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 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
397+ 4.69% |
$43.9K - $52.5K
|
8.86K
$1.18M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-579- 8.55% |
$64K - $76.5K
|
6.19K
$828K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-590- 5.58% |
$65.2K - $78K
|
9.98K
$1.33M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9- 0.21% |
$995 - $1.19K
|
4.21K
$563K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.41K- 8.65% |
$819K - $979K
|
78.2K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.5K- 26.39% |
$166K - $198K
|
4.18K
$560K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 18.92% |
$129K - $154K
|
4.99K
$668K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.03K+ 26.64% |
$114K - $136K
|
4.9K
$656K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
64+ 1.86% |
$7.08K - $8.46K
|
3.5K
$468K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12+ 0.3% |
$1.33K - $1.59K
|
3.99K
$533K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-59- 23.41% |
$6.52K - $7.8K
|
193
$25.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-657- 0.71% |
$72.7K - $86.8K
|
91.9K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 1.76% |
$7.19K - $8.59K
|
3.77K
$504K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
625+ 28.23% |
$69.1K - $82.6K
|
2.84K
$380K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-9- 0.19% |
$995 - $1.19K
|
4.79K
$640K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 1.47% |
$2.76K - $3.3K
|
1.68K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400+ 14.3% |
$44.2K - $52.9K
|
3.2K
$428K
|
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
199+ 0.28% |
$22K - $26.3K
|
71.3K
$9.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-347- 2.1% |
$38.4K - $45.9K
|
16.1K
$2.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 1.3% |
$2.43K - $2.91K
|
1.68K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.14% |
$9.51K - $11.4K
|
59.8K
$8M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
103+ 3.68% |
$11.4K - $13.6K
|
2.91K
$389K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-861- 5.95% |
$95.2K - $114K
|
13.6K
$1.82M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-527- 12.66% |
$58.3K - $69.6K
|
3.64K
$486K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.85KNew |
$204K - $244K
|
1.85K
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
48+ 1.15% |
$5.31K - $6.34K
|
4.22K
$564K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.46K+ 5.14% |
$272K - $325K
|
50.3K
$6.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.12K- 25.06% |
$124K - $148K
|
3.35K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
671+ 2.13% |
$74.2K - $88.7K
|
32.2K
$4.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-287- 10.68% |
$31.7K - $37.9K
|
2.4K
$321K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
88+ 1.34% |
$9.73K - $11.6K
|
6.67K
$891K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
362+ 12.16% |
$40K - $47.8K
|
3.34K
$446K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9+ 0.15% |
$995 - $1.19K
|
6.07K
$812K
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.42KNew |
$378K - $452K
|
3.42K
$458K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
167+ 0.81% |
$18.5K - $22.1K
|
20.8K
$2.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 4.12% |
$885 - $1.06K
|
202
$27K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-200- 79.05% |
$22.1K - $26.4K
|
53
$7.09K
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.69K+ 4.57% |
$1.07M - $1.28M
|
222K
$29.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.4% |
$442 - $529
|
1K
$134K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32- 15.38% |
$3.54K - $4.23K
|
176
$23.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
550+ 0.44% |
$60.8K - $72.7K
|
127K
$16.9M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
41New |
$4.53K - $5.42K
|
41
$5.48K
|
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-11- 0.03% |
$1.22K - $1.45K
|
32.1K
$4.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
24+ 0.13% |
$2.65K - $3.17K
|
18.2K
$2.43M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.65K+ 19.5% |
$624K - $746K
|
34.6K
$4.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.03K+ 68.8% |
$446K - $533K
|
9.89K
$1.32M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$31.5K - $37.7K
|
1.62K
$216K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
78+ 1.88% |
$8.63K - $10.3K
|
4.23K
$565K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-55- 1.8% |
$6.08K - $7.27K
|
3.01K
$402K
|
|
| Q1 2025 | |||||||
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-20- 50.0% |
$2.45K - $2.7K
|
20
$2.68K
|
|