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 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-155- 0.55% |
$19K - $21K
|
27.8K
$3.71M
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-149- 6.78% |
$18.3K - $20.2K
|
2.05K
$274K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-148- 0.88% |
$18.1K - $20K
|
16.7K
$2.24M
|
|
Apr 15, 2025
Q1 2025
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-148- 1.07% |
$18.1K - $20K
|
13.6K
$1.82M
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-145- 1.33% |
$17.8K - $19.6K
|
10.7K
$1.44M
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-140- 4.65% |
$17.2K - $18.9K
|
2.87K
$384K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-139- 1.54% |
$17K - $18.8K
|
8.88K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-135- 1.94% |
$16.5K - $18.3K
|
6.82K
$912K
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-133- 0.52% |
$16.3K - $18K
|
25.4K
$3.4M
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-127- 1.76% |
$15.6K - $17.2K
|
7.08K
$946K
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-122- 6.57% |
$15K - $16.5K
|
1.74K
$232K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-121- 3.29% |
$14.8K - $16.4K
|
3.56K
$476K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-120- 18.72% |
$14.7K - $16.2K
|
521
$69.7K
|
|
May 05, 2025
Q1 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-119- 1.99% |
$14.6K - $16.1K
|
5.86K
$784K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-117- 3.21% |
$14.3K - $15.8K
|
3.53K
$472K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-111- 4.18% |
$13.6K - $15K
|
2.55K
$340K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-110Closed |
$13.5K - $14.9K
|
0
$0
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-103- 1.19% |
$12.6K - $13.9K
|
8.52K
$1.14M
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-103- 2.03% |
$12.6K - $13.9K
|
4.98K
$666K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 2.01% |
$12.3K - $13.5K
|
4.89K
$653K
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 0.11% |
$12K - $13.3K
|
91.8K
$12.3M
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-98- 3.0% |
$12K - $13.3K
|
3.17K
$423K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-96- 3.75% |
$11.8K - $13K
|
2.47K
$330K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-96- 1.26% |
$11.8K - $13K
|
7.53K
$1.01M
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-96- 3.68% |
$11.8K - $13K
|
2.51K
$336K
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-94- 3.62% |
$11.5K - $12.7K
|
2.5K
$335K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-93- 1.28% |
$11.4K - $12.6K
|
7.16K
$958K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-90- 4.46% |
$11K - $12.2K
|
1.93K
$258K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-89- 4.72% |
$10.9K - $12K
|
1.8K
$240K
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-87- 57.24% |
$10.7K - $11.8K
|
65
$8.69K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-83- 2.69% |
$10.2K - $11.2K
|
3.01K
$402K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-81- 0.39% |
$9.93K - $11K
|
20.7K
$2.77M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-81- 4.26% |
$9.93K - $11K
|
1.82K
$244K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-79- 24.01% |
$9.68K - $10.7K
|
250
$33.4K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-76- 10.87% |
$9.32K - $10.3K
|
623
$83.3K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-75- 1.55% |
$9.19K - $10.1K
|
4.77K
$638K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-75- 1.51% |
$9.19K - $10.1K
|
4.89K
$654K
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-75- 1.92% |
$9.19K - $10.1K
|
3.84K
$513K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-75- 28.85% |
$9.19K - $10.1K
|
185
$24.7K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-72- 1.14% |
$8.83K - $9.74K
|
6.24K
$835K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-69- 1.42% |
$8.46K - $9.33K
|
4.79K
$641K
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-69- 29.87% |
$8.46K - $9.33K
|
162
$21.7K
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-68- 0.05% |
$8.34K - $9.2K
|
140K
$18.7M
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-65- 1.04% |
$7.97K - $8.79K
|
6.16K
$824K
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 0.72% |
$7.72K - $8.52K
|
8.66K
$1.16M
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-63- 2.49% |
$7.72K - $8.52K
|
2.47K
$330K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-60- 1.12% |
$7.36K - $8.11K
|
5.3K
$709K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-58- 2.65% |
$7.11K - $7.84K
|
2.13K
$285K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-57- 0.53% |
$6.99K - $7.71K
|
10.8K
$1.44M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-56- 0.21% |
$6.87K - $7.57K
|
26.6K
$3.55M
|