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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-149- 6.78% |
$18.3K - $20.2K
|
2.05K
$274K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23+ 0.78% |
$2.82K - $3.11K
|
2.99K
$400K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 0.02% |
$858 - $947
|
37.4K
$5.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-2.67K- 9.55% |
$327K - $361K
|
25.3K
$3.38M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
12.9K+ 52.87% |
$1.58M - $1.74M
|
37.2K
$4.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-800- 13.76% |
$98.1K - $108K
|
5.01K
$670K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
35+ 1.31% |
$4.29K - $4.73K
|
2.7K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-998- 8.0% |
$122K - $135K
|
11.5K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-562- 1.78% |
$68.9K - $76K
|
31K
$4.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
45K+ 11.89% |
$5.52M - $6.08M
|
423K
$56.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
35+ 2.73% |
$4.29K - $4.73K
|
1.32K
$176K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
153+ 1.73% |
$18.8K - $20.7K
|
9.01K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.76K- 4.3% |
$461K - $509K
|
83.6K
$11.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.91K- 4.21% |
$234K - $258K
|
43.4K
$5.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-261- 84.47% |
$32K - $35.3K
|
48
$6.42K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.06% |
$123 - $135
|
1.79K
$239K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-742- 82.44% |
$91K - $100K
|
158
$21.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-397- 8.06% |
$48.7K - $53.7K
|
4.53K
$605K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-52- 0.21% |
$6.37K - $7.03K
|
24.6K
$3.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
520+ 23.86% |
$63.7K - $70.3K
|
2.7K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-624- 50.0% |
$76.5K - $84.4K
|
624
$83.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.04% |
$123 - $135
|
2.42K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
35+ 0.89% |
$4.29K - $4.73K
|
3.96K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-89- 4.72% |
$10.9K - $12K
|
1.8K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-22- 0.9% |
$2.7K - $2.98K
|
2.43K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-518- 12.07% |
$63.5K - $70.1K
|
3.77K
$505K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-81- 0.39% |
$9.93K - $11K
|
20.7K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.01K- 2.03% |
$124K - $137K
|
48.8K
$6.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 2.01% |
$12.3K - $13.5K
|
4.89K
$653K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-787- 4.95% |
$96.5K - $106K
|
15.1K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.3K- 5.96% |
$159K - $175K
|
20.5K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
1+ 0.01% |
$123 - $135
|
9.89K
$1.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-22- 0.09% |
$2.7K - $2.98K
|
24.3K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-588- 17.59% |
$72.1K - $79.5K
|
2.76K
$368K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
154+ 1.35% |
$18.9K - $20.8K
|
11.6K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
225+ 3.02% |
$27.6K - $30.4K
|
7.67K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
26+ 1.01% |
$3.19K - $3.52K
|
2.61K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
349+ 10.1% |
$42.8K - $47.2K
|
3.8K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 1.23% |
$4.29K - $4.73K
|
2.89K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 15.84% |
$317K - $349K
|
13.7K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 12.67% |
$174K - $192K
|
9.78K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
969+ 8.38% |
$119K - $131K
|
12.5K
$1.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-300- 0.54% |
$36.8K - $40.6K
|
55.2K
$7.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-133- 0.52% |
$16.3K - $18K
|
25.4K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
17+ 14.66% |
$2.08K - $2.3K
|
133
$17.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.37K- 15.06% |
$781K - $862K
|
35.9K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-3- 0.16% |
$368 - $406
|
1.82K
$243K
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.16K+ 3.82% |
$755K - $833K
|
167K
$22.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-438- 10.97% |
$53.7K - $59.2K
|
3.56K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
7+ 0.02% |
$858 - $947
|
41.8K
$5.6M
|