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 |
---|---|---|---|---|---|---|---|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-3.92KClosed |
$434K - $467K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-3.01KClosed |
$333K - $358K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.83KClosed |
$313K - $337K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.22KClosed |
$245K - $264K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.8KClosed |
$199K - $214K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.78KClosed |
$197K - $212K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-1.34KClosed |
$148K - $159K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-1KClosed |
$111K - $119K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-945- 95.45% |
$105K - $112K
|
45
$6.04K
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-920Closed |
$102K - $110K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-696Closed |
$77K - $82.9K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-678Closed |
$75K - $80.7K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-366Closed |
$40.5K - $43.6K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-338- 7.4% |
$37.4K - $40.2K
|
4.23K
$568K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-244Closed |
$27K - $29K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-157Closed |
$17.4K - $18.7K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 50.0% |
$11.1K - $11.9K
|
100
$13.4K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-91- 48.66% |
$10.1K - $10.8K
|
96
$12.9K
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-90Closed |
$9.96K - $10.7K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-59Closed |
$6.53K - $7.02K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Costello Asset Management, Inc
|
SELL
|
- |
-58Closed |
$6.42K - $6.9K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-43- 14.19% |
$4.76K - $5.12K
|
260
$34.9K
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-174K- 47.23% |
$19.2M - $20.5M
|
195K
$26.1M
|
|
Aug 06, 2021
Q2 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-12KClosed |
$1.33M - $1.42M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-5.1KClosed |
$564K - $601K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-4.91KClosed |
$543K - $579K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.21KClosed |
$465K - $496K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.73KClosed |
$302K - $322K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-2.33KClosed |
$258K - $275K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.9KClosed |
$210K - $224K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-536Closed |
$59.2K - $63.2K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-416Closed |
$46K - $49K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-126Closed |
$13.9K - $14.8K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-126Closed |
$13.9K - $14.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-117Closed |
$12.9K - $13.8K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-117Closed |
$12.9K - $13.8K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-111Closed |
$12.3K - $13.1K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-105Closed |
$11.6K - $12.4K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-89Closed |
$9.84K - $10.5K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-60- 9.15% |
$6.63K - $7.07K
|
596
$80K
|
|
Jul 07, 2021
Q2 2021
|
Spence Asset Management
|
SELL
|
- |
-60Closed |
$6.63K - $7.07K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-36Closed |
$3.98K - $4.24K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-3.35KClosed |
$319K - $375K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-2.85KClosed |
$272K - $319K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.4KClosed |
$229K - $269K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.25KClosed |
$214K - $252K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Greystone Financial Group, LLC
|
SELL
|
- |
-2.2KClosed |
$209K - $246K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.2K- 28.85% |
$114K - $134K
|
2.96K
$397K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.08KClosed |
$103K - $121K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-644Closed |
$61.4K - $72.1K
|
0
$0
|