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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
SELL
|
- |
-796- 15.49% |
$106K - $112K
|
4.34K
$599K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-792- 6.25% |
$105K - $111K
|
11.9K
$1.64M
|
|
|
Nov 17, 2025
Q3 2025
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-705- 5.01% |
$93.6K - $99.1K
|
13.4K
$1.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-705- 3.22% |
$93.6K - $99.1K
|
21.2K
$2.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-690- 11.36% |
$91.7K - $97K
|
5.38K
$742K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-672- 6.11% |
$89.3K - $94.5K
|
10.3K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-666- 28.98% |
$88.5K - $93.6K
|
1.63K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-660- 7.6% |
$87.7K - $92.8K
|
8.03K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-659- 8.01% |
$87.5K - $92.7K
|
7.57K
$1.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-657- 13.41% |
$87.3K - $92.4K
|
4.24K
$585K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-650- 28.86% |
$86.3K - $91.4K
|
1.6K
$221K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-621- 50.86% |
$82.5K - $87.3K
|
600
$82.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-610- 80.58% |
$81K - $85.8K
|
147
$20.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-608- 7.48% |
$80.8K - $85.5K
|
7.53K
$1.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-605- 6.93% |
$80.4K - $85.1K
|
8.13K
$1.12M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-605- 6.26% |
$80.4K - $85.1K
|
9.05K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-585- 1.1% |
$77.7K - $82.3K
|
52.8K
$7.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-543- 8.9% |
$72.1K - $76.4K
|
5.56K
$767K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-537- 20.95% |
$71.3K - $75.5K
|
2.03K
$279K
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-519- 4.7% |
$68.9K - $73K
|
10.5K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-498- 4.32% |
$66.1K - $70K
|
11K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
SELL
|
- |
-492- 5.01% |
$65.4K - $69.2K
|
9.32K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-480- 9.26% |
$63.8K - $67.5K
|
4.71K
$649K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-477- 4.01% |
$63.4K - $67.1K
|
11.4K
$1.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-460- 8.14% |
$61.1K - $64.7K
|
5.19K
$715K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-450- 22.64% |
$59.8K - $63.3K
|
1.54K
$212K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-441- 4.74% |
$58.6K - $62K
|
8.85K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-421- 1.03% |
$55.9K - $59.2K
|
40.6K
$5.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-420- 14.16% |
$55.8K - $59.1K
|
2.55K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-415- 84.18% |
$55.1K - $58.4K
|
78
$10.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-412- 3.29% |
$54.7K - $57.9K
|
12.1K
$1.67M
|
|
|
Oct 31, 2025
Q3 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-411- 5.66% |
$54.6K - $57.8K
|
6.85K
$944K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-411- 5.66% |
$54.6K - $57.8K
|
6.85K
$944K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-404- 1.24% |
$53.7K - $56.8K
|
32.1K
$4.42M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-390- 43.33% |
$51.8K - $54.8K
|
510
$70.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-390- 5.23% |
$51.8K - $54.8K
|
7.07K
$974K
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-381- 8.5% |
$50.6K - $53.6K
|
4.1K
$565K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-376- 2.47% |
$49.9K - $52.9K
|
14.8K
$2.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-364- 5.84% |
$48.4K - $51.2K
|
5.87K
$809K
|
|
|
Nov 13, 2025
Q3 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-359- 11.96% |
$47.7K - $50.5K
|
2.64K
$364K
|
|
|
Oct 21, 2025
Q3 2025
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-356- 1.72% |
$47.3K - $50.1K
|
20.3K
$2.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-352- 1.98% |
$46.8K - $49.5K
|
17.4K
$2.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-351- 5.28% |
$46.6K - $49.4K
|
6.3K
$868K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-349- 1.85% |
$46.4K - $49.1K
|
18.6K
$2.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-348- 2.58% |
$46.2K - $48.9K
|
13.2K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-340- 1.12% |
$45.2K - $47.8K
|
30.1K
$4.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-333- 3.31% |
$44.2K - $46.8K
|
9.73K
$1.34M
|
|