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 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-136- 14.29% |
$16K - $17K
|
816
$100K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-101- 4.28% |
$11.8K - $12.6K
|
2.26K
$277K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-47- 3.93% |
$5.51K - $5.88K
|
1.15K
$141K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-25- 0.4% |
$2.93K - $3.13K
|
6.15K
$755K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 4.04% |
$2.35K - $2.5K
|
475
$58.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-10- 1.26% |
$1.17K - $1.25K
|
784
$96.2K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-7.63K- 81.62% |
$857K - $956K
|
1.72K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-6.16K- 63.78% |
$693K - $772K
|
3.5K
$430K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-4.7K- 42.48% |
$528K - $589K
|
6.37K
$781K
|
|
|
May 14, 2024
Q1 2024
|
Ariel Investments, LLC
Chicago, IL |
SELL
|
- |
-4.47K- 70.4% |
$503K - $560K
|
1.88K
$231K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.05K- 3.3% |
$230K - $257K
|
60K
$7.36M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 37.5% |
$169K - $188K
|
2.5K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.28K- 4.3% |
$144K - $161K
|
28.5K
$3.5M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-500- 11.55% |
$56.2K - $62.7K
|
3.83K
$470K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-435- 9.57% |
$48.9K - $54.5K
|
4.11K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-422- 11.04% |
$47.4K - $52.9K
|
3.4K
$417K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
SELL
|
- |
-333- 1.32% |
$37.4K - $41.7K
|
24.9K
$3.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-230- 2.09% |
$25.9K - $28.8K
|
10.8K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-215- 8.67% |
$24.2K - $26.9K
|
2.27K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-133- 2.34% |
$15K - $16.7K
|
5.56K
$683K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-80- 0.92% |
$8.99K - $10K
|
8.58K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-70- 4.03% |
$7.87K - $8.77K
|
1.67K
$205K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-55- 2.99% |
$6.18K - $6.89K
|
1.78K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-55- 0.34% |
$6.18K - $6.89K
|
15.9K
$1.95M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-49- 0.71% |
$5.51K - $6.14K
|
6.88K
$845K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-10- 0.51% |
$1.12K - $1.25K
|
1.95K
$239K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-21.7K- 17.76% |
$2.12M - $2.54M
|
101K
$12.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-15.4K- 26.18% |
$1.5M - $1.8M
|
43.5K
$5.34M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-8.35K- 76.35% |
$815K - $977K
|
2.59K
$317K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-7.25K- 6.28% |
$708K - $849K
|
108K
$13.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
CALL |
-2.6K- 89.66% |
$254K - $304K
|
300
$36.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-2.16K- 17.21% |
$211K - $253K
|
10.4K
$1.28M
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-1.49K- 4.29% |
$145K - $174K
|
33.2K
$4.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-887- 30.97% |
$86.6K - $104K
|
1.98K
$243K
|
|
|
Jan 16, 2024
Q4 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-723- 21.12% |
$70.6K - $84.6K
|
2.7K
$332K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-408- 14.89% |
$39.8K - $47.8K
|
2.33K
$286K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-375- 42.09% |
$36.6K - $43.9K
|
516
$63.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-369- 3.08% |
$36K - $43.2K
|
11.6K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-251- 27.55% |
$24.5K - $29.4K
|
660
$81K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-200- 10.1% |
$19.5K - $23.4K
|
1.78K
$219K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-150- 3.8% |
$14.6K - $17.6K
|
3.8K
$467K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-119- 8.69% |
$11.6K - $13.9K
|
1.25K
$153K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-86- 11.24% |
$8.4K - $10.1K
|
679
$83.3K
|
|
|
May 07, 2025
Q4 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-79- 39.9% |
$7.71K - $9.25K
|
119
$14.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-69- 31.51% |
$6.74K - $8.08K
|
150
$18.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-66- 3.91% |
$6.44K - $7.73K
|
1.62K
$199K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-58- 2.84% |
$5.66K - $6.79K
|
1.98K
$243K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-20- 0.35% |
$1.95K - $2.34K
|
5.69K
$698K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-12- 17.91% |
$1.17K - $1.4K
|
55
$6.75K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-5- 0.45% |
$488 - $585
|
1.1K
$135K
|
|