Latest Institutional Sells of Ishares Russell Midcap Value E (IWS)

IWS Quotes by TradingView

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 06, 2021 Q2 2021
Howard Capital Management Inc.

SELL
 -
-12K
Closed
$1.33M - $1.42M
0 $0
Aug 03, 2021 Q2 2021
Cannon Global Investment Management, LLC

SELL
 -
-5.1K
Closed
$564K - $601K
0 $0
Aug 06, 2021 Q2 2021
Mutual Of America Capital Management LLC

New York, NY
SELL
 -
-4.91K
Closed
$543K - $579K
0 $0
Jul 14, 2021 Q2 2021
Cypress Wealth Services, LLC

SELL
 -
-4.21K
Closed
$465K - $496K
0 $0
Aug 16, 2021 Q2 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-2.73K
Closed
$302K - $322K
0 $0
Aug 16, 2021 Q2 2021
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-2.33K
Closed
$258K - $275K
0 $0
Aug 06, 2021 Q2 2021
Formidable Asset Management, LLC

Cincinnati, OH
SELL
 -
-1.9K
Closed
$210K - $224K
0 $0
Aug 02, 2021 Q2 2021
Private Ocean, LLC

SELL
 -
-536
Closed
$59.2K - $63.2K
0 $0
Jul 27, 2021 Q2 2021
Litman Gregory Wealth Management LLC

SELL
 -
-416
Closed
$46K - $49K
0 $0
May 05, 2025 Q2 2021
Partners In Financial Planning

Salem, VA
SELL
 -
-409
- 14.06%
$45.2K - $48.2K
2.5K $307K
Aug 04, 2021 Q2 2021
Lake Point Wealth Management

SELL
 -
-126
Closed
$13.9K - $14.8K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-117
Closed
$12.9K - $13.8K
0 $0
Aug 03, 2021 Q2 2021
Sage Financial Management Group, Inc.

SELL
 -
-117
Closed
$12.9K - $13.8K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-111
Closed
$12.3K - $13.1K
0 $0
Jul 22, 2021 Q2 2021
Horizon Financial Services, LLC

SELL
 -
-105
Closed
$11.6K - $12.4K
0 $0
Aug 06, 2021 Q2 2021
Fiduciary Planning LLC

Coral Springs, FL
SELL
 -
-89
Closed
$9.84K - $10.5K
0 $0
Aug 06, 2021 Q2 2021
Provident Wealth Management, LLC

SELL
 -
-60
- 9.15%
$6.63K - $7.07K
596 $73.2K
Jul 07, 2021 Q2 2021
Spence Asset Management

SELL
 -
-60
Closed
$6.63K - $7.07K
0 $0
May 19, 2025 Q2 2021
Heck Capital Advisors, LLC

Rhinelander, WI
SELL
 -
-48
Closed
$5.3K - $5.66K
0 $0
Aug 09, 2021 Q2 2021
Brand Asset Management Group, Inc.

SELL
 -
-36
Closed
$3.98K - $4.24K
0 $0
Q1 2021
May 13, 2021 Q1 2021
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-3.35K
Closed
$319K - $375K
0 $0
Apr 09, 2021 Q1 2021
Efg Asset Management (Americas) Corp.

SELL
 -
-2.85K
Closed
$272K - $319K
0 $0
Apr 23, 2021 Q1 2021
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
SELL
 -
-2.4K
Closed
$229K - $269K
0 $0
May 10, 2021 Q1 2021
Vestmark Advisory Solutions, Inc.

SELL
 -
-2.25K
Closed
$214K - $252K
0 $0
May 13, 2021 Q1 2021
Greystone Financial Group, LLC

SELL
 -
-2.2K
Closed
$209K - $246K
0 $0
Apr 28, 2021 Q1 2021
Firestone Capital Management

SELL
 -
-1.2K
- 28.85%
$114K - $134K
2.96K $363K
May 05, 2021 Q1 2021
Interchange Capital Partners, LLC

SELL
 -
-1.08K
Closed
$103K - $121K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-644
Closed
$61.4K - $72.1K
0 $0
Apr 26, 2021 Q1 2021
Forth Right Wealth Management, LLC

SELL
 -
-474
Closed
$45.2K - $53.1K
0 $0
Apr 29, 2021 Q1 2021
Pinnacle Wealth Planning Services, Inc.

SELL
 -
-122
Closed
$11.6K - $13.7K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-36
Closed
$3.43K - $4.03K
0 $0
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-24
Closed
$2.29K - $2.69K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-24
Closed
$2.29K - $2.69K
0 $0
May 13, 2021 Q1 2021
Hcr Wealth Advisors

Los Angeles, CA
SELL
 -
-23
Closed
$2.19K - $2.58K
0 $0
May 06, 2021 Q1 2021
Spectrum Management Group, LLC

SELL
 -
-13
Closed
$1.24K - $1.46K
0 $0
Q4 2020
Feb 12, 2021 Q4 2020
Clear Creek Financial Management, LLC

SELL
 -
-144K
Closed
$11.7M - $14M
0 $0
Feb 16, 2021 Q4 2020
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-27.1K
Closed
$2.2M - $2.63M
0 $0
Feb 16, 2021 Q4 2020
Verition Fund Management LLC

Greenwich, CT
SELL
 -
-6.89K
Closed
$558K - $668K
0 $0
Jan 29, 2021 Q4 2020
Summit X, LLC

Chesterfield, MO
SELL
 -
-1.32K
Closed
$107K - $128K
0 $0
Feb 16, 2021 Q4 2020
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-1.1K
Closed
$89.1K - $107K
0 $0
Jan 21, 2021 Q4 2020
Cascade Investment Advisors, Inc.

Oregon City, OR
SELL
 -
-1K
Closed
$80.9K - $97K
0 $0
Mar 05, 2021 Q4 2020
Paces Ferry Wealth Advisors, LLC

SELL
 -
-960
Closed
$77.7K - $93.1K
0 $0
Feb 08, 2021 Q4 2020
Flagship Harbor Advisors, LLC

SELL
 -
-927
Closed
$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 $305K
Mar 05, 2021 Q4 2020
Jackson Square Capital, LLC

SELL
 -
-410
Closed
$33.2K - $39.8K
0 $0
Feb 04, 2021 Q4 2020
Human Investing LLC

SELL
 -
-320
Closed
$25.9K - $31K
0 $0
Mar 09, 2021 Q4 2020
Tru Independence LLC

SELL
 -
-276
Closed
$22.3K - $26.8K
0 $0
Jan 29, 2021 Q4 2020
Weaver Consulting Group

SELL
 -
-248
Closed
$20.1K - $24K
0 $0
Feb 09, 2021 Q4 2020
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-20
Closed
$1.62K - $1.94K
0 $0

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