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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.91K+ 2.98% |
$602K - $664K
|
170K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2+ 0.3% |
$245 - $270
|
669
$89.5K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-296- 10.56% |
$36.3K - $40K
|
2.51K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.09KNew |
$256K - $283K
|
2.09K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
252New |
$30.9K - $34.1K
|
252
$33.7K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
54+ 3.35% |
$6.62K - $7.3K
|
1.67K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-98- 3.0% |
$12K - $13.3K
|
3.17K
$423K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-155- 1.55% |
$19K - $21K
|
9.87K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-200- 12.5% |
$24.5K - $27K
|
1.4K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-47- 1.08% |
$5.76K - $6.36K
|
4.32K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
50+ 2.09% |
$6.13K - $6.76K
|
2.45K
$327K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.17K- 2.95% |
$143K - $158K
|
38.5K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-84.3K- 4.7% |
$10.3M - $11.4M
|
1.71M
$229M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.53K- 2.71% |
$187K - $207K
|
54.8K
$7.32M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
113+ 0.28% |
$13.9K - $15.3K
|
39.8K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.27K+ 18.6% |
$155K - $171K
|
8.08K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.6K- 26.96% |
$441K - $487K
|
9.75K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.35K- 20.21% |
$287K - $317K
|
9.26K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-900- 25.71% |
$110K - $122K
|
2.6K
$348K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-232- 12.31% |
$28.4K - $31.4K
|
1.65K
$221K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.74K- 1.55% |
$213K - $235K
|
110K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-793- 0.69% |
$97.2K - $107K
|
114K
$15.3M
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-671- 11.81% |
$82.3K - $90.7K
|
5.01K
$670K
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.87KNew |
$352K - $388K
|
2.87K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-395- 19.14% |
$48.4K - $53.4K
|
1.67K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-9- 9.09% |
$1.1K - $1.22K
|
90
$12K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
1New |
$123 - $135
|
1
$134
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-120- 18.72% |
$14.7K - $16.2K
|
521
$69.7K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
92+ 0.21% |
$11.3K - $12.4K
|
43.9K
$5.87M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-148- 0.88% |
$18.1K - $20K
|
16.7K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.89K+ 7.45% |
$967K - $1.07M
|
114K
$15.2M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
127+ 4.08% |
$15.6K - $17.2K
|
3.24K
$433K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3+ 0.17% |
$368 - $406
|
1.74K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.31K- 11.98% |
$651K - $718K
|
39K
$5.22M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.1K+ 93.46% |
$1.12M - $1.23M
|
18.8K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
166+ 2.02% |
$20.3K - $22.4K
|
8.4K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-677- 25.24% |
$83K - $91.6K
|
2.01K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-478- 0.32% |
$58.6K - $64.6K
|
151K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-160- 1.77% |
$19.6K - $21.6K
|
8.87K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
393+ 2.53% |
$48.2K - $53.1K
|
15.9K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 6.05% |
$121K - $133K
|
15.3K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.1KNew |
$380K - $419K
|
3.1K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.19K- 1.76% |
$391K - $432K
|
179K
$23.9M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
30.3KNew |
$3.71M - $4.09M
|
30.3K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-10.3K- 62.53% |
$1.26M - $1.39M
|
6.17K
$825K
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
362+ 2.21% |
$44.4K - $49K
|
16.7K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.42KNew |
$297K - $327K
|
2.42K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$1.59K - $1.76K
|
3.55K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.38K+ 70.65% |
$537K - $592K
|
10.6K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-278- 6.15% |
$34.1K - $37.6K
|
4.24K
$567K
|