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 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 14.71% |
$3.13K - $3.5K
|
78
$29.2K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10+ 0.05% |
$3.13K - $3.5K
|
20.3K
$7.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 1.54% |
$3.13K - $3.5K
|
660
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9+ 0.98% |
$2.82K - $3.15K
|
931
$349K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.02% |
$2.82K - $3.15K
|
37.2K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.19% |
$2.82K - $3.15K
|
4.79K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
8+ 1.07% |
$2.5K - $2.8K
|
758
$284K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.25% |
$2.5K - $2.8K
|
3.18K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$2.19K - $2.45K
|
10.2K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.3% |
$2.19K - $2.45K
|
2.34K
$874K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7+ 0.14% |
$2.19K - $2.45K
|
5.01K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6+ 1.03% |
$1.88K - $2.1K
|
591
$221K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.19% |
$1.88K - $2.1K
|
3.1K
$1.16M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
6+ 0.82% |
$1.88K - $2.1K
|
735
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5New |
$1.57K - $1.75K
|
5
$1.87K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 3.68% |
$1.57K - $1.75K
|
141
$52.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.57K - $1.75K
|
1.8K
$674K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5+ 0.27% |
$1.57K - $1.75K
|
1.88K
$703K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5+ 0.2% |
$1.57K - $1.75K
|
2.52K
$945K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$1.57K - $1.75K
|
2.05K
$766K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.24% |
$1.25K - $1.4K
|
1.64K
$613K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.14% |
$1.25K - $1.4K
|
2.81K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.24% |
$1.25K - $1.4K
|
1.69K
$632K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
4+ 0.04% |
$1.25K - $1.4K
|
10K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4+ 0.07% |
$1.25K - $1.4K
|
5.81K
$2.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$939 - $1.05K
|
6.43K
$2.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.15% |
$939 - $1.05K
|
1.95K
$731K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3+ 0.29% |
$939 - $1.05K
|
1.03K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.08% |
$939 - $1.05K
|
3.57K
$1.34M
|
|
|
Sep 08, 2025
Q1 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
3+ 0.28% |
$939 - $1.05K
|
1.07K
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2+ 0.25% |
$626 - $700
|
812
$304K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.05% |
$626 - $700
|
4.09K
$1.53M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.23% |
$626 - $700
|
876
$328K
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.3% |
$626 - $700
|
659
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 22.22% |
$626 - $700
|
11
$4.12K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.21% |
$626 - $700
|
967
$362K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$313 - $350
|
421
$158K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$313 - $350
|
2.34K
$878K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.72% |
$313 - $350
|
140
$52.4K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.13% |
$313 - $350
|
764
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$313 - $350
|
1.97K
$738K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1+ 0.07% |
$313 - $350
|
1.43K
$535K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$313 - $350
|
3.17K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.1% |
$313 - $350
|
1.05K
$394K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.05% |
$313 - $350
|
1.89K
$708K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.25% |
$313 - $350
|
402
$151K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$313 - $350
|
1.89K
$708K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1+ 0.06% |
$313 - $350
|
1.58K
$590K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1- 0.04% |
$313 - $350
|
2.47K
$924K
|