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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-80- 4.23% |
$10.6K - $11.2K
|
1.81K
$250K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.73KNew |
$230K - $243K
|
1.73K
$238K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-605- 6.26% |
$80.4K - $85.1K
|
9.05K
$1.25M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.61KNew |
$346K - $367K
|
2.61K
$359K
|
|
|
Oct 06, 2025
Q3 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
650+ 1.09% |
$86.3K - $91.4K
|
60.5K
$8.33M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
409New |
$54.3K - $57.5K
|
409
$56.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
1.03K+ 3.21% |
$137K - $145K
|
33.2K
$4.57M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
BUY
|
- |
7.95KNew |
$1.06M - $1.12M
|
7.95K
$1.1M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
1.48KNew |
$196K - $207K
|
1.48K
$203K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-66- 20.31% |
$8.77K - $9.28K
|
259
$35.7K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-5- 0.36% |
$664 - $703
|
1.39K
$191K
|
|
|
Oct 01, 2025
Q3 2025
|
Farmers Trust CO
|
BUY
|
- |
1.49KNew |
$197K - $209K
|
1.49K
$205K
|
|
|
Oct 01, 2025
Q3 2025
|
American National Bank Of Texas
Richardson, TX |
BUY
|
- |
9.62KNew |
$1.28M - $1.35M
|
9.62K
$1.33M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-755K- 22.67% |
$83.5M - $99.8M
|
2.58M
$355M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-223- 2.87% |
$24.7K - $29.5K
|
7.55K
$1.04M
|
|
|
Nov 07, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
2.49KNew |
$275K - $329K
|
2.49K
$343K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
25+ 0.93% |
$2.76K - $3.3K
|
2.72K
$374K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
265+ 88.33% |
$29.3K - $35K
|
565
$77.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
399New |
$44.1K - $52.7K
|
399
$55K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
79New |
$8.74K - $10.4K
|
79
$10.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
776+ 646.67% |
$85.8K - $103K
|
896
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-571- 26.79% |
$63.1K - $75.5K
|
1.56K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
258New |
$28.5K - $34.1K
|
258
$35.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
146+ 8.75% |
$16.1K - $19.3K
|
1.81K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-322- 10.1% |
$35.6K - $42.5K
|
2.87K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$532K - $636K
|
4.81K
$663K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2.21KNew |
$245K - $293K
|
2.21K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.93KNew |
$214K - $255K
|
1.93K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.14K- 2.96% |
$126K - $150K
|
37.3K
$5.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-51- 2.83% |
$5.64K - $6.74K
|
1.75K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
74+ 1.75% |
$8.18K - $9.78K
|
4.31K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.28KNew |
$252K - $301K
|
2.28K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-500- 19.23% |
$55.3K - $66.1K
|
2.1K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.42K+ 84.34% |
$267K - $320K
|
5.29K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-23- 19.17% |
$2.54K - $3.04K
|
97
$13.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-15- 16.67% |
$1.66K - $1.98K
|
75
$10.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.22K+ 1.07% |
$135K - $161K
|
115K
$15.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.28KNew |
$252K - $301K
|
2.28K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-292- 14.73% |
$32.3K - $38.6K
|
1.69K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
17.1KNew |
$1.89M - $2.26M
|
17.1K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.5K- 20.86% |
$166K - $198K
|
5.68K
$783K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.57K- 11.35% |
$174K - $208K
|
12.3K
$1.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.56K- 62.7% |
$504K - $602K
|
2.71K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.98K+ 37.64% |
$440K - $526K
|
14.6K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 1.18% |
$995 - $1.19K
|
774
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
21New |
$2.32K - $2.77K
|
21
$2.89K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
122+ 5.38% |
$13.5K - $16.1K
|
2.39K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 0.34% |
$553 - $661
|
1.46K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
7New |
$774 - $925
|
7
$965
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.54KNew |
$170K - $203K
|
1.54K
$212K
|
|