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 |
|---|---|---|---|---|---|---|---|
|
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
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-828K- 17.94% |
$99M - $110M
|
3.79M
$504M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-334K- 11.56% |
$40M - $44.2M
|
2.56M
$340M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-324K- 7.81% |
$38.7M - $42.8M
|
3.82M
$508M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-179K- 14.72% |
$21.4M - $23.7M
|
1.04M
$138M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-173K- 74.06% |
$20.7M - $22.9M
|
60.7K
$8.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-167K- 7.45% |
$19.9M - $22M
|
2.07M
$275M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-133K- 56.74% |
$15.8M - $17.5M
|
101K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-131K- 38.48% |
$15.7M - $17.4M
|
210K
$27.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-115K- 20.99% |
$13.7M - $15.2M
|
433K
$57.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-97.5K- 41.17% |
$11.7M - $12.9M
|
139K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-93.6K- 49.85% |
$11.2M - $12.4M
|
94.1K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-89K- 3.65% |
$10.6M - $11.8M
|
2.35M
$312M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-83.6K- 95.64% |
$9.99M - $11.1M
|
3.81K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-74.4K- 40.34% |
$8.89M - $9.83M
|
110K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-68.2K- 39.92% |
$8.15M - $9.02M
|
103K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-55.9K- 2.93% |
$6.68M - $7.39M
|
1.86M
$247M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-53.2K- 1.43% |
$6.36M - $7.04M
|
3.68M
$489M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-49.7K- 62.09% |
$5.94M - $6.57M
|
30.4K
$4.03M
|
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-44.2K- 95.13% |
$5.29M - $5.85M
|
2.26K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-42.2K- 2.8% |
$5.04M - $5.58M
|
1.46M
$195M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-41.9K- 44.97% |
$5.01M - $5.55M
|
51.3K
$6.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-41.6K- 34.1% |
$4.98M - $5.51M
|
80.5K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-39K- 92.4% |
$4.66M - $5.15M
|
3.21K
$426K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.2K- 6.36% |
$4.45M - $4.92M
|
549K
$72.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-36.4K- 0.94% |
$4.35M - $4.82M
|
3.83M
$509M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-36K- 13.24% |
$4.31M - $4.76M
|
236K
$31.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Nuance Investments, LLC
Kansas City, MO |
SELL
|
- |
-31.3K- 63.74% |
$3.74M - $4.14M
|
17.8K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-22.7K- 7.09% |
$2.71M - $3M
|
298K
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-18.9K- 57.02% |
$2.26M - $2.5M
|
14.3K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-18.4K- 25.92% |
$2.2M - $2.43M
|
52.6K
$6.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.5K- 8.12% |
$2.09M - $2.31M
|
198K
$26.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-16.8K- 37.11% |
$2M - $2.22M
|
28.4K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-16.6K- 42.03% |
$1.98M - $2.2M
|
22.9K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-14.6K- 43.25% |
$1.74M - $1.93M
|
19.1K
$2.54M
|
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
SELL
|
- |
-14.6K- 38.98% |
$1.74M - $1.92M
|
22.8K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-14.2K- 9.93% |
$1.7M - $1.88M
|
129K
$17.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-12.7K- 89.65% |
$1.52M - $1.69M
|
1.47K
$196K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-10.6K- 3.86% |
$1.27M - $1.4M
|
264K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-8.82K- 7.38% |
$1.05M - $1.17M
|
111K
$14.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.94K- 38.26% |
$949K - $1.05M
|
12.8K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-7.68K- 39.25% |
$918K - $1.02M
|
11.9K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-7.3K- 4.0% |
$873K - $966K
|
175K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.91K- 1.41% |
$825K - $913K
|
484K
$64.3M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.72K- 92.14% |
$803K - $889K
|
573
$76.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.68K- 4.17% |
$799K - $884K
|
153K
$20.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.61K- 6.34% |
$790K - $874K
|
97.6K
$13M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-6.49K- 0.96% |
$776K - $858K
|
670K
$89.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-5.87K- 63.82% |
$702K - $776K
|
3.33K
$442K
|