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
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-275- 10.11% |
$33.7K - $37.2K
|
2.44K
$300K
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-275- 0.57% |
$33.7K - $37.2K
|
48.3K
$5.93M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-274- 1.22% |
$33.6K - $37.1K
|
22.3K
$2.73M
|
|
May 01, 2025
Q1 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-273- 2.16% |
$33.5K - $36.9K
|
12.4K
$1.52M
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-272- 4.98% |
$33.3K - $36.8K
|
5.19K
$637K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-261- 84.47% |
$32K - $35.3K
|
48
$5.89K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-258- 1.96% |
$31.6K - $34.9K
|
12.9K
$1.58M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-257- 4.87% |
$31.5K - $34.8K
|
5.02K
$616K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-235- 7.47% |
$28.8K - $31.8K
|
2.91K
$357K
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-232- 12.31% |
$28.4K - $31.4K
|
1.65K
$203K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-220- 2.04% |
$27K - $29.8K
|
10.6K
$1.3M
|
|
May 01, 2025
Q1 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-214- 7.83% |
$26.2K - $28.9K
|
2.52K
$309K
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-213- 5.78% |
$26.1K - $28.8K
|
3.47K
$426K
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-210- 2.84% |
$25.7K - $28.4K
|
7.18K
$881K
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-209- 10.37% |
$25.6K - $28.3K
|
1.81K
$222K
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-208- 1.81% |
$25.5K - $28.1K
|
11.3K
$1.39M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-203- 5.48% |
$24.9K - $27.5K
|
3.5K
$430K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-200- 12.5% |
$24.5K - $27K
|
1.4K
$172K
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-200- 3.97% |
$24.5K - $27K
|
4.84K
$594K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 1.71% |
$24.5K - $27K
|
11.5K
$1.41M
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-200- 1.09% |
$24.5K - $27K
|
18.1K
$2.23M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-195- 0.36% |
$23.9K - $26.4K
|
53.9K
$6.61M
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-193- 0.99% |
$23.7K - $26.1K
|
19.4K
$2.38M
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-192- 48.98% |
$23.5K - $26K
|
200
$24.6K
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-190- 12.58% |
$23.3K - $25.7K
|
1.32K
$162K
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-190- 4.38% |
$23.3K - $25.7K
|
4.15K
$509K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-189- 0.2% |
$23.2K - $25.6K
|
92.8K
$11.4M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-189- 5.77% |
$23.2K - $25.6K
|
3.09K
$379K
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-188- 18.45% |
$23K - $25.4K
|
831
$102K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-188- 2.27% |
$23K - $25.4K
|
8.1K
$994K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-187- 8.45% |
$22.9K - $25.3K
|
2.03K
$249K
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-182- 2.29% |
$22.3K - $24.6K
|
7.78K
$955K
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-161- 1.55% |
$19.7K - $21.8K
|
10.2K
$1.25M
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-160- 1.77% |
$19.6K - $21.6K
|
8.87K
$1.09M
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-160- 7.08% |
$19.6K - $21.6K
|
2.1K
$258K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-155- 1.55% |
$19K - $21K
|
9.87K
$1.21M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-155- 0.55% |
$19K - $21K
|
27.8K
$3.41M
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-149- 6.78% |
$18.3K - $20.2K
|
2.05K
$252K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-148- 0.88% |
$18.1K - $20K
|
16.7K
$2.05M
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-148- 1.07% |
$18.1K - $20K
|
13.6K
$1.67M
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-145- 1.33% |
$17.8K - $19.6K
|
10.7K
$1.32M
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-140- 4.65% |
$17.2K - $18.9K
|
2.87K
$353K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-139- 1.54% |
$17K - $18.8K
|
8.88K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-135- 1.94% |
$16.5K - $18.3K
|
6.82K
$837K
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-133- 0.52% |
$16.3K - $18K
|
25.4K
$3.12M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-127- 1.76% |
$15.6K - $17.2K
|
7.08K
$869K
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-122- 6.57% |
$15K - $16.5K
|
1.74K
$213K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-121- 3.29% |
$14.8K - $16.4K
|
3.56K
$437K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-120- 18.72% |
$14.7K - $16.2K
|
521
$64K
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-119- 1.99% |
$14.6K - $16.1K
|
5.86K
$719K
|