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 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-793- 0.69% |
$97.2K - $107K
|
114K
$15.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-787- 4.95% |
$96.5K - $106K
|
15.1K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-786- 23.42% |
$96.4K - $106K
|
2.57K
$344K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-785- 2.51% |
$96.2K - $106K
|
30.5K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-780- 22.03% |
$95.6K - $105K
|
2.76K
$369K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-769- 4.77% |
$94.3K - $104K
|
15.4K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-765- 5.66% |
$93.8K - $103K
|
12.7K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-742- 82.44% |
$91K - $100K
|
158
$21.1K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-727- 1.48% |
$89.1K - $98.3K
|
48.4K
$6.47M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-709- 26.73% |
$86.9K - $95.9K
|
1.94K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-677- 25.24% |
$83K - $91.6K
|
2.01K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-671- 11.81% |
$82.3K - $90.7K
|
5.01K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-670- 7.62% |
$82.1K - $90.6K
|
8.12K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-653- 3.05% |
$80.1K - $88.3K
|
20.8K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-648- 2.71% |
$79.4K - $87.6K
|
23.3K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-646- 30.51% |
$79.2K - $87.4K
|
1.47K
$197K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-624- 50.0% |
$76.5K - $84.4K
|
624
$83.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-597- 0.63% |
$73.2K - $80.7K
|
94.3K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-588- 17.59% |
$72.1K - $79.5K
|
2.76K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-575- 4.76% |
$70.5K - $77.8K
|
11.5K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-572- 4.91% |
$70.1K - $77.4K
|
11.1K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-567- 34.7% |
$69.5K - $76.7K
|
1.07K
$143K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-562- 1.78% |
$68.9K - $76K
|
31K
$4.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Ade, LLC
|
SELL
|
- |
-537- 7.29% |
$65.8K - $72.6K
|
6.83K
$913K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-535- 12.69% |
$65.6K - $72.4K
|
3.68K
$492K
|
|
|
May 01, 2025
Q1 2025
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-521- 11.02% |
$63.9K - $70.5K
|
4.21K
$563K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-519- 1.52% |
$63.6K - $70.2K
|
33.6K
$4.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-518- 12.07% |
$63.5K - $70.1K
|
3.77K
$505K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-509- 0.25% |
$62.4K - $68.8K
|
202K
$27.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-503- 0.83% |
$61.7K - $68K
|
60.4K
$8.08M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-481- 4.17% |
$59K - $65.1K
|
11.1K
$1.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-481- 5.33% |
$59K - $65.1K
|
8.54K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-478- 0.32% |
$58.6K - $64.6K
|
151K
$20.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-478- 47.56% |
$58.6K - $64.6K
|
527
$70.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-450- 5.09% |
$55.2K - $60.9K
|
8.39K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-447- 7.42% |
$54.8K - $60.5K
|
5.58K
$746K
|
|
|
Apr 22, 2025
Q1 2025
|
Friday Financial
Dubuque, IA |
SELL
|
- |
-438- 10.97% |
$53.7K - $59.2K
|
3.56K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-421- 3.24% |
$51.6K - $56.9K
|
12.6K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-416- 8.38% |
$51K - $56.3K
|
4.55K
$608K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-405- 4.58% |
$49.6K - $54.8K
|
8.44K
$1.13M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-400- 10.62% |
$49K - $54.1K
|
3.37K
$450K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-397- 8.06% |
$48.7K - $53.7K
|
4.53K
$605K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-396- 1.59% |
$48.5K - $53.6K
|
24.5K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-395- 19.14% |
$48.4K - $53.4K
|
1.67K
$223K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-392- 0.84% |
$48.1K - $53K
|
46.4K
$6.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-391- 1.71% |
$47.9K - $52.9K
|
22.5K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-372- 0.92% |
$45.6K - $50.3K
|
40K
$5.36M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-360- 11.37% |
$44.1K - $48.7K
|
2.81K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-353- 37.55% |
$43.3K - $47.7K
|
587
$78.5K
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-345- 8.84% |
$42.3K - $46.7K
|
3.56K
$476K
|