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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 6.99% |
$348K - $434K
|
16.5K
$5.81M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.35K- 9.64% |
$380K - $473K
|
12.6K
$4.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.68K- 74.49% |
$473K - $589K
|
575
$203K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-1.92K- 2.96% |
$542K - $675K
|
63.1K
$22.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.42K- 6.28% |
$682K - $850K
|
36.1K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.78K- 13.26% |
$782K - $975K
|
18.2K
$6.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.16K- 4.31% |
$891K - $1.11M
|
70.2K
$24.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.3K- 9.43% |
$930K - $1.16M
|
31.7K
$11.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-12.3K- 14.05% |
$3.46M - $4.31M
|
75.1K
$26.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-14.5K- 16.16% |
$4.1M - $5.11M
|
75.5K
$26.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-14.7K- 88.41% |
$4.15M - $5.17M
|
1.93K
$681K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-52.8K- 99.87% |
$14.9M - $18.5M
|
70
$24.7K
|