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 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11+ 4.72% |
$1.92K - $2.37K
|
244
$59.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11+ 2.01% |
$1.92K - $2.37K
|
558
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11+ 0.37% |
$1.92K - $2.37K
|
2.96K
$724K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.26% |
$1.75K - $2.16K
|
3.84K
$942K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10+ 5.43% |
$1.75K - $2.16K
|
194
$47.5K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.84% |
$1.75K - $2.16K
|
1.2K
$294K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10+ 0.09% |
$1.75K - $2.16K
|
10.8K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10+ 0.59% |
$1.75K - $2.16K
|
1.7K
$416K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10+ 0.27% |
$1.75K - $2.16K
|
3.66K
$896K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
10+ 1.0% |
$1.75K - $2.16K
|
1.02K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 22.22% |
$1.75K - $2.16K
|
55
$13.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.57K - $1.94K
|
3.31K
$811K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
9+ 0.13% |
$1.57K - $1.94K
|
6.85K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
9+ 1.3% |
$1.57K - $1.94K
|
700
$172K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
9+ 0.53% |
$1.57K - $1.94K
|
1.7K
$417K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.52% |
$1.4K - $1.73K
|
1.54K
$376K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.27% |
$1.4K - $1.73K
|
2.99K
$733K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.19% |
$1.4K - $1.73K
|
4.29K
$1.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8+ 0.26% |
$1.4K - $1.73K
|
3.1K
$759K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.63% |
$1.4K - $1.73K
|
1.28K
$314K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7+ 0.25% |
$1.22K - $1.51K
|
2.77K
$679K
|
|
|
Aug 28, 2025
Q2 2025
|
Prospera Capital Management, LLC
Gilbert, AZ |
BUY
|
- |
7+ 0.13% |
$1.22K - $1.51K
|
5.25K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.18% |
$1.05K - $1.29K
|
3.26K
$799K
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6New |
$1.05K - $1.29K
|
6
$1.47K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
6+ 0.29% |
$1.05K - $1.29K
|
2.06K
$505K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
5+ 0.21% |
$874 - $1.08K
|
2.36K
$577K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.32% |
$874 - $1.08K
|
1.58K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.24% |
$874 - $1.08K
|
2.11K
$518K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.05% |
$699 - $863
|
7.44K
$1.82M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.3% |
$699 - $863
|
1.33K
$327K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.09% |
$699 - $863
|
4.44K
$1.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.17% |
$524 - $647
|
1.76K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
3+ 0.33% |
$524 - $647
|
922
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.57% |
$524 - $647
|
525
$129K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
3+ 0.25% |
$524 - $647
|
1.19K
$291K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.04% |
$524 - $647
|
7.8K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
3+ 0.08% |
$524 - $647
|
3.78K
$926K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3+ 0.24% |
$524 - $647
|
1.27K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.29% |
$524 - $647
|
1.03K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.14% |
$350 - $432
|
1.47K
$360K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$350 - $432
|
3.62K
$887K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
2+ 0.32% |
$350 - $432
|
618
$151K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2+ 0.3% |
$350 - $432
|
672
$165K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2+ 0.03% |
$350 - $432
|
7.18K
$1.76M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2+ 0.14% |
$350 - $432
|
1.42K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.18% |
$350 - $432
|
1.1K
$269K
|
|
|
Jul 24, 2025
Q2 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
2+ 0.11% |
$350 - $432
|
1.75K
$429K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
2+ 0.02% |
$350 - $432
|
10.5K
$2.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.11% |
$350 - $432
|
1.81K
$444K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.4% |
$350 - $432
|
502
$123K
|