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
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
48+ 0.26% |
$13.5K - $16.8K
|
18.2K
$6.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
47+ 24.35% |
$13.2K - $16.5K
|
240
$89.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
46+ 5.8% |
$13K - $16.1K
|
839
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
39+ 0.09% |
$11K - $13.7K
|
44.6K
$16.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
36+ 0.08% |
$10.1K - $12.6K
|
43.4K
$16.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
34+ 2.49% |
$9.58K - $11.9K
|
1.4K
$525K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
32+ 0.13% |
$9.01K - $11.2K
|
24.8K
$9.29M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
31+ 0.84% |
$8.73K - $10.9K
|
3.7K
$1.39M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$7.89K - $9.83K
|
28
$10.5K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
28+ 1.05% |
$7.89K - $9.83K
|
2.69K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
24+ 1.67% |
$6.76K - $8.42K
|
1.46K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
20+ 0.19% |
$5.63K - $7.02K
|
10.4K
$3.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
17+ 0.19% |
$4.79K - $5.97K
|
8.82K
$3.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
BUY
|
- |
15+ 0.26% |
$4.23K - $5.27K
|
5.68K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
14+ 0.27% |
$3.94K - $4.91K
|
5.22K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13+ 0.07% |
$3.66K - $4.56K
|
18.1K
$6.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12+ 0.06% |
$3.38K - $4.21K
|
21K
$7.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 1.14% |
$3.38K - $4.21K
|
1.07K
$400K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.26% |
$3.38K - $4.21K
|
4.69K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10+ 0.32% |
$2.82K - $3.51K
|
3.11K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.03% |
$2.82K - $3.51K
|
37K
$13.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10+ 6.8% |
$2.82K - $3.51K
|
157
$58.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9+ 0.28% |
$2.54K - $3.16K
|
3.19K
$1.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
9+ 0.32% |
$2.54K - $3.16K
|
2.82K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
9+ 0.28% |
$2.54K - $3.16K
|
3.24K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.19% |
$2.54K - $3.16K
|
4.8K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
8+ 0.12% |
$2.25K - $2.81K
|
6.59K
$2.47M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8+ 0.03% |
$2.25K - $2.81K
|
22.9K
$8.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8+ 0.09% |
$2.25K - $2.81K
|
9K
$3.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.24% |
$2.25K - $2.81K
|
3.31K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
8+ 0.78% |
$2.25K - $2.81K
|
1.04K
$389K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7+ 0.01% |
$1.97K - $2.46K
|
130K
$48.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6+ 0.26% |
$1.69K - $2.11K
|
2.34K
$877K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
6+ 0.54% |
$1.69K - $2.11K
|
1.13K
$422K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5+ 0.31% |
$1.41K - $1.76K
|
1.64K
$614K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5+ 0.27% |
$1.41K - $1.76K
|
1.88K
$705K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$1.41K - $1.76K
|
2.05K
$768K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5+ 0.18% |
$1.41K - $1.76K
|
2.82K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.25% |
$1.41K - $1.76K
|
2.01K
$754K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$1.13K - $1.4K
|
5.66K
$2.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
4+ 0.22% |
$1.13K - $1.4K
|
1.81K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.22% |
$845 - $1.05K
|
1.38K
$516K
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
3+ 0.28% |
$845 - $1.05K
|
1.07K
$400K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$563 - $702
|
776
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$563 - $702
|
1.95K
$732K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 1.85% |
$563 - $702
|
110
$41.2K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
BUY
|
- |
2+ 0.01% |
$563 - $702
|
21.9K
$8.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.23% |
$563 - $702
|
878
$329K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$563 - $702
|
1.11K
$415K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.11% |
$563 - $702
|
1.78K
$668K
|