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 |
|---|---|---|---|---|---|---|---|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
671+ 285.53% |
$210K - $235K
|
906
$320K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
668+ 88.48% |
$209K - $234K
|
1.42K
$502K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
651New |
$204K - $228K
|
651
$230K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
637+ 5.11% |
$199K - $223K
|
13.1K
$4.62M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
633+ 6.34% |
$198K - $221K
|
10.6K
$3.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
632+ 4.73% |
$198K - $221K
|
14K
$4.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
584New |
$183K - $204K
|
584
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
583+ 3.32% |
$183K - $204K
|
18.2K
$6.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
569+ 47.02% |
$178K - $199K
|
1.78K
$628K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
552+ 9.94% |
$173K - $193K
|
6.1K
$2.15M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
548+ 0.6% |
$172K - $192K
|
92.1K
$32.5M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
515+ 5.13% |
$161K - $180K
|
10.6K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
512+ 0.91% |
$160K - $179K
|
56.7K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
504New |
$158K - $176K
|
504
$178K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
480+ 57.28% |
$150K - $168K
|
1.32K
$465K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
464+ 3.09% |
$145K - $162K
|
15.5K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
455+ 4.76% |
$142K - $159K
|
10K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
446+ 13.02% |
$140K - $156K
|
3.87K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
432+ 26.07% |
$135K - $151K
|
2.09K
$737K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
431+ 2.68% |
$135K - $151K
|
16.5K
$5.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
430+ 91.88% |
$135K - $150K
|
898
$317K
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
425+ 2.83% |
$133K - $149K
|
15.4K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
410+ 21.01% |
$128K - $143K
|
2.36K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
400+ 6.37% |
$125K - $140K
|
6.68K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
400+ 41.37% |
$125K - $140K
|
1.37K
$482K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
377+ 2.26% |
$118K - $132K
|
17K
$6.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
351+ 5.87% |
$110K - $123K
|
6.33K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
349+ 0.49% |
$109K - $122K
|
70.9K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
340+ 2.78% |
$106K - $119K
|
12.6K
$4.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
331+ 3.91% |
$104K - $116K
|
8.8K
$3.11M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
321+ 5.53% |
$101K - $112K
|
6.12K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
300+ 17.65% |
$93.9K - $105K
|
2K
$706K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
300+ 4.6% |
$93.9K - $105K
|
6.82K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
242+ 90.64% |
$75.8K - $84.7K
|
509
$180K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
202+ 56.27% |
$63.2K - $70.7K
|
561
$198K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
196+ 2.9% |
$61.4K - $68.6K
|
6.95K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 3.05% |
$59.2K - $66.1K
|
6.39K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
185+ 0.8% |
$57.9K - $64.7K
|
23.4K
$8.27M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
184+ 0.87% |
$57.6K - $64.4K
|
21.4K
$7.56M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
180+ 14.57% |
$56.4K - $63K
|
1.42K
$499K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
173+ 24.16% |
$54.2K - $60.5K
|
889
$314K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
170+ 3.43% |
$53.2K - $59.5K
|
5.13K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
170+ 8.27% |
$53.2K - $59.5K
|
2.23K
$785K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
161+ 19.59% |
$50.4K - $56.3K
|
983
$347K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
156New |
$48.8K - $54.6K
|
156
$55.1K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
146+ 1.08% |
$45.7K - $51.1K
|
13.7K
$4.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
138New |
$43.2K - $48.3K
|
138
$48.7K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
126+ 0.26% |
$39.5K - $44.1K
|
49K
$17.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
120+ 9.49% |
$37.6K - $42K
|
1.39K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
118+ 0.33% |
$36.9K - $41.3K
|
36.3K
$12.8M
|