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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-221- 1.33% |
$51.2K - $56.2K
|
16.5K
$5.63M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-62- 5.08% |
$14.4K - $15.8K
|
1.16K
$396K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 35.21% |
$11.6K - $12.7K
|
92
$31.5K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-34- 3.4% |
$7.87K - $8.65K
|
967
$331K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-34- 3.4% |
$7.87K - $8.65K
|
967
$331K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-19- 3.0% |
$4.4K - $4.84K
|
614
$210K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5- 3.42% |
$1.16K - $1.27K
|
141
$48.2K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-43.7KClosed |
$9.55M - $10.6M
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.54K- 85.0% |
$774K - $856K
|
624
$213K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-480- 62.34% |
$105K - $116K
|
290
$99.2K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-435- 2.9% |
$95.2K - $105K
|
14.6K
$4.98M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-385- 28.23% |
$84.2K - $93.2K
|
979
$335K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-175- 18.17% |
$38.3K - $42.4K
|
788
$269K
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-75- 30.0% |
$16.4K - $18.2K
|
175
$59.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-61- 2.01% |
$13.3K - $14.8K
|
2.97K
$1.02M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-23- 15.75% |
$5.03K - $5.57K
|
123
$42.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19- 6.07% |
$4.16K - $4.6K
|
294
$101K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14- 1.33% |
$3.06K - $3.39K
|
1.04K
$355K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.17% |
$1.09K - $1.21K
|
2.98K
$1.02M
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-4K- 64.52% |
$828K - $942K
|
2.2K
$752K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.97KClosed |
$821K - $934K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-3.46K- 15.51% |
$717K - $816K
|
18.9K
$6.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.54K- 16.1% |
$526K - $598K
|
13.2K
$4.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.24KClosed |
$463K - $527K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-1.72K- 64.21% |
$355K - $404K
|
956
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-713- 53.73% |
$148K - $168K
|
614
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-300- 85.71% |
$62.1K - $70.6K
|
50
$17.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-275- 21.19% |
$56.9K - $64.8K
|
1.02K
$350K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-229- 85.45% |
$47.4K - $53.9K
|
39
$13.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-228- 18.57% |
$47.2K - $53.7K
|
1K
$342K
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-198- 15.25% |
$41K - $46.6K
|
1.1K
$376K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-138- 57.98% |
$28.6K - $32.5K
|
100
$34.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-120- 6.61% |
$24.8K - $28.3K
|
1.7K
$580K
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
SELL
|
- |
-103- 4.67% |
$21.3K - $24.3K
|
2.1K
$719K
|
|
|
Jan 26, 2023
Q4 2022
|
Wind River Trust CO
|
SELL
|
- |
-100- 0.08% |
$20.7K - $23.5K
|
125K
$42.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-92- 0.31% |
$19K - $21.7K
|
29.1K
$9.96M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-33- 1.4% |
$6.83K - $7.77K
|
2.33K
$797K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 20.0% |
$5.17K - $5.89K
|
100
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4- 1.61% |
$828 - $942
|
244
$83.4K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-135KClosed |
$27.9M - $33.6M
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.97K- 24.23% |
$822K - $990K
|
12.4K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.3K- 21.13% |
$475K - $572K
|
8.56K
$2.93M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.44K- 16.36% |
$298K - $359K
|
7.35K
$2.51M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-250- 19.2% |
$51.8K - $62.4K
|
1.05K
$360K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-101- 1.03% |
$20.9K - $25.2K
|
9.68K
$3.31M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80Closed |
$16.6K - $20K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15- 0.29% |
$3.11K - $3.74K
|
5.24K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5- 0.22% |
$1.04K - $1.25K
|
2.24K
$766K
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-3- 0.28% |
$621 - $748
|
1.08K
$368K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-593KClosed |
$125M - $157M
|
0
$0
|
|