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 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-84- 16.9% |
$23.7K - $29.5K
|
413
$155K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-88- 9.45% |
$24.8K - $30.9K
|
843
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-88- 1.11% |
$24.8K - $30.9K
|
7.82K
$2.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-89- 0.86% |
$25.1K - $31.2K
|
10.3K
$3.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-91- 2.9% |
$25.6K - $31.9K
|
3.05K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-91- 11.56% |
$25.6K - $31.9K
|
696
$261K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-92- 3.65% |
$25.9K - $32.3K
|
2.43K
$910K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-95- 0.75% |
$26.8K - $33.3K
|
12.5K
$4.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-98- 1.96% |
$27.6K - $34.4K
|
4.91K
$1.84M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-103- 1.09% |
$29K - $36.2K
|
9.34K
$3.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-104- 23.16% |
$29.3K - $36.5K
|
345
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-110- 47.62% |
$31K - $38.6K
|
121
$45.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-113- 0.96% |
$31.8K - $39.7K
|
11.6K
$4.35M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-116- 51.33% |
$32.7K - $40.7K
|
110
$41.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-124- 7.87% |
$34.9K - $43.5K
|
1.45K
$543K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-125- 0.66% |
$35.2K - $43.9K
|
18.9K
$7.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-131- 6.49% |
$36.9K - $46K
|
1.89K
$707K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-133- 12.64% |
$37.5K - $46.7K
|
919
$344K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-137- 5.2% |
$38.6K - $48.1K
|
2.5K
$935K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-144- 4.09% |
$40.6K - $50.5K
|
3.38K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-149- 0.26% |
$42K - $52.3K
|
57K
$21.4M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-149- 1.59% |
$42K - $52.3K
|
9.2K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-154- 13.26% |
$43.4K - $54.1K
|
1.01K
$377K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-155- 1.12% |
$43.7K - $54.4K
|
13.7K
$5.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-160- 1.39% |
$45.1K - $56.2K
|
11.4K
$4.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-164- 0.19% |
$46.2K - $57.6K
|
87.4K
$32.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-165- 20.02% |
$46.5K - $57.9K
|
659
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-176- 8.36% |
$49.6K - $61.8K
|
1.93K
$722K
|
|
|
Aug 07, 2025
Q2 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-177- 2.71% |
$49.9K - $62.1K
|
6.35K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-180- 2.08% |
$50.7K - $63.2K
|
8.48K
$3.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-183- 12.93% |
$51.5K - $64.2K
|
1.23K
$461K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-190- 6.25% |
$53.5K - $66.7K
|
2.85K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-190- 0.85% |
$53.5K - $66.7K
|
22.1K
$8.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-199- 14.92% |
$56.1K - $69.8K
|
1.14K
$425K
|
|
|
Sep 04, 2025
Q2 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-200- 18.17% |
$56.3K - $70.2K
|
901
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-215- 4.47% |
$60.6K - $75.5K
|
4.6K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-221- 1.81% |
$62.2K - $77.6K
|
12K
$4.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-226- 3.92% |
$63.7K - $79.3K
|
5.54K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-235- 19.68% |
$66.2K - $82.5K
|
959
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-242- 3.76% |
$68.2K - $84.9K
|
6.19K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-244- 22.95% |
$68.7K - $85.6K
|
819
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-245- 3.03% |
$69K - $86K
|
7.85K
$2.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-245- 3.83% |
$69K - $86K
|
6.15K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-276- 0.72% |
$77.7K - $96.9K
|
37.9K
$14.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-278- 13.46% |
$78.3K - $97.6K
|
1.79K
$669K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-278- 2.68% |
$78.3K - $97.6K
|
10.1K
$3.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
SELL
|
- |
-278- 5.24% |
$78.3K - $97.6K
|
5.02K
$1.88M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-283- 0.4% |
$79.7K - $99.3K
|
70.4K
$26.4M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-293- 0.57% |
$82.5K - $103K
|
50.8K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-308- 2.25% |
$86.8K - $108K
|
13.4K
$5.02M
|