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 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3- 18.75% |
$939 - $1.05K
|
13
$4.65K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4- 0.05% |
$1.25K - $1.4K
|
7.51K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4- 0.24% |
$1.25K - $1.4K
|
1.63K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 1.41% |
$1.57K - $1.75K
|
350
$125K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-5- 0.37% |
$1.57K - $1.75K
|
1.35K
$483K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-6- 0.16% |
$1.88K - $2.1K
|
3.67K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8- 4.17% |
$2.5K - $2.8K
|
184
$65.8K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-8- 1.09% |
$2.5K - $2.8K
|
726
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-9- 0.34% |
$2.82K - $3.15K
|
2.66K
$949K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9- 0.65% |
$2.82K - $3.15K
|
1.37K
$488K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-9- 0.37% |
$2.82K - $3.15K
|
2.44K
$873K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11- 1.11% |
$3.44K - $3.85K
|
982
$351K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12- 0.52% |
$3.76K - $4.2K
|
2.31K
$826K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14- 0.91% |
$4.38K - $4.9K
|
1.52K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-15- 0.15% |
$4.7K - $5.25K
|
9.79K
$3.5M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-15- 0.03% |
$4.7K - $5.25K
|
59.9K
$21.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 2.07% |
$4.7K - $5.25K
|
710
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-16- 6.06% |
$5.01K - $5.6K
|
248
$88.7K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.43% |
$5.95K - $6.65K
|
4.42K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-20- 2.77% |
$6.26K - $7K
|
702
$251K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-20- 0.09% |
$6.26K - $7K
|
22.3K
$7.96M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-20- 0.43% |
$6.26K - $7K
|
4.66K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-23- 2.64% |
$7.2K - $8.05K
|
849
$304K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.21% |
$7.51K - $8.4K
|
11.6K
$4.13M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-24- 2.22% |
$7.51K - $8.4K
|
1.06K
$378K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-25- 0.84% |
$7.83K - $8.75K
|
2.95K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-25- 2.55% |
$7.83K - $8.75K
|
957
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-25- 0.96% |
$7.83K - $8.75K
|
2.59K
$927K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-25- 1.16% |
$7.83K - $8.75K
|
2.14K
$763K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-25- 0.68% |
$7.83K - $8.75K
|
3.64K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-26- 0.33% |
$8.14K - $9.1K
|
7.91K
$2.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-27- 0.48% |
$8.45K - $9.45K
|
5.56K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-28- 1.03% |
$8.77K - $9.8K
|
2.69K
$962K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-29- 0.31% |
$9.08K - $10.1K
|
9.39K
$3.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-29- 2.06% |
$9.08K - $10.1K
|
1.38K
$492K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-29- 0.69% |
$9.08K - $10.1K
|
4.18K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-29- 0.69% |
$9.08K - $10.1K
|
4.15K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-29- 0.33% |
$9.08K - $10.1K
|
8.74K
$3.12M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 15.46% |
$9.39K - $10.5K
|
164
$58.6K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30- 4.41% |
$9.39K - $10.5K
|
650
$232K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-30- 2.48% |
$9.39K - $10.5K
|
1.18K
$421K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31- 0.56% |
$9.71K - $10.8K
|
5.48K
$1.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-32- 2.05% |
$10K - $11.2K
|
1.53K
$548K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-32- 0.82% |
$10K - $11.2K
|
3.89K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-34- 0.16% |
$10.6K - $11.9K
|
20.9K
$7.47M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34- 0.09% |
$10.6K - $11.9K
|
37K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-39- 0.42% |
$12.2K - $13.6K
|
9.18K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-42- 0.69% |
$13.2K - $14.7K
|
6.08K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-43- 5.95% |
$13.5K - $15K
|
680
$243K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45- 11.6% |
$14.1K - $15.7K
|
343
$123K
|