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
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
125+ 1.37% |
$21.9K - $27K
|
9.26K
$2.27M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
124+ 7.89% |
$21.7K - $26.8K
|
1.7K
$415K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
121+ 8.18% |
$21.2K - $26.1K
|
1.6K
$392K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
120New |
$21K - $25.9K
|
120
$29.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
119+ 1.31% |
$20.8K - $25.7K
|
9.2K
$2.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
118+ 1.84% |
$20.6K - $25.5K
|
6.52K
$1.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
117+ 0.23% |
$20.5K - $25.2K
|
50.5K
$12.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
116+ 0.92% |
$20.3K - $25K
|
12.7K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
115+ 8.17% |
$20.1K - $24.8K
|
1.52K
$373K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
113+ 5.01% |
$19.8K - $24.4K
|
2.37K
$580K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
112+ 5.59% |
$19.6K - $24.2K
|
2.12K
$519K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
111+ 7.79% |
$19.4K - $24K
|
1.54K
$376K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
110+ 0.92% |
$19.2K - $23.7K
|
12.1K
$2.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
108+ 5.39% |
$18.9K - $23.3K
|
2.11K
$518K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
108+ 7.16% |
$18.9K - $23.3K
|
1.62K
$396K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
108+ 0.41% |
$18.9K - $23.3K
|
26.4K
$6.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
106+ 6.08% |
$18.5K - $22.9K
|
1.85K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
106+ 0.58% |
$18.5K - $22.9K
|
18.5K
$4.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
105New |
$18.4K - $22.7K
|
105
$25.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
105+ 3.47% |
$18.4K - $22.7K
|
3.13K
$767K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
104+ 0.85% |
$18.2K - $22.4K
|
12.3K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
104+ 3.2% |
$18.2K - $22.4K
|
3.36K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
104+ 3.31% |
$18.2K - $22.4K
|
3.25K
$795K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
103+ 10.29% |
$18K - $22.2K
|
1.1K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
102+ 5.48% |
$17.8K - $22K
|
1.96K
$481K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
101+ 3.73% |
$17.7K - $21.8K
|
2.81K
$689K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
100+ 1.26% |
$17.5K - $21.6K
|
8.05K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
100+ 2.34% |
$17.5K - $21.6K
|
4.37K
$1.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 5.43% |
$17.5K - $21.6K
|
1.94K
$476K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100+ 7.31% |
$17.5K - $21.6K
|
1.47K
$360K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
100+ 2.53% |
$17.5K - $21.6K
|
4.05K
$992K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
100New |
$17.5K - $21.6K
|
100
$24.5K
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
98+ 1.12% |
$17.1K - $21.1K
|
8.83K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
97+ 5.83% |
$17K - $20.9K
|
1.76K
$431K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
96+ 0.51% |
$16.8K - $20.7K
|
19K
$4.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
94+ 12.19% |
$16.4K - $20.3K
|
865
$212K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
93+ 11.34% |
$16.3K - $20.1K
|
913
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
93+ 4.16% |
$16.3K - $20.1K
|
2.33K
$571K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
92+ 2.43% |
$16.1K - $19.9K
|
3.88K
$950K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
92+ 93.88% |
$16.1K - $19.9K
|
190
$46.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
92+ 7.8% |
$16.1K - $19.9K
|
1.27K
$312K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
90+ 25.79% |
$15.7K - $19.4K
|
439
$108K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.33% |
$15.6K - $19.2K
|
27K
$6.62M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
86+ 1.99% |
$15K - $18.6K
|
4.42K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
84+ 67.74% |
$14.7K - $18.1K
|
208
$51K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
84+ 3.21% |
$14.7K - $18.1K
|
2.7K
$662K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
83+ 0.52% |
$14.5K - $17.9K
|
16K
$3.91M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
83+ 0.96% |
$14.5K - $17.9K
|
8.77K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
78+ 1.36% |
$13.6K - $16.8K
|
5.8K
$1.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
74+ 3.03% |
$12.9K - $16K
|
2.52K
$617K
|