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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.99K- 8.19% |
$1.02M - $1.12M
|
89.6K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.85K- 5.26% |
$621K - $681K
|
87.4K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-1.61K- 0.79% |
$206K - $226K
|
203K
$27.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.57K- 0.23% |
$201K - $221K
|
669K
$89.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-1.21K- 2.37% |
$155K - $170K
|
49.8K
$6.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1K- 13.07% |
$128K - $141K
|
6.67K
$891K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-664- 10.25% |
$85K - $93.2K
|
5.81K
$777K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-466- 12.89% |
$59.7K - $65.4K
|
3.15K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-461- 5.65% |
$59K - $64.7K
|
7.7K
$1.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-453- 0.75% |
$58K - $63.6K
|
60K
$8.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-408- 2.44% |
$52.3K - $57.3K
|
16.3K
$2.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-378- 6.92% |
$48.4K - $53K
|
5.09K
$680K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-347- 14.54% |
$44.4K - $48.7K
|
2.04K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 11.68% |
$38.4K - $42.1K
|
2.27K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-298- 1.41% |
$38.2K - $41.8K
|
20.8K
$2.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-288- 6.44% |
$36.9K - $40.4K
|
4.18K
$559K
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$36.5K - $40K
|
1.62K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-270- 1.13% |
$34.6K - $37.9K
|
23.6K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-257- 2.2% |
$32.9K - $36.1K
|
11.4K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-225- 1.37% |
$28.8K - $31.6K
|
16.2K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-223- 5.71% |
$28.6K - $31.3K
|
3.68K
$492K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-188- 3.59% |
$24.1K - $26.4K
|
5.04K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-114- 5.78% |
$14.6K - $16K
|
1.86K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-109- 2.45% |
$14K - $15.3K
|
4.34K
$580K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-99- 1.28% |
$12.7K - $13.9K
|
7.63K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-75- 1.19% |
$9.61K - $10.5K
|
6.23K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-75- 2.46% |
$9.61K - $10.5K
|
2.97K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-69- 1.84% |
$8.84K - $9.68K
|
3.68K
$492K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-65- 40.88% |
$8.33K - $9.12K
|
94
$12.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-56- 0.85% |
$7.17K - $7.86K
|
6.52K
$871K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 1.91% |
$6.4K - $7.02K
|
2.57K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-40- 1.9% |
$5.12K - $5.61K
|
2.06K
$275K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-34- 1.66% |
$4.35K - $4.77K
|
2.01K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-34- 1.25% |
$4.35K - $4.77K
|
2.68K
$359K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-29- 0.07% |
$3.71K - $4.07K
|
41.8K
$5.59M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-25- 0.64% |
$3.2K - $3.51K
|
3.91K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-22- 1.36% |
$2.82K - $3.09K
|
1.6K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-9- 0.29% |
$1.15K - $1.26K
|
3.12K
$416K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9- 1.89% |
$1.15K - $1.26K
|
466
$62.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-4- 0.09% |
$512 - $561
|
4.25K
$568K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1- 0.36% |
$128 - $140
|
279
$37.3K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.21M- 96.43% |
$265M - $293M
|
81.9K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-1.57M- 92.99% |
$188M - $208M
|
118K
$15.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-828K- 17.94% |
$99M - $110M
|
3.79M
$506M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-334K- 11.56% |
$40M - $44.2M
|
2.56M
$342M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-324K- 7.81% |
$38.7M - $42.8M
|
3.82M
$511M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-179K- 14.72% |
$21.4M - $23.7M
|
1.04M
$139M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-173K- 74.06% |
$20.7M - $22.9M
|
60.7K
$8.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167K- 7.45% |
$19.9M - $22M
|
2.07M
$277M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-133K- 56.74% |
$15.8M - $17.5M
|
101K
$13.5M
|
|