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 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-315- 22.74% |
$88.7K - $111K
|
1.07K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-315- 3.61% |
$88.7K - $111K
|
8.42K
$3.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-319- 2.85% |
$89.9K - $112K
|
10.9K
$4.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-320- 5.53% |
$90.1K - $112K
|
5.47K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-328- 11.87% |
$92.4K - $115K
|
2.44K
$912K
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-329- 12.7% |
$92.7K - $115K
|
2.26K
$847K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-350- 18.85% |
$98.6K - $123K
|
1.51K
$564K
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-351- 12.2% |
$98.9K - $123K
|
2.53K
$946K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-358- 1.03% |
$101K - $126K
|
34.3K
$12.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-410- 5.37% |
$115K - $144K
|
7.22K
$2.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-412- 6.12% |
$116K - $145K
|
6.32K
$2.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-421- 16.0% |
$119K - $148K
|
2.21K
$827K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-422- 15.82% |
$119K - $148K
|
2.25K
$841K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-425- 0.26% |
$120K - $149K
|
164K
$61.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-436- 0.28% |
$123K - $153K
|
156K
$58.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-444- 0.49% |
$125K - $156K
|
91K
$34.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-462- 31.86% |
$130K - $162K
|
988
$370K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-476- 20.31% |
$134K - $167K
|
1.87K
$699K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-493- 2.92% |
$139K - $173K
|
16.4K
$6.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-496- 2.51% |
$140K - $174K
|
19.3K
$7.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-500- 12.5% |
$141K - $176K
|
3.5K
$1.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-504- 4.33% |
$142K - $177K
|
11.1K
$4.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-510- 39.29% |
$144K - $179K
|
788
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-516- 7.57% |
$145K - $181K
|
6.3K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-524- 1.02% |
$148K - $184K
|
51K
$19.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-537- 30.19% |
$151K - $188K
|
1.24K
$465K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-561- 18.2% |
$158K - $197K
|
2.52K
$944K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-570- 35.4% |
$161K - $200K
|
1.04K
$389K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-583- 3.21% |
$164K - $205K
|
17.6K
$6.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-650- 7.25% |
$183K - $228K
|
8.32K
$3.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-662- 0.91% |
$186K - $232K
|
71.8K
$26.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-696- 7.41% |
$196K - $244K
|
8.69K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-705- 3.37% |
$199K - $247K
|
20.2K
$7.56M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-750- 20.91% |
$211K - $263K
|
2.84K
$1.06M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-755- 53.06% |
$213K - $265K
|
668
$250K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-755- 1.69% |
$213K - $265K
|
43.8K
$16.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-761- 2.05% |
$214K - $267K
|
36.4K
$13.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-769- 11.52% |
$217K - $270K
|
5.91K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-781- 37.39% |
$220K - $274K
|
1.31K
$490K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-799- 8.64% |
$225K - $280K
|
8.45K
$3.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-824- 5.27% |
$232K - $289K
|
14.8K
$5.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-845- 37.47% |
$238K - $297K
|
1.41K
$528K
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-850- 14.44% |
$239K - $298K
|
5.04K
$1.89M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-853- 6.42% |
$240K - $299K
|
12.4K
$4.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-900- 2.14% |
$254K - $316K
|
41.1K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-905- 6.41% |
$255K - $318K
|
13.2K
$4.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-915- 16.16% |
$258K - $321K
|
4.75K
$1.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-953- 1.6% |
$268K - $335K
|
58.5K
$21.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-955- 0.48% |
$269K - $335K
|
198K
$74.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-998- 2.0% |
$281K - $350K
|
49K
$18.3M
|