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 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 1.53% |
$172K - $190K
|
92.2K
$11.8M
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.39K- 1.87% |
$166K - $183K
|
72.5K
$9.26M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.3K- 16.49% |
$155K - $172K
|
6.58K
$840K
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.28K- 21.34% |
$153K - $170K
|
4.73K
$604K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.24K- 27.57% |
$148K - $163K
|
3.24K
$414K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.2K- 0.15% |
$144K - $159K
|
792K
$101M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
SELL
|
- |
-1.12K- 20.76% |
$133K - $147K
|
4.26K
$544K
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-1.11K- 51.25% |
$133K - $147K
|
1.06K
$135K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.11K- 31.95% |
$133K - $147K
|
2.36K
$302K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.08K- 23.15% |
$129K - $143K
|
3.58K
$457K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.08K- 17.98% |
$129K - $142K
|
4.91K
$627K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.06K- 0.6% |
$126K - $140K
|
176K
$22.5M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-951- 9.87% |
$114K - $126K
|
8.68K
$1.11M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-916- 4.69% |
$109K - $121K
|
18.6K
$2.38M
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-850- 14.18% |
$102K - $112K
|
5.15K
$657K
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-843- 6.03% |
$101K - $111K
|
13.1K
$1.68M
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-824- 9.17% |
$98.5K - $109K
|
8.16K
$1.04M
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-747- 0.92% |
$89.3K - $98.8K
|
80K
$10.2M
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-710- 3.36% |
$84.9K - $93.9K
|
20.4K
$2.61M
|
|
Nov 12, 2024
Q3 2024
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
SELL
|
- |
-703- 92.99% |
$84K - $93K
|
53
$6.77K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-655- 14.56% |
$78.3K - $86.6K
|
3.84K
$491K
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-651- 10.45% |
$77.8K - $86.1K
|
5.58K
$713K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-643- 46.97% |
$76.9K - $85K
|
726
$92.7K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-642- 1.23% |
$76.7K - $84.9K
|
51.6K
$6.59M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-636- 1.85% |
$76K - $84.1K
|
33.8K
$4.32M
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-595- 16.45% |
$71.1K - $78.7K
|
3.02K
$386K
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-584- 0.38% |
$69.8K - $77.2K
|
152K
$19.4M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-577- 5.11% |
$69K - $76.3K
|
10.7K
$1.37M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-575- 10.28% |
$68.7K - $76K
|
5.02K
$641K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-569- 4.22% |
$68K - $75.3K
|
12.9K
$1.65M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-569- 1.79% |
$68K - $75.3K
|
31.3K
$3.99M
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-560- 2.22% |
$66.9K - $74.1K
|
24.7K
$3.15M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-547- 3.17% |
$65.4K - $72.3K
|
16.7K
$2.13M
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-521- 0.85% |
$62.3K - $68.9K
|
60.5K
$7.72M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-519- 19.0% |
$62K - $68.6K
|
2.21K
$282K
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-495- 23.67% |
$59.2K - $65.5K
|
1.6K
$204K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-491- 38.51% |
$58.7K - $64.9K
|
784
$100K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-478- 7.26% |
$57.1K - $63.2K
|
6.11K
$780K
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-465- 5.28% |
$55.6K - $61.5K
|
8.34K
$1.06M
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-457- 3.06% |
$54.6K - $60.4K
|
14.5K
$1.85M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-451- 8.05% |
$53.9K - $59.6K
|
5.15K
$658K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-445- 6.57% |
$53.2K - $58.9K
|
6.33K
$809K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-426- 26.63% |
$50.9K - $56.3K
|
1.17K
$150K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-405- 16.84% |
$48.4K - $53.6K
|
2K
$255K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-404- 1.07% |
$48.3K - $53.4K
|
37.4K
$4.78M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-399- 0.29% |
$47.7K - $52.8K
|
138K
$17.7M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-386- 1.59% |
$46.1K - $51K
|
23.9K
$3.05M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-385- 2.85% |
$46K - $50.9K
|
13.1K
$1.68M
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-385- 0.91% |
$46K - $50.9K
|
41.9K
$5.35M
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-384- 2.2% |
$45.9K - $50.8K
|
17.1K
$2.18M
|