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 |
---|---|---|---|---|---|---|---|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-474Closed |
$45.2K - $53.1K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-122Closed |
$11.6K - $13.7K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-36Closed |
$3.43K - $4.03K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-24Closed |
$2.29K - $2.69K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-24Closed |
$2.29K - $2.69K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-23Closed |
$2.19K - $2.58K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-13Closed |
$1.24K - $1.46K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-144KClosed |
$11.7M - $14M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-27.1KClosed |
$2.2M - $2.63M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.89KClosed |
$558K - $668K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.32KClosed |
$107K - $128K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.1KClosed |
$89.1K - $107K
|
0
$0
|
|
Jan 21, 2021
Q4 2020
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-1KClosed |
$80.9K - $97K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-960Closed |
$77.7K - $93.1K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-927Closed |
$75K - $89.9K
|
0
$0
|
|
Oct 13, 2022
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-539- 17.83% |
$43.6K - $52.3K
|
2.48K
$334K
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-410Closed |
$33.2K - $39.8K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Human Investing LLC
|
SELL
|
- |
-320Closed |
$25.9K - $31K
|
0
$0
|
|
Mar 09, 2021
Q4 2020
|
Tru Independence LLC
|
SELL
|
- |
-276Closed |
$22.3K - $26.8K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-248Closed |
$20.1K - $24K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-20Closed |
$1.62K - $1.94K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-15Closed |
$1.21K - $1.45K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1Closed |
$80.9 - $97
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-76.8KClosed |
$5.74M - $6.53M
|
0
$0
|
|
Mar 11, 2024
Q3 2020
|
Nepc LLC
Boston, MA |
SELL
|
- |
-37.6KClosed |
$2.81M - $3.2M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-6.69KClosed |
$501K - $569K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-6.28KClosed |
$470K - $534K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-6.09KClosed |
$456K - $518K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.65KClosed |
$348K - $395K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Camden Capital, LLC
|
SELL
|
- |
-3.54KClosed |
$265K - $301K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.48KClosed |
$260K - $296K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.17KClosed |
$237K - $270K
|
0
$0
|
|
Dec 11, 2020
Q3 2020
|
United Bank
Vienna, VA |
SELL
|
- |
-2.8KClosed |
$209K - $238K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Campbell Wealth Management
|
SELL
|
- |
-714Closed |
$53.4K - $60.7K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-484Closed |
$36.2K - $41.2K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-375Closed |
$28K - $31.9K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-336Closed |
$25.1K - $28.6K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-151Closed |
$11.3K - $12.8K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100Closed |
$7.48K - $8.51K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-60Closed |
$4.49K - $5.1K
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-28Closed |
$2.09K - $2.38K
|
0
$0
|
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-2Closed |
$150 - $170
|
0
$0
|
|
Q2 2020 | |||||||
Jul 16, 2020
Q2 2020
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-21.6KClosed |
$1.3M - $1.85M
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-21.2K- 46.91% |
$1.27M - $1.81M
|
24K
$3.22M
|
|
Jul 24, 2020
Q2 2020
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-9.68KClosed |
$580K - $828K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-6.02KClosed |
$361K - $515K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-5.98KClosed |
$358K - $511K
|
0
$0
|
|
Jul 14, 2020
Q2 2020
|
Ma Private Wealth
|
SELL
|
- |
-4.59KClosed |
$275K - $392K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-3.57KClosed |
$214K - $305K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.55KClosed |
$213K - $303K
|
0
$0
|