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 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.83K- 1.54% |
$886K - $990K
|
181K
$63.8M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.72K- 3.85% |
$852K - $952K
|
67.9K
$24M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.65K- 77.32% |
$828K - $925K
|
776
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.54K- 22.08% |
$795K - $888K
|
8.96K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.33K- 19.93% |
$731K - $817K
|
9.38K
$3.31M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.32K- 58.14% |
$725K - $811K
|
1.67K
$589K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.29K- 17.06% |
$717K - $801K
|
11.1K
$3.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.28K- 69.11% |
$714K - $798K
|
1.02K
$360K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 3.92% |
$658K - $735K
|
51.5K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.08K- 11.01% |
$650K - $726K
|
16.8K
$5.92M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.06K- 74.11% |
$646K - $722K
|
721
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.05K- 12.75% |
$641K - $716K
|
14K
$4.94M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.01K- 49.4% |
$629K - $703K
|
2.06K
$727K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.83K- 46.71% |
$573K - $640K
|
2.09K
$737K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.82K- 19.28% |
$571K - $638K
|
7.63K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.76K- 1.97% |
$551K - $615K
|
87.8K
$31M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.71K- 55.29% |
$535K - $598K
|
1.38K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.7K- 59.46% |
$533K - $596K
|
1.16K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.62K- 6.2% |
$508K - $568K
|
24.6K
$8.67M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.5K- 34.99% |
$471K - $526K
|
2.79K
$986K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.48K- 41.16% |
$463K - $518K
|
2.12K
$747K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 52.95% |
$457K - $511K
|
1.3K
$458K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.45K- 3.57% |
$455K - $508K
|
39.3K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 30.9% |
$453K - $507K
|
3.24K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.4K- 5.78% |
$438K - $490K
|
22.8K
$8.05M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.34K- 4.84% |
$418K - $467K
|
26.2K
$9.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.29K- 63.8% |
$402K - $450K
|
729
$257K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.28K- 8.67% |
$399K - $446K
|
13.4K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.23K- 60.46% |
$384K - $430K
|
803
$283K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-1.16K- 11.12% |
$363K - $405K
|
9.26K
$3.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.14K- 16.75% |
$357K - $398K
|
5.66K
$2M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 5.94% |
$355K - $397K
|
18K
$6.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.07K- 39.01% |
$333K - $373K
|
1.67K
$588K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.05K- 37.16% |
$330K - $368K
|
1.78K
$629K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 2.0% |
$318K - $356K
|
50K
$17.6M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-989- 0.96% |
$310K - $346K
|
102K
$36.1M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-984- 27.46% |
$308K - $344K
|
2.6K
$918K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-963- 2.12% |
$302K - $337K
|
44.6K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-921- 16.81% |
$288K - $322K
|
4.56K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-913- 6.07% |
$286K - $319K
|
14.1K
$4.99M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-905- 6.4% |
$283K - $317K
|
13.2K
$4.67M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-889- 25.78% |
$278K - $311K
|
2.56K
$903K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-875- 7.06% |
$274K - $306K
|
11.5K
$4.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-758- 5.4% |
$237K - $265K
|
13.3K
$4.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-725- 15.27% |
$227K - $254K
|
4.02K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-690- 25.04% |
$216K - $241K
|
2.07K
$729K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-649- 6.27% |
$203K - $227K
|
9.7K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-630- 28.13% |
$197K - $220K
|
1.61K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-619- 49.36% |
$194K - $217K
|
635
$224K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-605- 2.68% |
$189K - $212K
|
21.9K
$7.74M
|