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 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-690- 25.04% |
$216K - $241K
|
2.07K
$739K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-725- 15.27% |
$227K - $254K
|
4.02K
$1.44M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-744- 4.28% |
$233K - $260K
|
16.7K
$5.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-758- 5.4% |
$237K - $265K
|
13.3K
$4.75M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-875- 7.06% |
$274K - $306K
|
11.5K
$4.12M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-889- 25.78% |
$278K - $311K
|
2.56K
$915K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-905- 6.4% |
$283K - $317K
|
13.2K
$4.74M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-911- 25.48% |
$285K - $319K
|
2.67K
$953K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-913- 6.07% |
$286K - $319K
|
14.1K
$5.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-919- 1.25% |
$288K - $321K
|
72.4K
$25.9M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-921- 16.81% |
$288K - $322K
|
4.56K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-963- 2.12% |
$302K - $337K
|
44.6K
$15.9M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-984- 27.46% |
$308K - $344K
|
2.6K
$930K
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-989- 0.96% |
$310K - $346K
|
102K
$36.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 2.0% |
$318K - $356K
|
50K
$17.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.05K- 37.16% |
$330K - $368K
|
1.78K
$637K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.07K- 39.01% |
$333K - $373K
|
1.67K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.08K- 76.38% |
$339K - $379K
|
335
$120K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.1K- 2.82% |
$343K - $383K
|
37.7K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 5.94% |
$355K - $397K
|
18K
$6.42M
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.14K- 7.09% |
$356K - $398K
|
14.9K
$5.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.14K- 16.75% |
$357K - $398K
|
5.66K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-1.16K- 11.12% |
$363K - $405K
|
9.26K
$3.31M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-1.21K- 11.47% |
$379K - $424K
|
9.35K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.23K- 60.46% |
$384K - $430K
|
803
$287K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.28K- 8.67% |
$399K - $446K
|
13.4K
$4.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.29K- 63.8% |
$402K - $450K
|
729
$261K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.34K- 4.84% |
$418K - $467K
|
26.2K
$9.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.4K- 5.78% |
$438K - $490K
|
22.8K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 30.9% |
$453K - $507K
|
3.24K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.45K- 3.57% |
$455K - $508K
|
39.3K
$14M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.46K- 60.19% |
$457K - $510K
|
965
$345K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 52.95% |
$457K - $511K
|
1.3K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.48K- 41.16% |
$463K - $518K
|
2.12K
$757K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.5K- 34.99% |
$471K - $526K
|
2.79K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.62K- 6.2% |
$508K - $568K
|
24.6K
$8.78M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.7K- 59.46% |
$533K - $596K
|
1.16K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.71K- 55.29% |
$535K - $598K
|
1.38K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.76K- 1.97% |
$551K - $615K
|
87.8K
$31.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.82K- 19.28% |
$571K - $638K
|
7.63K
$2.73M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.83K- 46.71% |
$573K - $640K
|
2.09K
$746K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.93K- 2.29% |
$604K - $674K
|
82.4K
$29.5M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.01K- 49.4% |
$629K - $703K
|
2.06K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.05K- 12.75% |
$641K - $716K
|
14K
$5.01M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.06K- 74.11% |
$646K - $722K
|
721
$258K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.08K- 11.01% |
$650K - $726K
|
16.8K
$6M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 3.92% |
$658K - $735K
|
51.5K
$18.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.28K- 69.11% |
$714K - $798K
|
1.02K
$364K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.29K- 17.06% |
$717K - $801K
|
11.1K
$3.98M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.32K- 58.14% |
$725K - $811K
|
1.67K
$596K
|