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 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
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-42- 3.71% |
$10.7K - $11.7K
|
1.09K
$390K
|
|
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 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
$141K
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-40- 3.27% |
$10.1K - $10.8K
|
1.19K
$424K
|
|
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
|
|
Mar 31, 2022
Q2 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.31KClosed |
$315K - $336K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.3KClosed |
$312K - $332K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-998Closed |
$240K - $255K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-995Closed |
$239K - $255K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-728Closed |
$175K - $186K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-51Closed |
$12.3K - $13.1K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-41Closed |
$9.85K - $10.5K
|
0
$0
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-28Closed |
$6.73K - $7.17K
|
0
$0
|
|
Q1 2021 | |||||||
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-30.6KClosed |
$6.75M - $7.33M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-14.7KClosed |
$3.25M - $3.52M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.8KClosed |
$838K - $910K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-3.64KClosed |
$803K - $872K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.82KClosed |
$401K - $435K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.5KClosed |
$331K - $359K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.39KClosed |
$306K - $332K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.12KClosed |
$248K - $269K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-124Closed |
$27.4K - $29.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50Closed |
$11K - $12K
|
0
$0
|