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 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11- 0.51% |
$2.95K - $3.3K
|
2.14K
$730K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7- 3.47% |
$1.88K - $2.1K
|
195
$66.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 33.33% |
$268 - $300
|
2
$684
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.53K- 59.77% |
$359K - $421K
|
1.03K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-350- 23.33% |
$82K - $96.2K
|
1.15K
$393K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-284- 3.46% |
$66.6K - $78.1K
|
7.92K
$2.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-200- 3.48% |
$46.9K - $55K
|
5.54K
$1.89M
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-185- 6.29% |
$43.4K - $50.9K
|
2.76K
$943K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-153- 1.47% |
$35.9K - $42.1K
|
10.3K
$3.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-148- 3.67% |
$34.7K - $40.7K
|
3.89K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-76- 29.12% |
$17.8K - $20.9K
|
185
$63.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-75- 8.24% |
$17.6K - $20.6K
|
835
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-62- 3.08% |
$14.5K - $17K
|
1.95K
$667K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-56- 19.86% |
$13.1K - $15.4K
|
226
$77.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-55- 1.05% |
$12.9K - $15.1K
|
5.21K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36- 40.45% |
$8.44K - $9.9K
|
53
$18.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-21- 0.49% |
$4.92K - $5.77K
|
4.25K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 0.29% |
$2.34K - $2.75K
|
3.43K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10- 17.86% |
$2.34K - $2.75K
|
46
$15.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6- 0.01% |
$1.41K - $1.65K
|
97K
$33.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4- 0.33% |
$937 - $1.1K
|
1.21K
$415K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-183K- 28.11% |
$44.5M - $48.1M
|
467K
$160M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7.75KClosed |
$1.89M - $2.04M
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.08K- 3.79% |
$264K - $285K
|
27.5K
$9.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-709- 39.88% |
$173K - $187K
|
1.07K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-690- 1.58% |
$168K - $182K
|
43.1K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-511- 3.21% |
$125K - $135K
|
15.4K
$5.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-378Closed |
$92.2K - $99.6K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-367- 11.5% |
$89.5K - $96.7K
|
2.82K
$965K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-349- 0.52% |
$85.1K - $92K
|
66.9K
$22.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-199- 6.97% |
$48.5K - $52.4K
|
2.66K
$909K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-107- 8.12% |
$26.1K - $28.2K
|
1.21K
$414K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 28.74% |
$17.3K - $18.7K
|
176
$60.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-61- 15.06% |
$14.9K - $16.1K
|
344
$118K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-60- 0.69% |
$14.6K - $15.8K
|
8.68K
$2.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-57- 7.29% |
$13.9K - $15K
|
725
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-38- 1.05% |
$9.27K - $10K
|
3.6K
$1.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-36- 0.61% |
$8.78K - $9.49K
|
5.9K
$2.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-15- 1.38% |
$3.66K - $3.95K
|
1.07K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.76% |
$1.71K - $1.84K
|
920
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 60.0% |
$1.46K - $1.58K
|
4
$1.37K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.45% |
$976 - $1.05K
|
890
$304K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 46.05% |
$800K - $879K
|
4.05K
$1.38M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.92K- 1.73% |
$676K - $743K
|
166K
$56.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.58K- 37.43% |
$366K - $402K
|
2.64K
$903K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.31K- 12.96% |
$303K - $333K
|
8.78K
$3M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 13.27% |
$237K - $261K
|
6.7K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.02K- 25.73% |
$236K - $259K
|
2.94K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-886- 12.2% |
$205K - $225K
|
6.38K
$2.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-484- 7.39% |
$112K - $123K
|
6.07K
$2.07M
|
|