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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-47- 0.36% |
$5.62K - $6.22K
|
13K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-46- 0.96% |
$5.5K - $6.08K
|
4.72K
$634K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-45- 2.55% |
$5.38K - $5.95K
|
1.72K
$231K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-42- 0.41% |
$5.02K - $5.55K
|
10.1K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-42- 1.58% |
$5.02K - $5.55K
|
2.62K
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-41- 0.9% |
$4.9K - $5.42K
|
4.53K
$608K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.92% |
$4.78K - $5.29K
|
2.05K
$275K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-40- 2.41% |
$4.78K - $5.29K
|
1.62K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-39- 0.24% |
$4.66K - $5.16K
|
16.5K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-36- 0.49% |
$4.3K - $4.76K
|
7.35K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-34- 0.58% |
$4.06K - $4.5K
|
5.88K
$789K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-34- 0.15% |
$4.06K - $4.5K
|
23K
$3.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-34- 0.78% |
$4.06K - $4.5K
|
4.34K
$583K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-32- 1.5% |
$3.82K - $4.23K
|
2.1K
$282K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-31- 0.14% |
$3.71K - $4.1K
|
21.7K
$2.92M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 23.13% |
$3.71K - $4.1K
|
103
$13.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-30- 1.75% |
$3.59K - $3.97K
|
1.69K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-30- 0.42% |
$3.59K - $3.97K
|
7.04K
$946K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-29- 0.72% |
$3.47K - $3.84K
|
3.98K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-28- 1.12% |
$3.35K - $3.7K
|
2.46K
$331K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-26- 0.72% |
$3.11K - $3.44K
|
3.59K
$482K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-25- 0.87% |
$2.99K - $3.31K
|
2.84K
$381K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-21- 6.25% |
$2.51K - $2.78K
|
315
$42.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-20- 0.65% |
$2.39K - $2.65K
|
3.05K
$409K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-17- 0.7% |
$2.03K - $2.25K
|
2.41K
$323K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-15- 0.33% |
$1.79K - $1.98K
|
4.47K
$601K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-14- 0.01% |
$1.67K - $1.85K
|
106K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-13- 0.28% |
$1.55K - $1.72K
|
4.71K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11- 0.39% |
$1.31K - $1.45K
|
2.82K
$378K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11- 0.17% |
$1.31K - $1.45K
|
6.4K
$859K
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9- 0.35% |
$1.08K - $1.19K
|
2.53K
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-8- 0.2% |
$956 - $1.06K
|
3.94K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-6- 0.26% |
$717 - $794
|
2.34K
$314K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.15% |
$717 - $794
|
4.08K
$548K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-4- 4.76% |
$478 - $529
|
80
$10.7K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3- 10.34% |
$359 - $397
|
26
$3.49K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3- 6.38% |
$359 - $397
|
44
$5.91K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.08% |
$239 - $265
|
2.64K
$355K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2- 0.05% |
$239 - $265
|
3.94K
$529K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2- 3.17% |
$239 - $265
|
61
$8.19K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 25.0% |
$120 - $132
|
3
$403
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.69K- 31.41% |
$1.14M - $1.21M
|
21.2K
$2.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.79K- 96.66% |
$679K - $724K
|
200
$26.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-4.56K- 47.24% |
$534K - $570K
|
5.09K
$683K
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.83K- 50.0% |
$449K - $479K
|
3.83K
$514K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.68K- 39.69% |
$314K - $335K
|
4.07K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-2.5K- 15.86% |
$293K - $313K
|
13.3K
$1.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.67K- 22.16% |
$196K - $209K
|
5.88K
$789K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.35K- 84.51% |
$158K - $169K
|
247
$33.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.23K- 3.7% |
$144K - $154K
|
32K
$4.3M
|
|