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 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-117- 3.21% |
$14.3K - $15.8K
|
3.53K
$433K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-111- 4.18% |
$13.6K - $15K
|
2.55K
$312K
|
|
Apr 09, 2025
Q1 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-111- 0.18% |
$13.6K - $15K
|
59.9K
$7.35M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-111- 34.8% |
$13.6K - $15K
|
208
$25.5K
|
|
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
$1.05M
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-103- 2.03% |
$12.6K - $13.9K
|
4.98K
$612K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-101- 2.54% |
$12.4K - $13.7K
|
3.87K
$475K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 2.01% |
$12.3K - $13.5K
|
4.89K
$600K
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-99- 2.02% |
$12.1K - $13.4K
|
4.8K
$589K
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-98- 3.0% |
$12K - $13.3K
|
3.17K
$389K
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 0.11% |
$12K - $13.3K
|
91.8K
$11.3M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-96- 3.75% |
$11.8K - $13K
|
2.47K
$303K
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-96- 1.26% |
$11.8K - $13K
|
7.53K
$925K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-96- 3.68% |
$11.8K - $13K
|
2.51K
$309K
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-94- 3.62% |
$11.5K - $12.7K
|
2.5K
$307K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-93- 1.28% |
$11.4K - $12.6K
|
7.16K
$879K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-90- 4.46% |
$11K - $12.2K
|
1.93K
$236K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-89- 4.72% |
$10.9K - $12K
|
1.8K
$221K
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-88- 0.43% |
$10.8K - $11.9K
|
20.6K
$2.53M
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-87- 57.24% |
$10.7K - $11.8K
|
65
$7.98K
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-87- 2.04% |
$10.7K - $11.8K
|
4.17K
$512K
|
|
May 14, 2025
Q1 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-83- 0.97% |
$10.2K - $11.2K
|
8.46K
$1.04M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-83- 2.69% |
$10.2K - $11.2K
|
3.01K
$369K
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-81- 0.39% |
$9.93K - $11K
|
20.7K
$2.54M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-81- 4.26% |
$9.93K - $11K
|
1.82K
$224K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-79- 24.01% |
$9.68K - $10.7K
|
250
$30.7K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-76- 10.87% |
$9.32K - $10.3K
|
623
$76.5K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-75- 1.55% |
$9.19K - $10.1K
|
4.77K
$586K
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-75- 1.51% |
$9.19K - $10.1K
|
4.89K
$600K
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-75- 28.85% |
$9.19K - $10.1K
|
185
$22.7K
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-75- 1.92% |
$9.19K - $10.1K
|
3.84K
$471K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-72- 1.14% |
$8.83K - $9.74K
|
6.24K
$766K
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-69- 1.42% |
$8.46K - $9.33K
|
4.79K
$588K
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-69- 29.87% |
$8.46K - $9.33K
|
162
$19.9K
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-69- 6.46% |
$8.46K - $9.33K
|
999
$123K
|
|
May 07, 2025
Q1 2025
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-68- 0.05% |
$8.34K - $9.2K
|
140K
$17.2M
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-65- 1.73% |
$7.97K - $8.79K
|
3.7K
$454K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-65- 1.04% |
$7.97K - $8.79K
|
6.16K
$756K
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-63- 0.72% |
$7.72K - $8.52K
|
8.66K
$1.06M
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-63- 2.49% |
$7.72K - $8.52K
|
2.47K
$303K
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-60- 1.12% |
$7.36K - $8.11K
|
5.3K
$651K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-58- 2.65% |
$7.11K - $7.84K
|
2.13K
$262K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-57- 0.53% |
$6.99K - $7.71K
|
10.8K
$1.32M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-56- 0.21% |
$6.87K - $7.57K
|
26.6K
$3.26M
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-54- 0.88% |
$6.62K - $7.3K
|
6.06K
$744K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-54- 1.68% |
$6.62K - $7.3K
|
3.16K
$388K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-52- 0.21% |
$6.37K - $7.03K
|
24.6K
$3.01M
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 0.87% |
$6.13K - $6.76K
|
5.67K
$696K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-48- 2.6% |
$5.88K - $6.49K
|
1.8K
$221K
|