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 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-50- 0.6% |
$5.53K - $6.61K
|
8.34K
$1.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-702- 20.0% |
$77.6K - $92.8K
|
2.81K
$385K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.2K- 10.37% |
$133K - $159K
|
10.4K
$1.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.26% |
$774 - $925
|
2.68K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-3- 0.13% |
$332 - $396
|
2.33K
$320K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-216- 22.2% |
$23.9K - $28.5K
|
757
$104K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.38% |
$221 - $264
|
523
$71.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-1.71K- 41.0% |
$189K - $225K
|
2.46K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
BUY
|
- |
1.18K+ 2.42% |
$130K - $156K
|
50K
$6.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.09K- 70.32% |
$121K - $144K
|
460
$63.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-854- 10.53% |
$94.4K - $113K
|
7.26K
$996K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-16.1K- 36.7% |
$1.78M - $2.13M
|
27.8K
$3.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
61+ 0.29% |
$6.75K - $8.06K
|
20.8K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.31K- 40.04% |
$145K - $173K
|
1.96K
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.99K- 25.62% |
$220K - $262K
|
5.76K
$791K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
248+ 10.26% |
$27.4K - $32.8K
|
2.66K
$366K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-746- 14.97% |
$82.5K - $98.6K
|
4.24K
$582K
|
|
|
Jul 21, 2025
Q2 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
52+ 0.64% |
$5.75K - $6.87K
|
8.13K
$1.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1+ 0.02% |
$111 - $132
|
5.67K
$778K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.55KNew |
$171K - $205K
|
1.55K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-740- 19.29% |
$81.8K - $97.8K
|
3.1K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
4K+ 0.93% |
$442K - $528K
|
434K
$59.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
754+ 15.75% |
$83.4K - $99.6K
|
5.54K
$761K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 1.77% |
$163K - $195K
|
82.1K
$11.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-49- 1.56% |
$5.42K - $6.47K
|
3.09K
$424K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
718+ 3.47% |
$79.4K - $94.9K
|
21.4K
$2.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.34% |
$442 - $529
|
1.19K
$163K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.58K+ 17.5% |
$396K - $473K
|
24K
$3.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-65- 0.56% |
$7.19K - $8.59K
|
11.5K
$1.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.57KNew |
$174K - $208K
|
1.57K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-66- 11.83% |
$7.3K - $8.72K
|
492
$67.5K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-67- 0.25% |
$7.41K - $8.85K
|
26.5K
$3.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-183- 10.63% |
$20.2K - $24.2K
|
1.54K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 23.92% |
$22.1K - $26.4K
|
636
$87.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
63+ 9.63% |
$6.97K - $8.32K
|
717
$98.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-147- 2.17% |
$16.3K - $19.4K
|
6.63K
$910K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.46K+ 1.36% |
$162K - $193K
|
109K
$15M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-35- 2.66% |
$3.87K - $4.62K
|
1.28K
$176K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
32.8K+ 4.61% |
$3.63M - $4.33M
|
744K
$102M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$111 - $132
|
6.1K
$838K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
695+ 1.93% |
$76.9K - $91.8K
|
36.8K
$5.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.2K- 62.75% |
$796K - $951K
|
4.27K
$587K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.31KNew |
$366K - $437K
|
3.31K
$454K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
24.1K+ 57.68% |
$2.67M - $3.19M
|
66K
$9.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-4.12K- 36.49% |
$456K - $545K
|
7.17K
$985K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-66- 1.9% |
$7.3K - $8.72K
|
3.4K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
213+ 5.31% |
$23.6K - $28.1K
|
4.23K
$580K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5+ 0.11% |
$553 - $661
|
4.52K
$620K
|
|
|
Jul 16, 2025
Q2 2025
|
Holland Advisory Services, Inc.
|
BUY
|
- |
12+ 0.39% |
$1.33K - $1.59K
|
3.1K
$426K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-25- 0.35% |
$2.76K - $3.3K
|
7.14K
$980K
|