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 |
---|---|---|---|---|---|---|---|
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
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-29Closed |
$6.97K - $7.42K
|
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
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-48- 3.31% |
$10.6K - $11.5K
|
1.4K
$480K
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-17.6KClosed |
$3.38M - $3.94M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.34KClosed |
$1.22M - $1.42M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.39KClosed |
$651K - $758K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Regis Management CO LLC
|
SELL
|
- |
-461- 1.29% |
$88.5K - $103K
|
35.3K
$12.1M
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-101Closed |
$19.4K - $22.6K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-100Closed |
$19.2K - $22.4K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-164KClosed |
$29.7M - $34.2M
|
0
$0
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.6KClosed |
$3.18M - $3.66M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-15.5KClosed |
$2.81M - $3.24M
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12.4K- 98.81% |
$2.25M - $2.6M
|
150
$51.3K
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.77KClosed |
$320K - $369K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.4KClosed |
$253K - $292K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100Closed |
$18.1K - $20.9K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-67Closed |
$12.1K - $14K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1Closed |
$181 - $209
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-231KClosed |
$32.7M - $43.6M
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Hershey Trust CO
Hershey, PA |
SELL
|
- |
-57.5KClosed |
$8.13M - $10.9M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Cumberland Advisors Inc
|
SELL
|
- |
-53.8KClosed |
$7.6M - $10.1M
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-6.66K- 60.2% |
$941K - $1.26M
|
4.4K
$1.5M
|
|
Aug 10, 2020
Q2 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.86KClosed |
$262K - $350K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-900- 27.27% |
$127K - $170K
|
2.4K
$821K
|
|
Aug 12, 2020
Q2 2020
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-821- 16.94% |
$116K - $155K
|
4.03K
$1.38M
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-560- 24.59% |
$79.1K - $106K
|
1.72K
$587K
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-307Closed |
$43.4K - $58K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-262- 16.85% |
$37K - $49.5K
|
1.29K
$442K
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-135Closed |
$19.1K - $25.5K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-15Closed |
$2.12K - $2.83K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1Closed |
$141 - $189
|
0
$0
|
|
Q1 2020 | |||||||
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-9.54KClosed |
$1.22M - $1.89M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-6.5KClosed |
$834K - $1.29M
|
0
$0
|