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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.4K- 16.88% |
$1.64M - $1.81M
|
65.9K
$8.81M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-11.5K- 9.79% |
$1.41M - $1.55M
|
106K
$14.2M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.3K- 80.66% |
$1.38M - $1.52M
|
2.7K
$361K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.8K- 3.56% |
$1.32M - $1.46M
|
293K
$39.2M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4K- 93.12% |
$1.27M - $1.4M
|
765
$102K
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-10.3K- 62.53% |
$1.26M - $1.39M
|
6.17K
$825K
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-10.1K- 33.19% |
$1.24M - $1.36M
|
20.3K
$2.72M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-8.7K- 56.86% |
$1.07M - $1.18M
|
6.6K
$883K
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-8.67KClosed |
$1.06M - $1.17M
|
0
$0
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-7.09K- 3.88% |
$870K - $959K
|
176K
$23.5M
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-7.06K- 2.02% |
$866K - $955K
|
342K
$45.8M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-7K- 0.85% |
$858K - $946K
|
817K
$109M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.65K- 28.13% |
$815K - $899K
|
17K
$2.27M
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-6.58K- 60.87% |
$806K - $889K
|
4.23K
$565K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.39K- 15.04% |
$783K - $864K
|
36.1K
$4.83M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.37K- 15.06% |
$781K - $862K
|
35.9K
$4.81M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-6.31K- 2.46% |
$773K - $853K
|
250K
$33.4M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.15K- 21.81% |
$754K - $832K
|
22.1K
$2.95M
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-5.99K- 9.71% |
$735K - $810K
|
55.7K
$7.46M
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.97K- 7.44% |
$731K - $807K
|
74.2K
$9.92M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.86K- 8.31% |
$719K - $793K
|
64.7K
$8.65M
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.8K- 12.18% |
$711K - $784K
|
41.8K
$5.59M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.73K- 13.08% |
$702K - $775K
|
38.1K
$5.09M
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.69K- 87.18% |
$697K - $769K
|
836
$112K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.31K- 11.98% |
$651K - $718K
|
39K
$5.22M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.98K- 1.14% |
$610K - $673K
|
430K
$57.5M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.66K- 5.69% |
$572K - $631K
|
77.4K
$10.3M
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.53K- 17.35% |
$556K - $613K
|
21.6K
$2.89M
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.49K- 33.11% |
$550K - $607K
|
9.06K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.48K- 4.53% |
$549K - $606K
|
94.4K
$12.6M
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.07K- 7.66% |
$499K - $550K
|
49.1K
$6.56M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.99K- 33.98% |
$489K - $539K
|
7.75K
$1.04M
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.76K- 4.3% |
$461K - $509K
|
83.6K
$11.2M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.6K- 26.96% |
$441K - $487K
|
9.75K
$1.3M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.33K- 40.67% |
$409K - $451K
|
4.86K
$651K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.3K- 9.07% |
$404K - $446K
|
33.1K
$4.42M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.25K- 9.44% |
$399K - $440K
|
31.2K
$4.17M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.19K- 1.76% |
$391K - $432K
|
179K
$23.9M
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-3.1K- 1.73% |
$380K - $419K
|
176K
$23.6M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.98K- 18.2% |
$365K - $403K
|
13.4K
$1.79M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.96K- 52.57% |
$363K - $400K
|
2.67K
$357K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.82K- 16.63% |
$346K - $382K
|
14.1K
$1.89M
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-2.67K- 9.55% |
$327K - $361K
|
25.3K
$3.38M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.6K- 5.68% |
$318K - $351K
|
43.1K
$5.76M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 15.84% |
$317K - $349K
|
13.7K
$1.84M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.41K- 5.72% |
$296K - $326K
|
39.8K
$5.32M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.35K- 20.21% |
$287K - $317K
|
9.26K
$1.24M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.3K- 2.92% |
$281K - $310K
|
76.2K
$10.2M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-2.25K- 79.48% |
$276K - $304K
|
581
$77.7K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.24K- 25.83% |
$275K - $303K
|
6.45K
$862K
|