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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-182- 2.29% |
$22.3K - $24.6K
|
7.78K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-149- 6.78% |
$18.3K - $20.2K
|
2.05K
$283K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-122- 6.57% |
$15K - $16.5K
|
1.74K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-111- 4.18% |
$13.6K - $15K
|
2.55K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-110Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-89- 4.72% |
$10.9K - $12K
|
1.8K
$248K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-87- 57.24% |
$10.7K - $11.8K
|
65
$8.96K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-79- 24.01% |
$9.68K - $10.7K
|
250
$34.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-76- 10.87% |
$9.32K - $10.3K
|
623
$85.9K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-75- 1.55% |
$9.19K - $10.1K
|
4.77K
$658K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-69- 29.87% |
$8.46K - $9.33K
|
162
$22.3K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-60- 1.12% |
$7.36K - $8.11K
|
5.3K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-45- 1.25% |
$5.52K - $6.09K
|
3.57K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Alaska Permanent Capital Management
|
SELL
|
- |
-41- 42.71% |
$5.03K - $5.54K
|
55
$7.58K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-34- 0.71% |
$4.17K - $4.6K
|
4.77K
$658K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-30- 12.05% |
$3.68K - $4.06K
|
219
$30.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-29- 1.02% |
$3.56K - $3.92K
|
2.81K
$387K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-25- 1.39% |
$3.06K - $3.38K
|
1.78K
$245K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-20- 50.0% |
$2.45K - $2.7K
|
20
$2.76K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.75% |
$368 - $406
|
396
$54.6K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2- 0.33% |
$245 - $270
|
599
$82.6K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.38K- 80.14% |
$176K - $193K
|
341
$47K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-677- 86.35% |
$86.7K - $95K
|
107
$14.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-673- 11.61% |
$86.2K - $94.4K
|
5.12K
$706K
|
|
|
Jan 24, 2025
Q4 2024
|
Q3 Asset Management
|
SELL
|
- |
-620- 7.37% |
$79.4K - $87K
|
7.79K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-290- 13.51% |
$37.1K - $40.7K
|
1.86K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-264- 60.0% |
$33.8K - $37K
|
176
$24.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-229- 3.58% |
$29.3K - $32.1K
|
6.17K
$851K
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-198- 8.75% |
$25.4K - $27.8K
|
2.07K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-190- 0.83% |
$24.3K - $26.7K
|
22.6K
$3.11M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-110- 0.4% |
$14.1K - $15.4K
|
27.6K
$3.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-75- 2.46% |
$9.61K - $10.5K
|
2.97K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-65- 40.88% |
$8.33K - $9.12K
|
94
$13K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-50- 8.88% |
$6.4K - $7.02K
|
513
$70.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-50- 1.91% |
$6.4K - $7.02K
|
2.57K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-40- 1.9% |
$5.12K - $5.61K
|
2.06K
$284K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9- 1.89% |
$1.15K - $1.26K
|
466
$64.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-7- 0.35% |
$897 - $982
|
1.98K
$273K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1- 0.12% |
$128 - $140
|
862
$119K
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1- 0.36% |
$128 - $140
|
279
$38.5K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.2K- 6.36% |
$4.45M - $4.92M
|
549K
$75.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.14K- 3.31% |
$255K - $282K
|
62.4K
$8.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-575- 10.28% |
$68.7K - $76K
|
5.02K
$692K
|
|
|
Oct 07, 2024
Q3 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-560- 2.22% |
$66.9K - $74.1K
|
24.7K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-369- 14.37% |
$44.1K - $48.8K
|
2.2K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-311- 9.47% |
$37.2K - $41.1K
|
2.97K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-260- 58.96% |
$31.1K - $34.4K
|
181
$25K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-251- 1.79% |
$30K - $33.2K
|
13.8K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-251- 33.69% |
$30K - $33.2K
|
494
$68.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-248- 6.07% |
$29.6K - $32.8K
|
3.84K
$529K
|
|