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 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-58- 2.65% |
$7.11K - $7.84K
|
2.13K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
926+ 0.35% |
$114K - $125K
|
269K
$33M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
250New |
$30.6K - $33.8K
|
250
$30.7K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
253+ 8.87% |
$31K - $34.2K
|
3.11K
$381K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
536+ 1.85% |
$65.7K - $72.5K
|
29.6K
$3.63M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.14% |
$613 - $676
|
3.69K
$453K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-72- 1.14% |
$8.83K - $9.74K
|
6.24K
$766K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-274- 1.22% |
$33.6K - $37.1K
|
22.3K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.69K+ 171.19% |
$820K - $904K
|
10.6K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.88K- 2.41% |
$231K - $255K
|
76.4K
$9.37M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25+ 0.45% |
$3.06K - $3.38K
|
5.59K
$686K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.21K- 27.46% |
$271K - $299K
|
5.84K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
12+ 0.36% |
$1.47K - $1.62K
|
3.36K
$412K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-727- 1.48% |
$89.1K - $98.3K
|
48.4K
$5.94M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-11- 0.43% |
$1.35K - $1.49K
|
2.57K
$315K
|
|
|
May 08, 2025
Q1 2025
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$1.73M - $1.91M
|
14.1K
$1.73M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
98K+ 46.83% |
$12M - $13.3M
|
307K
$37.7M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.05K+ 39.39% |
$252K - $278K
|
7.27K
$892K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4+ 0.15% |
$490 - $541
|
2.6K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
306+ 6.42% |
$37.5K - $41.4K
|
5.08K
$623K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-48- 2.6% |
$5.88K - $6.49K
|
1.8K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.42KNew |
$296K - $327K
|
2.42K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-286- 8.96% |
$35.1K - $38.7K
|
2.91K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-21- 0.81% |
$2.57K - $2.84K
|
2.59K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-275- 10.11% |
$33.7K - $37.2K
|
2.44K
$300K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
104K+ 2.45% |
$12.7M - $14.1M
|
4.36M
$535M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-190- 12.58% |
$23.3K - $25.7K
|
1.32K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
23+ 1.28% |
$2.82K - $3.11K
|
1.82K
$223K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.45K- 0.28% |
$178K - $196K
|
513K
$63M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75.1K- 3.28% |
$9.21M - $10.2M
|
2.22M
$272M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-248K- 6.82% |
$30.3M - $33.5M
|
3.38M
$415M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.82K+ 3.68% |
$223K - $247K
|
51.4K
$6.3M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
3.79K+ 20.5% |
$464K - $512K
|
22.3K
$2.73M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-6.31K- 2.46% |
$773K - $853K
|
250K
$30.6M
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-210- 2.84% |
$25.7K - $28.4K
|
7.18K
$881K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
636+ 11.63% |
$78K - $86K
|
6.1K
$749K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
118+ 1.09% |
$14.5K - $16K
|
11K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 17.16% |
$157K - $173K
|
6.17K
$758K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.1K+ 5.36% |
$7.24M - $7.99M
|
1.16M
$143M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-87- 57.24% |
$10.7K - $11.8K
|
65
$7.98K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-189- 0.2% |
$23.2K - $25.6K
|
92.8K
$11.4M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.96K- 52.57% |
$363K - $400K
|
2.67K
$328K
|
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-68- 0.05% |
$8.34K - $9.2K
|
140K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.59KNew |
$195K - $215K
|
1.59K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
128KNew |
$15.7M - $17.3M
|
128K
$15.7M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-87- 2.04% |
$10.7K - $11.8K
|
4.17K
$512K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35+ 2.06% |
$4.29K - $4.73K
|
1.73K
$212K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
484+ 248.21% |
$59.3K - $65.5K
|
679
$83.3K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.61% |
$123 - $135
|
164
$20.1K
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
21+ 0.35% |
$2.57K - $2.84K
|
6.01K
$738K
|