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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.48K- 41.16% |
$463K - $518K
|
2.12K
$805K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.23K- 60.46% |
$384K - $430K
|
803
$306K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-984- 27.46% |
$308K - $344K
|
2.6K
$989K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-889- 25.78% |
$278K - $311K
|
2.56K
$974K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-619- 49.36% |
$194K - $217K
|
635
$242K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-439- 9.21% |
$137K - $154K
|
4.33K
$1.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-338- 11.97% |
$106K - $118K
|
2.49K
$946K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-318- 26.11% |
$99.6K - $111K
|
900
$342K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-313- 11.78% |
$98K - $109K
|
2.34K
$892K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-248- 14.64% |
$77.6K - $86.8K
|
1.45K
$550K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-239- 23.34% |
$74.8K - $83.6K
|
785
$299K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-225- 7.61% |
$70.4K - $78.7K
|
2.73K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-180- 8.93% |
$56.4K - $63K
|
1.84K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-150- 4.32% |
$47K - $52.5K
|
3.32K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-133- 0.25% |
$41.6K - $46.5K
|
53.9K
$20.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-119- 9.48% |
$37.3K - $41.6K
|
1.14K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-106- 14.42% |
$33.2K - $37.1K
|
629
$239K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102- 9.69% |
$31.9K - $35.7K
|
951
$362K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-100- 5.52% |
$31.3K - $35K
|
1.71K
$651K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-91- 60.26% |
$28.5K - $31.8K
|
60
$22.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-78- 4.98% |
$24.4K - $27.3K
|
1.49K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-63- 8.76% |
$19.7K - $22K
|
656
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-62- 8.02% |
$19.4K - $21.7K
|
711
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-52- 5.26% |
$16.3K - $18.2K
|
937
$357K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-46- 3.29% |
$14.4K - $16.1K
|
1.35K
$514K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45- 11.6% |
$14.1K - $15.7K
|
343
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-32- 0.82% |
$10K - $11.2K
|
3.89K
$1.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31- 0.56% |
$9.71K - $10.8K
|
5.48K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-30- 2.48% |
$9.39K - $10.5K
|
1.18K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30- 4.41% |
$9.39K - $10.5K
|
650
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-29- 2.06% |
$9.08K - $10.1K
|
1.38K
$524K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-25- 0.84% |
$7.83K - $8.75K
|
2.95K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-23- 2.64% |
$7.2K - $8.05K
|
849
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 2.07% |
$4.7K - $5.25K
|
710
$270K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14- 0.91% |
$4.38K - $4.9K
|
1.52K
$579K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12- 0.52% |
$3.76K - $4.2K
|
2.31K
$879K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11- 1.11% |
$3.44K - $3.85K
|
982
$374K
|
|
|
Dec 08, 2025
Q1 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-7- 0.09% |
$2.19K - $2.45K
|
8.07K
$3.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 1.41% |
$1.57K - $1.75K
|
350
$133K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3- 18.75% |
$939 - $1.05K
|
13
$4.95K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-93.4K- 50.0% |
$30.2M - $32.6M
|
93.4K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-8.81K- 57.23% |
$2.84M - $3.07M
|
6.58K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-7.6K- 72.38% |
$2.46M - $2.65M
|
2.9K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.9K- 49.22% |
$614K - $664K
|
1.96K
$747K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.88K- 25.0% |
$607K - $656K
|
5.63K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1K- 2.35% |
$323K - $349K
|
41.5K
$15.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-995- 11.11% |
$321K - $347K
|
7.96K
$3.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-924- 22.8% |
$299K - $323K
|
3.13K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-807- 1.6% |
$261K - $282K
|
49.8K
$18.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-485- 40.38% |
$157K - $169K
|
716
$272K
|
|