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 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-14- 0.5% |
$3.94K - $4.91K
|
2.77K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16- 0.08% |
$4.51K - $5.62K
|
20.3K
$7.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-16- 0.25% |
$4.51K - $5.62K
|
6.29K
$2.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-16- 2.3% |
$4.51K - $5.62K
|
680
$255K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-17- 0.01% |
$4.79K - $5.97K
|
166K
$62.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-17- 9.24% |
$4.79K - $5.97K
|
167
$62.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17- 6.42% |
$4.79K - $5.97K
|
248
$92.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-18- 2.24% |
$5.07K - $6.32K
|
784
$294K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18- 1.54% |
$5.07K - $6.32K
|
1.15K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-18- 2.48% |
$5.07K - $6.32K
|
708
$265K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20- 2.72% |
$5.63K - $7.02K
|
716
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 4.49% |
$5.92K - $7.37K
|
447
$167K
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
SELL
|
- |
-21- 0.04% |
$5.92K - $7.37K
|
59.9K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Gould Capital, LLC
|
SELL
|
- |
-22- 2.14% |
$6.2K - $7.72K
|
1K
$376K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-23- 1.7% |
$6.48K - $8.07K
|
1.33K
$497K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-23- 0.43% |
$6.48K - $8.07K
|
5.29K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-24- 1.14% |
$6.76K - $8.42K
|
2.09K
$781K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-24- 0.26% |
$6.76K - $8.42K
|
9.37K
$3.51M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.66% |
$7.04K - $8.78K
|
3.79K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-26- 0.26% |
$7.32K - $9.13K
|
9.86K
$3.69M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 0.75% |
$7.89K - $9.83K
|
3.7K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-29- 5.17% |
$8.17K - $10.2K
|
532
$199K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-30- 0.33% |
$8.45K - $10.5K
|
9.15K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-30- 2.38% |
$8.45K - $10.5K
|
1.23K
$461K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-32- 0.13% |
$9.01K - $11.2K
|
23.7K
$8.88M
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-34- 2.75% |
$9.58K - $11.9K
|
1.2K
$451K
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-35- 0.35% |
$9.86K - $12.3K
|
9.96K
$3.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-35- 2.56% |
$9.86K - $12.3K
|
1.33K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-35- 0.69% |
$9.86K - $12.3K
|
5.03K
$1.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-38- 5.34% |
$10.7K - $13.3K
|
674
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-43- 2.13% |
$12.1K - $15.1K
|
1.98K
$740K
|
|
|
Aug 04, 2025
Q2 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-45- 3.5% |
$12.7K - $15.8K
|
1.24K
$465K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-46- 2.23% |
$13K - $16.1K
|
2.02K
$756K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-48- 2.77% |
$13.5K - $16.8K
|
1.68K
$630K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-50- 0.07% |
$14.1K - $17.6K
|
67.9K
$25.4M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-50- 25.25% |
$14.1K - $17.6K
|
148
$55.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-50- 1.33% |
$14.1K - $17.6K
|
3.71K
$1.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-51- 1.3% |
$14.4K - $17.9K
|
3.86K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-51- 6.44% |
$14.4K - $17.9K
|
741
$277K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-51- 7.5% |
$14.4K - $17.9K
|
629
$236K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-51- 5.83% |
$14.4K - $17.9K
|
824
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-54- 49.54% |
$15.2K - $19K
|
55
$20.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-57- 0.93% |
$16.1K - $20K
|
6.07K
$2.27M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-59- 2.21% |
$16.6K - $20.7K
|
2.61K
$976K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-62- 0.83% |
$17.5K - $21.8K
|
7.45K
$2.79M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-65- 3.69% |
$18.3K - $22.8K
|
1.7K
$635K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-68- 7.05% |
$19.2K - $23.9K
|
897
$336K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-72- 0.98% |
$20.3K - $25.3K
|
7.31K
$2.74M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-73- 4.32% |
$20.6K - $25.6K
|
1.62K
$605K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-73- 0.79% |
$20.6K - $25.6K
|
9.19K
$3.44M
|