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 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-100- 2.09% |
$32.3K - $34.9K
|
4.68K
$1.56M
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 16.39% |
$32.3K - $34.9K
|
510
$170K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-99- 20.04% |
$32K - $34.6K
|
395
$131K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-99- 8.24% |
$32K - $34.6K
|
1.1K
$367K
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-98- 11.56% |
$31.7K - $34.2K
|
750
$250K
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-96- 10.69% |
$31K - $33.5K
|
802
$267K
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-90- 4.64% |
$29.1K - $31.4K
|
1.85K
$615K
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-89- 5.8% |
$28.8K - $31.1K
|
1.45K
$481K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-88- 1.94% |
$28.4K - $30.7K
|
4.44K
$1.48M
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-82- 1.07% |
$26.5K - $28.6K
|
7.6K
$2.53M
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-80- 2.64% |
$25.8K - $27.9K
|
2.96K
$984K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-80- 2.45% |
$25.8K - $27.9K
|
3.19K
$1.06M
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 1.76% |
$24.2K - $26.2K
|
4.19K
$1.4M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-75- 2.37% |
$24.2K - $26.2K
|
3.09K
$1.03M
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-73- 6.82% |
$23.6K - $25.5K
|
997
$332K
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-62- 1.14% |
$20K - $21.6K
|
5.4K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-61- 1.75% |
$19.7K - $21.3K
|
3.42K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-58- 0.16% |
$18.7K - $20.2K
|
35.3K
$11.8M
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-58- 10.49% |
$18.7K - $20.2K
|
495
$165K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-57- 45.6% |
$18.4K - $19.9K
|
68
$22.6K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51- 4.28% |
$16.5K - $17.8K
|
1.14K
$380K
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-50- 4.31% |
$16.2K - $17.5K
|
1.11K
$369K
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-50- 26.18% |
$16.2K - $17.5K
|
141
$46.9K
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-49- 3.76% |
$15.8K - $17.1K
|
1.26K
$418K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-47- 1.43% |
$15.2K - $16.4K
|
3.25K
$1.08M
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-46- 0.05% |
$14.9K - $16.1K
|
98.3K
$32.7M
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-45- 0.75% |
$14.5K - $15.7K
|
5.98K
$1.99M
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-45- 0.58% |
$14.5K - $15.7K
|
7.67K
$2.55M
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 5.86% |
$14.5K - $15.7K
|
723
$241K
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-45- 5.5% |
$14.5K - $15.7K
|
773
$257K
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-45- 4.27% |
$14.5K - $15.7K
|
1.01K
$336K
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-43- 0.08% |
$13.9K - $15K
|
51.4K
$17.1M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-40- 1.72% |
$12.9K - $14K
|
2.28K
$759K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 9.8% |
$12.6K - $13.6K
|
359
$120K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38- 0.56% |
$12.3K - $13.3K
|
6.76K
$2.25M
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-36- 0.29% |
$11.6K - $12.6K
|
12.5K
$4.15M
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-36- 0.79% |
$11.6K - $12.6K
|
4.51K
$1.5M
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-35- 2.35% |
$11.3K - $12.2K
|
1.45K
$483K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 4.11% |
$11K - $11.9K
|
794
$264K
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-33- 0.98% |
$10.7K - $11.5K
|
3.35K
$1.12M
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-32- 4.24% |
$10.3K - $11.2K
|
722
$240K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-31- 1.47% |
$10K - $10.8K
|
2.07K
$690K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-30- 3.15% |
$9.69K - $10.5K
|
922
$307K
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-29- 2.29% |
$9.37K - $10.1K
|
1.24K
$412K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-28- 0.65% |
$9.05K - $9.77K
|
4.3K
$1.43M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-28- 4.37% |
$9.05K - $9.77K
|
613
$204K
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-27- 0.48% |
$8.72K - $9.43K
|
5.58K
$1.86M
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-25- 0.11% |
$8.08K - $8.73K
|
22.3K
$7.42M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25- 0.28% |
$8.08K - $8.73K
|
8.75K
$2.91M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24- 72.73% |
$7.75K - $8.38K
|
9
$3K
|