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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12- 0.52% |
$3.76K - $4.2K
|
2.31K
$815K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11- 1.11% |
$3.44K - $3.85K
|
982
$347K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9- 0.65% |
$2.82K - $3.15K
|
1.37K
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 0.37% |
$2.82K - $3.15K
|
2.44K
$862K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-8- 1.09% |
$2.5K - $2.8K
|
726
$256K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8- 4.17% |
$2.5K - $2.8K
|
184
$64.9K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-6- 0.16% |
$1.88K - $2.1K
|
3.67K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 1.41% |
$1.57K - $1.75K
|
350
$124K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4- 0.05% |
$1.25K - $1.4K
|
7.51K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4- 0.24% |
$1.25K - $1.4K
|
1.63K
$577K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3- 18.75% |
$939 - $1.05K
|
13
$4.59K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 1.12% |
$939 - $1.05K
|
265
$93.5K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$313 - $350
|
5.66K
$2M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1- 0.04% |
$313 - $350
|
2.47K
$871K
|
|
| Q4 2024 | |||||||
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-238K- 99.69% |
$76.9M - $83.1M
|
736
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-93.4K- 50.0% |
$30.2M - $32.6M
|
93.4K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-8.81K- 57.23% |
$2.84M - $3.07M
|
6.58K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
SELL
|
CALL |
-7.6K- 72.38% |
$2.46M - $2.65M
|
2.9K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.23K- 4.18% |
$2.34M - $2.52M
|
166K
$58.5M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.2K- 4.3% |
$1.68M - $1.82M
|
116K
$40.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-3.88K- 17.04% |
$1.25M - $1.35M
|
18.9K
$6.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.9K- 49.22% |
$614K - $664K
|
1.96K
$692K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.88K- 25.0% |
$607K - $656K
|
5.63K
$1.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1K- 2.35% |
$323K - $349K
|
41.5K
$14.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-995- 11.11% |
$321K - $347K
|
7.96K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-924- 22.8% |
$299K - $323K
|
3.13K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-807- 1.6% |
$261K - $282K
|
49.8K
$17.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-725- 3.05% |
$234K - $253K
|
23K
$8.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-541- 15.09% |
$175K - $189K
|
3.05K
$1.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-485- 40.38% |
$157K - $169K
|
716
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-466- 65.08% |
$151K - $163K
|
250
$88.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-355- 26.03% |
$115K - $124K
|
1.01K
$356K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-355- 6.01% |
$115K - $124K
|
5.55K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-350- 3.29% |
$113K - $122K
|
10.3K
$3.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-343- 20.09% |
$111K - $120K
|
1.36K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-320- 1.56% |
$103K - $112K
|
20.2K
$7.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-300- 12.52% |
$96.9K - $105K
|
2.1K
$740K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-290- 7.98% |
$93.7K - $101K
|
3.34K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-240- 2.7% |
$77.5K - $83.8K
|
8.66K
$3.06M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-224- 6.32% |
$72.4K - $78.2K
|
3.32K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-210- 95.45% |
$67.8K - $73.3K
|
10
$3.53K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-204- 5.07% |
$65.9K - $71.2K
|
3.82K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-153- 0.72% |
$49.4K - $53.4K
|
21K
$7.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-126- 0.98% |
$40.7K - $44K
|
12.8K
$4.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-122- 16.74% |
$39.4K - $42.6K
|
607
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-112- 3.03% |
$36.2K - $39.1K
|
3.59K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-110- 4.64% |
$35.5K - $38.4K
|
2.26K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-109- 1.6% |
$35.2K - $38K
|
6.69K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-109- 2.51% |
$35.2K - $38K
|
4.24K
$1.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-106- 3.37% |
$34.2K - $37K
|
3.04K
$1.07M
|
|