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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.91K- 8.67% |
$1.38M - $1.72M
|
51.7K
$19.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-5.05K- 17.76% |
$1.42M - $1.77M
|
23.4K
$8.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5.58K- 24.44% |
$1.57M - $1.96M
|
17.2K
$6.45M
|
|
|
Jul 31, 2025
Q2 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-5.72K- 2.26% |
$1.61M - $2.01M
|
247K
$92.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.93K- 4.9% |
$1.67M - $2.08M
|
115K
$43.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-5.96K- 16.73% |
$1.68M - $2.09M
|
29.7K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-7.04K- 53.06% |
$1.98M - $2.47M
|
6.23K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.33K- 2.7% |
$2.06M - $2.57M
|
265K
$99.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.34K- 16.28% |
$2.07M - $2.58M
|
37.8K
$14.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-8.35K- 11.77% |
$2.35M - $2.93M
|
62.6K
$23.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-8.47K- 76.1% |
$2.39M - $2.97M
|
2.66K
$996K
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-9.44K- 4.87% |
$2.66M - $3.31M
|
184K
$69.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-11.2K- 56.55% |
$3.16M - $3.94M
|
8.63K
$3.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-12K- 6.29% |
$3.37M - $4.2M
|
178K
$66.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-12.3K- 14.05% |
$3.46M - $4.31M
|
75.1K
$28.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 2.86% |
$3.54M - $4.41M
|
426K
$159M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-14.5K- 16.16% |
$4.1M - $5.11M
|
75.5K
$28.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-14.7K- 9.51% |
$4.15M - $5.17M
|
140K
$52.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-14.7K- 88.41% |
$4.15M - $5.17M
|
1.93K
$723K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.3K- 13.26% |
$4.3M - $5.35M
|
99.8K
$37.4M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.3K- 58.35% |
$4.31M - $5.37M
|
10.9K
$4.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.6K- 15.41% |
$5.25M - $6.54M
|
102K
$38.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.7K- 15.56% |
$5.26M - $6.55M
|
101K
$37.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.6K- 34.49% |
$5.51M - $6.86M
|
37.1K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-27.2K- 1.43% |
$7.66M - $9.54M
|
1.88M
$702M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-29.7K- 28.54% |
$8.36M - $10.4M
|
74.3K
$27.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-34.6K- 58.32% |
$9.75M - $12.2M
|
24.7K
$9.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.8K- 14.81% |
$10.7M - $13.3M
|
218K
$81.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-52.8K- 99.87% |
$14.9M - $18.5M
|
70
$26.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-58K- 47.47% |
$16.3M - $20.4M
|
64.2K
$24M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-72.8K- 24.33% |
$20.5M - $25.5M
|
226K
$84.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-81.4K- 7.19% |
$22.9M - $28.6M
|
1.05M
$393M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-91.2K- 11.48% |
$25.7M - $32M
|
703K
$263M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-527K- 98.14% |
$148M - $185M
|
10K
$3.74M
|