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 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-535- 12.69% |
$65.6K - $72.4K
|
3.68K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
135New |
$16.5K - $18.3K
|
135
$18.1K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
191New |
$23.4K - $25.8K
|
191
$25.5K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.04K+ 25.31% |
$128K - $141K
|
5.15K
$689K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 0.72% |
$7.72K - $8.52K
|
8.66K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-345- 8.84% |
$42.3K - $46.7K
|
3.56K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.1K- 4.82% |
$4.3M - $4.75M
|
692K
$92.6M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22- 12.5% |
$2.7K - $2.98K
|
154
$20.6K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.38KNew |
$1.03M - $1.13M
|
8.38K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.53K- 17.35% |
$556K - $613K
|
21.6K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-187- 8.45% |
$22.9K - $25.3K
|
2.03K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9+ 0.17% |
$1.1K - $1.22K
|
5.32K
$711K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
93+ 1.67% |
$11.4K - $12.6K
|
5.68K
$759K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.3K+ 14.6% |
$159K - $175K
|
10.2K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
420New |
$51.5K - $56.8K
|
420
$56.2K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.76KNew |
$461K - $509K
|
3.76K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-161- 1.55% |
$19.7K - $21.8K
|
10.2K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-785- 2.51% |
$96.2K - $106K
|
30.5K
$4.07M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-75- 1.55% |
$9.19K - $10.1K
|
4.77K
$638K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.09% |
$245 - $270
|
2.27K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
158+ 1.72% |
$19.4K - $21.4K
|
9.32K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-313- 1.88% |
$38.4K - $42.3K
|
16.3K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.3K- 80.66% |
$1.38M - $1.52M
|
2.7K
$361K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-213- 5.78% |
$26.1K - $28.8K
|
3.47K
$464K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
55+ 3.0% |
$6.74K - $7.44K
|
1.89K
$253K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-60- 1.12% |
$7.36K - $8.11K
|
5.3K
$709K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.19K
$426K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.8K+ 35.91% |
$7.21M - $7.95M
|
222K
$29.8M
|
|
|
May 12, 2025
Q1 2025
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-31.9K- 24.75% |
$3.91M - $4.32M
|
97K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.49K- 33.11% |
$550K - $607K
|
9.06K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-648- 2.71% |
$79.4K - $87.6K
|
23.3K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.2K- 1.61% |
$2.85M - $3.14M
|
1.42M
$190M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 5.08% |
$13.4M - $14.8M
|
2.26M
$302M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-188- 18.45% |
$23K - $25.4K
|
831
$111K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-396- 1.59% |
$48.5K - $53.6K
|
24.5K
$3.28M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
4+ 0.2% |
$490 - $541
|
2.04K
$273K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.41K- 5.72% |
$296K - $326K
|
39.8K
$5.32M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-117K- 40.46% |
$14.3M - $15.8M
|
172K
$23M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.52K+ 38.34% |
$1.17M - $1.29M
|
34.4K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
153+ 1.29% |
$18.8K - $20.7K
|
12K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
8+ 0.5% |
$981 - $1.08K
|
1.6K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 93.12% |
$1.27M - $1.4M
|
765
$102K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-9- 0.26% |
$1.1K - $1.22K
|
3.51K
$470K
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
21KNew |
$2.57M - $2.84M
|
21K
$2.81M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
251New |
$30.8K - $33.9K
|
251
$33.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 5.57% |
$215K - $237K
|
29.7K
$3.97M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-709- 26.73% |
$86.9K - $95.9K
|
1.94K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.5K+ 121.55% |
$2.39M - $2.63M
|
35.5K
$4.74M
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
13+ 0.77% |
$1.59K - $1.76K
|
1.71K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 13.6% |
$2.57M - $2.83M
|
133K
$17.8M
|