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 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.2% |
$563 - $702
|
985
$348K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.3% |
$563 - $702
|
661
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.22% |
$563 - $702
|
891
$314K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.17% |
$282 - $351
|
583
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.51% |
$282 - $351
|
198
$69.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1+ 3.03% |
$282 - $351
|
34
$12K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1+ 0.1% |
$282 - $351
|
1.04K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.03% |
$282 - $351
|
3.19K
$1.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$282 - $351
|
754
$266K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$282 - $351
|
1.89K
$667K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.08% |
$282 - $351
|
1.24K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4- 0.07% |
$1.13K - $1.4K
|
5.63K
$1.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 1.52% |
$1.41K - $1.76K
|
325
$115K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6- 0.13% |
$1.69K - $2.11K
|
4.65K
$1.64M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-7- 0.26% |
$1.97K - $2.46K
|
2.65K
$935K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-8- 1.14% |
$2.25K - $2.81K
|
694
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-9- 3.63% |
$2.54K - $3.16K
|
239
$84.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 4.49% |
$5.92K - $7.37K
|
447
$158K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-23- 1.7% |
$6.48K - $8.07K
|
1.33K
$469K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-23- 0.43% |
$6.48K - $8.07K
|
5.29K
$1.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-24- 0.26% |
$6.76K - $8.42K
|
9.37K
$3.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-24- 1.14% |
$6.76K - $8.42K
|
2.09K
$736K
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.66% |
$7.04K - $8.78K
|
3.79K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-30- 0.33% |
$8.45K - $10.5K
|
9.15K
$3.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-32- 0.13% |
$9.01K - $11.2K
|
23.7K
$8.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-38- 5.34% |
$10.7K - $13.3K
|
674
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-50- 1.33% |
$14.1K - $17.6K
|
3.71K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-59- 2.21% |
$16.6K - $20.7K
|
2.61K
$920K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-68- 7.05% |
$19.2K - $23.9K
|
897
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-73- 4.32% |
$20.6K - $25.6K
|
1.62K
$570K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-149- 1.59% |
$42K - $52.3K
|
9.2K
$3.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-226- 3.92% |
$63.7K - $79.3K
|
5.54K
$1.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-242- 3.76% |
$68.2K - $84.9K
|
6.19K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-244- 22.95% |
$68.7K - $85.6K
|
819
$289K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-276- 0.72% |
$77.7K - $96.9K
|
37.9K
$13.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-283- 0.4% |
$79.7K - $99.3K
|
70.4K
$24.9M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-293- 0.57% |
$82.5K - $103K
|
50.8K
$17.9M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-315- 3.61% |
$88.7K - $111K
|
8.42K
$2.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-329- 12.7% |
$92.7K - $115K
|
2.26K
$798K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-351- 12.2% |
$98.9K - $123K
|
2.53K
$892K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-412- 6.12% |
$116K - $145K
|
6.32K
$2.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-422- 15.82% |
$119K - $148K
|
2.25K
$793K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-500- 12.5% |
$141K - $176K
|
3.5K
$1.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-537- 30.19% |
$151K - $188K
|
1.24K
$438K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-561- 18.2% |
$158K - $197K
|
2.52K
$890K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-583- 3.21% |
$164K - $205K
|
17.6K
$6.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-662- 0.91% |
$186K - $232K
|
71.8K
$25.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-799- 8.64% |
$225K - $280K
|
8.45K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-824- 5.27% |
$232K - $289K
|
14.8K
$5.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.02K- 7.12% |
$288K - $359K
|
13.4K
$4.72M
|