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
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-39- 0.42% |
$12.2K - $13.6K
|
9.18K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-42- 0.69% |
$13.2K - $14.7K
|
6.08K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-43- 5.95% |
$13.5K - $15K
|
680
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45- 11.6% |
$14.1K - $15.7K
|
343
$128K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-45- 1.57% |
$14.1K - $15.7K
|
2.81K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-45- 1.34% |
$14.1K - $15.7K
|
3.31K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-46- 3.29% |
$14.4K - $16.1K
|
1.35K
$506K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-46- 1.56% |
$14.4K - $16.1K
|
2.9K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-48- 2.19% |
$15K - $16.8K
|
2.15K
$803K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-50- 0.5% |
$15.7K - $17.5K
|
9.88K
$3.7M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-52- 5.26% |
$16.3K - $18.2K
|
937
$351K
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-52- 18.37% |
$16.3K - $18.2K
|
231
$86.5K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-54- 3.89% |
$16.9K - $18.9K
|
1.33K
$499K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-62- 8.02% |
$19.4K - $21.7K
|
711
$266K
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-63- 8.76% |
$19.7K - $22K
|
656
$246K
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-63- 9.77% |
$19.7K - $22K
|
582
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-70- 2.67% |
$21.9K - $24.5K
|
2.55K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-70- 1.19% |
$21.9K - $24.5K
|
5.79K
$2.17M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-70- 0.79% |
$21.9K - $24.5K
|
8.76K
$3.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-78- 4.98% |
$24.4K - $27.3K
|
1.49K
$557K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-86- 0.16% |
$26.9K - $30.1K
|
53.8K
$20.1M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-86- 3.95% |
$26.9K - $30.1K
|
2.09K
$782K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-90- 0.96% |
$28.2K - $31.5K
|
9.24K
$3.46M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-91- 0.16% |
$28.5K - $31.8K
|
57.2K
$21.4M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-91- 60.26% |
$28.5K - $31.8K
|
60
$22.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-94- 1.74% |
$29.4K - $32.9K
|
5.3K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-95- 32.42% |
$29.7K - $33.2K
|
198
$74.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-98- 8.13% |
$30.7K - $34.3K
|
1.11K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-99- 0.37% |
$31K - $34.6K
|
26.8K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-99- 6.85% |
$31K - $34.6K
|
1.35K
$504K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-100- 5.52% |
$31.3K - $35K
|
1.71K
$641K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102- 9.69% |
$31.9K - $35.7K
|
951
$356K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-106- 14.42% |
$33.2K - $37.1K
|
629
$236K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-106- 3.32% |
$33.2K - $37.1K
|
3.08K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-108- 2.29% |
$33.8K - $37.8K
|
4.61K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-118- 6.38% |
$36.9K - $41.3K
|
1.73K
$648K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-119- 9.48% |
$37.3K - $41.6K
|
1.14K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-119- 0.75% |
$37.3K - $41.6K
|
15.6K
$5.86M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-125- 0.34% |
$39.1K - $43.7K
|
37.1K
$13.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-131- 3.36% |
$41K - $45.8K
|
3.76K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-133- 0.25% |
$41.6K - $46.5K
|
53.9K
$20.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-135- 2.98% |
$42.3K - $47.2K
|
4.39K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-138- 1.99% |
$43.2K - $48.3K
|
6.79K
$2.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-142- 2.38% |
$44.5K - $49.7K
|
5.83K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-148- 2.23% |
$46.3K - $51.8K
|
6.49K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-148- 17.21% |
$46.3K - $51.8K
|
712
$267K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-148- 0.21% |
$46.3K - $51.8K
|
70.7K
$26.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-150- 4.32% |
$47K - $52.5K
|
3.32K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-152- 2.78% |
$47.6K - $53.2K
|
5.31K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-158- 2.5% |
$49.5K - $55.3K
|
6.16K
$2.31M
|