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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.1K- 7.23% |
$312K - $342K
|
14.2K
$4.71M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-877- 36.36% |
$248K - $272K
|
1.54K
$511K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-854- 12.24% |
$242K - $265K
|
6.12K
$2.04M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-512- 16.22% |
$145K - $159K
|
2.65K
$881K
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-389- 15.6% |
$110K - $121K
|
2.11K
$701K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-380- 0.73% |
$108K - $118K
|
51.5K
$17.1M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-260- 13.31% |
$73.6K - $80.6K
|
1.69K
$564K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-255- 1.92% |
$72.2K - $79K
|
13K
$4.33M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-220- 16.06% |
$62.3K - $68.2K
|
1.15K
$383K
|
|
Aug 13, 2024
Q2 2024
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-205- 12.45% |
$58K - $63.5K
|
1.44K
$480K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-203- 25.99% |
$57.5K - $62.9K
|
578
$192K
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-195- 3.72% |
$55.2K - $60.4K
|
5.05K
$1.68M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-171- 4.11% |
$48.4K - $53K
|
3.99K
$1.33M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-169- 18.04% |
$47.9K - $52.4K
|
768
$256K
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-148- 2.78% |
$41.9K - $45.9K
|
5.18K
$1.72M
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-122- 10.97% |
$34.5K - $37.8K
|
990
$330K
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-117- 6.62% |
$33.1K - $36.3K
|
1.65K
$550K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-115Closed |
$32.6K - $35.6K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-96- 2.72% |
$27.2K - $29.8K
|
3.43K
$1.14M
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-84- 5.64% |
$23.8K - $26K
|
1.41K
$468K
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-75- 1.63% |
$21.2K - $23.2K
|
4.52K
$1.51M
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-66- 6.52% |
$18.7K - $20.5K
|
947
$315K
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-50- 2.09% |
$14.2K - $15.5K
|
2.34K
$780K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-46- 1.94% |
$13K - $14.3K
|
2.32K
$773K
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-41- 1.37% |
$11.6K - $12.7K
|
2.95K
$981K
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-33- 0.95% |
$9.34K - $10.2K
|
3.45K
$1.15M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-33- 2.13% |
$9.34K - $10.2K
|
1.52K
$504K
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-31- 77.5% |
$8.78K - $9.61K
|
9
$3K
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-29- 1.1% |
$8.21K - $8.99K
|
2.62K
$872K
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-25- 0.38% |
$7.08K - $7.75K
|
6.58K
$2.19M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-18- 1.13% |
$5.1K - $5.58K
|
1.57K
$522K
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-18- 0.19% |
$5.1K - $5.58K
|
9.42K
$3.14M
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-15- 0.71% |
$4.25K - $4.65K
|
2.09K
$694K
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-13- 13.54% |
$3.68K - $4.03K
|
83
$27.6K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.7% |
$3.68K - $4.03K
|
750
$250K
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8- 0.02% |
$2.27K - $2.48K
|
37.2K
$12.4M
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$1.13K - $1.24K
|
23K
$7.66M
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4- 0.27% |
$1.13K - $1.24K
|
1.46K
$487K
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-3- 13.64% |
$849 - $930
|
19
$6.33K
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1- 0.04% |
$283 - $310
|
2.32K
$773K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18.2K- 94.74% |
$4.88M - $5.46M
|
1.01K
$336K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.75K- 18.14% |
$739K - $826K
|
12.4K
$4.13M
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.5K- 4.11% |
$403K - $450K
|
35K
$11.7M
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.5K- 13.05% |
$403K - $450K
|
9.99K
$3.33M
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-659- 15.13% |
$177K - $198K
|
3.7K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-500- 39.84% |
$134K - $150K
|
755
$251K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-462- 25.8% |
$124K - $139K
|
1.33K
$442K
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-341- 20.63% |
$91.5K - $102K
|
1.31K
$437K
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-291- 27.98% |
$78.1K - $87.3K
|
749
$249K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-205- 16.1% |
$55K - $61.5K
|
1.07K
$356K
|