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
|
Wbh Advisory Inc
|
BUY
|
- |
117+ 19.06% |
$36.6K - $40.9K
|
731
$258K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
116+ 6.1% |
$36.3K - $40.6K
|
2.02K
$712K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
108New |
$33.8K - $37.8K
|
108
$38.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
103+ 0.57% |
$32.2K - $36K
|
18.1K
$6.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
103+ 0.18% |
$32.2K - $36K
|
56.6K
$20M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$31.3K - $35K
|
100
$35.3K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 14.77% |
$31.3K - $35K
|
777
$274K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
90+ 1.65% |
$28.2K - $31.5K
|
5.56K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 10.2% |
$25.4K - $28.3K
|
875
$309K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
80New |
$25K - $28K
|
80
$28.2K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
78+ 0.12% |
$24.4K - $27.3K
|
67.3K
$23.8M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78+ 3.02% |
$24.4K - $27.3K
|
2.66K
$940K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
75+ 4.45% |
$23.5K - $26.2K
|
1.76K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
71+ 8.74% |
$22.2K - $24.8K
|
883
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
70+ 56.91% |
$21.9K - $24.5K
|
193
$68.1K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
63+ 1.33% |
$19.7K - $22K
|
4.81K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
62+ 4.86% |
$19.4K - $21.7K
|
1.34K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
60+ 1.43% |
$18.8K - $21K
|
4.25K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
60+ 0.14% |
$18.8K - $21K
|
42K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
54+ 4.19% |
$16.9K - $18.9K
|
1.34K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51+ 1.23% |
$16K - $17.8K
|
4.19K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
50+ 50.51% |
$15.7K - $17.5K
|
149
$52.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
46+ 0.24% |
$14.4K - $16.1K
|
18.8K
$6.65M
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
45+ 4.06% |
$14.1K - $15.7K
|
1.15K
$407K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
44+ 0.24% |
$13.8K - $15.4K
|
18.2K
$6.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
43+ 1.35% |
$13.5K - $15K
|
3.23K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
40+ 3.52% |
$12.5K - $14K
|
1.18K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
35+ 0.08% |
$11K - $12.2K
|
43.4K
$15.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.58% |
$9.71K - $10.8K
|
5.34K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 1500.0% |
$9.39K - $10.5K
|
32
$11.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.79% |
$9.39K - $10.5K
|
3.81K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29+ 2.82% |
$9.08K - $10.1K
|
1.06K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
28+ 0.43% |
$8.77K - $9.8K
|
6.53K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 21.49% |
$8.14K - $9.1K
|
147
$51.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
BUY
|
- |
24+ 1.15% |
$7.51K - $8.4K
|
2.11K
$744K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
23+ 2.09% |
$7.2K - $8.05K
|
1.12K
$396K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 4.7% |
$6.58K - $7.35K
|
468
$165K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20+ 1.41% |
$6.26K - $7K
|
1.44K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
20+ 0.19% |
$6.26K - $7K
|
10.4K
$3.66M
|
|
|
May 09, 2025
Q1 2025
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.14% |
$5.95K - $6.65K
|
13.9K
$4.9M
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
BUY
|
- |
14+ 73.68% |
$4.38K - $4.9K
|
33
$11.6K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14+ 0.16% |
$4.38K - $4.9K
|
8.99K
$3.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
14+ 0.25% |
$4.38K - $4.9K
|
5.66K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.25% |
$4.07K - $4.55K
|
5.2K
$1.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.31% |
$3.76K - $4.2K
|
3.91K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.13% |
$3.76K - $4.2K
|
9.61K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.26% |
$3.76K - $4.2K
|
4.68K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
11+ 0.24% |
$3.44K - $3.85K
|
4.53K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 1.54% |
$3.13K - $3.5K
|
660
$233K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 14.71% |
$3.13K - $3.5K
|
78
$27.5K
|