Purchases and Sales Made in Q1 2025 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 3000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.63K+ 76.84% |
$2.7M - $3.02M
|
19.9K
$6.27M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
4.06K+ 7.62% |
$1.27M - $1.42M
|
57.2K
$18.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
2.3K+ 4.57% |
$720K - $805K
|
52.6K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.11K+ 5.51% |
$661K - $738K
|
40.4K
$12.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.03K+ 17.13% |
$636K - $710K
|
13.9K
$4.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.76KNew |
$551K - $616K
|
1.76K
$556K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 3.79% |
$411K - $460K
|
36K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
765New |
$240K - $268K
|
765
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
633+ 6.34% |
$198K - $221K
|
10.6K
$3.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
632+ 4.73% |
$198K - $221K
|
14K
$4.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
583+ 3.32% |
$183K - $204K
|
18.2K
$5.74M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
515+ 5.13% |
$161K - $180K
|
10.6K
$3.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
400+ 41.37% |
$125K - $140K
|
1.37K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
331+ 3.91% |
$104K - $116K
|
8.8K
$2.78M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
173+ 24.16% |
$54.2K - $60.5K
|
889
$281K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
161+ 19.59% |
$50.4K - $56.3K
|
983
$311K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$31.3K - $35K
|
100
$31.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 10.2% |
$25.4K - $28.3K
|
875
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
46+ 0.24% |
$14.4K - $16.1K
|
18.8K
$5.95M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.79% |
$9.39K - $10.5K
|
3.81K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
28+ 0.43% |
$8.77K - $9.8K
|
6.53K
$2.06M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
24+ 1.15% |
$7.51K - $8.4K
|
2.11K
$666K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
23+ 2.09% |
$7.2K - $8.05K
|
1.12K
$354K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
14+ 73.68% |
$4.38K - $4.9K
|
33
$10.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10+ 0.06% |
$3.13K - $3.5K
|
16.9K
$5.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 1.54% |
$3.13K - $3.5K
|
660
$209K
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$2.19K - $2.45K
|
10.2K
$3.21M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.24% |
$1.25K - $1.4K
|
1.69K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.14% |
$1.25K - $1.4K
|
2.81K
$889K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$939 - $1.05K
|
6.43K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2+ 0.25% |
$626 - $700
|
812
$257K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.23% |
$626 - $700
|
876
$277K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$313 - $350
|
1.97K
$623K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-6- 0.16% |
$1.88K - $2.1K
|
3.67K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-9- 0.34% |
$2.82K - $3.15K
|
2.66K
$839K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-25- 0.96% |
$7.83K - $8.75K
|
2.59K
$819K
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-27- 0.48% |
$8.45K - $9.45K
|
5.56K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-29- 0.33% |
$9.08K - $10.1K
|
8.74K
$2.76M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-29- 0.31% |
$9.08K - $10.1K
|
9.39K
$2.97M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 15.46% |
$9.39K - $10.5K
|
164
$51.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-34- 0.16% |
$10.6K - $11.9K
|
20.9K
$6.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45- 11.6% |
$14.1K - $15.7K
|
343
$108K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-46- 1.56% |
$14.4K - $16.1K
|
2.9K
$917K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-70- 2.67% |
$21.9K - $24.5K
|
2.55K
$805K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-78- 4.98% |
$24.4K - $27.3K
|
1.49K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-98- 8.13% |
$30.7K - $34.3K
|
1.11K
$350K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-100- 5.52% |
$31.3K - $35K
|
1.71K
$541K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-119- 0.75% |
$37.3K - $41.6K
|
15.6K
$4.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-135- 2.98% |
$42.3K - $47.2K
|
4.39K
$1.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-138- 1.99% |
$43.2K - $48.3K
|
6.79K
$2.14M
|