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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
500+ 6.45% |
$87.4K - $108K
|
8.26K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
499New |
$87.2K - $108K
|
499
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
499+ 4.09% |
$87.2K - $108K
|
12.7K
$3.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
496+ 2.11% |
$86.7K - $107K
|
24K
$5.89M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
490+ 2.23% |
$85.7K - $106K
|
22.4K
$5.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
489+ 1.09% |
$85.5K - $106K
|
45.4K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
488New |
$85.3K - $105K
|
488
$120K
|
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
484+ 13.28% |
$84.6K - $104K
|
4.13K
$1.01M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
479+ 1.51% |
$83.7K - $103K
|
32.2K
$7.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
476+ 16.11% |
$83.2K - $103K
|
3.43K
$841K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
475+ 2.6% |
$83K - $103K
|
18.8K
$4.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
475+ 11.87% |
$83K - $103K
|
4.48K
$1.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
468+ 16.71% |
$81.8K - $101K
|
3.27K
$801K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
459+ 4.78% |
$80.2K - $99K
|
10.1K
$2.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
456+ 17.39% |
$79.7K - $98.4K
|
3.08K
$754K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
454+ 37.9% |
$79.4K - $98K
|
1.65K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
451+ 17.1% |
$78.8K - $97.3K
|
3.09K
$757K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
442+ 3.07% |
$77.3K - $95.4K
|
14.9K
$3.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
438+ 2.5% |
$76.6K - $94.5K
|
17.9K
$4.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
438+ 1.66% |
$76.6K - $94.5K
|
26.7K
$6.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
438+ 2.46% |
$76.6K - $94.5K
|
18.3K
$4.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
426+ 7.23% |
$74.5K - $91.9K
|
6.32K
$1.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
423+ 3.07% |
$73.9K - $91.3K
|
14.2K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
423+ 4.15% |
$73.9K - $91.3K
|
10.6K
$2.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
416+ 5.15% |
$72.7K - $89.8K
|
8.49K
$2.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
413+ 9.74% |
$72.2K - $89.1K
|
4.66K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
413+ 129.06% |
$72.2K - $89.1K
|
733
$180K
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
409+ 0.84% |
$71.5K - $88.3K
|
49.2K
$12.1M
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
409+ 14.58% |
$71.5K - $88.3K
|
3.22K
$788K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
409+ 18.1% |
$71.5K - $88.3K
|
2.67K
$654K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
409+ 1.93% |
$71.5K - $88.3K
|
21.5K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
408+ 5.1% |
$71.3K - $88K
|
8.41K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
408+ 7.06% |
$71.3K - $88K
|
6.19K
$1.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
407+ 0.59% |
$71.2K - $87.8K
|
69.8K
$17.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
405+ 70.56% |
$70.8K - $87.4K
|
979
$240K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
404+ 17.65% |
$70.6K - $87.2K
|
2.69K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
397+ 7.66% |
$69.4K - $85.7K
|
5.58K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
396+ 2.44% |
$69.2K - $85.5K
|
16.6K
$4.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
393+ 2.86% |
$68.7K - $84.8K
|
14.1K
$3.46M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
381+ 1.01% |
$66.6K - $82.2K
|
38.3K
$9.38M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
378+ 22.34% |
$66.1K - $81.6K
|
2.07K
$507K
|
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
375+ 0.54% |
$65.6K - $80.9K
|
69.5K
$17M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
371New |
$64.9K - $80.1K
|
371
$90.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
370+ 5.97% |
$64.7K - $79.8K
|
6.57K
$1.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
365+ 23.49% |
$63.8K - $78.8K
|
1.92K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
358+ 0.05% |
$62.6K - $77.3K
|
710K
$174M
|
|
|
Sep 19, 2025
Q2 2025
|
Canal Capital Management, LLC
|
BUY
|
- |
353+ 16.66% |
$61.7K - $76.2K
|
2.47K
$606K
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
333+ 0.19% |
$58.2K - $71.9K
|
178K
$43.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
324+ 2.67% |
$56.6K - $69.9K
|
12.4K
$3.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
323+ 4.06% |
$56.5K - $69.7K
|
8.28K
$2.03M
|