Purchases and Sales Made in Q2 2025 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
709+ 4.25% |
$124K - $153K
|
17.4K
$4.26M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
708+ 6.64% |
$124K - $153K
|
11.4K
$2.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
704+ 2.57% |
$123K - $152K
|
28.1K
$6.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
703+ 22.1% |
$123K - $152K
|
3.88K
$952K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
701+ 77.54% |
$123K - $151K
|
1.61K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
695New |
$121K - $150K
|
695
$170K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
675+ 6.22% |
$118K - $146K
|
11.5K
$2.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
669+ 19.64% |
$117K - $144K
|
4.08K
$999K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
666+ 17.81% |
$116K - $144K
|
4.41K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
653+ 9.47% |
$114K - $141K
|
7.55K
$1.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
652+ 28.47% |
$114K - $141K
|
2.94K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
650+ 6.83% |
$114K - $140K
|
10.2K
$2.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
647+ 17.19% |
$113K - $140K
|
4.41K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
630New |
$110K - $136K
|
630
$154K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
622+ 3.18% |
$109K - $134K
|
20.2K
$4.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
620+ 5.48% |
$108K - $134K
|
11.9K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
616+ 32.98% |
$108K - $133K
|
2.48K
$609K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
603+ 0.83% |
$105K - $130K
|
73.6K
$18M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
602+ 43.72% |
$105K - $130K
|
1.98K
$485K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
601+ 2.88% |
$105K - $130K
|
21.5K
$5.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
598+ 6.97% |
$105K - $129K
|
9.18K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
597New |
$104K - $129K
|
597
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
593+ 18.83% |
$104K - $128K
|
3.74K
$917K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
574+ 7.81% |
$100K - $124K
|
7.93K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
572+ 1.2% |
$100K - $123K
|
48.1K
$11.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
570+ 191.92% |
$99.6K - $123K
|
867
$212K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
569+ 16.34% |
$99.5K - $123K
|
4.05K
$993K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
563+ 50.36% |
$98.4K - $121K
|
1.68K
$412K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
560+ 9.42% |
$97.9K - $121K
|
6.5K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
555+ 1.39% |
$97K - $120K
|
40.5K
$9.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
553+ 15.04% |
$96.7K - $119K
|
4.23K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
553+ 1.94% |
$96.7K - $119K
|
29K
$7.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
551+ 37.66% |
$96.3K - $119K
|
2.01K
$494K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
551+ 19.74% |
$96.3K - $119K
|
3.34K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
550+ 3.96% |
$96.2K - $119K
|
14.5K
$3.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
538+ 37.99% |
$94.1K - $116K
|
1.95K
$479K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
537+ 1.42% |
$93.9K - $116K
|
38.2K
$9.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
535+ 7.72% |
$93.5K - $115K
|
7.47K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
533+ 2.43% |
$93.2K - $115K
|
22.5K
$5.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
530New |
$92.7K - $114K
|
530
$130K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
522+ 2372.73% |
$91.3K - $113K
|
544
$133K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
518+ 9.17% |
$90.6K - $112K
|
6.17K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
518+ 7.26% |
$90.6K - $112K
|
7.66K
$1.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
518+ 271.2% |
$90.6K - $112K
|
709
$174K
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
515+ 3.04% |
$90K - $111K
|
17.5K
$4.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
509+ 6.64% |
$89K - $110K
|
8.17K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
505+ 343.54% |
$88.3K - $109K
|
652
$160K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
505+ 0.55% |
$88.3K - $109K
|
91.8K
$22.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
502+ 13.41% |
$87.8K - $108K
|
4.25K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
501+ 35.66% |
$87.6K - $108K
|
1.91K
$467K
|