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 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.47K- 7.99% |
$274K - $327K
|
28.5K
$3.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
26+ 0.38% |
$2.88K - $3.44K
|
6.92K
$949K
|
|
|
Jul 16, 2025
Q2 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
514+ 20.14% |
$56.8K - $67.9K
|
3.07K
$421K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.79% |
$111 - $132
|
128
$17.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 69.45% |
$168K - $201K
|
670
$92K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
64+ 2.82% |
$7.08K - $8.46K
|
2.33K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4+ 0.34% |
$442 - $529
|
1.17K
$161K
|
|
|
Jul 16, 2025
Q2 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
84+ 0.17% |
$9.29K - $11.1K
|
50.9K
$6.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.75K+ 1.68% |
$304K - $363K
|
167K
$22.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-874- 18.06% |
$96.6K - $115K
|
3.97K
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.52KNew |
$169K - $201K
|
1.52K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-25- 0.37% |
$2.76K - $3.3K
|
6.66K
$914K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-28.8K- 16.99% |
$3.18M - $3.8M
|
141K
$19.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.17K- 8.8% |
$240K - $287K
|
22.5K
$3.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.02% |
$111 - $132
|
6.45K
$885K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.7K- 8.23% |
$1.19M - $1.42M
|
120K
$16.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-78- 2.53% |
$8.63K - $10.3K
|
3.01K
$413K
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.2K+ 2.49% |
$133K - $159K
|
49.5K
$6.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
9+ 0.06% |
$995 - $1.19K
|
16.2K
$2.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-5.02K- 36.86% |
$555K - $663K
|
8.6K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
12.2K+ 33.17% |
$1.35M - $1.62M
|
49.1K
$6.74M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
6+ 0.35% |
$663 - $793
|
1.71K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
290+ 8.14% |
$32.1K - $38.3K
|
3.85K
$529K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-24- 0.06% |
$2.65K - $3.17K
|
37.4K
$5.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-834- 8.22% |
$92.2K - $110K
|
9.32K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.16% |
$442 - $529
|
2.52K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.29% |
$885 - $1.06K
|
2.76K
$379K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
22.4K+ 67.76% |
$2.48M - $2.96M
|
55.5K
$7.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 22.42% |
$5.53K - $6.61K
|
173
$23.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-172- 0.39% |
$19K - $22.7K
|
43.6K
$5.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.8K- 69.39% |
$1.42M - $1.69M
|
5.65K
$775K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-40- 1.33% |
$4.42K - $5.29K
|
2.97K
$407K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-78- 75.73% |
$8.63K - $10.3K
|
25
$3.43K
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-881- 13.46% |
$97.4K - $116K
|
5.66K
$777K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
156+ 12.61% |
$17.3K - $20.6K
|
1.39K
$191K
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.56KNew |
$173K - $206K
|
1.56K
$214K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
73+ 9.72% |
$8.07K - $9.65K
|
824
$113K
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4+ 0.11% |
$442 - $529
|
3.56K
$489K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-1.15K- 3.43% |
$127K - $152K
|
32.5K
$4.46M
|
|
|
Jul 14, 2025
Q2 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-51- 2.56% |
$5.64K - $6.74K
|
1.95K
$267K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
682+ 0.74% |
$75.4K - $90.1K
|
92.5K
$12.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
7+ 0.36% |
$774 - $925
|
1.93K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-40- 50.0% |
$4.42K - $5.29K
|
40
$5.49K
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
397+ 4.69% |
$43.9K - $52.5K
|
8.86K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-579- 8.55% |
$64K - $76.5K
|
6.19K
$850K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-590- 5.58% |
$65.2K - $78K
|
9.98K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9- 0.21% |
$995 - $1.19K
|
4.21K
$577K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.41K- 8.65% |
$819K - $979K
|
78.2K
$10.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.5K- 26.39% |
$166K - $198K
|
4.18K
$574K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 18.92% |
$129K - $154K
|
4.99K
$686K
|