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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 16.39% |
$32.3K - $34.9K
|
510
$180K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-99- 20.04% |
$32K - $34.6K
|
395
$139K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-99- 8.24% |
$32K - $34.6K
|
1.1K
$389K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-96- 10.69% |
$31K - $33.5K
|
802
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-90- 4.64% |
$29.1K - $31.4K
|
1.85K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-73- 6.82% |
$23.6K - $25.5K
|
997
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-58- 0.16% |
$18.7K - $20.2K
|
35.3K
$12.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-58- 10.49% |
$18.7K - $20.2K
|
495
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-57- 45.6% |
$18.4K - $19.9K
|
68
$24K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-51- 4.28% |
$16.5K - $17.8K
|
1.14K
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-50- 26.18% |
$16.2K - $17.5K
|
141
$49.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-45- 0.58% |
$14.5K - $15.7K
|
7.67K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-45- 4.27% |
$14.5K - $15.7K
|
1.01K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-40- 1.72% |
$12.9K - $14K
|
2.28K
$805K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-36- 0.79% |
$11.6K - $12.6K
|
4.51K
$1.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-31- 1.47% |
$10K - $10.8K
|
2.07K
$732K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-29- 2.29% |
$9.37K - $10.1K
|
1.24K
$437K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-28- 4.37% |
$9.05K - $9.77K
|
613
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25- 0.28% |
$8.08K - $8.73K
|
8.75K
$3.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-20- 0.38% |
$6.46K - $6.98K
|
5.28K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-20- 0.61% |
$6.46K - $6.98K
|
3.28K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-19- 1.7% |
$6.14K - $6.63K
|
1.1K
$389K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-16- 0.77% |
$5.17K - $5.59K
|
2.07K
$729K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-13- 0.1% |
$4.2K - $4.54K
|
13.3K
$4.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7- 0.04% |
$2.26K - $2.44K
|
15.8K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4- 0.57% |
$1.29K - $1.4K
|
696
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4- 0.39% |
$1.29K - $1.4K
|
1.02K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 0.02% |
$969 - $1.05K
|
19K
$6.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1- 0.1% |
$323 - $349
|
1K
$353K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-12.2K- 4.94% |
$3.59M - $3.98M
|
234K
$82.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-4.13K- 49.57% |
$1.22M - $1.35M
|
4.2K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.07K- 10.59% |
$317K - $351K
|
9.07K
$3.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.05K- 95.71% |
$309K - $342K
|
47
$16.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-795- 0.5% |
$234K - $260K
|
159K
$56.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-775- 38.61% |
$228K - $253K
|
1.23K
$435K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-646- 1.0% |
$190K - $211K
|
63.8K
$22.5M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-530- 6.33% |
$156K - $173K
|
7.84K
$2.77M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-400- 14.12% |
$118K - $131K
|
2.43K
$858K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-400- 24.62% |
$118K - $131K
|
1.23K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-379- 18.38% |
$112K - $124K
|
1.68K
$594K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-374- 1.93% |
$110K - $122K
|
19K
$6.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-330- 6.6% |
$97.3K - $108K
|
4.67K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-312- 7.72% |
$92K - $102K
|
3.73K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-312- 7.52% |
$92K - $102K
|
3.84K
$1.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-209- 25.36% |
$61.6K - $68.3K
|
615
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-201- 2.16% |
$59.2K - $65.7K
|
9.09K
$3.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 3.29% |
$59K - $65.3K
|
5.89K
$2.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200- 21.91% |
$59K - $65.3K
|
713
$252K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-180- 18.37% |
$53.1K - $58.8K
|
800
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-153- 10.81% |
$45.1K - $50K
|
1.26K
$445K
|
|