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 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.72KNew |
$1.16M - $1.3M
|
3.72K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.59K+ 4.96% |
$1.12M - $1.26M
|
76K
$26.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.39K+ 11.1% |
$1.06M - $1.19M
|
33.9K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.2K+ 33.91% |
$1M - $1.12M
|
12.6K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.1KNew |
$970K - $1.08M
|
3.1K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.04KNew |
$952K - $1.06M
|
3.04K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.02KNew |
$945K - $1.06M
|
3.02K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.97K+ 202.67% |
$928K - $1.04M
|
4.43K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.81KNew |
$879K - $982K
|
2.81K
$991K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.75KNew |
$861K - $962K
|
2.75K
$971K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.53K+ 270.05% |
$791K - $883K
|
3.46K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.36K+ 1.85% |
$740K - $827K
|
130K
$46M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.32KNew |
$726K - $811K
|
2.32K
$818K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
2.3K+ 4.57% |
$720K - $805K
|
52.6K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.27K+ 251.11% |
$709K - $792K
|
3.17K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.23K+ 5.26% |
$698K - $779K
|
44.6K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.22K+ 8.69% |
$696K - $778K
|
27.8K
$9.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.11K+ 5.51% |
$661K - $738K
|
40.4K
$14.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.03K+ 17.13% |
$636K - $710K
|
13.9K
$4.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 152.45% |
$632K - $707K
|
3.35K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.99K+ 257.57% |
$623K - $697K
|
2.76K
$975K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.93K+ 7.3% |
$605K - $676K
|
28.4K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.93KNew |
$605K - $676K
|
1.93K
$681K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 16.89% |
$602K - $673K
|
13.3K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.89K+ 5.43% |
$592K - $662K
|
36.7K
$13M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.76KNew |
$551K - $616K
|
1.76K
$621K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.72K+ 278.86% |
$537K - $600K
|
2.33K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.67KNew |
$522K - $584K
|
1.67K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1.59KNew |
$498K - $556K
|
1.59K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.56K+ 195.86% |
$489K - $546K
|
2.36K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
1.49K+ 0.26% |
$467K - $521K
|
577K
$204M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.39K+ 6.06% |
$434K - $485K
|
24.2K
$8.55M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.37KNew |
$430K - $481K
|
1.37K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
1.35KNew |
$423K - $472K
|
1.35K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.35K+ 27.21% |
$422K - $472K
|
6.31K
$2.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 3.79% |
$411K - $460K
|
36K
$12.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.31KNew |
$411K - $460K
|
1.31K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.29KNew |
$403K - $450K
|
1.29K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
1.22K+ 3.42% |
$382K - $426K
|
36.9K
$13M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.21KNew |
$379K - $423K
|
1.21K
$427K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.15KNew |
$359K - $401K
|
1.15K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.1K+ 15.52% |
$343K - $383K
|
8.15K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.05K+ 0.36% |
$329K - $368K
|
295K
$104M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
984+ 37.03% |
$308K - $344K
|
3.64K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
945+ 4.14% |
$296K - $331K
|
23.8K
$8.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
789+ 30.63% |
$247K - $276K
|
3.37K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
765New |
$240K - $268K
|
765
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
741+ 1.18% |
$232K - $259K
|
63.4K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
721New |
$226K - $252K
|
721
$254K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
697+ 11.4% |
$218K - $244K
|
6.81K
$2.4M
|