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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.86K- 20.39% |
$701K - $775K
|
22.9K
$3.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-5.86K- 1.62% |
$700K - $774K
|
356K
$47.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.48K- 5.06% |
$655K - $725K
|
103K
$13.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-5.24K- 41.95% |
$627K - $693K
|
7.26K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.87K- 35.78% |
$582K - $644K
|
8.74K
$1.17M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.8K- 2.46% |
$573K - $634K
|
190K
$25.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.32K- 90.76% |
$516K - $571K
|
440
$59.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-4.31K- 29.81% |
$515K - $570K
|
10.2K
$1.36M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.26K- 34.21% |
$509K - $563K
|
8.19K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.23K- 1.24% |
$506K - $559K
|
338K
$45.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.62K- 3.23% |
$433K - $479K
|
108K
$14.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.55K- 31.15% |
$424K - $469K
|
7.84K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.07K- 17.87% |
$367K - $406K
|
14.1K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.99K- 24.48% |
$357K - $395K
|
9.21K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.97K- 0.27% |
$355K - $392K
|
1.1M
$148M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.96K- 2.18% |
$354K - $392K
|
133K
$17.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.95K- 9.56% |
$353K - $391K
|
27.9K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.95K- 1.07% |
$352K - $390K
|
273K
$36.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.93K- 45.79% |
$350K - $387K
|
3.47K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-2.79K- 5.98% |
$333K - $369K
|
43.8K
$5.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-2.67K- 17.39% |
$319K - $353K
|
12.7K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.59K- 17.12% |
$310K - $343K
|
12.5K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.55K- 2.02% |
$305K - $337K
|
123K
$16.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.51K- 0.31% |
$300K - $332K
|
818K
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-2.48K- 23.99% |
$296K - $327K
|
7.84K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-2.4K- 4.5% |
$287K - $318K
|
51K
$6.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.34K- 30.23% |
$280K - $309K
|
5.4K
$725K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.3K- 2.39% |
$275K - $304K
|
93.9K
$12.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-2.14K- 25.38% |
$256K - $283K
|
6.29K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.14K- 3.31% |
$255K - $282K
|
62.4K
$8.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.95K- 9.86% |
$233K - $258K
|
17.8K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.95K- 8.47% |
$233K - $258K
|
21.1K
$2.83M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.92K- 26.06% |
$229K - $254K
|
5.45K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.86K- 2.44% |
$223K - $246K
|
74.3K
$9.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.83K- 5.1% |
$218K - $242K
|
34K
$4.57M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.8K- 2.21% |
$215K - $238K
|
79.7K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.8K- 1.37% |
$215K - $237K
|
129K
$17.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.77K- 0.61% |
$212K - $235K
|
290K
$38.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.76K- 6.59% |
$211K - $233K
|
25K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.76K- 4.07% |
$211K - $233K
|
41.6K
$5.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-1.73K- 5.42% |
$207K - $229K
|
30.2K
$4.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.67K- 9.36% |
$200K - $221K
|
16.2K
$2.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.47K- 32.14% |
$176K - $195K
|
3.11K
$418K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.47K- 1.4% |
$175K - $194K
|
104K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.45K- 8.54% |
$174K - $192K
|
15.6K
$2.09M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 1.53% |
$172K - $190K
|
92.2K
$12.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.39K- 1.87% |
$166K - $183K
|
72.5K
$9.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.3K- 16.49% |
$155K - $172K
|
6.58K
$883K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.28K- 21.34% |
$153K - $170K
|
4.73K
$635K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.24K- 27.57% |
$148K - $163K
|
3.24K
$436K
|