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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.11K- 2.66% |
$130K - $139K
|
40.6K
$5.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.1K- 7.26% |
$128K - $137K
|
14K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 33.25% |
$127K - $135K
|
2.17K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-907- 34.87% |
$106K - $113K
|
1.69K
$227K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-843- 29.07% |
$98.9K - $105K
|
2.06K
$276K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-840- 7.17% |
$98.5K - $105K
|
10.9K
$1.46M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-716- 25.49% |
$84K - $89.6K
|
2.09K
$281K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-683- 15.78% |
$80.1K - $85.5K
|
3.64K
$489K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-669- 12.29% |
$78.5K - $83.7K
|
4.78K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-559- 22.78% |
$65.6K - $69.9K
|
1.9K
$254K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-539- 66.96% |
$63.2K - $67.4K
|
266
$35.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-412- 16.61% |
$48.3K - $51.6K
|
2.07K
$278K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-395- 1.55% |
$46.3K - $49.4K
|
25.2K
$3.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-380- 6.97% |
$44.6K - $47.5K
|
5.08K
$682K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-339- 46.44% |
$39.8K - $42.4K
|
391
$52.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-301- 3.37% |
$35.3K - $37.7K
|
8.64K
$1.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-300- 72.99% |
$35.2K - $37.5K
|
111
$14.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-290- 4.18% |
$34K - $36.3K
|
6.66K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-282- 0.75% |
$33.1K - $35.3K
|
37.3K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-280- 5.89% |
$32.8K - $35K
|
4.48K
$601K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-276- 12.74% |
$32.4K - $34.5K
|
1.89K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-249- 7.66% |
$29.2K - $31.2K
|
3K
$403K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-245- 12.58% |
$28.7K - $30.7K
|
1.7K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
SELL
|
- |
-193- 9.42% |
$22.6K - $24.2K
|
1.86K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-156- 38.42% |
$18.3K - $19.5K
|
250
$33.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-150- 1.03% |
$17.6K - $18.8K
|
14.5K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-143- 59.09% |
$16.8K - $17.9K
|
99
$13.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-143- 6.99% |
$16.8K - $17.9K
|
1.9K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-138- 1.61% |
$16.2K - $17.3K
|
8.41K
$1.13M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-136- 14.29% |
$16K - $17K
|
816
$110K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-101- 4.28% |
$11.8K - $12.6K
|
2.26K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-94- 3.14% |
$11K - $11.8K
|
2.9K
$390K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-77- 40.53% |
$9.03K - $9.64K
|
113
$15.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-64- 35.56% |
$7.51K - $8.01K
|
116
$15.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-61- 2.49% |
$7.16K - $7.63K
|
2.39K
$320K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-54- 6.75% |
$6.33K - $6.76K
|
746
$100K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-50- 1.94% |
$5.87K - $6.26K
|
2.53K
$340K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-48- 52.17% |
$5.63K - $6.01K
|
44
$5.91K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-47- 3.93% |
$5.51K - $5.88K
|
1.15K
$154K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-43- 1.72% |
$5.04K - $5.38K
|
2.45K
$329K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-40- 0.6% |
$4.69K - $5.01K
|
6.61K
$888K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-25- 0.4% |
$2.93K - $3.13K
|
6.15K
$826K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 1.21% |
$2.58K - $2.75K
|
1.8K
$241K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-20- 4.05% |
$2.35K - $2.5K
|
474
$63.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-20- 4.04% |
$2.35K - $2.5K
|
475
$63.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-12- 0.07% |
$1.41K - $1.5K
|
18.1K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-10- 1.26% |
$1.17K - $1.25K
|
784
$105K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3- 0.34% |
$352 - $375
|
889
$119K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-7.63K- 81.62% |
$857K - $956K
|
1.72K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-6.16K- 63.78% |
$693K - $772K
|
3.5K
$470K
|
|