Latest Institutional Transactions on Ishares Russell Midcap Value E (IWS)
This table provides information on the latest institutional transactions involving Ishares Russell Midcap Value E (IWS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.64K+ 50.2% |
$624K - $745K
|
16.9K
$2.26M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.97K- 44.53% |
$882K - $1.05M
|
9.93K
$1.33M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-98- 4.46% |
$10.8K - $12.9K
|
2.1K
$281K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
399New |
$44.1K - $52.7K
|
399
$53.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.47K+ 7.37% |
$162K - $194K
|
21.4K
$2.86M
|
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-5.65K- 8.04% |
$625K - $747K
|
64.6K
$8.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
162K+ 2.02% |
$17.9M - $21.4M
|
8.16M
$1.09B
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-24.3K- 5.16% |
$2.68M - $3.2M
|
446K
$59.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-110K- 49.39% |
$12.1M - $14.5M
|
112K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.44K+ 6.42% |
$270K - $323K
|
40.5K
$5.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
79New |
$8.74K - $10.4K
|
79
$10.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-29.2K- 1.74% |
$3.23M - $3.86M
|
1.65M
$221M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.05K+ 5.5% |
$558K - $667K
|
96.8K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.07K- 1.89% |
$229K - $273K
|
107K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
776+ 646.67% |
$85.8K - $103K
|
896
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.76K+ 1.6% |
$747K - $893K
|
430K
$57.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.03K+ 11.18% |
$666K - $796K
|
59.9K
$8.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.49K- 3.85% |
$275K - $329K
|
62.2K
$8.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-571- 26.79% |
$63.1K - $75.5K
|
1.56K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
527+ 25.88% |
$58.3K - $69.6K
|
2.56K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
258New |
$28.5K - $34.1K
|
258
$34.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
30.4KNew |
$3.36M - $4.01M
|
30.4K
$4.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.6K+ 0.28% |
$1.17M - $1.39M
|
3.8M
$509M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-45- 0.2% |
$4.98K - $5.95K
|
22.2K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
146+ 8.75% |
$16.1K - $19.3K
|
1.81K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-218- 4.65% |
$24.1K - $28.8K
|
4.48K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-205- 9.04% |
$22.7K - $27.1K
|
2.06K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-322- 10.1% |
$35.6K - $42.5K
|
2.87K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
140+ 0.68% |
$15.5K - $18.5K
|
20.7K
$2.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18+ 0.08% |
$1.99K - $2.38K
|
22K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$111 - $132
|
2.51K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-534- 4.42% |
$59K - $70.6K
|
11.5K
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
420+ 13.27% |
$46.4K - $55.5K
|
3.59K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.43K+ 3.44% |
$268K - $321K
|
73K
$9.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$532K - $636K
|
4.81K
$644K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.9K+ 3.39% |
$4.08M - $4.88M
|
1.13M
$151M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
316+ 5.66% |
$34.9K - $41.8K
|
5.9K
$790K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
5.6K+ 84.85% |
$619K - $740K
|
12.2K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.37K+ 2.56% |
$373K - $446K
|
135K
$18.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.8K+ 203.55% |
$2.19M - $2.62M
|
29.6K
$3.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1+ 0.03% |
$111 - $132
|
3.16K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-884- 9.24% |
$97.8K - $117K
|
8.69K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3+ 1.27% |
$332 - $396
|
239
$32K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.19K+ 0.89% |
$132K - $157K
|
134K
$18M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 0.44% |
$1.81M - $2.16M
|
3.76M
$503M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
38.9K+ 300.29% |
$4.3M - $5.14M
|
51.9K
$6.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-3.35K- 2.4% |
$371K - $443K
|
137K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.09K+ 4.66% |
$121K - $144K
|
24.5K
$3.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.2KNew |
$354K - $423K
|
3.2K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.21KNew |
$245K - $293K
|
2.21K
$296K
|