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 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
322+ 0.34% |
$56.3K - $69.5K
|
93.9K
$23M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
315+ 1.22% |
$55.1K - $68K
|
26.2K
$6.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
314+ 1.03% |
$54.9K - $67.8K
|
30.8K
$7.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
313+ 17.26% |
$54.7K - $67.5K
|
2.13K
$521K
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
312+ 20.21% |
$54.5K - $67.3K
|
1.86K
$455K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
310+ 1.42% |
$54.2K - $66.9K
|
22.1K
$5.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
304+ 5.66% |
$53.1K - $65.6K
|
5.68K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
302+ 21.09% |
$52.8K - $65.2K
|
1.73K
$425K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
302New |
$52.8K - $65.2K
|
302
$74K
|
|
|
Aug 14, 2025
Q2 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
302New |
$52.8K - $65.2K
|
302
$74K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
299+ 12.97% |
$52.3K - $64.5K
|
2.6K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
299+ 0.47% |
$52.3K - $64.5K
|
64.4K
$15.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
296+ 0.45% |
$51.7K - $63.9K
|
66.6K
$16.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
291+ 0.77% |
$50.9K - $62.8K
|
38.1K
$9.34M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
286+ 2.04% |
$50K - $61.7K
|
14.3K
$3.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
283+ 79.72% |
$49.5K - $61.1K
|
638
$156K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
283+ 5.46% |
$49.5K - $61.1K
|
5.47K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
282+ 5.64% |
$49.3K - $60.9K
|
5.29K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
282+ 4.08% |
$49.3K - $60.9K
|
7.19K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
276+ 1.79% |
$48.3K - $59.6K
|
15.7K
$3.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
275+ 4.03% |
$48.1K - $59.3K
|
7.1K
$1.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
272+ 10.73% |
$47.6K - $58.7K
|
2.81K
$688K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
272+ 15.26% |
$47.6K - $58.7K
|
2.05K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
270+ 15.87% |
$47.2K - $58.3K
|
1.97K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
268+ 0.73% |
$46.9K - $57.8K
|
36.9K
$9.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
268+ 3.79% |
$46.9K - $57.8K
|
7.34K
$1.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
265+ 18.53% |
$46.3K - $57.2K
|
1.7K
$415K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
265+ 6.31% |
$46.3K - $57.2K
|
4.46K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
261+ 0.92% |
$45.6K - $56.3K
|
28.5K
$7M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
260+ 3.88% |
$45.5K - $56.1K
|
6.97K
$1.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
256+ 9.56% |
$44.8K - $55.2K
|
2.94K
$719K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
252+ 9.36% |
$44.1K - $54.4K
|
2.94K
$721K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
250+ 1.11% |
$43.7K - $53.9K
|
22.8K
$5.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
250+ 21.87% |
$43.7K - $53.9K
|
1.39K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
250+ 46.9% |
$43.7K - $53.9K
|
783
$192K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
247+ 1.51% |
$43.2K - $53.3K
|
16.6K
$4.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
245+ 12.46% |
$42.8K - $52.9K
|
2.21K
$542K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
239+ 4.32% |
$41.8K - $51.6K
|
5.77K
$1.41M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
236+ 0.56% |
$41.3K - $50.9K
|
42.2K
$10.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
232+ 3.34% |
$40.6K - $50.1K
|
7.17K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
231+ 4.82% |
$40.4K - $49.8K
|
5.03K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
225+ 450.0% |
$39.3K - $48.6K
|
275
$67.4K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
223+ 4.33% |
$39K - $48.1K
|
5.37K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
219+ 13.65% |
$38.3K - $47.3K
|
1.82K
$447K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
215+ 10.59% |
$37.6K - $46.4K
|
2.25K
$550K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
214+ 10.78% |
$37.4K - $46.2K
|
2.2K
$539K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
213+ 4.46% |
$37.2K - $46K
|
4.99K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
207New |
$36.2K - $44.7K
|
207
$50.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
205+ 3.29% |
$35.8K - $44.2K
|
6.44K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
204+ 3.59% |
$35.7K - $44K
|
5.88K
$1.44M
|