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
$369K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$563 - $702
|
776
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$563 - $702
|
3.24K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.3% |
$563 - $702
|
661
$247K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.11% |
$563 - $702
|
1.89K
$709K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.22% |
$563 - $702
|
891
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.09% |
$282 - $351
|
1.06K
$396K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.02% |
$282 - $351
|
4.18K
$1.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1+ 0.05% |
$282 - $351
|
2.07K
$773K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.03% |
$282 - $351
|
3.87K
$1.45M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.33% |
$282 - $351
|
303
$113K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.13% |
$282 - $351
|
765
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.25% |
$282 - $351
|
403
$151K
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.6% |
$282 - $351
|
167
$62.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$282 - $351
|
754
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1+ 3.03% |
$282 - $351
|
34
$12.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.04% |
$282 - $351
|
2.63K
$983K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.17% |
$282 - $351
|
583
$218K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1+ 0.1% |
$282 - $351
|
1.04K
$389K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1New |
$282 - $351
|
1
$374
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$282 - $351
|
17K
$6.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.38% |
$282 - $351
|
262
$98.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$282 - $351
|
1.89K
$708K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.51% |
$282 - $351
|
198
$74.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.03% |
$282 - $351
|
3.19K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.08% |
$282 - $351
|
1.24K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1- 0.03% |
$282 - $351
|
3.46K
$1.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3- 75.0% |
$845 - $1.05K
|
1
$374
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4- 0.07% |
$1.13K - $1.4K
|
5.63K
$2.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 1.67% |
$1.13K - $1.4K
|
236
$88.4K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-5- 0.5% |
$1.41K - $1.76K
|
992
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.42% |
$1.41K - $1.76K
|
1.18K
$443K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.11% |
$1.41K - $1.76K
|
4.41K
$1.65M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-5- 1.25% |
$1.41K - $1.76K
|
395
$148K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 1.52% |
$1.41K - $1.76K
|
325
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 3.55% |
$1.41K - $1.76K
|
136
$50.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.01% |
$1.69K - $2.11K
|
95.5K
$35.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6- 0.13% |
$1.69K - $2.11K
|
4.65K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-7- 0.26% |
$1.97K - $2.46K
|
2.65K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-7- 0.28% |
$1.97K - $2.46K
|
2.46K
$921K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-8- 1.14% |
$2.25K - $2.81K
|
694
$260K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-8- 0.15% |
$2.25K - $2.81K
|
5.5K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-8- 1.06% |
$2.25K - $2.81K
|
750
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9- 0.2% |
$2.54K - $3.16K
|
4.55K
$1.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.06% |
$2.54K - $3.16K
|
13.9K
$5.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-9- 3.63% |
$2.54K - $3.16K
|
239
$89.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10- 0.41% |
$2.82K - $3.51K
|
2.43K
$911K
|
|
|
Jul 30, 2025
Q2 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-13- 0.46% |
$3.66K - $4.56K
|
2.8K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-13- 0.23% |
$3.66K - $4.56K
|
5.54K
$2.08M
|