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 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.88KNew |
$1.09M - $1.36M
|
3.88K
$1.45M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.85KNew |
$1.08M - $1.35M
|
3.85K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.83K+ 28.51% |
$1.08M - $1.34M
|
17.3K
$6.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.72KNew |
$1.05M - $1.3M
|
3.72K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.7K+ 3.68% |
$1.04M - $1.3M
|
104K
$39M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.62KNew |
$1.02M - $1.27M
|
3.62K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.56KNew |
$1M - $1.25M
|
3.56K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.5KNew |
$985K - $1.23M
|
3.5K
$1.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.41K+ 47.82% |
$961K - $1.2M
|
10.5K
$3.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.4K+ 18.93% |
$958K - $1.19M
|
21.4K
$8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.15K+ 3.53% |
$888K - $1.11M
|
92.5K
$34.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.12KNew |
$879K - $1.09M
|
3.12K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.12K+ 491.96% |
$879K - $1.09M
|
3.75K
$1.41M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
3.12KNew |
$877K - $1.09M
|
3.12K
$1.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.98KNew |
$840K - $1.05M
|
2.98K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 2.25% |
$753K - $938K
|
121K
$45.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.59K+ 16.79% |
$730K - $909K
|
18K
$6.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
2.58K+ 4.91% |
$728K - $907K
|
55.2K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.51K+ 10.99% |
$706K - $880K
|
25.3K
$9.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
2.49K+ 1.81% |
$701K - $874K
|
140K
$52.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.48K+ 40.39% |
$698K - $870K
|
8.61K
$3.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.48K+ 216.91% |
$697K - $869K
|
3.62K
$1.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
2.43KNew |
$685K - $854K
|
2.43K
$911K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.3K+ 60.53% |
$648K - $807K
|
6.1K
$2.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.19K+ 5.94% |
$618K - $770K
|
39.1K
$14.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.15KNew |
$607K - $756K
|
2.15K
$807K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.04KNew |
$575K - $716K
|
2.04K
$764K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.97K+ 13.25% |
$555K - $692K
|
16.9K
$6.31M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1.95K+ 3.4% |
$548K - $683K
|
59.2K
$22.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.94KNew |
$546K - $681K
|
1.94K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
1.91KNew |
$537K - $669K
|
1.91K
$714K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.88K+ 260.06% |
$528K - $658K
|
2.6K
$972K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 1.26% |
$528K - $658K
|
151K
$56.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.86K+ 1.39% |
$525K - $654K
|
136K
$50.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.7KNew |
$479K - $597K
|
1.7K
$637K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.63K+ 48.47% |
$459K - $572K
|
5K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.59K+ 90.23% |
$447K - $557K
|
3.35K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.57K+ 38.53% |
$443K - $552K
|
5.66K
$2.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.55KNew |
$437K - $544K
|
1.55K
$580K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.53K+ 1.62% |
$430K - $536K
|
96.1K
$36M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.51K+ 305.25% |
$426K - $530K
|
2.01K
$751K
|
|
|
Aug 14, 2025
Q2 2025
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
1.51K+ 0.26% |
$424K - $529K
|
579K
$217M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.48K+ 4.12% |
$417K - $520K
|
37.4K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.44K+ 80.24% |
$406K - $506K
|
3.24K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.44K+ 5.36% |
$405K - $504K
|
28.3K
$10.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 22.84% |
$392K - $488K
|
7.48K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.35K+ 10.33% |
$381K - $475K
|
14.5K
$5.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.34K+ 398.51% |
$376K - $469K
|
1.67K
$625K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$370K - $461K
|
1.31K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.3K+ 1.7% |
$365K - $455K
|
77.3K
$28.9M
|