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 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
74+ 2.16% |
$12.9K - $16K
|
3.5K
$859K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
71+ 0.48% |
$12.4K - $15.3K
|
14.9K
$3.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
71+ 7100.0% |
$12.4K - $15.3K
|
72
$17.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
70+ 26.02% |
$12.2K - $15.1K
|
339
$83.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70+ 23.26% |
$12.2K - $15.1K
|
371
$90.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
66+ 4.25% |
$11.5K - $14.2K
|
1.62K
$397K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
65+ 1.31% |
$11.4K - $14K
|
5.04K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 3.32% |
$11.4K - $14K
|
2.02K
$496K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
64+ 4.72% |
$11.2K - $13.8K
|
1.42K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 2.57% |
$10.8K - $13.4K
|
2.48K
$607K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
61+ 0.24% |
$10.7K - $13.2K
|
25.9K
$6.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
58+ 2.76% |
$10.1K - $12.5K
|
2.16K
$529K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 2.93% |
$10.1K - $12.5K
|
2.04K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
58+ 11.28% |
$10.1K - $12.5K
|
572
$140K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
57New |
$9.96K - $12.3K
|
57
$14K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
57+ 31.49% |
$9.96K - $12.3K
|
238
$58.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
56+ 1.9% |
$9.79K - $12.1K
|
3K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
56+ 10.89% |
$9.79K - $12.1K
|
570
$140K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
54+ 0.35% |
$9.44K - $11.7K
|
15.5K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
53+ 3.05% |
$9.27K - $11.4K
|
1.79K
$439K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
51+ 1.52% |
$8.92K - $11K
|
3.4K
$832K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
49New |
$8.57K - $10.6K
|
49
$12K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
48+ 1.49% |
$8.39K - $10.4K
|
3.28K
$803K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
47+ 0.79% |
$8.22K - $10.1K
|
5.98K
$1.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
45+ 2.43% |
$7.87K - $9.71K
|
1.9K
$465K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
44+ 0.09% |
$7.69K - $9.49K
|
47.9K
$11.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
43+ 1.64% |
$7.52K - $9.28K
|
2.67K
$655K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
43+ 0.24% |
$7.52K - $9.28K
|
18.2K
$4.47M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
41+ 3.47% |
$7.17K - $8.85K
|
1.22K
$299K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
41+ 2.88% |
$7.17K - $8.85K
|
1.46K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
41+ 2.79% |
$7.17K - $8.85K
|
1.51K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
40New |
$6.99K - $8.63K
|
40
$9.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40+ 4.49% |
$6.99K - $8.63K
|
930
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
39+ 0.31% |
$6.82K - $8.42K
|
12.6K
$3.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
38+ 2.18% |
$6.64K - $8.2K
|
1.79K
$437K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
38+ 1.28% |
$6.64K - $8.2K
|
3K
$735K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
38+ 1.23% |
$6.64K - $8.2K
|
3.13K
$767K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
38+ 0.04% |
$6.64K - $8.2K
|
94.5K
$23.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
38+ 0.35% |
$6.64K - $8.2K
|
10.9K
$2.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 2.58% |
$6.12K - $7.55K
|
1.39K
$341K
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
34+ 0.13% |
$5.94K - $7.34K
|
26.7K
$6.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
34+ 1.55% |
$5.94K - $7.34K
|
2.22K
$545K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
32+ 19.28% |
$5.59K - $6.91K
|
198
$48.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32+ 0.15% |
$5.59K - $6.91K
|
21.5K
$5.27M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31+ 0.51% |
$5.42K - $6.69K
|
6.11K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
31+ 0.62% |
$5.42K - $6.69K
|
5.05K
$1.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
31+ 0.26% |
$5.42K - $6.69K
|
11.8K
$2.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
30+ 0.73% |
$5.24K - $6.47K
|
4.14K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
30+ 1.89% |
$5.24K - $6.47K
|
1.61K
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 11.11% |
$5.24K - $6.47K
|
300
$73.5K
|