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 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-100- 5.52% |
$31.3K - $35K
|
1.71K
$604K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-99- 0.37% |
$31K - $34.6K
|
26.8K
$9.47M
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-99- 6.85% |
$31K - $34.6K
|
1.35K
$475K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-98- 8.13% |
$30.7K - $34.3K
|
1.11K
$391K
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-95- 32.42% |
$29.7K - $33.2K
|
198
$69.9K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-94- 1.74% |
$29.4K - $32.9K
|
5.3K
$1.87M
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-91- 60.26% |
$28.5K - $31.8K
|
60
$21.2K
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-91- 0.16% |
$28.5K - $31.8K
|
57.2K
$20.2M
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-86- 3.95% |
$26.9K - $30.1K
|
2.09K
$737K
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-86- 0.16% |
$26.9K - $30.1K
|
53.8K
$19M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-78- 4.98% |
$24.4K - $27.3K
|
1.49K
$525K
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-70- 0.79% |
$21.9K - $24.5K
|
8.76K
$3.09M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-70- 1.19% |
$21.9K - $24.5K
|
5.79K
$2.04M
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-70- 2.67% |
$21.9K - $24.5K
|
2.55K
$899K
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-63- 8.76% |
$19.7K - $22K
|
656
$232K
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-62- 8.02% |
$19.4K - $21.7K
|
711
$251K
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-54- 3.89% |
$16.9K - $18.9K
|
1.33K
$471K
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-52- 18.37% |
$16.3K - $18.2K
|
231
$81.5K
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-52- 5.26% |
$16.3K - $18.2K
|
937
$331K
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-50- 0.5% |
$15.7K - $17.5K
|
9.88K
$3.49M
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-48- 2.19% |
$15K - $16.8K
|
2.15K
$757K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-46- 3.29% |
$14.4K - $16.1K
|
1.35K
$477K
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-45- 1.57% |
$14.1K - $15.7K
|
2.81K
$993K
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45- 11.6% |
$14.1K - $15.7K
|
343
$121K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-43- 5.95% |
$13.5K - $15K
|
680
$240K
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-42- 0.69% |
$13.2K - $14.7K
|
6.08K
$2.15M
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34- 0.09% |
$10.6K - $11.9K
|
37K
$13.1M
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-34- 0.16% |
$10.6K - $11.9K
|
20.9K
$7.37M
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-32- 2.05% |
$10K - $11.2K
|
1.53K
$541K
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-32- 0.82% |
$10K - $11.2K
|
3.89K
$1.37M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31- 0.56% |
$9.71K - $10.8K
|
5.48K
$1.94M
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30- 4.41% |
$9.39K - $10.5K
|
650
$229K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-30- 2.48% |
$9.39K - $10.5K
|
1.18K
$416K
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-29- 0.69% |
$9.08K - $10.1K
|
4.15K
$1.46M
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-29- 2.06% |
$9.08K - $10.1K
|
1.38K
$486K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-29- 0.69% |
$9.08K - $10.1K
|
4.18K
$1.47M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-28- 1.03% |
$8.77K - $9.8K
|
2.69K
$949K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-26- 0.33% |
$8.14K - $9.1K
|
7.91K
$2.79M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-25- 2.55% |
$7.83K - $8.75K
|
957
$338K
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-25- 0.84% |
$7.83K - $8.75K
|
2.95K
$1.04M
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-25- 1.16% |
$7.83K - $8.75K
|
2.14K
$753K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.21% |
$7.51K - $8.4K
|
11.6K
$4.08M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-24- 2.22% |
$7.51K - $8.4K
|
1.06K
$373K
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-23- 2.64% |
$7.2K - $8.05K
|
849
$300K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-20- 0.09% |
$6.26K - $7K
|
22.3K
$7.86M
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.43% |
$5.95K - $6.65K
|
4.42K
$1.56M
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-15- 0.15% |
$4.7K - $5.25K
|
9.79K
$3.46M
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-15- 0.03% |
$4.7K - $5.25K
|
59.9K
$21.1M
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 2.07% |
$4.7K - $5.25K
|
710
$251K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14- 0.91% |
$4.38K - $4.9K
|
1.52K
$537K
|