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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-588- 17.59% |
$72.1K - $79.5K
|
2.76K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-575- 4.76% |
$70.5K - $77.8K
|
11.5K
$1.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-572- 4.91% |
$70.1K - $77.4K
|
11.1K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-567- 34.7% |
$69.5K - $76.7K
|
1.07K
$131K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-562- 1.78% |
$68.9K - $76K
|
31K
$3.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-537- 7.29% |
$65.8K - $72.6K
|
6.83K
$838K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-535- 12.69% |
$65.6K - $72.4K
|
3.68K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-521- 11.02% |
$63.9K - $70.5K
|
4.21K
$516K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-519- 1.52% |
$63.6K - $70.2K
|
33.6K
$4.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-518- 12.07% |
$63.5K - $70.1K
|
3.77K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-509- 0.25% |
$62.4K - $68.8K
|
202K
$24.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-503- 0.83% |
$61.7K - $68K
|
60.4K
$7.41M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 4.17% |
$59K - $65.1K
|
11.1K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-481- 5.33% |
$59K - $65.1K
|
8.54K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-478- 0.32% |
$58.6K - $64.6K
|
151K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-478- 47.56% |
$58.6K - $64.6K
|
527
$64.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-464- 2.74% |
$56.9K - $62.8K
|
16.5K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-450- 5.09% |
$55.2K - $60.9K
|
8.39K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-447- 7.42% |
$54.8K - $60.5K
|
5.58K
$685K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-438- 10.97% |
$53.7K - $59.2K
|
3.56K
$436K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-421- 3.24% |
$51.6K - $56.9K
|
12.6K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-416- 8.38% |
$51K - $56.3K
|
4.55K
$558K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-405- 4.58% |
$49.6K - $54.8K
|
8.44K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-400- 10.62% |
$49K - $54.1K
|
3.37K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-397- 8.06% |
$48.7K - $53.7K
|
4.53K
$556K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-396- 1.59% |
$48.5K - $53.6K
|
24.5K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-395- 19.14% |
$48.4K - $53.4K
|
1.67K
$205K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-392- 0.84% |
$48.1K - $53K
|
46.4K
$5.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-391- 1.71% |
$47.9K - $52.9K
|
22.5K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.92% |
$45.6K - $50.3K
|
40K
$4.92M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-360- 11.37% |
$44.1K - $48.7K
|
2.81K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-353- 37.55% |
$43.3K - $47.7K
|
587
$72.1K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-345- 8.84% |
$42.3K - $46.7K
|
3.56K
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-344- 13.17% |
$42.2K - $46.5K
|
2.27K
$278K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-340- 17.55% |
$41.7K - $46K
|
1.6K
$196K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-337- 1.52% |
$41.3K - $45.6K
|
21.9K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-331- 1.86% |
$40.6K - $44.8K
|
17.5K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-320- 3.47% |
$39.2K - $43.3K
|
8.89K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-318- 2.22% |
$39K - $43K
|
14K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-316- 3.0% |
$38.7K - $42.7K
|
10.2K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-314- 15.55% |
$38.5K - $42.5K
|
1.71K
$209K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-313- 1.88% |
$38.4K - $42.3K
|
16.3K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-301- 2.43% |
$36.9K - $40.7K
|
12.1K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-300- 13.93% |
$36.8K - $40.6K
|
1.85K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-300- 0.54% |
$36.8K - $40.6K
|
55.2K
$6.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-299- 8.57% |
$36.7K - $40.4K
|
3.19K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-296- 10.56% |
$36.3K - $40K
|
2.51K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-286- 8.96% |
$35.1K - $38.7K
|
2.91K
$357K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-282- 18.24% |
$34.6K - $38.1K
|
1.26K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-278- 6.15% |
$34.1K - $37.6K
|
4.24K
$520K
|