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 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-33- 0.25% |
$4.05K - $4.46K
|
13K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-208- 1.81% |
$25.5K - $28.1K
|
11.3K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-258- 1.96% |
$31.6K - $34.9K
|
12.9K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-368K- 73.92% |
$45.2M - $49.8M
|
130K
$17.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.82K- 13.81% |
$223K - $246K
|
11.4K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
347+ 129.48% |
$42.5K - $46.9K
|
615
$82.3K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-21.3K- 85.36% |
$2.61M - $2.88M
|
3.66K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2- 0.33% |
$245 - $270
|
599
$80.1K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-279K- 6.87% |
$34.3M - $37.8M
|
3.79M
$507M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.27K- 11.5% |
$155K - $171K
|
9.75K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.98K- 18.2% |
$365K - $403K
|
13.4K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.48K- 4.53% |
$549K - $606K
|
94.4K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.07K- 7.66% |
$499K - $550K
|
49.1K
$6.56M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.19K+ 84.12% |
$146K - $161K
|
2.61K
$349K
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
620KNew |
$76M - $83.8M
|
620K
$82.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.27K- 0.27% |
$155K - $171K
|
470K
$62.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.1K+ 27.5% |
$135K - $149K
|
5.1K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-794- 5.25% |
$97.3K - $107K
|
14.3K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.85% |
$245 - $270
|
236
$31.6K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 1.17% |
$149K - $165K
|
105K
$14.1M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
190New |
$23.3K - $25.7K
|
190
$25.4K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-155- 0.55% |
$19K - $21K
|
27.8K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
682+ 26.78% |
$83.6K - $92.2K
|
3.23K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.05K+ 4.42% |
$619K - $683K
|
119K
$16M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-670- 7.62% |
$82.1K - $90.6K
|
8.12K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-405- 4.58% |
$49.6K - $54.8K
|
8.44K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-36K- 65.75% |
$4.41M - $4.86M
|
18.7K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 14.78% |
$236K - $260K
|
14.9K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.14K- 2.93% |
$262K - $289K
|
70.7K
$9.46M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
112+ 0.89% |
$13.7K - $15.1K
|
12.7K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
176KNew |
$21.6M - $23.8M
|
176K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-61.3K- 8.11% |
$7.51M - $8.29M
|
694K
$92.8M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7+ 0.16% |
$858 - $947
|
4.26K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-11- 0.31% |
$1.35K - $1.49K
|
3.58K
$479K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
654+ 5.75% |
$80.2K - $88.4K
|
12K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.1% |
$2.28M - $2.51M
|
1.68M
$224M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
142+ 2.68% |
$17.4K - $19.2K
|
5.44K
$728K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.8K+ 31.8% |
$5.25M - $5.79M
|
177K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
79New |
$9.68K - $10.7K
|
79
$10.6K
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.92% |
$45.6K - $50.3K
|
40K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.99K- 9.71% |
$735K - $810K
|
55.7K
$7.46M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
56+ 87.5% |
$6.87K - $7.57K
|
120
$16.1K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-360- 11.37% |
$44.1K - $48.7K
|
2.81K
$375K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.2K- 5.66% |
$2.23M - $2.46M
|
304K
$40.6M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.92K+ 5.55% |
$848K - $936K
|
132K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-272- 4.98% |
$33.3K - $36.8K
|
5.19K
$694K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
27.4KNew |
$3.35M - $3.7M
|
27.4K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
50.5K+ 224.92% |
$6.19M - $6.83M
|
72.9K
$9.75M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
218+ 1.17% |
$26.7K - $29.5K
|
18.8K
$2.52M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.35% |
$245 - $270
|
572
$76.5K
|