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 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.21K- 27.46% |
$271K - $299K
|
5.84K
$781K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.21K- 2.29% |
$271K - $299K
|
94.1K
$12.6M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-2.2K- 11.92% |
$269K - $297K
|
16.2K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.14K- 2.93% |
$262K - $289K
|
70.7K
$9.46M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.1K- 18.01% |
$258K - $284K
|
9.57K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-1.91K- 4.21% |
$234K - $258K
|
43.4K
$5.81M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.88K- 2.41% |
$231K - $255K
|
76.4K
$10.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.86K- 52.74% |
$227K - $251K
|
1.66K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.82K- 13.81% |
$223K - $246K
|
11.4K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.75K- 5.57% |
$215K - $237K
|
29.7K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.74K- 1.55% |
$213K - $235K
|
110K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.73K- 1.27% |
$212K - $234K
|
134K
$17.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 39.43% |
$206K - $227K
|
2.58K
$345K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.53K- 33.04% |
$188K - $207K
|
3.1K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.53K- 2.71% |
$187K - $207K
|
54.8K
$7.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.52K- 46.95% |
$187K - $206K
|
1.72K
$230K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-1.49K- 55.25% |
$182K - $201K
|
1.21K
$161K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.49K- 12.16% |
$182K - $201K
|
10.7K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.45K- 0.28% |
$178K - $196K
|
513K
$68.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.42K- 12.67% |
$174K - $192K
|
9.78K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.34K- 6.14% |
$165K - $182K
|
20.6K
$2.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.34K- 6.34% |
$165K - $181K
|
19.8K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.33K- 3.74% |
$163K - $179K
|
34.2K
$4.57M
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-1.31K- 5.04% |
$161K - $177K
|
24.7K
$3.3M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.3K- 5.96% |
$159K - $175K
|
20.5K
$2.74M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 17.16% |
$157K - $173K
|
6.17K
$826K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-1.27K- 2.87% |
$156K - $172K
|
43.1K
$5.77M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.27K- 11.5% |
$155K - $171K
|
9.75K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.27K- 0.27% |
$155K - $171K
|
470K
$62.9M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.25K- 7.82% |
$154K - $169K
|
14.8K
$1.97M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.24K- 2.31% |
$152K - $168K
|
52.3K
$7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.17K- 2.95% |
$143K - $158K
|
38.5K
$5.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.16K- 46.49% |
$143K - $157K
|
1.34K
$179K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.15K- 38.83% |
$141K - $155K
|
1.81K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.13K- 1.02% |
$138K - $152K
|
110K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.13K- 9.98% |
$138K - $152K
|
10.2K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.12K- 11.84% |
$137K - $151K
|
8.32K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.09K- 5.64% |
$134K - $148K
|
18.3K
$2.45M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.06K- 32.41% |
$130K - $143K
|
2.21K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.04K- 5.05% |
$128K - $141K
|
19.6K
$2.62M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-1.03K- 18.01% |
$126K - $139K
|
4.69K
$628K
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-1.01K- 2.03% |
$124K - $137K
|
48.8K
$6.53M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 19.44% |
$123K - $135K
|
4.15K
$554K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-998- 8.0% |
$122K - $135K
|
11.5K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-985- 6.05% |
$121K - $133K
|
15.3K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-900- 25.71% |
$110K - $122K
|
2.6K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-900- 33.33% |
$110K - $122K
|
1.8K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-807- 0.93% |
$98.9K - $109K
|
85.9K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-800- 13.76% |
$98.1K - $108K
|
5.01K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-794- 5.25% |
$97.3K - $107K
|
14.3K
$1.91M
|