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 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
21.2KNew |
$5.98M - $7.45M
|
21.2K
$7.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10.8K+ 26.68% |
$3.04M - $3.79M
|
51.2K
$18.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.38KNew |
$1.8M - $2.24M
|
6.38K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5.76K+ 30.56% |
$1.62M - $2.02M
|
24.6K
$8.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.88KNew |
$1.09M - $1.36M
|
3.88K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.12KNew |
$879K - $1.09M
|
3.12K
$1.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.12K+ 491.96% |
$879K - $1.09M
|
3.75K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.48K+ 40.39% |
$698K - $870K
|
8.61K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.19K+ 5.94% |
$618K - $770K
|
39.1K
$13.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.15KNew |
$607K - $756K
|
2.15K
$760K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1.95K+ 3.4% |
$548K - $683K
|
59.2K
$20.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.7KNew |
$479K - $597K
|
1.7K
$600K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.59K+ 90.23% |
$447K - $557K
|
3.35K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.48K+ 4.12% |
$417K - $520K
|
37.4K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.34K+ 398.51% |
$376K - $469K
|
1.67K
$589K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$370K - $461K
|
1.31K
$463K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.3K+ 1.7% |
$365K - $455K
|
77.3K
$27.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.26K+ 0.76% |
$353K - $441K
|
167K
$58.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
889+ 2.31% |
$250K - $312K
|
39.4K
$13.9M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
886+ 115.82% |
$250K - $311K
|
1.65K
$583K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
700New |
$197K - $246K
|
700
$247K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
699+ 44.84% |
$197K - $245K
|
2.26K
$797K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
640+ 22.05% |
$180K - $225K
|
3.54K
$1.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
625New |
$176K - $219K
|
625
$221K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
574New |
$162K - $201K
|
574
$203K
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
490+ 4.82% |
$138K - $172K
|
10.7K
$3.76M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
382+ 232.93% |
$108K - $134K
|
546
$193K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
360+ 5.9% |
$101K - $126K
|
6.46K
$2.28M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
285New |
$80.3K - $100K
|
285
$101K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
263+ 0.7% |
$74.1K - $92.3K
|
37.9K
$13.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$56.3K - $70.2K
|
200
$70.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
145+ 13.92% |
$40.8K - $50.9K
|
1.19K
$419K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
121+ 0.81% |
$34.1K - $42.5K
|
15K
$5.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
102+ 0.12% |
$28.7K - $35.8K
|
82.5K
$29.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
86+ 96.63% |
$24.2K - $30.2K
|
175
$61.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
76New |
$21.4K - $26.7K
|
76
$26.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
65+ 1.79% |
$18.3K - $22.8K
|
3.7K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
58+ 3.96% |
$16.3K - $20.4K
|
1.52K
$537K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
57+ 1.76% |
$16.1K - $20K
|
3.3K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
52+ 6.3% |
$14.6K - $18.3K
|
878
$310K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
34+ 2.49% |
$9.58K - $11.9K
|
1.4K
$494K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
17+ 0.19% |
$4.79K - $5.97K
|
8.82K
$3.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
9+ 0.28% |
$2.54K - $3.16K
|
3.24K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
9+ 0.32% |
$2.54K - $3.16K
|
2.82K
$994K
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8+ 0.03% |
$2.25K - $2.81K
|
22.9K
$8.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.24% |
$2.25K - $2.81K
|
3.31K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5+ 0.27% |
$1.41K - $1.76K
|
1.88K
$664K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$1.41K - $1.76K
|
2.05K
$724K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5+ 0.18% |
$1.41K - $1.76K
|
2.82K
$995K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
4+ 0.22% |
$1.13K - $1.4K
|
1.81K
$637K
|