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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-107K- 8.92% |
$13.1M - $14.5M
|
1.09M
$146M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-13.4K- 5.81% |
$1.64M - $1.81M
|
217K
$29M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
600+ 12.63% |
$73.6K - $81.1K
|
5.35K
$716K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
107K+ 92.83% |
$13.1M - $14.4M
|
222K
$29.7M
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-145- 1.33% |
$17.8K - $19.6K
|
10.7K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4K+ 6.59% |
$1.27M - $1.4M
|
167K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
791+ 0.22% |
$97K - $107K
|
354K
$47.3M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.3KNew |
$3.46M - $3.82M
|
28.3K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-8.7K- 56.86% |
$1.07M - $1.18M
|
6.6K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
3KNew |
$368K - $406K
|
3K
$401K
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.34% |
$2.21K - $2.43K
|
5.27K
$705K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
128New |
$15.7K - $17.3K
|
128
$17.1K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.03K- 18.01% |
$126K - $139K
|
4.69K
$628K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.93K+ 1.87% |
$237K - $261K
|
105K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.73K- 1.27% |
$212K - $234K
|
134K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
58+ 0.78% |
$7.11K - $7.84K
|
7.49K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.25K- 7.82% |
$154K - $169K
|
14.8K
$1.97M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.32K+ 40.61% |
$162K - $179K
|
4.57K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-209- 10.37% |
$25.6K - $28.3K
|
1.81K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
748+ 1.07% |
$91.7K - $101K
|
70.5K
$9.43M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-316- 3.0% |
$38.7K - $42.7K
|
10.2K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-47- 0.61% |
$5.76K - $6.36K
|
7.64K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-900- 33.33% |
$110K - $122K
|
1.8K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-60.1K- 46.12% |
$7.37M - $8.13M
|
70.3K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-575- 4.76% |
$70.5K - $77.8K
|
11.5K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.86K- 8.31% |
$719K - $793K
|
64.7K
$8.65M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
9.02KNew |
$1.11M - $1.22M
|
9.02K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
59.3KNew |
$7.27M - $8.02M
|
59.3K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
9+ 0.4% |
$1.1K - $1.22K
|
2.28K
$305K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.67KClosed |
$1.06M - $1.17M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.53K- 33.04% |
$188K - $207K
|
3.1K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-646- 30.51% |
$79.2K - $87.4K
|
1.47K
$197K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
681+ 2.99% |
$83.5K - $92.1K
|
23.4K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.3KClosed |
$2.98M - $3.29M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
25+ 0.18% |
$3.06K - $3.38K
|
13.9K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-94- 3.62% |
$11.5K - $12.7K
|
2.5K
$335K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.59K+ 3.2% |
$563K - $621K
|
148K
$19.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-135- 1.94% |
$16.5K - $18.3K
|
6.82K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.14K+ 58.65% |
$998K - $1.1M
|
22K
$2.95M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
476+ 94.82% |
$58.4K - $64.4K
|
978
$131K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-7- 0.07% |
$858 - $947
|
9.49K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
American Money Management, LLC
|
SELL
|
- |
-44- 2.17% |
$5.39K - $5.95K
|
1.98K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-807- 0.93% |
$98.9K - $109K
|
85.9K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
44+ 1.56% |
$5.39K - $5.95K
|
2.86K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.58K+ 10.93% |
$194K - $214K
|
16.1K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-45- 1.25% |
$5.52K - $6.09K
|
3.57K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-3.1K- 1.73% |
$380K - $419K
|
176K
$23.6M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
22+ 0.45% |
$2.7K - $2.98K
|
4.86K
$651K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.21K- 2.29% |
$271K - $299K
|
94.1K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
758+ 27.54% |
$92.9K - $103K
|
3.51K
$469K
|