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 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.6K- 5.68% |
$318K - $351K
|
43.1K
$5.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
24+ 0.05% |
$2.94K - $3.25K
|
43.8K
$5.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.12K+ 3.75% |
$750K - $828K
|
169K
$22.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.02% |
$123 - $135
|
4.33K
$579K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-653- 3.05% |
$80.1K - $88.3K
|
20.8K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-122- 6.57% |
$15K - $16.5K
|
1.74K
$232K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-572- 4.91% |
$70.1K - $77.4K
|
11.1K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
935+ 152.03% |
$115K - $126K
|
1.55K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 1.71% |
$24.5K - $27K
|
11.5K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-148- 1.07% |
$18.1K - $20K
|
13.6K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
275+ 2.33% |
$33.7K - $37.2K
|
12.1K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-54- 1.68% |
$6.62K - $7.3K
|
3.16K
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
42.5K+ 6.36% |
$5.21M - $5.75M
|
711K
$95.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-117- 3.21% |
$14.3K - $15.8K
|
3.53K
$472K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
17+ 0.49% |
$2.08K - $2.3K
|
3.52K
$470K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-75- 28.85% |
$9.19K - $10.1K
|
185
$24.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.34K+ 2.63% |
$409K - $452K
|
131K
$17.5M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-75- 1.92% |
$9.19K - $10.1K
|
3.84K
$513K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-121- 3.29% |
$14.8K - $16.4K
|
3.56K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
SELL
|
- |
-2- 0.1% |
$245 - $270
|
2.04K
$272K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$123 - $135
|
6.44K
$861K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
673+ 26.74% |
$82.5K - $91K
|
3.19K
$427K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.42% |
$613 - $676
|
1.18K
$158K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.57KNew |
$315K - $348K
|
2.57K
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.3K- 9.07% |
$404K - $446K
|
33.1K
$4.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
17+ 0.67% |
$2.08K - $2.3K
|
2.55K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.15K
$421K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2.2K+ 0.87% |
$270K - $298K
|
255K
$34.1M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
51.4K+ 2.0% |
$6.3M - $6.95M
|
2.62M
$351M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-56- 0.21% |
$6.87K - $7.57K
|
26.6K
$3.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-81- 4.26% |
$9.93K - $11K
|
1.82K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
31.4K+ 1642.19% |
$3.86M - $4.25M
|
33.4K
$4.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
435+ 5.78% |
$53.3K - $58.8K
|
7.96K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-155K- 99.21% |
$19M - $20.9M
|
1.24K
$165K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-14- 0.66% |
$1.72K - $1.89K
|
2.12K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-96- 3.68% |
$11.8K - $13K
|
2.51K
$336K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-189- 5.77% |
$23.2K - $25.6K
|
3.09K
$413K
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-63- 2.49% |
$7.72K - $8.52K
|
2.47K
$330K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.52K- 46.95% |
$187K - $206K
|
1.72K
$230K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-11- 0.15% |
$1.35K - $1.49K
|
7.1K
$949K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.86K- 52.74% |
$227K - $251K
|
1.66K
$222K
|
|
|
Apr 11, 2025
Q1 2025
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-26- 0.83% |
$3.19K - $3.52K
|
3.09K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.16K- 46.49% |
$143K - $157K
|
1.34K
$179K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 0.87% |
$6.13K - $6.76K
|
5.67K
$758K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-65- 1.04% |
$7.97K - $8.79K
|
6.16K
$824K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-83- 2.69% |
$10.2K - $11.2K
|
3.01K
$402K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.34K- 6.34% |
$165K - $181K
|
19.8K
$2.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
48New |
$5.88K - $6.49K
|
48
$6.42K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
66+ 25.48% |
$8.09K - $8.93K
|
325
$43.5K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-275- 0.57% |
$33.7K - $37.2K
|
48.3K
$6.46M
|