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 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
204+ 4.86% |
$35.7K - $44K
|
4.4K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
204+ 6.26% |
$35.7K - $44K
|
3.46K
$849K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
202+ 20.7% |
$35.3K - $43.6K
|
1.18K
$289K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
202+ 2.95% |
$35.3K - $43.6K
|
7.05K
$1.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
201+ 5.53% |
$35.1K - $43.4K
|
3.83K
$939K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200+ 29.9% |
$35K - $43.2K
|
869
$213K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
200+ 9.64% |
$35K - $43.2K
|
2.28K
$558K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
200+ 2.28% |
$35K - $43.2K
|
8.99K
$2.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
198+ 10.17% |
$34.6K - $42.7K
|
2.15K
$526K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
198+ 1.52% |
$34.6K - $42.7K
|
13.2K
$3.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
197+ 7.0% |
$34.4K - $42.5K
|
3.01K
$738K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
188+ 0.89% |
$32.9K - $40.6K
|
21.3K
$5.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
187+ 10.52% |
$32.7K - $40.4K
|
1.96K
$481K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
186+ 6.99% |
$32.5K - $40.1K
|
2.85K
$698K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
184+ 1.04% |
$32.2K - $39.7K
|
17.9K
$4.39M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
182+ 7.89% |
$31.8K - $39.3K
|
2.49K
$610K
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
178+ 0.17% |
$31.1K - $38.4K
|
103K
$25.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
176+ 4.97% |
$30.8K - $38K
|
3.72K
$911K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
175+ 1.77% |
$30.6K - $37.8K
|
10.1K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
173+ 10.96% |
$30.2K - $37.3K
|
1.75K
$429K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
170+ 3.51% |
$29.7K - $36.7K
|
5.02K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
169+ 32.69% |
$29.5K - $36.5K
|
686
$168K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
169+ 2.16% |
$29.5K - $36.5K
|
7.98K
$1.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
169+ 1.49% |
$29.5K - $36.5K
|
11.5K
$2.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
167+ 16.5% |
$29.2K - $36K
|
1.18K
$289K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
166+ 30.4% |
$29K - $35.8K
|
712
$174K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
165+ 8.06% |
$28.8K - $35.6K
|
2.21K
$542K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
164+ 5.67% |
$28.7K - $35.4K
|
3.05K
$748K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
164New |
$28.7K - $35.4K
|
164
$40.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
161+ 0.86% |
$28.1K - $34.7K
|
18.8K
$4.61M
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
158+ 4.65% |
$27.6K - $34.1K
|
3.56K
$872K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
157+ 21.13% |
$27.4K - $33.9K
|
900
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
156+ 0.21% |
$27.3K - $33.7K
|
74.3K
$18.2M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
155+ 0.46% |
$27.1K - $33.4K
|
33.6K
$8.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
153+ 2.05% |
$26.7K - $33K
|
7.61K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
150New |
$26.2K - $32.4K
|
150
$36.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
148+ 33.18% |
$25.9K - $31.9K
|
594
$146K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
145+ 0.86% |
$25.3K - $31.3K
|
16.9K
$4.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
143+ 29.01% |
$25K - $30.9K
|
636
$156K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
141New |
$24.6K - $30.4K
|
141
$34.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
138+ 4.5% |
$24.1K - $29.8K
|
3.2K
$785K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
138+ 6.58% |
$24.1K - $29.8K
|
2.23K
$547K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
138+ 10.53% |
$24.1K - $29.8K
|
1.45K
$355K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
137+ 5.88% |
$24K - $29.6K
|
2.47K
$604K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
132+ 1.23% |
$23.1K - $28.5K
|
10.8K
$2.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
131+ 1.99% |
$22.9K - $28.3K
|
6.72K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
131New |
$22.9K - $28.3K
|
131
$32.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
130+ 5.31% |
$22.7K - $28.1K
|
2.58K
$632K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
129+ 7.44% |
$22.6K - $27.8K
|
1.86K
$457K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
125+ 1.06% |
$21.9K - $27K
|
11.9K
$2.92M
|