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 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-205KClosed |
$21.2M - $23.5M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-17K- 22.36% |
$1.76M - $1.95M
|
59K
$7.24M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-12.5K- 4.02% |
$1.29M - $1.43M
|
299K
$36.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-6.3K- 5.59% |
$652K - $723K
|
107K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.32K- 3.78% |
$137K - $152K
|
33.7K
$4.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-409- 10.05% |
$42.3K - $46.9K
|
3.66K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-341- 36.55% |
$35.3K - $39.1K
|
592
$72.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-256- 56.14% |
$26.5K - $29.4K
|
200
$24.6K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-47- 23.74% |
$4.86K - $5.39K
|
151
$18.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-38- 73.08% |
$3.93K - $4.36K
|
14
$1.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-22- 0.68% |
$2.28K - $2.52K
|
3.23K
$397K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-509K- 95.91% |
$51.7M - $55.9M
|
21.7K
$2.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-27.3K- 93.66% |
$2.77M - $3M
|
1.85K
$227K
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.9K- 8.75% |
$193K - $209K
|
19.8K
$2.43M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-972- 43.01% |
$98.7K - $107K
|
1.29K
$158K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-400- 19.21% |
$40.6K - $43.9K
|
1.68K
$206K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-400- 19.21% |
$40.6K - $43.9K
|
1.68K
$206K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-295- 3.31% |
$29.9K - $32.4K
|
8.61K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-229- 10.57% |
$23.2K - $25.2K
|
1.94K
$238K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-158- 4.52% |
$16K - $17.4K
|
3.34K
$410K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-155- 1.94% |
$15.7K - $17K
|
7.85K
$964K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-137- 53.94% |
$13.9K - $15K
|
117
$14.4K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 35.14% |
$13.2K - $14.3K
|
240
$29.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-47- 6.15% |
$4.77K - $5.16K
|
717
$88K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-38- 16.52% |
$3.86K - $4.17K
|
192
$23.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-28- 6.07% |
$2.84K - $3.08K
|
433
$53.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-9- 81.82% |
$914 - $989
|
2
$246
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-4- 0.21% |
$406 - $439
|
1.92K
$235K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1Closed |
$102 - $110
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1- 0.16% |
$102 - $110
|
616
$75.6K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-157K- 99.06% |
$15.7M - $18.2M
|
1.49K
$183K
|
|
|
Apr 25, 2023
Q1 2023
|
Strategic Equity Management
|
SELL
|
- |
-27K- 26.25% |
$2.7M - $3.13M
|
75.8K
$9.3M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-6.2KClosed |
$622K - $721K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.48K- 3.92% |
$349K - $405K
|
85.3K
$10.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.63K- 38.33% |
$163K - $189K
|
2.62K
$321K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.15K- 3.49% |
$115K - $133K
|
31.6K
$3.88M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-900- 69.23% |
$90.2K - $105K
|
400
$49.1K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-848- 5.6% |
$85K - $98.6K
|
14.3K
$1.76M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-835- 75.57% |
$83.7K - $97.1K
|
270
$33.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-578- 60.65% |
$57.9K - $67.2K
|
375
$46K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-530- 21.81% |
$53.1K - $61.6K
|
1.9K
$233K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-190- 5.88% |
$19K - $22.1K
|
3.04K
$373K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-53- 1.54% |
$5.31K - $6.16K
|
3.4K
$417K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-43- 1.9% |
$4.31K - $5K
|
2.22K
$272K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-32- 1.6% |
$3.21K - $3.72K
|
1.97K
$242K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-30- 1.44% |
$3.01K - $3.49K
|
2.06K
$253K
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-21- 0.84% |
$2.1K - $2.44K
|
2.48K
$304K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-12Closed |
$1.2K - $1.39K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-3- 0.15% |
$301 - $349
|
2.05K
$252K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-73.5K- 96.68% |
$7.1M - $8.21M
|
2.52K
$310K
|
|