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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 0.14% |
$3.31K - $3.65K
|
19.6K
$2.4M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-103- 1.19% |
$12.6K - $13.9K
|
8.52K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.41K+ 23.24% |
$295K - $326K
|
12.8K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.09K- 5.64% |
$134K - $148K
|
18.3K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.24K- 25.83% |
$275K - $303K
|
6.45K
$791K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.97K- 7.44% |
$731K - $807K
|
74.2K
$9.11M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
212+ 12.39% |
$26K - $28.7K
|
1.92K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 3.56% |
$1.32M - $1.46M
|
293K
$36M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
2.5KNew |
$306K - $338K
|
2.5K
$307K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-111- 4.18% |
$13.6K - $15K
|
2.55K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-416- 8.38% |
$51K - $56.3K
|
4.55K
$558K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-90- 4.46% |
$11K - $12.2K
|
1.93K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
285+ 9.45% |
$34.9K - $38.5K
|
3.3K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.4K- 16.88% |
$1.64M - $1.81M
|
65.9K
$8.09M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.2K+ 11.32% |
$4.07M - $4.49M
|
326K
$40.1M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.15K- 21.81% |
$754K - $832K
|
22.1K
$2.71M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
415+ 8.85% |
$50.9K - $56.1K
|
5.1K
$627K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2+ 0.06% |
$245 - $270
|
3.13K
$385K
|
|
|
May 06, 2025
Q1 2025
|
Private Management Group Inc
|
SELL
|
- |
-33- 0.45% |
$4.05K - $4.46K
|
7.33K
$899K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
299+ 0.38% |
$36.7K - $40.4K
|
78.8K
$9.68M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-160- 7.08% |
$19.6K - $21.6K
|
2.1K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-103- 2.03% |
$12.6K - $13.9K
|
4.98K
$612K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.24K- 2.31% |
$152K - $168K
|
52.3K
$6.42M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.82K- 16.63% |
$346K - $382K
|
14.1K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-7.06K- 2.02% |
$866K - $955K
|
342K
$42M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.1K- 18.01% |
$258K - $284K
|
9.57K
$1.17M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.34K- 6.14% |
$165K - $182K
|
20.6K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 1.39% |
$3.06K - $3.38K
|
1.78K
$218K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
67+ 0.09% |
$8.21K - $9.06K
|
75.1K
$9.22M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.65K+ 0.58% |
$693K - $765K
|
972K
$119M
|
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-119- 1.99% |
$14.6K - $16.1K
|
5.86K
$719K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-340- 17.55% |
$41.7K - $46K
|
1.6K
$196K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.06K- 32.41% |
$130K - $143K
|
2.21K
$271K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 6.07% |
$53.9K - $59.5K
|
7.69K
$944K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
22+ 0.46% |
$2.7K - $2.98K
|
4.79K
$587K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6+ 0.41% |
$736 - $811
|
1.46K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-337- 1.52% |
$41.3K - $45.6K
|
21.9K
$2.69M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4+ 0.19% |
$490 - $541
|
2.16K
$265K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-331- 1.86% |
$40.6K - $44.8K
|
17.5K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-282- 18.24% |
$34.6K - $38.1K
|
1.26K
$155K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.49K- 55.25% |
$182K - $201K
|
1.21K
$148K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.49K- 12.16% |
$182K - $201K
|
10.7K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-75- 1.51% |
$9.19K - $10.1K
|
4.89K
$600K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.37% |
$123 - $135
|
273
$33.5K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
138+ 2.82% |
$16.9K - $18.7K
|
5.03K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.05K+ 12.72% |
$252K - $278K
|
18.2K
$2.23M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-136K- 12.74% |
$16.7M - $18.4M
|
931K
$114M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-30- 12.05% |
$3.68K - $4.06K
|
219
$26.9K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.85KNew |
$350K - $386K
|
2.85K
$350K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
139+ 4.27% |
$17K - $18.8K
|
3.39K
$417K
|