Purchases and Sales Made in Q2 2025 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
61.9K+ 6079.39% |
$17.4M - $21.7M
|
63K
$22.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
35.4K+ 24.73% |
$9.97M - $12.4M
|
179K
$63.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26KNew |
$7.32M - $9.13M
|
26K
$9.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
21.2KNew |
$5.98M - $7.45M
|
21.2K
$7.59M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10.8K+ 26.68% |
$3.04M - $3.79M
|
51.2K
$18.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.38KNew |
$1.8M - $2.24M
|
6.38K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5.76K+ 30.56% |
$1.62M - $2.02M
|
24.6K
$8.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
4.29K+ 232.36% |
$1.21M - $1.51M
|
6.14K
$2.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.88KNew |
$1.09M - $1.36M
|
3.88K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.12KNew |
$879K - $1.09M
|
3.12K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.12K+ 491.96% |
$879K - $1.09M
|
3.75K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.51K+ 10.99% |
$706K - $880K
|
25.3K
$9.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.48K+ 40.39% |
$698K - $870K
|
8.61K
$3.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.19K+ 5.94% |
$618K - $770K
|
39.1K
$14M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.15KNew |
$607K - $756K
|
2.15K
$770K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.97K+ 13.25% |
$555K - $692K
|
16.9K
$6.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1.95K+ 3.4% |
$548K - $683K
|
59.2K
$21.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.7KNew |
$479K - $597K
|
1.7K
$608K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.59K+ 90.23% |
$447K - $557K
|
3.35K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.48K+ 4.12% |
$417K - $520K
|
37.4K
$13.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.34K+ 398.51% |
$376K - $469K
|
1.67K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$370K - $461K
|
1.31K
$469K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.3K+ 1.7% |
$365K - $455K
|
77.3K
$27.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.26K+ 0.76% |
$353K - $441K
|
167K
$59.7M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 1300.0% |
$293K - $365K
|
1.12K
$401K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
889+ 2.31% |
$250K - $312K
|
39.4K
$14.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
886+ 115.82% |
$250K - $311K
|
1.65K
$590K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
848+ 7.34% |
$239K - $298K
|
12.4K
$4.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
813+ 23.45% |
$229K - $285K
|
4.28K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
738New |
$208K - $259K
|
738
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
700New |
$197K - $246K
|
700
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
699+ 44.84% |
$197K - $245K
|
2.26K
$807K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
660+ 6.59% |
$186K - $232K
|
10.7K
$3.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
654New |
$184K - $230K
|
654
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
640+ 22.05% |
$180K - $225K
|
3.54K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
626New |
$176K - $220K
|
626
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
625New |
$176K - $219K
|
625
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
580New |
$163K - $204K
|
580
$207K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
574New |
$162K - $201K
|
574
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
490+ 4.82% |
$138K - $172K
|
10.7K
$3.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
397+ 0.63% |
$112K - $139K
|
63.8K
$22.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
393+ 1.16% |
$111K - $138K
|
34.3K
$12.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
382+ 232.93% |
$108K - $134K
|
546
$195K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
360+ 5.9% |
$101K - $126K
|
6.46K
$2.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
308+ 6.81% |
$86.8K - $108K
|
4.83K
$1.73M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
285New |
$80.3K - $100K
|
285
$102K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
263+ 0.7% |
$74.1K - $92.3K
|
37.9K
$13.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
213+ 29.22% |
$60K - $74.8K
|
942
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$56.3K - $70.2K
|
200
$71.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
145+ 13.92% |
$40.8K - $50.9K
|
1.19K
$424K
|