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 |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-826K- 99.69% |
$267M - $288M
|
2.59K
$884K
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-34.2K- 37.84% |
$11.1M - $11.9M
|
56.2K
$19.2M
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-3.13K- 4.56% |
$1.01M - $1.09M
|
65.5K
$22.4M
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.88K- 25.0% |
$607K - $656K
|
5.63K
$1.93M
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.39K- 12.19% |
$450K - $487K
|
10K
$3.43M
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-949- 7.29% |
$307K - $331K
|
12.1K
$4.13M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-948- 59.92% |
$306K - $331K
|
634
$217K
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-916- 2.33% |
$296K - $320K
|
38.3K
$13.1M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-909- 1.07% |
$294K - $317K
|
84.3K
$28.8M
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-807- 1.6% |
$261K - $282K
|
49.8K
$17M
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-509- 11.87% |
$164K - $178K
|
3.78K
$1.29M
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-485- 40.38% |
$157K - $169K
|
716
$245K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-290- 7.98% |
$93.7K - $101K
|
3.34K
$1.14M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-262- 2.16% |
$84.6K - $91.5K
|
11.9K
$4.05M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-249- 2.54% |
$80.4K - $86.9K
|
9.56K
$3.27M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-164- 1.84% |
$53K - $57.2K
|
8.77K
$3M
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 32.65% |
$51.7K - $55.9K
|
330
$113K
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-157- 5.13% |
$50.7K - $54.8K
|
2.91K
$993K
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-115- 1.74% |
$37.2K - $40.1K
|
6.5K
$2.22M
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 16.39% |
$32.3K - $34.9K
|
510
$174K
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-96- 10.69% |
$31K - $33.5K
|
802
$274K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-80- 2.45% |
$25.8K - $27.9K
|
3.19K
$1.09M
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-47- 1.43% |
$15.2K - $16.4K
|
3.25K
$1.11M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-28- 4.37% |
$9.05K - $9.77K
|
613
$210K
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-27- 0.48% |
$8.72K - $9.43K
|
5.58K
$1.91M
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-16- 0.77% |
$5.17K - $5.59K
|
2.07K
$706K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11- 1.34% |
$3.55K - $3.84K
|
810
$277K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 0.97% |
$2.26K - $2.44K
|
716
$245K
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-6- 0.22% |
$1.94K - $2.09K
|
2.66K
$911K
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4- 0.39% |
$1.29K - $1.4K
|
1.02K
$347K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 99.68% |
$65M - $72M
|
714
$244K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-145K- 11.95% |
$42.8M - $47.5M
|
1.07M
$366M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-124K- 16.97% |
$36.5M - $40.4M
|
605K
$207M
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-94K- 4.6% |
$27.7M - $30.7M
|
1.95M
$666M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78K- 14.73% |
$23M - $25.5M
|
452K
$154M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-67.6K- 52.48% |
$19.9M - $22.1M
|
61.2K
$20.9M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-45.9K- 24.38% |
$13.5M - $15M
|
143K
$48.7M
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-22.3K- 12.12% |
$6.58M - $7.29M
|
162K
$55.3M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.7K- 4.79% |
$6.38M - $7.08M
|
430K
$147M
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-19.5K- 52.31% |
$5.74M - $6.36M
|
17.7K
$6.07M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-18.4K- 56.07% |
$5.42M - $6.01M
|
14.4K
$4.93M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.9K- 14.95% |
$5.27M - $5.84M
|
102K
$34.8M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.5K- 5.36% |
$5.16M - $5.72M
|
309K
$106M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.3K- 3.3% |
$4.51M - $5M
|
448K
$153M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.1K- 7.54% |
$3.86M - $4.28M
|
161K
$55M
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-12.7K- 38.26% |
$3.74M - $4.15M
|
20.5K
$7.01M
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-12.2K- 4.94% |
$3.59M - $3.98M
|
234K
$80M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 22.77% |
$3.34M - $3.7M
|
38.4K
$13.1M
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 46.84% |
$3.08M - $3.41M
|
11.8K
$4.05M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.52K- 9.26% |
$2.81M - $3.11M
|
93.3K
$31.9M
|