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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-1.12K- 25.06% |
$124K - $148K
|
3.35K
$448K
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-861- 5.95% |
$95.2K - $114K
|
13.6K
$1.82M
|
|
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
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-527- 12.66% |
$58.3K - $69.6K
|
3.64K
$486K
|
|
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
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-287- 10.68% |
$31.7K - $37.9K
|
2.4K
$321K
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$31.5K - $37.7K
|
1.62K
$216K
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-200- 79.05% |
$22.1K - $26.4K
|
53
$7.09K
|
|
Jul 09, 2025
Q2 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-86- 0.14% |
$9.51K - $11.4K
|
59.8K
$8M
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-59- 23.41% |
$6.52K - $7.8K
|
193
$25.8K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-55- 1.8% |
$6.08K - $7.27K
|
3.01K
$402K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32- 15.38% |
$3.54K - $4.23K
|
176
$23.5K
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-25- 1.47% |
$2.76K - $3.3K
|
1.68K
$225K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 1.3% |
$2.43K - $2.91K
|
1.68K
$224K
|
|
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 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-9- 0.19% |
$995 - $1.19K
|
4.79K
$640K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-455K- 10.83% |
$55.7M - $61.5M
|
3.74M
$501M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-368K- 73.92% |
$45.2M - $49.8M
|
130K
$17.4M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-279K- 6.87% |
$34.3M - $37.8M
|
3.79M
$507M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-248K- 6.82% |
$30.3M - $33.5M
|
3.38M
$452M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-155K- 99.21% |
$19M - $20.9M
|
1.24K
$165K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-136K- 12.74% |
$16.7M - $18.4M
|
931K
$125M
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-117K- 40.46% |
$14.3M - $15.8M
|
172K
$23M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-107K- 8.92% |
$13.1M - $14.5M
|
1.09M
$146M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-98.7K- 94.43% |
$12.1M - $13.4M
|
5.82K
$779K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-84.3K- 4.7% |
$10.3M - $11.4M
|
1.71M
$229M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75.1K- 3.28% |
$9.21M - $10.2M
|
2.22M
$296M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.2K- 9.09% |
$8.61M - $9.5M
|
703K
$94M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-61.3K- 8.11% |
$7.51M - $8.29M
|
694K
$92.8M
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-60.1K- 46.12% |
$7.37M - $8.13M
|
70.3K
$9.4M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43.6K- 91.31% |
$5.34M - $5.9M
|
4.15K
$555K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41.7K- 76.3% |
$5.12M - $5.64M
|
13K
$1.73M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.6K- 1.09% |
$4.48M - $4.95M
|
3.33M
$446M
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-36K- 65.75% |
$4.41M - $4.86M
|
18.7K
$2.51M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.1K- 4.82% |
$4.3M - $4.75M
|
692K
$92.6M
|
|
May 12, 2025
Q1 2025
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-31.9K- 24.75% |
$3.91M - $4.32M
|
97K
$13M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.3KClosed |
$2.98M - $3.29M
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23.2K- 1.61% |
$2.85M - $3.14M
|
1.42M
$190M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-21.3K- 85.36% |
$2.61M - $2.88M
|
3.66K
$489K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 13.6% |
$2.57M - $2.83M
|
133K
$17.8M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.1% |
$2.28M - $2.51M
|
1.68M
$224M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.2K- 5.66% |
$2.23M - $2.46M
|
304K
$40.6M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-16.3K- 30.68% |
$2M - $2.21M
|
36.9K
$4.93M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-13.4K- 5.81% |
$1.64M - $1.81M
|
217K
$29M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.4K- 16.88% |
$1.64M - $1.81M
|
65.9K
$8.81M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 9.79% |
$1.41M - $1.55M
|
106K
$14.2M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.3K- 80.66% |
$1.38M - $1.52M
|
2.7K
$361K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 3.56% |
$1.32M - $1.46M
|
293K
$39.2M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 93.12% |
$1.27M - $1.4M
|
765
$102K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-10.3K- 62.53% |
$1.26M - $1.39M
|
6.17K
$825K
|