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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-455K- 10.83% |
$55.7M - $61.5M
|
3.74M
$459M
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-368K- 73.92% |
$45.2M - $49.8M
|
130K
$16M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-279K- 6.87% |
$34.3M - $37.8M
|
3.79M
$465M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-248K- 6.82% |
$30.3M - $33.5M
|
3.38M
$415M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-155K- 99.21% |
$19M - $20.9M
|
1.24K
$152K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-136K- 12.74% |
$16.7M - $18.4M
|
931K
$114M
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-117K- 40.46% |
$14.3M - $15.8M
|
172K
$21.1M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-107K- 8.92% |
$13.1M - $14.5M
|
1.09M
$134M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-98.7K- 94.43% |
$12.1M - $13.4M
|
5.82K
$715K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-84.3K- 4.7% |
$10.3M - $11.4M
|
1.71M
$210M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75.1K- 3.28% |
$9.21M - $10.2M
|
2.22M
$272M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.2K- 9.09% |
$8.61M - $9.5M
|
703K
$86.2M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-61.3K- 8.11% |
$7.51M - $8.29M
|
694K
$85.2M
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-60.1K- 46.12% |
$7.37M - $8.13M
|
70.3K
$8.62M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-43.6K- 91.31% |
$5.34M - $5.9M
|
4.15K
$510K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-41.7K- 76.3% |
$5.12M - $5.64M
|
13K
$1.59M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.6K- 1.09% |
$4.48M - $4.95M
|
3.33M
$409M
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-36K- 65.75% |
$4.41M - $4.86M
|
18.7K
$2.3M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.1K- 4.82% |
$4.3M - $4.75M
|
692K
$85M
|
|
May 12, 2025
Q1 2025
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-31.9K- 24.75% |
$3.91M - $4.32M
|
97K
$11.9M
|
|
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
$175M
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-21.3K- 85.36% |
$2.61M - $2.88M
|
3.66K
$449K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-21K- 13.6% |
$2.57M - $2.83M
|
133K
$16.3M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 1.1% |
$2.28M - $2.51M
|
1.68M
$206M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-18.2K- 5.66% |
$2.23M - $2.46M
|
304K
$37.3M
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-13.4K- 5.81% |
$1.64M - $1.81M
|
217K
$26.6M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.4K- 16.88% |
$1.64M - $1.81M
|
65.9K
$8.09M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 9.79% |
$1.41M - $1.55M
|
106K
$13M
|
|
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
$331K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 3.56% |
$1.32M - $1.46M
|
293K
$36M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 93.12% |
$1.27M - $1.4M
|
765
$93.9K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-10.3K- 62.53% |
$1.26M - $1.39M
|
6.17K
$757K
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-10.1K- 33.19% |
$1.24M - $1.36M
|
20.3K
$2.49M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.03K- 8.89% |
$1.11M - $1.22M
|
92.5K
$11.4M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-8.7K- 56.86% |
$1.07M - $1.18M
|
6.6K
$810K
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.67KClosed |
$1.06M - $1.17M
|
0
$0
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.09K- 3.88% |
$870K - $959K
|
176K
$21.6M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-7.06K- 2.02% |
$866K - $955K
|
342K
$42M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-7K- 0.85% |
$858K - $946K
|
817K
$100M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.98K- 4.0% |
$856K - $944K
|
168K
$20.6M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.65K- 28.13% |
$815K - $899K
|
17K
$2.08M
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.58K- 60.87% |
$806K - $889K
|
4.23K
$519K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.39K- 15.04% |
$783K - $864K
|
36.1K
$4.43M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.37K- 15.06% |
$781K - $862K
|
35.9K
$4.41M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-6.31K- 2.46% |
$773K - $853K
|
250K
$30.6M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.15K- 21.81% |
$754K - $832K
|
22.1K
$2.71M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.99K- 9.71% |
$735K - $810K
|
55.7K
$6.84M
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.97K- 7.44% |
$731K - $807K
|
74.2K
$9.11M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.86K- 8.31% |
$719K - $793K
|
64.7K
$7.94M
|