Purchases and Sales Made in Q3 2025 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
22K+ 12.32% |
$7.72M - $8.36M
|
201K
$75.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$4.1M - $4.43M
|
11.7K
$4.42M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
9.29KNew |
$3.26M - $3.53M
|
9.29K
$3.51M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.61K+ 101.92% |
$3.02M - $3.27M
|
17.1K
$6.45M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8.3K+ 256.13% |
$2.91M - $3.15M
|
11.5K
$4.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
7.82K+ 5.57% |
$2.74M - $2.97M
|
148K
$56.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
7.64K+ 22.26% |
$2.68M - $2.9M
|
42K
$15.9M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.19KNew |
$2.17M - $2.35M
|
6.19K
$2.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.04KNew |
$2.12M - $2.29M
|
6.04K
$2.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
5.46K+ 144.64% |
$1.92M - $2.07M
|
9.24K
$3.49M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.12K+ 4.27% |
$1.45M - $1.57M
|
101K
$38.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.8K+ 2.91% |
$1.33M - $1.44M
|
134K
$50.9M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.71KNew |
$1.3M - $1.41M
|
3.71K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.48K+ 2.1% |
$1.22M - $1.32M
|
169K
$64.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.37K+ 9.01% |
$1.18M - $1.28M
|
40.8K
$15.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
2.9K+ 580.0% |
$1.02M - $1.1M
|
3.4K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.33K+ 9.19% |
$817K - $884K
|
27.7K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.24KNew |
$785K - $849K
|
2.24K
$846K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.13K+ 4.01% |
$749K - $810K
|
55.3K
$20.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.05KNew |
$719K - $777K
|
2.05K
$775K
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.93K+ 2.74% |
$677K - $733K
|
72.4K
$27.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
1.67K+ 66.28% |
$587K - $635K
|
4.19K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 134.47% |
$583K - $631K
|
2.9K
$1.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.66K+ 236.43% |
$581K - $629K
|
2.36K
$891K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.33K+ 0.45% |
$465K - $503K
|
295K
$112M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 1.7% |
$407K - $440K
|
69.2K
$26.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
957New |
$336K - $363K
|
957
$362K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
925+ 5.09% |
$325K - $351K
|
19.1K
$7.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
908New |
$319K - $345K
|
908
$344K
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
865+ 4.48% |
$304K - $329K
|
20.2K
$7.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
654+ 57.62% |
$230K - $248K
|
1.79K
$677K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
632New |
$222K - $240K
|
632
$239K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
579+ 43.6% |
$203K - $220K
|
1.91K
$722K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
566New |
$199K - $215K
|
566
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
561New |
$197K - $213K
|
561
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
559New |
$196K - $212K
|
559
$212K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
557New |
$196K - $212K
|
557
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
555New |
$195K - $211K
|
555
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
551New |
$193K - $209K
|
551
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
550New |
$193K - $209K
|
550
$208K
|
|
|
Oct 22, 2025
Q3 2025
|
Kearns & Associates LLC
|
BUY
|
- |
549New |
$193K - $209K
|
549
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
548New |
$192K - $208K
|
548
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
543New |
$191K - $206K
|
543
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
460+ 73.72% |
$161K - $175K
|
1.08K
$410K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
400+ 39.41% |
$140K - $152K
|
1.42K
$535K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
317+ 48.47% |
$111K - $120K
|
971
$367K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
270+ 1.6% |
$94.8K - $103K
|
17.1K
$6.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
266New |
$93.4K - $101K
|
266
$101K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
262New |
$92K - $99.5K
|
262
$99.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
255+ 1.07% |
$89.5K - $96.9K
|
24K
$9.07M
|