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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-221- 0.74% |
$65.1K - $72.2K
|
29.7K
$10.2M
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-220- 52.76% |
$64.8K - $71.9K
|
197
$67.4K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-220- 2.41% |
$64.8K - $71.9K
|
8.9K
$3.04M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-220- 0.6% |
$64.8K - $71.9K
|
36.5K
$12.5M
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-210- 2.29% |
$61.9K - $68.6K
|
8.96K
$3.06M
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-210- 0.24% |
$61.9K - $68.6K
|
85.8K
$29.3M
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-209- 25.36% |
$61.6K - $68.3K
|
615
$210K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-206- 1.01% |
$60.7K - $67.3K
|
20.2K
$6.9M
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-201- 6.04% |
$59.2K - $65.7K
|
3.13K
$1.07M
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-201- 2.16% |
$59.2K - $65.7K
|
9.09K
$3.11M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-201- 14.33% |
$59.2K - $65.7K
|
1.2K
$411K
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 3.29% |
$59K - $65.3K
|
5.89K
$2.01M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200- 21.91% |
$59K - $65.3K
|
713
$244K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-199- 7.1% |
$58.7K - $65K
|
2.6K
$890K
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-193- 5.64% |
$56.9K - $63.1K
|
3.23K
$1.1M
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-191- 1.89% |
$56.3K - $62.4K
|
9.89K
$3.38M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-184- 2.03% |
$54.2K - $60.1K
|
8.88K
$3.04M
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-180- 18.37% |
$53.1K - $58.8K
|
800
$274K
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-177- 0.83% |
$52.2K - $57.8K
|
21.1K
$7.22M
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-153- 10.81% |
$45.1K - $50K
|
1.26K
$432K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-153- 11.26% |
$45.1K - $50K
|
1.21K
$412K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-151- 1.05% |
$44.5K - $49.3K
|
14.2K
$4.87M
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 10.17% |
$44.2K - $49K
|
1.33K
$453K
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-148- 1.1% |
$43.6K - $48.4K
|
13.3K
$4.56M
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-144- 17.98% |
$42.4K - $47K
|
657
$225K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 11.03% |
$41.3K - $45.7K
|
1.13K
$386K
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-140- 4.83% |
$41.3K - $45.7K
|
2.76K
$943K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-135- 2.09% |
$39.8K - $44.1K
|
6.33K
$2.17M
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-133- 0.84% |
$39.2K - $43.5K
|
15.8K
$5.39M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-125- 7.99% |
$36.8K - $40.8K
|
1.44K
$492K
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-125- 14.0% |
$36.8K - $40.8K
|
768
$263K
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-125- 3.1% |
$36.8K - $40.8K
|
3.91K
$1.34M
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-125- 0.65% |
$36.8K - $40.8K
|
19K
$6.51M
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-122- 3.33% |
$36K - $39.9K
|
3.54K
$1.21M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-116- 4.05% |
$34.2K - $37.9K
|
2.75K
$940K
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-106- 2.65% |
$31.2K - $34.6K
|
3.9K
$1.33M
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-104- 0.61% |
$30.7K - $34K
|
16.9K
$5.77M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102- 8.84% |
$30.1K - $33.3K
|
1.05K
$360K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-100- 0.48% |
$29.5K - $32.7K
|
20.7K
$7.06M
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-98- 11.32% |
$28.9K - $32K
|
768
$263K
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-95- 4.67% |
$28K - $31K
|
1.94K
$663K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-92- 4.19% |
$27.1K - $30.1K
|
2.11K
$720K
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-86- 1.77% |
$25.3K - $28.1K
|
4.77K
$1.63M
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-86- 0.12% |
$25.3K - $28.1K
|
73.5K
$25.1M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-83- 1.09% |
$24.5K - $27.1K
|
7.51K
$2.57M
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-83- 0.15% |
$24.5K - $27.1K
|
54K
$18.5M
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-77- 0.15% |
$22.7K - $25.2K
|
51.5K
$17.6M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-76- 1.16% |
$22.4K - $24.8K
|
6.47K
$2.21M
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 1.73% |
$22.1K - $24.5K
|
4.27K
$1.46M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-75- 0.18% |
$22.1K - $24.5K
|
40.7K
$13.9M
|