Latest Institutional Sells of Ishares Russell Midcap Value E (IWS)
This list provides information on the latest institutional transactions involving Ishares Russell Midcap Value E (IWS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-183K- 61.38% |
$23.4M - $25.6M
|
115K
$15.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-160K- 4.21% |
$20.4M - $22.4M
|
3.63M
$486M
|
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-74.6K- 72.73% |
$9.56M - $10.5M
|
28K
$3.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-72.1K- 94.74% |
$9.23M - $10.1M
|
4K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-60.1K- 3.24% |
$7.7M - $8.43M
|
1.8M
$240M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-56.2K- 2.4% |
$7.2M - $7.89M
|
2.29M
$307M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-42.5K- 75.27% |
$5.44M - $5.96M
|
14K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.6K- 0.41% |
$4.17M - $4.57M
|
7.93M
$1.06B
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32K- 10.67% |
$4.1M - $4.49M
|
268K
$35.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-28.4K- 93.69% |
$3.64M - $3.99M
|
1.92K
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.4K- 11.82% |
$3M - $3.28M
|
175K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-22.3K- 57.52% |
$2.85M - $3.13M
|
16.5K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-21K- 51.57% |
$2.68M - $2.94M
|
19.7K
$2.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.6K- 2.48% |
$2.51M - $2.75M
|
773K
$103M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.1K- 1.3% |
$2.44M - $2.68M
|
1.45M
$194M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.5K- 4.87% |
$2.11M - $2.31M
|
322K
$43.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14.8K- 1.22% |
$1.9M - $2.08M
|
1.2M
$160M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-14.3K- 12.09% |
$1.83M - $2.01M
|
104K
$13.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.7K- 2.61% |
$1.62M - $1.78M
|
471K
$63.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.3K- 10.62% |
$1.32M - $1.45M
|
86.7K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.2K- 11.53% |
$1.31M - $1.43M
|
78.3K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-9.78K- 73.77% |
$1.25M - $1.37M
|
3.48K
$466K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.42K- 41.97% |
$1.21M - $1.32M
|
13K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-8.82K- 52.54% |
$1.13M - $1.24M
|
7.96K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-8.35K- 3.16% |
$1.07M - $1.17M
|
256K
$34.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.99K- 8.19% |
$1.02M - $1.12M
|
89.6K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-7.47K- 3.93% |
$957K - $1.05M
|
183K
$24.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.09K- 99.92% |
$908K - $995K
|
6
$803
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.94K- 33.33% |
$889K - $974K
|
13.9K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-6.81K- 1.91% |
$872K - $955K
|
349K
$46.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-6.3K- 45.03% |
$807K - $884K
|
7.69K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-6.06K- 5.48% |
$776K - $850K
|
105K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-5.79K- 2.45% |
$741K - $812K
|
230K
$30.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.6K- 2.05% |
$718K - $786K
|
267K
$35.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-5.47K- 4.12% |
$700K - $767K
|
127K
$17M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.85K- 5.26% |
$621K - $681K
|
87.4K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.35K- 3.37% |
$557K - $610K
|
125K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.27K- 30.5% |
$418K - $458K
|
7.44K
$996K
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-3.02K- 21.71% |
$386K - $423K
|
10.9K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.99K- 48.75% |
$383K - $420K
|
3.14K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.78K- 2.61% |
$356K - $390K
|
104K
$13.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-2.39K- 8.41% |
$306K - $335K
|
26K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.39K- 1.73% |
$306K - $335K
|
136K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.08K- 9.57% |
$266K - $292K
|
19.6K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-2.03K- 19.39% |
$259K - $284K
|
8.42K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.01K- 40.41% |
$257K - $282K
|
2.96K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.99K- 6.4% |
$254K - $279K
|
29K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.8K- 3.81% |
$230K - $252K
|
45.3K
$6.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.75K- 2.14% |
$224K - $245K
|
80.2K
$10.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.65K- 12.78% |
$212K - $232K
|
11.3K
$1.51M
|