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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26K- 20.47% |
$8.14M - $9.09M
|
101K
$36.1M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-27.5K- 77.28% |
$8.62M - $9.63M
|
8.09K
$2.89M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.8K- 4.77% |
$9.02M - $10.1M
|
575K
$206M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-35.2K- 100.0% |
$11M - $12.3M
|
1
$358
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-35.9K- 89.28% |
$11.2M - $12.6M
|
4.31K
$1.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-37.1K- 62.75% |
$11.6M - $13M
|
22K
$7.88M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-38K- 26.75% |
$11.9M - $13.3M
|
104K
$37.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.4K- 12.37% |
$12M - $13.4M
|
272K
$97.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.3K- 33.07% |
$12.3M - $13.7M
|
79.5K
$28.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.1K- 24.81% |
$15.4M - $17.2M
|
149K
$53.2M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-54.2K- 17.64% |
$17M - $18.9M
|
253K
$90.4M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-63K- 13.95% |
$19.7M - $22M
|
389K
$139M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-224K- 22.01% |
$70.2M - $78.4M
|
794K
$284M
|