Purchases and Sales Made in Q2 2025 in Ishares Russell Midcap Value E (IWS)
This table provides information about the institutional ownership of Ishares Russell Midcap Value E (IWS) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL MIDCAP VALUE E.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.69K+ 4.57% |
$1.07M - $1.28M
|
222K
$29.6M
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.65K+ 19.5% |
$624K - $746K
|
34.6K
$4.63M
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
4.03K+ 68.8% |
$446K - $533K
|
9.89K
$1.32M
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
3.42KNew |
$378K - $452K
|
3.42K
$458K
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.46K+ 5.14% |
$272K - $325K
|
50.3K
$6.73M
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
1.85KNew |
$204K - $244K
|
1.85K
$247K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.03K+ 26.64% |
$114K - $136K
|
4.9K
$656K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
671+ 2.13% |
$74.2K - $88.7K
|
32.2K
$4.3M
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
625+ 28.23% |
$69.1K - $82.6K
|
2.84K
$380K
|
|
Jul 07, 2025
Q2 2025
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
550+ 0.44% |
$60.8K - $72.7K
|
127K
$16.9M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
400+ 14.3% |
$44.2K - $52.9K
|
3.2K
$428K
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
397+ 4.69% |
$43.9K - $52.5K
|
8.86K
$1.18M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
362+ 12.16% |
$40K - $47.8K
|
3.34K
$446K
|
|
Jul 09, 2025
Q2 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
199+ 0.28% |
$22K - $26.3K
|
71.3K
$9.54M
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
167+ 0.81% |
$18.5K - $22.1K
|
20.8K
$2.78M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
103+ 3.68% |
$11.4K - $13.6K
|
2.91K
$389K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
88+ 1.34% |
$9.73K - $11.6K
|
6.67K
$891K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
78+ 1.88% |
$8.63K - $10.3K
|
4.23K
$565K
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
65+ 1.76% |
$7.19K - $8.59K
|
3.77K
$504K
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
64+ 1.86% |
$7.08K - $8.46K
|
3.5K
$468K
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
48+ 1.15% |
$5.31K - $6.34K
|
4.22K
$564K
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
41New |
$4.53K - $5.42K
|
41
$5.48K
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
24+ 0.13% |
$2.65K - $3.17K
|
18.2K
$2.43M
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
12+ 0.3% |
$1.33K - $1.59K
|
3.99K
$533K
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
9+ 0.15% |
$995 - $1.19K
|
6.07K
$812K
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 4.12% |
$885 - $1.06K
|
202
$27K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.4% |
$442 - $529
|
1K
$134K
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-9- 0.19% |
$995 - $1.19K
|
4.79K
$640K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-9- 0.21% |
$995 - $1.19K
|
4.21K
$563K
|
|
Jul 07, 2025
Q2 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-11- 0.03% |
$1.22K - $1.45K
|
32.1K
$4.3M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 1.3% |
$2.43K - $2.91K
|
1.68K
$224K
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 1.47% |
$2.76K - $3.3K
|
1.68K
$225K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32- 15.38% |
$3.54K - $4.23K
|
176
$23.5K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-55- 1.8% |
$6.08K - $7.27K
|
3.01K
$402K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-59- 23.41% |
$6.52K - $7.8K
|
193
$25.8K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.14% |
$9.51K - $11.4K
|
59.8K
$8M
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-200- 79.05% |
$22.1K - $26.4K
|
53
$7.09K
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$31.5K - $37.7K
|
1.62K
$216K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-287- 10.68% |
$31.7K - $37.9K
|
2.4K
$321K
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-347- 2.1% |
$38.4K - $45.9K
|
16.1K
$2.16M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-527- 12.66% |
$58.3K - $69.6K
|
3.64K
$486K
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-579- 8.55% |
$64K - $76.5K
|
6.19K
$828K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-590- 5.58% |
$65.2K - $78K
|
9.98K
$1.33M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-657- 0.71% |
$72.7K - $86.8K
|
91.9K
$12.3M
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-861- 5.95% |
$95.2K - $114K
|
13.6K
$1.82M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.12K- 25.06% |
$124K - $148K
|
3.35K
$448K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 18.92% |
$129K - $154K
|
4.99K
$668K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.5K- 26.39% |
$166K - $198K
|
4.18K
$560K
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-7.41K- 8.65% |
$819K - $979K
|
78.2K
$10.5M
|