduced 8.19%	89,632 $11.6 Million
Q3 2024 Oct 08, 2024	SELL	$119.52 - $132.25 $789,549 - $873,643	-6,606 Reduced 6.34%	97,626 $12.9 Million

Q2 2024 Jul 29, 2024	SELL	$117.31 - $125.13 $1.28 Million - $1.36 Million	-10,897 Reduced 9.47%	104,232 $12.6 Million
Q1 2024 Apr 26, 2024	SELL	$112.43 - $125.33 $358,539 - $399,677	-3,189 Reduced 2.7%	115,129 $14.4 Million
Q4 2023 Jan 23, 2024	SELL	$97.63 - $117.08 $470,771 - $564,559	-4,822 Reduced 3.92%	118,318 $13.8 Million
Q3 2023 Oct 18, 2023	BUY	$103.48 - $114.68 $207,994 - $230,506	2,010 Added 1.66%	123,140 $12.8 Million
Q2 2023 Jul 25, 2023	SELL	$101.5 - $109.84 $317,898 - $344,018	-3,132 Reduced 2.52%	121,130 $13.3 Million
Q1 2023 Apr 11, 2023	SELL	$100.22 - $116.23 $1.33 Million - $1.55 Million	-13,297 Reduced 9.67%	124,262 $13.2 Million
Q4 2022 Jan 10, 2023	SELL	$96.57 - $111.69 $584,924 - $676,506	-6,057 Reduced 4.22%	137,559 $14.5 Million
Q3 2022 Oct 13, 2022	SELL	$96.05 - $115.74 $2.49 Million - $3 Million	-25,941 Reduced 15.3%	143,616 $13.8 Million
Q2 2022 Jul 20, 2022	BUY	$99.42 - $121.64 $69,594 - $85,148	700 Added 0.41%	169,557 $17.2 Million
Q1 2022 Apr 22, 2022	SELL	$112.23 - $123.59 $126,595 - $139,409	-1,128 Reduced 0.66%	168,857 $20.2 Million
Q4 2021 Feb 09, 2022	SELL	$114.04 - $122.75 $649,457 - $699,061	-5,695 Reduced 3.24%	169,985 $20.8 Million
Q3 2021 Oct 18, 2021	SELL	$110.67 - $119.04 $201,530 - $216,771	-1,821 Reduced 1.03%	175,680 $19.9 Million
Q2 2021 Jul 26, 2021	SELL	$110.51 - $117.85 $966,630 - $1.03 Million	-8,747 Reduced 4.7%	177,501 $20.4 Million
Q1 2021 Apr 15, 2021	BUY	$95.27 - $111.97 $1.33 Million - $1.56 Million	13,927 Added 8.08%	186,248 $20.4 Million
Q4 2020 Feb 04, 2021	SELL	$80.93 - $96.96 $3.73 Million - $4.47 Million	-46,114 Reduced 21.11%	172,321 $16.7 Million
Q2 2020 Jul 16, 2020	SELL	$59.9 - $85.49 $955,464 - $1.36 Million	-15,951 Reduced 6.81%	218,435 $16.7 Million
Q1 2020 May 26, 2020	SELL	$54.38 - $96.81 $478,108 - $851,153	-8,792 Reduced 3.62%	234,386 $15 Million
Q4 2019 Jan 31, 2020	SELL	$86.25 - $94.77 $683,962 - $751,526	-7,930 Reduced 3.16%	243,178 $23 Million
Q3 2019 Oct 30, 2019	SELL	$84.39 - $91.13 $217,473 - $234,842	-2,577 Reduced 1.02%	251,108 $22.5 Million
Q2 2019 Jul 30, 2019	SELL	$83.93 - $89.74 $754,446 - $806,672	-8,989 Reduced 3.42%	253,685 $22.6 Million
Q1 2019 Apr 30, 2019	SELL	$75.3 - $87.47 $439,149 - $510,125	-5,832 Reduced 2.17%	262,674 $22.8 Million
Q4 2018 Jan 24, 2019	BUY	$72.26 - $90.19 $1.22 Million - $1.52 Million	16,873 Added 6.71%	268,506 $20.5 Million
Q3 2018 Oct 22, 2018	SELL	$88.08 - $92.33 $178,890 - $187,522	-2,031 Reduced 0.8%	251,633 $22.7 Million
Q2 2018 Jul 31, 2018	SELL	$84.61 - $90.01 $931,471 - $990,920	-11,009 Reduced 4.16%	253,664 $22.4 Million
Q1 2018 Apr 25, 2018	SELL	$83.92 - $92.83 $291,118 - $322,027	-3,469 Reduced 1.29%	264,673 $22.9 Million
Q4 2017 Jan 22, 2018	SELL	$85.33 - $89.5 $19,625 - $20,585	-230 Reduced 0.09%	268,142 $23.9 Million
Q3 2017 Oct 11, 2017	BUY	$84.38 - $84.93 $22.6 Million - $22.8 Million	268,372	268,372 $22.8 Million

Others Institutions Holding IWS

# of Institutions

1,059

Shares Held

93.7M

Call Options Held

17.5K

Put Options Held

View Full List

About ISHARES RUSSELL MIDCAP VALUE E

Ticker IWS
Sector ETFs
Industry ETFs

More about IWS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.

Account