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 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
533New |
$150K - $187K
|
533
$200K
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
493+ 0.54% |
$139K - $173K
|
92.6K
$34.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
490+ 4.82% |
$138K - $172K
|
10.7K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
477+ 22.24% |
$134K - $167K
|
2.62K
$982K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
397+ 0.63% |
$112K - $139K
|
63.8K
$23.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
393+ 1.16% |
$111K - $138K
|
34.3K
$12.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
383+ 54.4% |
$108K - $134K
|
1.09K
$407K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
382+ 232.93% |
$108K - $134K
|
546
$204K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
379+ 18.16% |
$107K - $133K
|
2.47K
$923K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
370New |
$104K - $130K
|
370
$139K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
360+ 5.9% |
$101K - $126K
|
6.46K
$2.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
348+ 8.7% |
$98K - $122K
|
4.35K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
316+ 5.13% |
$89K - $111K
|
6.47K
$2.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
308+ 6.81% |
$86.8K - $108K
|
4.83K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
289New |
$81.4K - $101K
|
289
$108K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
285New |
$80.3K - $100K
|
285
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
284+ 4.67% |
$80K - $99.7K
|
6.36K
$2.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
263+ 0.7% |
$74.1K - $92.3K
|
37.9K
$14.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
262+ 4.91% |
$73.8K - $92K
|
5.6K
$2.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
257+ 7.06% |
$72.4K - $90.2K
|
3.9K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
213+ 29.22% |
$60K - $74.8K
|
942
$353K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
204+ 261.54% |
$57.5K - $71.6K
|
282
$106K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$56.3K - $70.2K
|
200
$74.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
189+ 1.93% |
$53.2K - $66.3K
|
9.98K
$3.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
163+ 0.45% |
$45.9K - $57.2K
|
36.5K
$13.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
161+ 1.84% |
$45.3K - $56.5K
|
8.92K
$3.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
160+ 340.43% |
$45.1K - $56.2K
|
207
$77.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
151+ 4.22% |
$42.5K - $53K
|
3.73K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
151+ 6.79% |
$42.5K - $53K
|
2.38K
$890K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
145+ 13.92% |
$40.8K - $50.9K
|
1.19K
$444K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
140+ 15.86% |
$39.4K - $49.1K
|
1.02K
$383K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
136+ 8.17% |
$38.3K - $47.7K
|
1.8K
$674K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
133+ 0.08% |
$37.5K - $46.7K
|
160K
$59.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
131New |
$36.9K - $46K
|
131
$49K
|
|
|
Aug 04, 2025
Q2 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
129+ 0.26% |
$36.3K - $45.3K
|
49.1K
$18.4M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
121+ 0.81% |
$34.1K - $42.5K
|
15K
$5.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
120+ 214.29% |
$33.8K - $42.1K
|
176
$65.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
102+ 0.12% |
$28.7K - $35.8K
|
82.5K
$30.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
98+ 0.68% |
$27.6K - $34.4K
|
14.4K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
93+ 3.94% |
$26.2K - $32.6K
|
2.45K
$918K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
86+ 96.63% |
$24.2K - $30.2K
|
175
$65.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
76New |
$21.4K - $26.7K
|
76
$28.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
65+ 1.79% |
$18.3K - $22.8K
|
3.7K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
63+ 1.49% |
$17.7K - $22.1K
|
4.28K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
61+ 1.32% |
$17.2K - $21.4K
|
4.68K
$1.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
58+ 3.96% |
$16.3K - $20.4K
|
1.52K
$570K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
57+ 1.76% |
$16.1K - $20K
|
3.3K
$1.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
57+ 2.5% |
$16.1K - $20K
|
2.34K
$875K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
52+ 6.3% |
$14.6K - $18.3K
|
878
$329K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
49+ 1.22% |
$13.8K - $17.2K
|
4.08K
$1.53M
|