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
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-181- 0.09% |
$56.7K - $63.3K
|
199K
$71.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-194- 6.32% |
$60.7K - $67.9K
|
2.88K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-195- 3.34% |
$61.1K - $68.2K
|
5.64K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-195- 19.1% |
$61.1K - $68.2K
|
826
$295K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-201- 12.23% |
$62.9K - $70.3K
|
1.44K
$516K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-219- 2.88% |
$68.6K - $76.6K
|
7.38K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-225- 7.61% |
$70.4K - $78.7K
|
2.73K
$976K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-236- 0.4% |
$73.9K - $82.6K
|
59.4K
$21.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-237- 8.16% |
$74.2K - $82.9K
|
2.67K
$954K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-239- 23.34% |
$74.8K - $83.6K
|
785
$281K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-242- 10.8% |
$75.8K - $84.7K
|
2K
$715K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-248- 14.64% |
$77.6K - $86.8K
|
1.45K
$517K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-250- 9.98% |
$78.3K - $87.5K
|
2.25K
$806K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-255- 0.35% |
$79.8K - $89.2K
|
73.3K
$26.2M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-257- 11.35% |
$80.5K - $89.9K
|
2.01K
$718K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-258- 17.77% |
$80.8K - $90.3K
|
1.19K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-259- 0.74% |
$81.1K - $90.6K
|
34.6K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-263- 20.4% |
$82.3K - $92K
|
1.03K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-268- 0.95% |
$83.9K - $93.8K
|
28K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-271- 4.23% |
$84.9K - $94.8K
|
6.14K
$2.19M
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-276- 0.54% |
$86.4K - $96.6K
|
51.1K
$18.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-280- 2.44% |
$87.7K - $98K
|
11.2K
$4.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-281- 6.24% |
$88K - $98.3K
|
4.22K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-281- 2.34% |
$88K - $98.3K
|
11.7K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 7.44% |
$93.9K - $105K
|
3.73K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-313- 11.78% |
$98K - $109K
|
2.34K
$838K
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-318- 26.11% |
$99.6K - $111K
|
900
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-329- 5.13% |
$103K - $115K
|
6.09K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-338- 11.97% |
$106K - $118K
|
2.49K
$889K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-377- 32.39% |
$118K - $132K
|
787
$281K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-393- 6.38% |
$123K - $137K
|
5.76K
$2.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-400- 9.09% |
$125K - $140K
|
4K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-417- 3.46% |
$131K - $146K
|
11.6K
$4.17M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-439- 9.21% |
$137K - $154K
|
4.33K
$1.55M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-439- 16.67% |
$137K - $154K
|
2.19K
$785K
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-440- 0.67% |
$138K - $154K
|
65.1K
$23.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-449- 50.0% |
$141K - $157K
|
449
$161K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-510- 3.42% |
$160K - $178K
|
14.4K
$5.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-515- 4.74% |
$161K - $180K
|
10.4K
$3.7M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-538- 4.75% |
$168K - $188K
|
10.8K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-538- 1.39% |
$168K - $188K
|
38.2K
$13.6M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-585- 18.23% |
$183K - $205K
|
2.62K
$938K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-587- 2.31% |
$184K - $205K
|
24.8K
$8.86M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-587- 14.28% |
$184K - $205K
|
3.52K
$1.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-597- 59.11% |
$187K - $209K
|
413
$148K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-605- 2.68% |
$189K - $212K
|
21.9K
$7.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-619- 49.36% |
$194K - $217K
|
635
$227K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-630- 28.13% |
$197K - $220K
|
1.61K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-649- 6.27% |
$203K - $227K
|
9.7K
$3.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-651- 37.98% |
$204K - $228K
|
1.06K
$380K
|