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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-295- 6.16% |
$32.6K - $39K
|
4.5K
$617K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-294- 11.46% |
$32.5K - $38.8K
|
2.27K
$312K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-292- 14.73% |
$32.3K - $38.6K
|
1.69K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-288- 11.17% |
$31.8K - $38.1K
|
2.29K
$314K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-287- 2.71% |
$31.7K - $37.9K
|
10.3K
$1.41M
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$31.5K - $37.7K
|
1.62K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-271- 2.38% |
$30K - $35.8K
|
11.1K
$1.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-248- 4.37% |
$27.4K - $32.8K
|
5.43K
$746K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-237- 2.71% |
$26.2K - $31.3K
|
8.5K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-224- 0.26% |
$24.8K - $29.6K
|
85.7K
$11.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-222- 1.74% |
$24.5K - $29.3K
|
12.5K
$1.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-219- 3.55% |
$24.2K - $28.9K
|
5.96K
$818K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-218- 4.65% |
$24.1K - $28.8K
|
4.48K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-215- 1.94% |
$23.8K - $28.4K
|
10.8K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-214- 8.76% |
$23.7K - $28.3K
|
2.23K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-209- 2.48% |
$23.1K - $27.6K
|
8.23K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-205- 9.04% |
$22.7K - $27.1K
|
2.06K
$283K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-200- 79.05% |
$22.1K - $26.4K
|
53
$7.28K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-199- 11.13% |
$22K - $26.3K
|
1.59K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-196- 1.72% |
$21.7K - $25.9K
|
11.2K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-193- 2.58% |
$21.3K - $25.5K
|
7.3K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-191- 6.68% |
$21.1K - $25.2K
|
2.67K
$367K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-183- 10.63% |
$20.2K - $24.2K
|
1.54K
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-178- 0.41% |
$19.7K - $23.5K
|
42.9K
$5.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-178- 2.32% |
$19.7K - $23.5K
|
7.51K
$1.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-171- 3.14% |
$18.9K - $22.6K
|
5.27K
$724K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-169- 1.41% |
$18.7K - $22.3K
|
11.9K
$1.63M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-169- 6.85% |
$18.7K - $22.3K
|
2.3K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-165- 56.31% |
$18.2K - $21.8K
|
128
$17.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-162- 0.72% |
$17.9K - $21.4K
|
22.3K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-155- 3.47% |
$17.1K - $20.5K
|
4.32K
$593K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-155- 1.57% |
$17.1K - $20.5K
|
9.74K
$1.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-154- 0.72% |
$17K - $20.3K
|
21.3K
$2.93M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-150- 3.62% |
$16.6K - $19.8K
|
4K
$549K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-147- 2.17% |
$16.3K - $19.4K
|
6.63K
$910K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-135- 4.27% |
$14.9K - $17.8K
|
3.03K
$416K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-129- 0.53% |
$14.3K - $17K
|
24.4K
$3.35M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-126- 1.5% |
$13.9K - $16.6K
|
8.26K
$1.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-125- 3.31% |
$13.8K - $16.5K
|
3.65K
$501K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-123- 0.69% |
$13.6K - $16.3K
|
17.7K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-119- 4.56% |
$13.2K - $15.7K
|
2.49K
$342K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-111- 5.02% |
$12.3K - $14.7K
|
2.1K
$288K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-104- 5.51% |
$11.5K - $13.7K
|
1.79K
$245K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-98- 4.46% |
$10.8K - $12.9K
|
2.1K
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-96- 36.09% |
$10.6K - $12.7K
|
170
$23.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-93- 0.61% |
$10.3K - $12.3K
|
15K
$2.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-85- 0.58% |
$9.4K - $11.2K
|
14.7K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-85- 45.95% |
$9.4K - $11.2K
|
100
$13.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-80- 0.7% |
$8.85K - $10.6K
|
11.4K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-78- 75.73% |
$8.63K - $10.3K
|
25
$3.43K
|