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 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-147- 12.82% |
$43.3K - $48K
|
1K
$353K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-144- 17.98% |
$42.4K - $47K
|
657
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-125- 14.0% |
$36.8K - $40.8K
|
768
$271K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-125- 3.1% |
$36.8K - $40.8K
|
3.91K
$1.38M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-68- 0.85% |
$20K - $22.2K
|
7.9K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-60- 3.13% |
$17.7K - $19.6K
|
1.86K
$655K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-54- 16.41% |
$15.9K - $17.6K
|
275
$97.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 11.11% |
$14.7K - $16.3K
|
400
$141K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-48- 7.4% |
$14.1K - $15.7K
|
601
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 1.31% |
$13.6K - $15K
|
3.47K
$1.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-38- 33.63% |
$11.2K - $12.4K
|
75
$26.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-35- 4.02% |
$10.3K - $11.4K
|
835
$295K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-31- 0.76% |
$9.14K - $10.1K
|
4.03K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16- 3.27% |
$4.72K - $5.23K
|
473
$167K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15- 1.09% |
$4.42K - $4.9K
|
1.36K
$479K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 2.91% |
$4.42K - $4.9K
|
500
$176K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14- 18.42% |
$4.13K - $4.57K
|
62
$21.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-11- 1.53% |
$3.24K - $3.59K
|
709
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-10- 0.49% |
$2.95K - $3.27K
|
2.02K
$713K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-9- 0.73% |
$2.65K - $2.94K
|
1.23K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4- 26.67% |
$1.18K - $1.31K
|
11
$3.88K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.38% |
$295 - $327
|
261
$92.1K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-31.9K- 20.57% |
$9.03M - $9.88M
|
123K
$43.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-512- 16.22% |
$145K - $159K
|
2.65K
$933K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-389- 15.6% |
$110K - $121K
|
2.11K
$743K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-380- 0.73% |
$108K - $118K
|
51.5K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-255- 1.92% |
$72.2K - $79K
|
13K
$4.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-220- 16.06% |
$62.3K - $68.2K
|
1.15K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-205- 12.45% |
$58K - $63.5K
|
1.44K
$509K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-203- 25.99% |
$57.5K - $62.9K
|
578
$204K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-195- 3.72% |
$55.2K - $60.4K
|
5.05K
$1.78M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-171- 4.11% |
$48.4K - $53K
|
3.99K
$1.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-169- 18.04% |
$47.9K - $52.4K
|
768
$271K
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-148- 2.78% |
$41.9K - $45.9K
|
5.18K
$1.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-122- 10.97% |
$34.5K - $37.8K
|
990
$349K
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-117- 6.62% |
$33.1K - $36.3K
|
1.65K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-115Closed |
$32.6K - $35.6K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-96- 2.72% |
$27.2K - $29.8K
|
3.43K
$1.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-84- 5.64% |
$23.8K - $26K
|
1.41K
$496K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-66- 6.52% |
$18.7K - $20.5K
|
947
$334K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-46- 1.94% |
$13K - $14.3K
|
2.32K
$819K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-33- 2.13% |
$9.34K - $10.2K
|
1.52K
$535K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-31- 77.5% |
$8.78K - $9.61K
|
9
$3.18K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-25- 0.38% |
$7.08K - $7.75K
|
6.58K
$2.32M
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-18- 0.19% |
$5.1K - $5.58K
|
9.68K
$3.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-18- 1.13% |
$5.1K - $5.58K
|
1.57K
$554K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-13- 13.54% |
$3.68K - $4.03K
|
83
$29.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.7% |
$3.68K - $4.03K
|
750
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$1.13K - $1.24K
|
23K
$8.12M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.75K- 18.14% |
$739K - $826K
|
12.4K
$4.38M
|
|