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 |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15- 1.09% |
$4.42K - $4.9K
|
1.36K
$464K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 2.91% |
$4.42K - $4.9K
|
500
$171K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14- 18.42% |
$4.13K - $4.57K
|
62
$21.2K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-12- 0.03% |
$3.54K - $3.92K
|
35.5K
$12.1M
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-11- 1.53% |
$3.24K - $3.59K
|
709
$242K
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-10- 0.49% |
$2.95K - $3.27K
|
2.02K
$690K
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9- 3.69% |
$2.65K - $2.94K
|
235
$80.4K
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-9- 0.73% |
$2.65K - $2.94K
|
1.23K
$421K
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-8- 0.02% |
$2.36K - $2.61K
|
37.3K
$12.7M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.09% |
$1.18K - $1.31K
|
4.53K
$1.55M
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4- 26.67% |
$1.18K - $1.31K
|
11
$3.76K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2- 0.01% |
$590 - $653
|
35K
$12M
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1- 0.72% |
$295 - $327
|
138
$47.2K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.38% |
$295 - $327
|
261
$89.2K
|
|
Q2 2024 | |||||||
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-31.9K- 20.57% |
$9.03M - $9.88M
|
123K
$42.1M
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-8.71K- 36.15% |
$2.47M - $2.7M
|
15.4K
$5.26M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.31K- 76.41% |
$1.79M - $1.95M
|
1.95K
$666K
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-5.83K- 87.42% |
$1.65M - $1.81M
|
839
$287K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.89K- 66.47% |
$1.1M - $1.21M
|
1.96K
$671K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-2.5K- 23.81% |
$708K - $775K
|
8K
$2.74M
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.64K- 6.73% |
$465K - $509K
|
22.8K
$7.79M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 86.61% |
$368K - $403K
|
201
$68.7K
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.1K- 7.23% |
$312K - $342K
|
14.2K
$4.84M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-877- 36.36% |
$248K - $272K
|
1.54K
$525K
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-854- 12.24% |
$242K - $265K
|
6.12K
$2.09M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-512- 16.22% |
$145K - $159K
|
2.65K
$904K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-400- 28.57% |
$113K - $124K
|
1K
$342K
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-400- 3.09% |
$113K - $124K
|
12.5K
$4.28M
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-389- 15.6% |
$110K - $121K
|
2.11K
$720K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-380- 0.73% |
$108K - $118K
|
51.5K
$17.6M
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-260- 13.31% |
$73.6K - $80.6K
|
1.69K
$579K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-255- 1.92% |
$72.2K - $79K
|
13K
$4.45M
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-250- 24.15% |
$70.8K - $77.5K
|
785
$268K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-250- 1.72% |
$70.8K - $77.5K
|
14.3K
$4.89M
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-249- 6.49% |
$70.5K - $77.2K
|
3.59K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-220- 16.06% |
$62.3K - $68.2K
|
1.15K
$393K
|
|
Aug 13, 2024
Q2 2024
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-205- 12.45% |
$58K - $63.5K
|
1.44K
$493K
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-203- 25.99% |
$57.5K - $62.9K
|
578
$198K
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-195- 3.72% |
$55.2K - $60.4K
|
5.05K
$1.73M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-183- 3.11% |
$51.8K - $56.7K
|
5.71K
$1.95M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-171- 4.11% |
$48.4K - $53K
|
3.99K
$1.37M
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-169- 18.04% |
$47.9K - $52.4K
|
768
$263K
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-148- 2.78% |
$41.9K - $45.9K
|
5.18K
$1.77M
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-122- 10.97% |
$34.5K - $37.8K
|
990
$339K
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-117- 6.62% |
$33.1K - $36.3K
|
1.65K
$565K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-115Closed |
$32.6K - $35.6K
|
0
$0
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-115- 4.59% |
$32.6K - $35.6K
|
2.39K
$817K
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-101- 8.27% |
$28.6K - $31.3K
|
1.12K
$383K
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-100- 4.05% |
$28.3K - $31K
|
2.37K
$810K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-96- 2.72% |
$27.2K - $29.8K
|
3.43K
$1.17M
|