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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-801Closed |
$79.6K - $97.4K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-763Closed |
$75.9K - $92.8K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-627Closed |
$62.3K - $76.3K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-625- 56.92% |
$62.1K - $76K
|
473
$58.1K
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-551Closed |
$54.8K - $67K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-534- 7.11% |
$53.1K - $65K
|
6.98K
$856K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-528- 4.58% |
$52.5K - $64.2K
|
11K
$1.35M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-335Closed |
$33.3K - $40.7K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-333Closed |
$33.1K - $40.5K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-274Closed |
$27.2K - $33.3K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-209- 14.23% |
$20.8K - $25.4K
|
1.26K
$155K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-70Closed |
$6.96K - $8.51K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-64- 2.88% |
$6.36K - $7.78K
|
2.16K
$265K
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-60- 1.39% |
$5.97K - $7.3K
|
4.24K
$521K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-58Closed |
$5.77K - $7.06K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-57Closed |
$5.67K - $6.93K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-44- 4.04% |
$4.37K - $5.35K
|
1.04K
$128K
|
|
Jul 25, 2022
Q2 2022
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-23- 0.59% |
$2.29K - $2.8K
|
3.85K
$473K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 3.14% |
$696 - $851
|
216
$26.5K
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-3- 0.12% |
$298 - $365
|
2.49K
$305K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2Closed |
$199 - $243
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-3.29MClosed |
$370M - $407M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-60.4KClosed |
$6.78M - $7.46M
|
0
$0
|
|
Jun 09, 2022
Q1 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-34.8KClosed |
$3.91M - $4.3M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-12.2KClosed |
$1.37M - $1.51M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-10.9KClosed |
$1.23M - $1.35M
|
0
$0
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.4KClosed |
$1.17M - $1.29M
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.22KClosed |
$699K - $769K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.39KClosed |
$380K - $418K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.5K- 51.05% |
$281K - $309K
|
2.4K
$295K
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-2.37KClosed |
$266K - $293K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-2.22KClosed |
$249K - $274K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.99KClosed |
$223K - $245K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.96KClosed |
$219K - $242K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.81KClosed |
$203K - $223K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.76KClosed |
$198K - $218K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.66KClosed |
$186K - $205K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.64KClosed |
$184K - $203K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-1.64KClosed |
$184K - $203K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-987Closed |
$111K - $122K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-700Closed |
$78.6K - $86.5K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-679Closed |
$76.2K - $83.9K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-638Closed |
$71.6K - $78.9K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-517Closed |
$58K - $63.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-281- 9.85% |
$31.5K - $34.7K
|
2.57K
$316K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-272Closed |
$30.5K - $33.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-253Closed |
$28.4K - $31.3K
|
0
$0
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-228- 75.25% |
$25.6K - $28.2K
|
75
$9.21K
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-148Closed |
$16.6K - $18.3K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-113Closed |
$12.7K - $14K
|
0
$0
|