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 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 2.79% |
$5.24K - $6.47K
|
1.11K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
30+ 35.71% |
$5.24K - $6.47K
|
114
$27.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
30+ 0.98% |
$5.24K - $6.47K
|
3.11K
$761K
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
30+ 1.69% |
$5.24K - $6.47K
|
1.8K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
30New |
$5.24K - $6.47K
|
30
$7.35K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
29+ 0.27% |
$5.07K - $6.26K
|
10.8K
$2.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
29+ 0.32% |
$5.07K - $6.26K
|
9.06K
$2.22M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29New |
$5.07K - $6.26K
|
29
$7.11K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
27+ 0.64% |
$4.72K - $5.83K
|
4.23K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
27+ 0.22% |
$4.72K - $5.83K
|
12.3K
$3.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
26+ 1.24% |
$4.55K - $5.61K
|
2.12K
$520K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
26+ 0.34% |
$4.55K - $5.61K
|
7.79K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
26+ 0.8% |
$4.55K - $5.61K
|
3.29K
$806K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25+ 7.51% |
$4.37K - $5.39K
|
358
$87.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
25+ 0.86% |
$4.37K - $5.39K
|
2.94K
$720K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
24+ 5.13% |
$4.2K - $5.18K
|
492
$121K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$4.2K - $5.18K
|
24
$5.88K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24New |
$4.2K - $5.18K
|
24
$5.88K
|
|
|
Aug 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
24+ 0.96% |
$4.2K - $5.18K
|
2.52K
$618K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 2.85% |
$4.02K - $4.96K
|
830
$203K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
23+ 0.27% |
$4.02K - $4.96K
|
8.67K
$2.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22+ 0.42% |
$3.85K - $4.75K
|
5.28K
$1.29M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
22+ 1.55% |
$3.85K - $4.75K
|
1.45K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22+ 26.83% |
$3.85K - $4.75K
|
104
$25.5K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
20New |
$3.5K - $4.32K
|
20
$4.9K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
20+ 0.42% |
$3.5K - $4.32K
|
4.84K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
19+ 0.22% |
$3.32K - $4.1K
|
8.78K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
19+ 0.25% |
$3.32K - $4.1K
|
7.57K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
19+ 0.22% |
$3.32K - $4.1K
|
8.72K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
18+ 1.15% |
$3.15K - $3.88K
|
1.59K
$389K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
18+ 0.26% |
$3.15K - $3.88K
|
7.06K
$1.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
18+ 0.07% |
$3.15K - $3.88K
|
24.4K
$5.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 0.08% |
$3.15K - $3.88K
|
22.1K
$5.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 1.44% |
$2.97K - $3.67K
|
1.2K
$294K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
17+ 0.12% |
$2.97K - $3.67K
|
14K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
16+ 1.15% |
$2.8K - $3.45K
|
1.4K
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
16+ 14.55% |
$2.8K - $3.45K
|
126
$30.9K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
16+ 1.03% |
$2.8K - $3.45K
|
1.57K
$385K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
16New |
$2.8K - $3.45K
|
16
$3.92K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
15+ 0.19% |
$2.62K - $3.24K
|
7.73K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
15New |
$2.62K - $3.24K
|
15
$3.68K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
14+ 0.2% |
$2.45K - $3.02K
|
7.1K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$2.27K - $2.81K
|
4.91K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
13+ 1.16% |
$2.27K - $2.81K
|
1.14K
$278K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 3.18% |
$2.1K - $2.59K
|
389
$95.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 3.55% |
$1.92K - $2.37K
|
321
$78.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
11+ 0.18% |
$1.92K - $2.37K
|
5.97K
$1.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
11+ 6.67% |
$1.92K - $2.37K
|
176
$43.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
11+ 3.44% |
$1.92K - $2.37K
|
331
$81.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.3% |
$1.92K - $2.37K
|
3.63K
$889K
|