Latest Institutional Sells of Ishares Russell 3000 ETF (IWV)
This list provides information on the latest institutional transactions involving Ishares Russell 3000 ETF (IWV) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.66K- 1.7% |
$537K - $580K
|
95.8K
$31.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 4.45% |
$525K - $567K
|
34.9K
$11.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.55K- 35.52% |
$500K - $540K
|
2.81K
$935K
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.39K- 12.19% |
$450K - $487K
|
10K
$3.34M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.36K- 27.03% |
$440K - $475K
|
3.68K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 2.38% |
$423K - $457K
|
53.6K
$17.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.26K- 8.03% |
$408K - $441K
|
14.5K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.12K- 2.4% |
$361K - $390K
|
45.5K
$15.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.1K- 21.22% |
$355K - $384K
|
4.08K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.1K- 1.88% |
$354K - $383K
|
57.3K
$19.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1K- 2.35% |
$323K - $349K
|
41.5K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-995- 11.11% |
$321K - $347K
|
7.96K
$2.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-949- 7.29% |
$307K - $331K
|
12.1K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-948- 59.92% |
$306K - $331K
|
634
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-924- 22.8% |
$299K - $323K
|
3.13K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-916- 2.33% |
$296K - $320K
|
38.3K
$12.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-909- 1.07% |
$294K - $317K
|
84.3K
$28.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-899- 17.84% |
$290K - $314K
|
4.14K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-851- 0.94% |
$275K - $297K
|
89.5K
$29.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-846- 37.35% |
$273K - $295K
|
1.42K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-843- 1.39% |
$272K - $294K
|
59.9K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-807- 1.6% |
$261K - $282K
|
49.8K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-787- 2.89% |
$254K - $275K
|
26.5K
$8.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-746- 0.74% |
$241K - $260K
|
99.8K
$33.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-725- 3.05% |
$234K - $253K
|
23K
$7.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-706- 1.37% |
$228K - $246K
|
51K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-683- 1.92% |
$221K - $238K
|
34.8K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-647- 3.45% |
$209K - $226K
|
18.1K
$6.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-643- 4.94% |
$208K - $224K
|
12.4K
$4.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-633- 4.36% |
$205K - $221K
|
13.9K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-600- 40.76% |
$194K - $209K
|
872
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-564- 0.79% |
$182K - $197K
|
70.7K
$23.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-541- 15.09% |
$175K - $189K
|
3.05K
$1.01M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-509- 11.87% |
$164K - $178K
|
3.78K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-494- 0.92% |
$160K - $172K
|
53.2K
$17.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-485- 40.38% |
$157K - $169K
|
716
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-468- 3.02% |
$151K - $163K
|
15K
$5.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-466- 65.08% |
$151K - $163K
|
250
$83.2K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-434- 14.7% |
$140K - $152K
|
2.52K
$838K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-423- 9.14% |
$137K - $148K
|
4.21K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-365- 8.51% |
$118K - $127K
|
3.93K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-360- 22.3% |
$116K - $126K
|
1.25K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-357- 1.56% |
$115K - $125K
|
22.6K
$7.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-355- 26.03% |
$115K - $124K
|
1.01K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-355- 6.01% |
$115K - $124K
|
5.55K
$1.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-350- 3.29% |
$113K - $122K
|
10.3K
$3.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-343- 20.09% |
$111K - $120K
|
1.36K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-323- 0.38% |
$104K - $113K
|
85.4K
$28.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-320- 12.73% |
$103K - $112K
|
2.19K
$730K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-320- 1.56% |
$103K - $112K
|
20.2K
$6.72M
|