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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
290K+ 46.07% |
$90.7M - $101M
|
918K
$324M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
157K+ 9.02% |
$49.3M - $55.1M
|
1.9M
$672M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
143KNew |
$44.8M - $50.1M
|
143K
$50.5M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
61.8K+ 104.3% |
$19.3M - $21.6M
|
121K
$42.7M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61.7K+ 26.01% |
$19.3M - $21.6M
|
299K
$106M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.6K+ 99.41% |
$14.9M - $16.7M
|
95.5K
$33.7M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
32.5K+ 37.56% |
$10.2M - $11.4M
|
119K
$42M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
30.4K+ 105.1% |
$9.52M - $10.6M
|
59.4K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29.8K+ 508.64% |
$9.33M - $10.4M
|
35.7K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.6K+ 46.08% |
$8.65M - $9.66M
|
87.6K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.2K+ 10.19% |
$8.52M - $9.52M
|
294K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.2K+ 2.12% |
$7.56M - $8.45M
|
1.16M
$410M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
22.3K+ 13.27% |
$6.97M - $7.78M
|
190K
$67M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
21K+ 19.81% |
$6.57M - $7.34M
|
127K
$44.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.2K+ 16.59% |
$6.32M - $7.06M
|
142K
$50.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.7KNew |
$5.54M - $6.19M
|
17.7K
$6.24M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.3K+ 15.59% |
$5.11M - $5.71M
|
121K
$42.7M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
16K+ 290.44% |
$5M - $5.59M
|
21.5K
$7.58M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.4K+ 11.06% |
$4.83M - $5.39M
|
155K
$54.6M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.4K+ 12.04% |
$4.51M - $5.04M
|
134K
$47.3M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
14.1KNew |
$4.42M - $4.94M
|
14.1K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.8K+ 4.3% |
$4.31M - $4.81M
|
333K
$118M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 12.83% |
$4.23M - $4.72M
|
119K
$41.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$3.48M - $3.89M
|
11.1K
$3.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.84K+ 357.19% |
$3.08M - $3.44M
|
12.6K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.38K+ 3.81% |
$2.94M - $3.28M
|
255K
$90.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.2K+ 8.31% |
$2.88M - $3.22M
|
120K
$42.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.09K+ 11.33% |
$2.85M - $3.18M
|
89.3K
$31.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.63K+ 76.84% |
$2.7M - $3.02M
|
19.9K
$7.01M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.08K+ 15.12% |
$2.53M - $2.83M
|
61.5K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.01K+ 3.93% |
$2.51M - $2.8M
|
212K
$74.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.85K+ 21.07% |
$2.46M - $2.75M
|
45.1K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.13KNew |
$2.23M - $2.5M
|
7.13K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.08KNew |
$2.22M - $2.48M
|
7.08K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.88K+ 7.36% |
$2.15M - $2.41M
|
100K
$35.4M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.63K+ 4.19% |
$2.07M - $2.32M
|
165K
$58.2M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
6.33K+ 207.27% |
$1.98M - $2.22M
|
9.39K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.13K+ 1.24% |
$1.92M - $2.14M
|
502K
$177M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.12K+ 6.92% |
$1.92M - $2.14M
|
94.6K
$33.4M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
5.46KNew |
$1.71M - $1.91M
|
5.46K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.32KNew |
$1.66M - $1.86M
|
5.32K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.14K+ 21.08% |
$1.61M - $1.8M
|
29.5K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.07KNew |
$1.59M - $1.77M
|
5.07K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
5.03K+ 28.27% |
$1.57M - $1.76M
|
22.8K
$8.05M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.87K+ 283.52% |
$1.52M - $1.7M
|
6.59K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.82K+ 4.56% |
$1.51M - $1.69M
|
111K
$39M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.28K+ 33.65% |
$1.34M - $1.5M
|
17K
$5.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
4.18K+ 45.99% |
$1.31M - $1.46M
|
13.3K
$4.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
4.06K+ 7.62% |
$1.27M - $1.42M
|
57.2K
$20.2M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.95K+ 2.6% |
$1.24M - $1.38M
|
156K
$55.1M
|