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 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.85KNew |
$350K - $386K
|
2.85K
$382K
|
|
|
May 02, 2025
Q1 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
139+ 4.27% |
$17K - $18.8K
|
3.39K
$454K
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
138+ 6.37% |
$16.9K - $18.7K
|
2.31K
$308K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
348+ 17.99% |
$42.7K - $47.1K
|
2.28K
$305K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 4.17% |
$59K - $65.1K
|
11.1K
$1.48M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.31K- 5.04% |
$161K - $177K
|
24.7K
$3.3M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.75% |
$368 - $406
|
396
$53K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
440+ 19.69% |
$53.9K - $59.5K
|
2.68K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.35K+ 1.27% |
$165K - $182K
|
108K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
43+ 0.82% |
$5.27K - $5.82K
|
5.27K
$704K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-10.1K- 33.19% |
$1.24M - $1.36M
|
20.3K
$2.72M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5- 0.24% |
$613 - $676
|
2.06K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
163+ 20.43% |
$20K - $22K
|
961
$129K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 19.44% |
$123K - $135K
|
4.15K
$554K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-96- 3.75% |
$11.8K - $13K
|
2.47K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-7K- 0.85% |
$858K - $946K
|
817K
$109M
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-41- 42.71% |
$5.03K - $5.54K
|
55
$7.36K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
16+ 0.33% |
$1.96K - $2.16K
|
4.84K
$647K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.03% |
$123 - $135
|
3.26K
$436K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.11K+ 4.73% |
$381K - $420K
|
68.9K
$9.22M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
247New |
$30.3K - $33.4K
|
247
$33K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-521- 11.02% |
$63.9K - $70.5K
|
4.21K
$563K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-392- 0.84% |
$48.1K - $53K
|
46.4K
$6.21M
|
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-273- 2.16% |
$33.5K - $36.9K
|
12.4K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
696+ 8.52% |
$85.3K - $94.1K
|
8.86K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-214- 7.83% |
$26.2K - $28.9K
|
2.52K
$337K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
711+ 47.98% |
$87.2K - $96.2K
|
2.19K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.32K+ 12.09% |
$284K - $313K
|
21.5K
$2.87M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.43K+ 62.66% |
$298K - $329K
|
6.32K
$845K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-400- 10.62% |
$49K - $54.1K
|
3.37K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.09K- 3.88% |
$870K - $959K
|
176K
$23.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 39.43% |
$206K - $227K
|
2.58K
$345K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-765- 5.66% |
$93.8K - $103K
|
12.7K
$1.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-203- 5.48% |
$24.9K - $27.5K
|
3.5K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.12K- 11.84% |
$137K - $151K
|
8.32K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
78+ 4.58% |
$9.56K - $10.5K
|
1.78K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.01K+ 48.99% |
$124K - $137K
|
3.08K
$412K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
57+ 0.19% |
$6.99K - $7.71K
|
30K
$4.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5- 0.48% |
$613 - $676
|
1.04K
$139K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.09% |
$368 - $406
|
3.24K
$434K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
842+ 4.91% |
$103K - $114K
|
18K
$2.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-69- 1.42% |
$8.46K - $9.33K
|
4.79K
$641K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.65K- 28.13% |
$815K - $899K
|
17K
$2.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.04K+ 2.53% |
$495K - $546K
|
164K
$21.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.13K+ 2.27% |
$138K - $152K
|
50.8K
$6.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-537- 7.29% |
$65.8K - $72.6K
|
6.83K
$913K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
1.32K+ 15.64% |
$161K - $178K
|
9.73K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
10+ 0.31% |
$1.23K - $1.35K
|
3.29K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 0.22% |
$6.87K - $7.57K
|
25.6K
$3.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9- 0.56% |
$1.1K - $1.22K
|
1.59K
$213K
|