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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-597- 59.11% |
$187K - $209K
|
413
$146K
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-587- 14.28% |
$184K - $205K
|
3.52K
$1.24M
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-587- 2.31% |
$184K - $205K
|
24.8K
$8.74M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-585- 18.23% |
$183K - $205K
|
2.62K
$926K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-538- 4.75% |
$168K - $188K
|
10.8K
$3.81M
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-515- 4.74% |
$161K - $180K
|
10.4K
$3.65M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-449- 50.0% |
$141K - $157K
|
449
$158K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-439- 9.21% |
$137K - $154K
|
4.33K
$1.53M
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-439- 16.67% |
$137K - $154K
|
2.19K
$774K
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-417- 3.46% |
$131K - $146K
|
11.6K
$4.11M
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-400- 9.09% |
$125K - $140K
|
4K
$1.41M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-377- 32.39% |
$118K - $132K
|
787
$278K
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-338- 11.97% |
$106K - $118K
|
2.49K
$877K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-329- 5.13% |
$103K - $115K
|
6.09K
$2.15M
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-318- 26.11% |
$99.6K - $111K
|
900
$318K
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-313- 11.78% |
$98K - $109K
|
2.34K
$827K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 7.44% |
$93.9K - $105K
|
3.73K
$1.32M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-281- 2.34% |
$88K - $98.3K
|
11.7K
$4.14M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-281- 6.24% |
$88K - $98.3K
|
4.22K
$1.49M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-280- 2.44% |
$87.7K - $98K
|
11.2K
$3.96M
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-268- 0.95% |
$83.9K - $93.8K
|
28K
$9.87M
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-263- 20.4% |
$82.3K - $92K
|
1.03K
$362K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-259- 0.74% |
$81.1K - $90.6K
|
34.6K
$12.2M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-258- 17.77% |
$80.8K - $90.3K
|
1.19K
$421K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-257- 11.35% |
$80.5K - $89.9K
|
2.01K
$709K
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-248- 14.64% |
$77.6K - $86.8K
|
1.45K
$510K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-242- 10.8% |
$75.8K - $84.7K
|
2K
$705K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-239- 23.34% |
$74.8K - $83.6K
|
785
$277K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-236- 0.4% |
$73.9K - $82.6K
|
59.4K
$21M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-225- 7.61% |
$70.4K - $78.7K
|
2.73K
$963K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-219- 2.88% |
$68.6K - $76.6K
|
7.38K
$2.6M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-201- 12.23% |
$62.9K - $70.3K
|
1.44K
$509K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-181- 0.09% |
$56.7K - $63.3K
|
199K
$70.4M
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-180- 8.93% |
$56.4K - $63K
|
1.84K
$648K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-164- 1.8% |
$51.3K - $57.4K
|
8.97K
$3.16M
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-160- 0.8% |
$50.1K - $56K
|
19.8K
$6.98M
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-160- 9.94% |
$50.1K - $56K
|
1.45K
$512K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-158- 2.5% |
$49.5K - $55.3K
|
6.16K
$2.17M
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-150- 4.32% |
$47K - $52.5K
|
3.32K
$1.17M
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-148- 2.23% |
$46.3K - $51.8K
|
6.49K
$2.29M
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-142- 2.38% |
$44.5K - $49.7K
|
5.83K
$2.06M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-138- 1.99% |
$43.2K - $48.3K
|
6.79K
$2.4M
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-135- 2.98% |
$42.3K - $47.2K
|
4.39K
$1.55M
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-133- 0.25% |
$41.6K - $46.5K
|
53.9K
$19M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-125- 0.34% |
$39.1K - $43.7K
|
37.1K
$13.1M
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-119- 9.48% |
$37.3K - $41.6K
|
1.14K
$401K
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-118- 6.38% |
$36.9K - $41.3K
|
1.73K
$611K
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-108- 2.29% |
$33.8K - $37.8K
|
4.61K
$1.63M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-106- 14.42% |
$33.2K - $37.1K
|
629
$222K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102- 9.69% |
$31.9K - $35.7K
|
951
$336K
|