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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-175- 6.09% |
$19.4K - $23.1K
|
2.7K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-135- 4.27% |
$14.9K - $17.8K
|
3.03K
$416K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-129- 0.53% |
$14.3K - $17K
|
24.4K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
690+ 6.66% |
$76.3K - $91.2K
|
11.1K
$1.52M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-85- 45.95% |
$9.4K - $11.2K
|
100
$13.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-178- 2.32% |
$19.7K - $23.5K
|
7.51K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2+ 0.13% |
$221 - $264
|
1.59K
$218K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.16% |
$774 - $925
|
4.5K
$618K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.19K+ 111.06% |
$131K - $157K
|
2.25K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-698- 25.56% |
$77.2K - $92.2K
|
2.03K
$279K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-13.4K- 22.13% |
$1.48M - $1.77M
|
47K
$6.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
194+ 6.6% |
$21.5K - $25.6K
|
3.13K
$430K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
251New |
$27.8K - $33.2K
|
251
$34.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-75- 2.14% |
$8.29K - $9.91K
|
3.44K
$472K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
142+ 1.13% |
$15.7K - $18.8K
|
12.7K
$1.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.91KNew |
$212K - $253K
|
1.91K
$263K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-75- 3.1% |
$8.29K - $9.91K
|
2.34K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
139+ 3.04% |
$15.4K - $18.4K
|
4.71K
$647K
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-80- 1.13% |
$8.85K - $10.6K
|
7.02K
$963K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-22- 0.91% |
$2.43K - $2.91K
|
2.41K
$330K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3+ 0.12% |
$332 - $396
|
2.52K
$346K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-55- 3.74% |
$6.08K - $7.27K
|
1.42K
$194K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.52K+ 13.84% |
$278K - $332K
|
20.7K
$2.84M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
BUY
|
- |
629+ 1.69% |
$69.6K - $83.1K
|
37.8K
$5.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
298+ 2.36% |
$33K - $39.4K
|
12.9K
$1.77M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
14+ 0.3% |
$1.55K - $1.85K
|
4.65K
$638K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-23- 0.77% |
$2.54K - $3.04K
|
2.97K
$407K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.07M- 47.54% |
$229M - $274M
|
2.28M
$314M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
495+ 2.13% |
$54.7K - $65.4K
|
23.8K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.99K+ 3.87% |
$220K - $262K
|
53.3K
$7.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-21- 0.25% |
$2.32K - $2.77K
|
8.39K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-448- 9.9% |
$49.5K - $59.2K
|
4.08K
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.03K+ 32.29% |
$114K - $136K
|
4.22K
$579K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-518- 53.9% |
$57.3K - $68.4K
|
443
$60.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.02K+ 12.83% |
$113K - $135K
|
8.98K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.86K- 18.3% |
$426K - $510K
|
17.2K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-452- 4.76% |
$50K - $59.7K
|
9.04K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
96+ 0.17% |
$10.6K - $12.7K
|
55.3K
$7.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-854- 10.53% |
$94.4K - $113K
|
7.26K
$996K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.2K+ 120.35% |
$4.44M - $5.31M
|
73.5K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
3K+ 116.73% |
$332K - $396K
|
5.57K
$765K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.12% |
$111 - $132
|
824
$113K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.3K+ 0.9% |
$254K - $304K
|
257K
$35.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31+ 0.89% |
$3.43K - $4.1K
|
3.53K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-670- 2.63% |
$74.1K - $88.5K
|
24.8K
$3.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2K+ 44.69% |
$221K - $265K
|
6.49K
$890K
|
|
|
Jul 22, 2025
Q2 2025
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-4.35K- 80.33% |
$481K - $575K
|
1.07K
$146K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-529- 14.18% |
$58.5K - $69.9K
|
3.2K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.6K- 28.25% |
$619K - $740K
|
14.2K
$1.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-75- 0.77% |
$8.29K - $9.91K
|
9.66K
$1.33M
|