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
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.85% |
$245 - $270
|
236
$32.4K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.22K+ 1.17% |
$149K - $165K
|
105K
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
190New |
$23.3K - $25.7K
|
190
$26.1K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-155- 0.55% |
$19K - $21K
|
27.8K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
BUY
|
- |
682+ 26.78% |
$83.6K - $92.2K
|
3.23K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.05K+ 4.42% |
$619K - $683K
|
119K
$16.4M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-670- 7.62% |
$82.1K - $90.6K
|
8.12K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-405- 4.58% |
$49.6K - $54.8K
|
8.44K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-36K- 65.75% |
$4.41M - $4.86M
|
18.7K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 14.78% |
$236K - $260K
|
14.9K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.14K- 2.93% |
$262K - $289K
|
70.7K
$9.71M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
112+ 0.89% |
$13.7K - $15.1K
|
12.7K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
176KNew |
$21.6M - $23.8M
|
176K
$24.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-61.3K- 8.11% |
$7.51M - $8.29M
|
694K
$95.3M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
7+ 0.16% |
$858 - $947
|
4.26K
$585K
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
SELL
|
- |
-11- 0.31% |
$1.35K - $1.49K
|
3.58K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
654+ 5.75% |
$80.2K - $88.4K
|
12K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.1% |
$2.28M - $2.51M
|
1.68M
$230M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
142+ 2.68% |
$17.4K - $19.2K
|
5.44K
$747K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
42.8K+ 31.8% |
$5.25M - $5.79M
|
177K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
79New |
$9.68K - $10.7K
|
79
$10.8K
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.92% |
$45.6K - $50.3K
|
40K
$5.5M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.99K- 9.71% |
$735K - $810K
|
55.7K
$7.65M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
56+ 87.5% |
$6.87K - $7.57K
|
120
$16.5K
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-360- 11.37% |
$44.1K - $48.7K
|
2.81K
$385K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.2K- 5.66% |
$2.23M - $2.46M
|
304K
$41.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.92K+ 5.55% |
$848K - $936K
|
132K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-272- 4.98% |
$33.3K - $36.8K
|
5.19K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
27.4KNew |
$3.35M - $3.7M
|
27.4K
$3.76M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
50.5K+ 224.92% |
$6.19M - $6.83M
|
72.9K
$10M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
218+ 1.17% |
$26.7K - $29.5K
|
18.8K
$2.58M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.35% |
$245 - $270
|
572
$78.5K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-535- 12.69% |
$65.6K - $72.4K
|
3.68K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
135New |
$16.5K - $18.3K
|
135
$18.5K
|
|
|
May 12, 2025
Q1 2025
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
191New |
$23.4K - $25.8K
|
191
$26.2K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.04K+ 25.31% |
$128K - $141K
|
5.15K
$708K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 0.72% |
$7.72K - $8.52K
|
8.66K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-345- 8.84% |
$42.3K - $46.7K
|
3.56K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.1K- 4.82% |
$4.3M - $4.75M
|
692K
$95M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-22- 12.5% |
$2.7K - $2.98K
|
154
$21.1K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.38KNew |
$1.03M - $1.13M
|
8.38K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.53K- 17.35% |
$556K - $613K
|
21.6K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-187- 8.45% |
$22.9K - $25.3K
|
2.03K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
9+ 0.17% |
$1.1K - $1.22K
|
5.32K
$730K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
93+ 1.67% |
$11.4K - $12.6K
|
5.68K
$779K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.3K+ 14.6% |
$159K - $175K
|
10.2K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
420New |
$51.5K - $56.8K
|
420
$57.7K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.76KNew |
$461K - $509K
|
3.76K
$517K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-161- 1.55% |
$19.7K - $21.8K
|
10.2K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-785- 2.51% |
$96.2K - $106K
|
30.5K
$4.18M
|