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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-35.6K- 10.52% |
$3.44M - $3.98M
|
303K
$37.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-5.47K- 33.61% |
$528K - $611K
|
10.8K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.14K- 20.27% |
$303K - $350K
|
12.3K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.71K- 45.49% |
$165K - $191K
|
2.05K
$251K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-597- 88.71% |
$57.7K - $66.7K
|
76
$9.33K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-211- 62.61% |
$20.4K - $23.6K
|
126
$15.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-203- 2.8% |
$19.6K - $22.7K
|
7.04K
$865K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-177- 5.54% |
$17.1K - $19.8K
|
3.02K
$371K
|
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-120- 33.33% |
$11.6K - $13.4K
|
240
$29.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-103- 34.33% |
$9.95K - $11.5K
|
197
$24.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-100- 1.43% |
$9.66K - $11.2K
|
6.91K
$848K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-72- 2.17% |
$6.95K - $8.04K
|
3.25K
$398K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-60- 2.86% |
$5.79K - $6.7K
|
2.04K
$250K
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-42- 2.85% |
$4.06K - $4.69K
|
1.43K
$176K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-25- 7.6% |
$2.41K - $2.79K
|
304
$37.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-17- 4.11% |
$1.64K - $1.9K
|
397
$48.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-7- 2.65% |
$676 - $782
|
257
$31.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-4- 0.11% |
$386 - $447
|
3.57K
$438K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-2- 0.09% |
$193 - $223
|
2.25K
$276K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-174K- 95.25% |
$16.8M - $20.2M
|
8.7K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Carroll Financial Partners, LLC
|
SELL
|
- |
-2.85K- 19.32% |
$274K - $330K
|
11.9K
$1.46M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.78K- 5.31% |
$171K - $206K
|
31.7K
$3.89M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
SELL
|
- |
-797- 20.57% |
$76.6K - $92.2K
|
3.08K
$378K
|
|
|
Nov 10, 2022
Q3 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-428- 10.22% |
$41.1K - $49.5K
|
3.76K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-260- 51.18% |
$25K - $30.1K
|
248
$30.4K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-246- 2.14% |
$23.6K - $28.5K
|
11.3K
$1.38M
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-243- 72.54% |
$23.3K - $28.1K
|
92
$11.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-185- 86.05% |
$17.8K - $21.4K
|
30
$3.68K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
SELL
|
- |
-147- 3.71% |
$14.1K - $17K
|
3.81K
$468K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-134- 49.81% |
$12.9K - $15.5K
|
135
$16.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-15- 0.55% |
$1.44K - $1.74K
|
2.72K
$334K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-87K- 94.46% |
$8.65M - $10.6M
|
5.1K
$626K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-33.7KClosed |
$3.35M - $4.1M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-22.1KClosed |
$2.19M - $2.68M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-16.6KClosed |
$1.65M - $2.02M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-12.3KClosed |
$1.23M - $1.5M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-8.93KClosed |
$888K - $1.09M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-5.38KClosed |
$535K - $654K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-4.46KClosed |
$443K - $543K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-4.36K- 71.85% |
$433K - $530K
|
1.71K
$210K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.86KClosed |
$383K - $469K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-3.07K- 9.29% |
$305K - $374K
|
30K
$3.68M
|
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-2.43KClosed |
$241K - $295K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.13KClosed |
$211K - $259K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.09KClosed |
$207K - $254K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-1.91KClosed |
$190K - $233K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.68KClosed |
$167K - $205K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.68KClosed |
$167K - $204K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.67KClosed |
$166K - $204K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-1K- 11.72% |
$99.4K - $122K
|
7.54K
$925K
|
|