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 05, 2025
Q3 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.9K- 12.06% |
$385K - $408K
|
21.1K
$2.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.77K- 12.93% |
$367K - $389K
|
18.6K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.73K- 2.17% |
$362K - $384K
|
123K
$17M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.7K- 10.74% |
$358K - $379K
|
22.4K
$3.09M
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.68K- 24.15% |
$356K - $377K
|
8.42K
$1.16M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.53K- 2.21% |
$336K - $356K
|
112K
$15.4M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
SELL
|
- |
-2.53K- 69.17% |
$336K - $355K
|
1.13K
$155K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.51K- 50.63% |
$333K - $352K
|
2.44K
$337K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.49K- 16.49% |
$331K - $350K
|
12.6K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.4K- 2.55% |
$319K - $338K
|
92K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.37K- 3.02% |
$315K - $333K
|
76K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-2.25K- 9.66% |
$299K - $317K
|
21K
$2.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-2.25K- 8.05% |
$299K - $317K
|
25.7K
$3.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.11K- 36.66% |
$281K - $297K
|
3.65K
$503K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 0.95% |
$276K - $292K
|
216K
$29.7M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.96K- 93.37% |
$260K - $275K
|
139
$19.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.82K- 0.68% |
$242K - $256K
|
265K
$36.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-1.78K- 6.49% |
$236K - $250K
|
25.6K
$3.53M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-1.72K- 0.85% |
$228K - $242K
|
200K
$27.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.69K- 9.25% |
$224K - $238K
|
16.6K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-1.65K- 3.35% |
$219K - $232K
|
47.5K
$6.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.65K- 10.2% |
$219K - $232K
|
14.5K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.64K- 1.33% |
$218K - $230K
|
121K
$16.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.63K- 1.76% |
$216K - $229K
|
90.9K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.56K- 1.45% |
$207K - $219K
|
106K
$14.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.52K- 1.27% |
$202K - $214K
|
118K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.52K- 4.37% |
$201K - $213K
|
33.1K
$4.57M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.42K- 17.07% |
$189K - $200K
|
6.9K
$951K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.42K- 6.44% |
$188K - $200K
|
20.6K
$2.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.41K- 3.12% |
$188K - $199K
|
44K
$6.06M
|
|
|
Oct 21, 2025
Q3 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.29K- 31.98% |
$172K - $182K
|
2.75K
$379K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
SELL
|
- |
-1.28K- 11.25% |
$170K - $180K
|
10.1K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.24K- 11.94% |
$165K - $174K
|
9.14K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.14K- 26.77% |
$152K - $161K
|
3.13K
$431K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-1.14K- 3.77% |
$152K - $161K
|
29.2K
$4.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.11K- 15.46% |
$147K - $156K
|
6.07K
$836K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.05K- 0.58% |
$139K - $147K
|
179K
$24.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.05K- 20.27% |
$139K - $147K
|
4.11K
$567K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.05K- 1.27% |
$139K - $147K
|
81.1K
$11.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-995- 0.95% |
$132K - $140K
|
104K
$14.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-987- 1.12% |
$131K - $139K
|
87.5K
$12.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-985- 11.03% |
$131K - $139K
|
7.94K
$1.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-965- 17.5% |
$128K - $136K
|
4.55K
$627K
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-960- 1.84% |
$128K - $135K
|
51.1K
$7.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-959- 3.37% |
$127K - $135K
|
27.5K
$3.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-939- 6.05% |
$125K - $132K
|
14.6K
$2.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-915- 6.43% |
$122K - $129K
|
13.3K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-901- 17.98% |
$120K - $127K
|
4.11K
$567K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-883- 1.03% |
$117K - $124K
|
84.8K
$11.7M
|
|
|
Nov 13, 2025
Q3 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-843- 23.69% |
$112K - $119K
|
2.72K
$374K
|
|