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 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 1.77% |
$282K - $352K
|
55.6K
$20.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.02K- 7.12% |
$288K - $359K
|
13.4K
$5M
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.04K- 7.77% |
$292K - $363K
|
12.3K
$4.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.09K- 0.22% |
$307K - $382K
|
501K
$187M
|
|
|
Aug 06, 2025
Q2 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.12K- 36.78% |
$315K - $393K
|
1.93K
$721K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.12K- 2.72% |
$316K - $393K
|
40.1K
$15M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 9.05% |
$321K - $400K
|
11.5K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.19K- 50.9% |
$334K - $416K
|
1.14K
$428K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.23K- 11.58% |
$346K - $432K
|
9.39K
$3.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 6.99% |
$348K - $434K
|
16.5K
$6.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.27K- 7.67% |
$357K - $444K
|
15.2K
$5.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.31K- 0.85% |
$369K - $460K
|
153K
$57.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.35K- 9.64% |
$380K - $473K
|
12.6K
$4.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.38K- 49.73% |
$387K - $483K
|
1.39K
$520K
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.42K- 0.48% |
$399K - $498K
|
294K
$110M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.45K- 32.75% |
$408K - $509K
|
2.98K
$1.12M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.48K- 67.57% |
$417K - $519K
|
710
$266K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.6K- 55.7% |
$450K - $561K
|
1.27K
$476K
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.6K- 11.44% |
$451K - $562K
|
12.4K
$4.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.68K- 74.49% |
$473K - $589K
|
575
$215K
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-1.69K- 30.86% |
$475K - $591K
|
3.78K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.7K- 7.38% |
$478K - $596K
|
21.3K
$7.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.72K- 1.96% |
$485K - $604K
|
86K
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.74K- 10.66% |
$490K - $611K
|
14.6K
$5.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-1.92K- 2.96% |
$542K - $675K
|
63.1K
$23.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.94K- 18.82% |
$545K - $680K
|
8.35K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.99K- 7.14% |
$559K - $697K
|
25.8K
$9.67M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.01K- 18.59% |
$566K - $705K
|
8.79K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.08K- 29.94% |
$586K - $730K
|
4.87K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.11K- 66.75% |
$595K - $742K
|
1.05K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.33K- 24.87% |
$657K - $819K
|
7.05K
$2.64M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-2.39K- 6.08% |
$673K - $839K
|
36.9K
$13.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.42K- 6.28% |
$682K - $850K
|
36.1K
$13.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.44K- 8.73% |
$688K - $857K
|
25.5K
$9.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.69K- 21.35% |
$757K - $943K
|
9.9K
$3.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2.72K- 48.86% |
$765K - $953K
|
2.84K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.78K- 13.26% |
$782K - $975K
|
18.2K
$6.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3.04K- 1.68% |
$855K - $1.07M
|
178K
$66.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-3.16K- 48.71% |
$891K - $1.11M
|
3.33K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.16K- 4.31% |
$891K - $1.11M
|
70.2K
$26.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.3K- 9.43% |
$930K - $1.16M
|
31.7K
$11.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.37K- 30.24% |
$949K - $1.18M
|
7.77K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-3.56K- 3.48% |
$1M - $1.25M
|
98.7K
$37M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.6K- 50.87% |
$1.01M - $1.26M
|
3.48K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.79K- 6.16% |
$1.07M - $1.33M
|
57.7K
$21.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.02K- 4.23% |
$1.13M - $1.41M
|
90.9K
$34M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-4.36K- 1.19% |
$1.23M - $1.53M
|
361K
$135M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.55K- 1.47% |
$1.28M - $1.6M
|
304K
$114M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.68K- 96.7% |
$1.32M - $1.64M
|
160
$59.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.8K- 8.28% |
$1.35M - $1.68M
|
53.2K
$19.9M
|