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 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.34K- 6.14% |
$165K - $182K
|
20.6K
$2.52M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.34K- 6.34% |
$165K - $181K
|
19.8K
$2.43M
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.33K- 3.74% |
$163K - $179K
|
34.2K
$4.19M
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.31K- 5.04% |
$161K - $177K
|
24.7K
$3.03M
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.3K- 5.96% |
$159K - $175K
|
20.5K
$2.51M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 17.16% |
$157K - $173K
|
6.17K
$758K
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.27K- 2.87% |
$156K - $172K
|
43.1K
$5.29M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.27K- 11.5% |
$155K - $171K
|
9.75K
$1.2M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.27K- 0.27% |
$155K - $171K
|
470K
$57.7M
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.25K- 7.82% |
$154K - $169K
|
14.8K
$1.81M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.24K- 2.31% |
$152K - $168K
|
52.3K
$6.42M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.17K- 2.95% |
$143K - $158K
|
38.5K
$4.72M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.16K- 46.49% |
$143K - $157K
|
1.34K
$164K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 38.83% |
$141K - $155K
|
1.81K
$222K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.13K- 1.02% |
$138K - $152K
|
110K
$13.4M
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.13K- 9.98% |
$138K - $152K
|
10.2K
$1.25M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.12K- 11.84% |
$137K - $151K
|
8.32K
$1.02M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.09K- 5.64% |
$134K - $148K
|
18.3K
$2.25M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.06K- 32.41% |
$130K - $143K
|
2.21K
$271K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.04K- 5.05% |
$128K - $141K
|
19.6K
$2.41M
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.03K- 18.01% |
$126K - $139K
|
4.69K
$576K
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.01K- 2.03% |
$124K - $137K
|
48.8K
$5.99M
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 19.44% |
$123K - $135K
|
4.15K
$509K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-998- 8.0% |
$122K - $135K
|
11.5K
$1.41M
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 6.05% |
$121K - $133K
|
15.3K
$1.88M
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-972- 14.6% |
$119K - $131K
|
5.68K
$698K
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-927- 12.04% |
$114K - $125K
|
6.77K
$831K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-900- 25.71% |
$110K - $122K
|
2.6K
$319K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-900- 33.33% |
$110K - $122K
|
1.8K
$221K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-807- 0.93% |
$98.9K - $109K
|
85.9K
$10.5M
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-800- 13.76% |
$98.1K - $108K
|
5.01K
$615K
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-794- 5.25% |
$97.3K - $107K
|
14.3K
$1.76M
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-793- 0.69% |
$97.2K - $107K
|
114K
$14M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-787- 4.95% |
$96.5K - $106K
|
15.1K
$1.86M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-786- 23.42% |
$96.4K - $106K
|
2.57K
$315K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-785- 2.51% |
$96.2K - $106K
|
30.5K
$3.74M
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-780- 22.03% |
$95.6K - $105K
|
2.76K
$339K
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-769- 4.77% |
$94.3K - $104K
|
15.4K
$1.89M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-765- 5.66% |
$93.8K - $103K
|
12.7K
$1.56M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-742- 82.44% |
$91K - $100K
|
158
$19.4K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-727- 1.48% |
$89.1K - $98.3K
|
48.4K
$5.94M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-709- 26.73% |
$86.9K - $95.9K
|
1.94K
$239K
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-677- 25.24% |
$83K - $91.6K
|
2.01K
$246K
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-671- 11.81% |
$82.3K - $90.7K
|
5.01K
$615K
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-670- 7.62% |
$82.1K - $90.6K
|
8.12K
$997K
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-653- 3.05% |
$80.1K - $88.3K
|
20.8K
$2.55M
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-648- 2.71% |
$79.4K - $87.6K
|
23.3K
$2.86M
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-646- 30.51% |
$79.2K - $87.4K
|
1.47K
$181K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-624- 50.0% |
$76.5K - $84.4K
|
624
$76.6K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-597- 0.63% |
$73.2K - $80.7K
|
94.3K
$11.6M
|