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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.4K- 51.99% |
$1.71M - $2.04M
|
14.3K
$1.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
SELL
|
- |
-13.4K- 22.13% |
$1.48M - $1.77M
|
47K
$6.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.8K- 16.44% |
$1.2M - $1.43M
|
55K
$7.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.56K- 62.7% |
$504K - $602K
|
2.71K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-3.86K- 18.3% |
$426K - $510K
|
17.2K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.42K- 92.07% |
$379K - $452K
|
295
$40.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-2.17K- 8.8% |
$240K - $287K
|
22.5K
$3.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.68K- 13.94% |
$186K - $222K
|
10.4K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.57K- 11.35% |
$174K - $208K
|
12.3K
$1.69M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.52K- 69.45% |
$168K - $201K
|
670
$92.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.5K- 26.39% |
$166K - $198K
|
4.18K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-1.5K- 20.86% |
$166K - $198K
|
5.68K
$783K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.31K- 40.04% |
$145K - $173K
|
1.96K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.14K- 2.96% |
$126K - $150K
|
37.3K
$5.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-905- 47.06% |
$100K - $120K
|
1.02K
$140K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-818- 28.12% |
$90.5K - $108K
|
2.09K
$288K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-779- 22.64% |
$86.1K - $103K
|
2.66K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-742- 26.87% |
$82.1K - $98K
|
2.02K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-740- 19.29% |
$81.8K - $97.8K
|
3.1K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-698- 25.56% |
$77.2K - $92.2K
|
2.03K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-590- 5.58% |
$65.2K - $78K
|
9.98K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-571- 26.79% |
$63.1K - $75.5K
|
1.56K
$215K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-529- 14.18% |
$58.5K - $69.9K
|
3.2K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-500- 19.23% |
$55.3K - $66.1K
|
2.1K
$289K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-397- 17.4% |
$43.9K - $52.5K
|
1.89K
$260K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-343- 46.54% |
$37.9K - $45.3K
|
394
$54.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-322- 10.1% |
$35.6K - $42.5K
|
2.87K
$395K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-299- 17.99% |
$33.1K - $39.5K
|
1.36K
$188K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-295- 6.16% |
$32.6K - $39K
|
4.5K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
American Money Management, LLC
|
SELL
|
- |
-292- 14.73% |
$32.3K - $38.6K
|
1.69K
$233K
|
|
|
Jul 02, 2025
Q2 2025
|
Marotta Asset Management
|
SELL
|
- |
-285- 14.98% |
$31.5K - $37.7K
|
1.62K
$223K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-237- 2.71% |
$26.2K - $31.3K
|
8.5K
$1.17M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-223- 2.87% |
$24.7K - $29.5K
|
7.55K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-200- 79.05% |
$22.1K - $26.4K
|
53
$7.31K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-196- 1.72% |
$21.7K - $25.9K
|
11.2K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-183- 10.63% |
$20.2K - $24.2K
|
1.54K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-165- 56.31% |
$18.2K - $21.8K
|
128
$17.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-155- 3.47% |
$17.1K - $20.5K
|
4.32K
$595K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-150- 3.62% |
$16.6K - $19.8K
|
4K
$551K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-147- 2.17% |
$16.3K - $19.4K
|
6.63K
$914K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-126- 1.5% |
$13.9K - $16.6K
|
8.26K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-111- 5.02% |
$12.3K - $14.7K
|
2.1K
$289K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-96- 36.09% |
$10.6K - $12.7K
|
170
$23.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-85- 45.95% |
$9.4K - $11.2K
|
100
$13.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-78- 75.73% |
$8.63K - $10.3K
|
25
$3.45K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-75- 4.5% |
$8.29K - $9.91K
|
1.59K
$219K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-69- 3.99% |
$7.63K - $9.12K
|
1.66K
$229K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-69- 2.09% |
$7.63K - $9.12K
|
3.23K
$446K
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-67- 3.16% |
$7.41K - $8.85K
|
2.05K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-66- 11.83% |
$7.3K - $8.72K
|
492
$67.8K
|
|