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 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.33K- 19.93% |
$731K - $817K
|
9.38K
$3.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.36K- 60.2% |
$738K - $825K
|
1.56K
$558K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.54K- 22.08% |
$795K - $888K
|
8.96K
$3.2M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.65K- 77.32% |
$828K - $925K
|
776
$278K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.68K- 6.5% |
$838K - $936K
|
38.5K
$13.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.69K- 12.84% |
$842K - $941K
|
18.3K
$6.53M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.72K- 3.85% |
$852K - $952K
|
67.9K
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.81K- 1.67% |
$879K - $983K
|
166K
$59.2M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.83K- 1.54% |
$886K - $990K
|
181K
$64.6M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.85K- 3.55% |
$893K - $998K
|
77.6K
$27.7M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-2.9K- 1.47% |
$907K - $1.01M
|
194K
$69.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.31K- 3.87% |
$1.04M - $1.16M
|
82.1K
$29.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-3.35K- 5.96% |
$1.05M - $1.17M
|
52.8K
$18.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.4K- 25.99% |
$1.06M - $1.19M
|
9.68K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 75.23% |
$1.18M - $1.31M
|
1.24K
$442K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-4.3K- 4.69% |
$1.35M - $1.5M
|
87.4K
$31.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.43K- 4.63% |
$1.39M - $1.55M
|
91.4K
$32.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-4.53K- 23.34% |
$1.42M - $1.59M
|
14.9K
$5.32M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.57K- 1.46% |
$1.43M - $1.6M
|
309K
$110M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.65K- 7.6% |
$1.46M - $1.63M
|
56.6K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.77K- 1.08% |
$1.49M - $1.67M
|
438K
$157M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.79K- 10.42% |
$1.5M - $1.68M
|
41.2K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.87K- 82.96% |
$1.52M - $1.7M
|
1K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.93K- 4.94% |
$1.54M - $1.73M
|
94.9K
$33.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.15K- 8.16% |
$1.61M - $1.8M
|
58K
$20.7M
|
|
|
May 08, 2025
Q1 2025
|
12th Street Asset Management Company, LLC
Nashville, TN |
SELL
|
- |
-5.27K- 77.12% |
$1.65M - $1.84M
|
1.56K
$559K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-5.28K- 86.35% |
$1.65M - $1.85M
|
835
$299K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.06K- 75.62% |
$1.9M - $2.12M
|
1.95K
$698K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6.26K- 70.42% |
$1.96M - $2.19M
|
2.63K
$941K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.03K- 36.55% |
$2.2M - $2.46M
|
12.2K
$4.36M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.5K- 66.37% |
$2.35M - $2.62M
|
3.8K
$1.36M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.93K- 8.53% |
$2.48M - $2.77M
|
85.1K
$30.4M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-7.95K- 64.21% |
$2.49M - $2.78M
|
4.43K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-8.24K- 8.39% |
$2.58M - $2.88M
|
90K
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10.3K- 38.68% |
$3.22M - $3.6M
|
16.3K
$5.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-11.1K- 8.3% |
$3.46M - $3.87M
|
122K
$43.7M
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.1K- 71.39% |
$3.78M - $4.23M
|
4.84K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-12.7K- 8.95% |
$3.99M - $4.45M
|
130K
$46.3M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-13.6K- 3.58% |
$4.25M - $4.75M
|
365K
$131M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14.3K- 98.68% |
$4.47M - $5M
|
191
$68.3K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.6K- 2.65% |
$4.58M - $5.11M
|
537K
$192M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14.6K- 25.07% |
$4.58M - $5.12M
|
43.8K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15K- 59.17% |
$4.71M - $5.26M
|
10.4K
$3.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-15.7K- 28.89% |
$4.9M - $5.48M
|
38.6K
$13.8M
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-15.8K- 93.81% |
$4.95M - $5.54M
|
1.04K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-16K- 74.39% |
$5M - $5.59M
|
5.5K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-16.5K- 9.62% |
$5.15M - $5.76M
|
155K
$55.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-19.7K- 17.5% |
$6.18M - $6.9M
|
93K
$33.3M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.5K- 1.86% |
$6.73M - $7.52M
|
1.13M
$405M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-25.2K- 15.43% |
$7.88M - $8.8M
|
138K
$49.3M
|