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 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-72- 1.23% |
$21.2K - $23.5K
|
5.8K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-69- 3.42% |
$20.3K - $22.5K
|
1.95K
$666K
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-68- 0.85% |
$20K - $22.2K
|
7.9K
$2.7M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-67- 1.53% |
$19.7K - $21.9K
|
4.33K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-65- 4.44% |
$19.2K - $21.2K
|
1.4K
$478K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-60- 3.13% |
$17.7K - $19.6K
|
1.86K
$635K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-59- 3.85% |
$17.4K - $19.3K
|
1.47K
$503K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-57- 0.52% |
$16.8K - $18.6K
|
11K
$3.76M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-56- 2.7% |
$16.5K - $18.3K
|
2.02K
$691K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-54- 16.41% |
$15.9K - $17.6K
|
275
$94K
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-52- 0.67% |
$15.3K - $17K
|
7.72K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-50- 0.72% |
$14.7K - $16.3K
|
6.93K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-50- 28.57% |
$14.7K - $16.3K
|
125
$42.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-50- 0.54% |
$14.7K - $16.3K
|
9.23K
$3.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 11.11% |
$14.7K - $16.3K
|
400
$137K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-49- 0.88% |
$14.4K - $16K
|
5.52K
$1.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-48- 7.4% |
$14.1K - $15.7K
|
601
$206K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 1.31% |
$13.6K - $15K
|
3.47K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-45- 0.28% |
$13.3K - $14.7K
|
15.8K
$5.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-38- 33.63% |
$11.2K - $12.4K
|
75
$25.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-36- 4.55% |
$10.6K - $11.8K
|
755
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-36- 0.65% |
$10.6K - $11.8K
|
5.5K
$1.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-35- 4.02% |
$10.3K - $11.4K
|
835
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-34- 0.71% |
$10K - $11.1K
|
4.78K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-33- 0.65% |
$9.73K - $10.8K
|
5.02K
$1.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-33- 3.03% |
$9.73K - $10.8K
|
1.06K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-31- 3.95% |
$9.14K - $10.1K
|
754
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-31- 0.76% |
$9.14K - $10.1K
|
4.03K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-30- 1.83% |
$8.84K - $9.8K
|
1.61K
$551K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-30- 2.2% |
$8.84K - $9.8K
|
1.33K
$456K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30- 2.5% |
$8.84K - $9.8K
|
1.17K
$400K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-29- 3.67% |
$8.55K - $9.48K
|
761
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-29- 0.17% |
$8.55K - $9.48K
|
16.9K
$5.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-26- 1.33% |
$7.66K - $8.49K
|
1.92K
$658K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25- 0.1% |
$7.37K - $8.17K
|
24.6K
$8.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-25- 1.22% |
$7.37K - $8.17K
|
2.03K
$694K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23- 0.04% |
$6.78K - $7.51K
|
52.3K
$17.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23- 1.02% |
$6.78K - $7.51K
|
2.23K
$763K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.46% |
$6.19K - $6.86K
|
4.54K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-21- 19.09% |
$6.19K - $6.86K
|
89
$30.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-21- 0.76% |
$6.19K - $6.86K
|
2.75K
$940K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 4.49% |
$6.19K - $6.86K
|
447
$153K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-20- 0.88% |
$5.9K - $6.53K
|
2.27K
$774K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20- 1.97% |
$5.9K - $6.53K
|
993
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-18- 0.71% |
$5.31K - $5.88K
|
2.51K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.28% |
$4.72K - $5.23K
|
5.79K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16- 3.27% |
$4.72K - $5.23K
|
473
$162K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-16- 7.73% |
$4.72K - $5.23K
|
191
$65.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-15- 0.27% |
$4.42K - $4.9K
|
5.48K
$1.87M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.16% |
$4.42K - $4.9K
|
1.27K
$436K
|