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 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-728Closed |
$176K - $203K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-726Closed |
$176K - $203K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-702Closed |
$170K - $196K
|
0
$0
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-434Closed |
$105K - $121K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-355Closed |
$85.9K - $99.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-330Closed |
$79.9K - $92.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-250Closed |
$60.5K - $69.8K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-150Closed |
$36.3K - $41.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-131Closed |
$31.7K - $36.6K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-46Closed |
$11.1K - $12.8K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-32- 91.43% |
$7.74K - $8.93K
|
3
$1.03K
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-31Closed |
$7.5K - $8.65K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-17- 12.5% |
$4.11K - $4.74K
|
119
$40.7K
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-6Closed |
$1.45K - $1.67K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.97KClosed |
$2.03M - $2.22M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.46KClosed |
$372K - $408K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-579Closed |
$147K - $162K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-266Closed |
$67.7K - $74.2K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-206Closed |
$52.5K - $57.5K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-198Closed |
$50.4K - $55.3K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-106Closed |
$27K - $29.6K
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-86Closed |
$21.9K - $24K
|
0
$0
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-47- 0.22% |
$12K - $13.1K
|
21.7K
$7.41M
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-42- 3.71% |
$10.7K - $11.7K
|
1.09K
$373K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-35Closed |
$8.91K - $9.77K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-28Closed |
$7.13K - $7.82K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-19Closed |
$4.84K - $5.3K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Aviva PLC
|
SELL
|
- |
-122KClosed |
$30.8M - $32.8M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-54.8KClosed |
$13.8M - $14.7M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.27KClosed |
$2.34M - $2.49M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-8.48KClosed |
$2.14M - $2.28M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.12KClosed |
$786K - $839K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.94K- 33.34% |
$489K - $522K
|
3.88K
$1.33M
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.87KClosed |
$472K - $504K
|
0
$0
|
|
Aug 05, 2022
Q3 2021
|
Vorpal, LLC
|
SELL
|
- |
-1.13KClosed |
$284K - $303K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-945Closed |
$238K - $254K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-817Closed |
$206K - $220K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-531Closed |
$134K - $143K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-475Closed |
$120K - $128K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-252Closed |
$63.5K - $67.8K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-236Closed |
$59.4K - $63.5K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-215Closed |
$54.2K - $57.8K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-161Closed |
$40.6K - $43.3K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-95Closed |
$23.9K - $25.6K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-57- 12.67% |
$14.4K - $15.3K
|
393
$134K
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-40- 3.27% |
$10.1K - $10.8K
|
1.19K
$405K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-10.1KClosed |
$2.42M - $2.58M
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.57KClosed |
$618K - $658K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.56KClosed |
$616K - $656K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
SELL
|
- |
-2.5KClosed |
$601K - $640K
|
0
$0
|