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 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.8K- 12.18% |
$711K - $784K
|
41.8K
$5.13M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-5.73K- 13.08% |
$702K - $775K
|
38.1K
$4.67M
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-5.69K- 87.18% |
$697K - $769K
|
836
$103K
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-5.31K- 11.98% |
$651K - $718K
|
39K
$4.79M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-4.98K- 1.14% |
$610K - $673K
|
430K
$52.7M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.66K- 5.69% |
$572K - $631K
|
77.4K
$9.49M
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.53K- 17.35% |
$556K - $613K
|
21.6K
$2.65M
|
|
May 12, 2025
Q1 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-4.49K- 33.11% |
$550K - $607K
|
9.06K
$1.11M
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.48K- 4.53% |
$549K - $606K
|
94.4K
$11.6M
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-4.07K- 7.66% |
$499K - $550K
|
49.1K
$6.02M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.99K- 4.45% |
$489K - $540K
|
85.6K
$10.5M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.99K- 33.98% |
$489K - $539K
|
7.75K
$951K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.76K- 4.3% |
$461K - $509K
|
83.6K
$10.3M
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-3.6K- 26.96% |
$441K - $487K
|
9.75K
$1.2M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.33K- 40.67% |
$409K - $451K
|
4.86K
$597K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.3K- 9.07% |
$404K - $446K
|
33.1K
$4.06M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.25K- 9.44% |
$399K - $440K
|
31.2K
$3.83M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.19K- 1.76% |
$391K - $432K
|
179K
$21.9M
|
|
May 13, 2025
Q1 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-3.1K- 1.73% |
$380K - $419K
|
176K
$21.6M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.98K- 18.2% |
$365K - $403K
|
13.4K
$1.64M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-2.96K- 52.57% |
$363K - $400K
|
2.67K
$328K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.82K- 16.63% |
$346K - $382K
|
14.1K
$1.74M
|
|
Apr 25, 2025
Q1 2025
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-2.67K- 9.55% |
$327K - $361K
|
25.3K
$3.11M
|
|
Apr 16, 2025
Q1 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-2.6K- 5.68% |
$318K - $351K
|
43.1K
$5.29M
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.58K- 15.84% |
$317K - $349K
|
13.7K
$1.68M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.41K- 5.72% |
$296K - $326K
|
39.8K
$4.88M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.35K- 20.21% |
$287K - $317K
|
9.26K
$1.14M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.3K- 2.92% |
$281K - $310K
|
76.2K
$9.36M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-2.25K- 79.48% |
$276K - $304K
|
581
$71.3K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.24K- 25.83% |
$275K - $303K
|
6.45K
$791K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.21K- 27.46% |
$271K - $299K
|
5.84K
$717K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.21K- 2.29% |
$271K - $299K
|
94.1K
$11.5M
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-2.2K- 11.92% |
$269K - $297K
|
16.2K
$1.99M
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.14K- 2.93% |
$262K - $289K
|
70.7K
$8.68M
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.1K- 18.01% |
$258K - $284K
|
9.57K
$1.17M
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.91K- 4.21% |
$234K - $258K
|
43.4K
$5.33M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.88K- 2.41% |
$231K - $255K
|
76.4K
$9.37M
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.86K- 52.74% |
$227K - $251K
|
1.66K
$204K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.82K- 13.81% |
$223K - $246K
|
11.4K
$1.4M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 5.57% |
$215K - $237K
|
29.7K
$3.65M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.74K- 1.55% |
$213K - $235K
|
110K
$13.6M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.73K- 1.27% |
$212K - $234K
|
134K
$16.5M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 39.43% |
$206K - $227K
|
2.58K
$316K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.53K- 33.04% |
$188K - $207K
|
3.1K
$381K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.53K- 2.71% |
$187K - $207K
|
54.8K
$6.72M
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.52K- 46.95% |
$187K - $206K
|
1.72K
$211K
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.49K- 55.25% |
$182K - $201K
|
1.21K
$148K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.49K- 12.16% |
$182K - $201K
|
10.7K
$1.32M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.45K- 0.28% |
$178K - $196K
|
513K
$63M
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 12.67% |
$174K - $192K
|
9.78K
$1.2M
|