Purchases and Sales Made in Q4 2025 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.4K+ 328.65% |
$7.56M - $7.93M
|
26.5K
$10.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.76K+ 399.5% |
$3.25M - $3.42M
|
11K
$4.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.17KNew |
$1.92M - $2.02M
|
5.17K
$1.97M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.99K+ 160.8% |
$1.85M - $1.94M
|
8.09K
$3.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.1K+ 165.74% |
$1.15M - $1.21M
|
4.96K
$1.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
3.09K+ 5.16% |
$1.15M - $1.2M
|
62.9K
$23.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3K+ 12.5% |
$1.11M - $1.17M
|
27K
$10.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
1.72KNew |
$637K - $669K
|
1.72K
$653K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.7K+ 63.57% |
$632K - $663K
|
4.38K
$1.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
1.69KNew |
$628K - $659K
|
1.69K
$643K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 3.43% |
$519K - $545K
|
42.2K
$16.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.06K+ 2.84% |
$393K - $413K
|
38.3K
$14.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
975+ 0.49% |
$362K - $380K
|
201K
$76.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
877+ 6.92% |
$326K - $342K
|
13.5K
$5.15M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
801New |
$297K - $312K
|
801
$305K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
789New |
$293K - $308K
|
789
$300K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
767New |
$285K - $299K
|
767
$292K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
704+ 4.13% |
$261K - $274K
|
17.8K
$6.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
650New |
$241K - $253K
|
650
$247K
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
631+ 3.13% |
$234K - $246K
|
20.8K
$7.91M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
626+ 65.41% |
$232K - $244K
|
1.58K
$602K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
525New |
$195K - $205K
|
525
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
525New |
$195K - $205K
|
525
$200K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
517New |
$192K - $202K
|
517
$197K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
492+ 16.98% |
$183K - $192K
|
3.39K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
355+ 13.49% |
$132K - $138K
|
2.99K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
207+ 16.67% |
$76.9K - $80.7K
|
1.45K
$551K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
195+ 10.9% |
$72.4K - $76K
|
1.98K
$755K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
195+ 97.5% |
$72.4K - $76K
|
395
$150K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
176+ 31.1% |
$65.4K - $68.6K
|
742
$282K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
170+ 3.92% |
$63.1K - $66.3K
|
4.51K
$1.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
166New |
$61.6K - $64.7K
|
166
$63.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
149+ 15.08% |
$55.3K - $58.1K
|
1.14K
$433K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
126+ 2.21% |
$46.8K - $49.1K
|
5.84K
$2.22M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
82+ 0.67% |
$30.4K - $32K
|
12.3K
$4.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
80+ 1.07% |
$29.7K - $31.2K
|
7.54K
$2.87M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
62+ 19.08% |
$23K - $24.2K
|
387
$147K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
44+ 0.18% |
$16.3K - $17.2K
|
24.7K
$9.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 1.8% |
$11.5K - $12.1K
|
1.75K
$667K
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
31New |
$11.5K - $12.1K
|
31
$11.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
23+ 65.71% |
$8.54K - $8.97K
|
58
$22.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
18+ 0.2% |
$6.68K - $7.02K
|
8.86K
$3.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10New |
$3.71K - $3.9K
|
10
$3.81K
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9+ 0.5% |
$3.34K - $3.51K
|
1.82K
$692K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8+ 0.05% |
$2.97K - $3.12K
|
16.6K
$6.31M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.98% |
$2.6K - $2.73K
|
720
$274K
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
7+ 0.18% |
$2.6K - $2.73K
|
3.91K
$1.49M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4+ 0.36% |
$1.49K - $1.56K
|
1.11K
$424K
|
|
|
Jan 20, 2026
Q4 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.25% |
$1.49K - $1.56K
|
1.62K
$618K
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.3% |
$743 - $780
|
664
$253K
|
|