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 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-12.9K- 88.0% |
$1.72M - $1.82M
|
1.76K
$243K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 0.64% |
$1.39M - $1.47M
|
1.64M
$226M
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-10.1K- 12.92% |
$1.34M - $1.42M
|
68.1K
$9.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-10K- 1.59% |
$1.33M - $1.41M
|
620K
$85.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.54K- 7.1% |
$1.27M - $1.34M
|
125K
$17.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.07K- 2.64% |
$1.2M - $1.27M
|
335K
$46.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.3K- 45.86% |
$1.1M - $1.17M
|
9.8K
$1.35M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8.2K- 21.93% |
$1.09M - $1.15M
|
29.2K
$4.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.19K- 8.81% |
$1.09M - $1.15M
|
84.8K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.7K- 41.08% |
$1.02M - $1.08M
|
11K
$1.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-7.49K- 71.54% |
$995K - $1.05M
|
2.98K
$411K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
SELL
|
- |
-7.14K- 81.1% |
$948K - $1M
|
1.66K
$229K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-7.03K- 2.08% |
$933K - $988K
|
331K
$45.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6.48K- 9.66% |
$861K - $911K
|
60.6K
$8.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.13K- 40.62% |
$814K - $862K
|
8.96K
$1.23M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.18K- 3.27% |
$688K - $728K
|
153K
$21.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-4.86K- 1.89% |
$645K - $683K
|
252K
$34.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-4.79K- 17.21% |
$636K - $673K
|
23K
$3.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.71K- 3.14% |
$626K - $663K
|
145K
$20M
|
|
|
Oct 24, 2025
Q3 2025
|
Covenant Partners, LLC
|
SELL
|
- |
-4.64K- 2.91% |
$616K - $652K
|
155K
$21.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-4.47K- 4.33% |
$593K - $628K
|
98.6K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.12K- 43.3% |
$547K - $579K
|
5.39K
$743K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.09K- 41.13% |
$543K - $574K
|
5.85K
$806K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.07K- 1.9% |
$540K - $572K
|
210K
$29M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.84K- 46.27% |
$510K - $540K
|
4.46K
$615K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.83K- 5.3% |
$509K - $539K
|
68.4K
$9.43M
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.76K- 1.55% |
$500K - $529K
|
238K
$32.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.66K- 0.84% |
$485K - $514K
|
430K
$59.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.37K- 13.82% |
$448K - $474K
|
21K
$2.9M
|
|
|
Nov 06, 2025
Q3 2025
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-3.14K- 7.33% |
$418K - $442K
|
39.8K
$5.48M
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.01K- 1.76% |
$400K - $423K
|
168K
$23.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-3K- 29.36% |
$398K - $421K
|
7.21K
$993K
|
|
|
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
|
|