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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
314+ 2.31% |
$38.5K - $42.5K
|
13.9K
$1.71M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
641K+ 6.88% |
$78.6M - $86.7M
|
9.96M
$1.22B
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 0.27% |
$736 - $811
|
2.2K
$269K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$136K - $150K
|
1.11K
$136K
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.58K- 60.87% |
$806K - $889K
|
4.23K
$519K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.73K- 13.08% |
$702K - $775K
|
38.1K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-110Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.55K+ 4589.26% |
$681K - $751K
|
5.67K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-447- 7.42% |
$54.8K - $60.5K
|
5.58K
$685K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-786- 23.42% |
$96.4K - $106K
|
2.57K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-79- 24.01% |
$9.68K - $10.7K
|
250
$30.7K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.84K+ 2.05% |
$225K - $249K
|
91.7K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
943+ 0.73% |
$116K - $128K
|
131K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.25K- 9.44% |
$399K - $440K
|
31.2K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
24.1KNew |
$2.95M - $3.25M
|
24.1K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41.7K- 76.3% |
$5.12M - $5.64M
|
13K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39New |
$4.78K - $5.27K
|
39
$4.79K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-972- 14.6% |
$119K - $131K
|
5.68K
$698K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.47% |
$6.5K - $7.17K
|
11.2K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-301- 2.43% |
$36.9K - $40.7K
|
12.1K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
158+ 1.52% |
$19.4K - $21.4K
|
10.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-195- 0.36% |
$23.9K - $26.4K
|
53.9K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-139- 1.54% |
$17K - $18.8K
|
8.88K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.13K- 1.02% |
$138K - $152K
|
110K
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-37- 1.16% |
$4.54K - $5K
|
3.16K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3+ 0.14% |
$368 - $406
|
2.21K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-2.2K- 11.92% |
$269K - $297K
|
16.2K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-455K- 10.83% |
$55.7M - $61.5M
|
3.74M
$459M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
67.7K+ 0.85% |
$8.3M - $9.15M
|
8M
$982M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 0.11% |
$12K - $13.3K
|
91.8K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.3K- 2.92% |
$281K - $310K
|
76.2K
$9.36M
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.23% |
$736 - $811
|
2.67K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.11KNew |
$259K - $286K
|
2.11K
$259K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$123 - $135
|
194
$23.8K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
154+ 2.87% |
$18.9K - $20.8K
|
5.52K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 9.79% |
$1.41M - $1.55M
|
106K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-98.7K- 94.43% |
$12.1M - $13.4M
|
5.82K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39.9K+ 13.47% |
$4.89M - $5.39M
|
336K
$41.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.6K- 1.09% |
$4.48M - $4.95M
|
3.33M
$409M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.7K+ 54.51% |
$1.32M - $1.45M
|
30.4K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 4.94% |
$1.62M - $1.79M
|
280K
$34.4M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.91K+ 2.98% |
$602K - $664K
|
170K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.3% |
$245 - $270
|
669
$82.1K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-296- 10.56% |
$36.3K - $40K
|
2.51K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.09KNew |
$256K - $283K
|
2.09K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
252New |
$30.9K - $34.1K
|
252
$30.9K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
54+ 3.35% |
$6.62K - $7.3K
|
1.67K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-98- 3.0% |
$12K - $13.3K
|
3.17K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-155- 1.55% |
$19K - $21K
|
9.87K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-200- 12.5% |
$24.5K - $27K
|
1.4K
$172K
|