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 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2+ 0.18% |
$350 - $432
|
1.12K
$274K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
2+ 0.83% |
$350 - $432
|
243
$59.5K
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.09% |
$350 - $432
|
2.35K
$575K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.02% |
$175 - $216
|
4.32K
$1.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
1+ 0.04% |
$175 - $216
|
2.56K
$626K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.04K
$744K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.34% |
$175 - $216
|
296
$72.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Tran Capital Management, L.P.
|
BUY
|
- |
1+ 0.05% |
$175 - $216
|
2.09K
$512K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$175 - $216
|
1.93K
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Flower City Capital
|
BUY
|
- |
1+ 0.06% |
$175 - $216
|
1.65K
$403K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.7K
$906K
|
|
|
Jul 30, 2025
Q2 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.44K
$843K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 2.0% |
$175 - $216
|
51
$12.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.27K
$801K
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.07% |
$175 - $216
|
1.34K
$327K
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.33% |
$175 - $216
|
307
$75.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.37K
$826K
|
|
|
Aug 12, 2025
Q2 2025
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.62K
$888K
|
|
|
Aug 12, 2025
Q2 2025
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.03% |
$175 - $216
|
3.86K
$946K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.14% |
$175 - $216
|
700
$172K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.24% |
$175 - $216
|
423
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.08% |
$175 - $216
|
1.32K
$323K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.51% |
$175 - $216
|
199
$48.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1- 0.04% |
$175 - $216
|
2.31K
$566K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.09% |
$175 - $216
|
1.15K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1- 0.06% |
$175 - $216
|
1.73K
$423K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1- 0.49% |
$175 - $216
|
205
$50.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1- 0.04% |
$175 - $216
|
2.78K
$681K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1- 0.05% |
$175 - $216
|
2.08K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1- 0.09% |
$175 - $216
|
1.17K
$287K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$350 - $432
|
3.85K
$943K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2- 0.34% |
$350 - $432
|
579
$142K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-2- 0.19% |
$350 - $432
|
1.07K
$262K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2- 0.09% |
$350 - $432
|
2.31K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-2- 3.03% |
$350 - $432
|
64
$15.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 0.05% |
$350 - $432
|
4.17K
$1.02M
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-3- 0.21% |
$524 - $647
|
1.4K
$342K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3- 0.04% |
$524 - $647
|
7.98K
$1.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-4- 0.04% |
$699 - $863
|
10.5K
$2.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-4- 0.12% |
$699 - $863
|
3.35K
$820K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-4- 0.11% |
$699 - $863
|
3.54K
$868K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4- 0.22% |
$699 - $863
|
1.83K
$449K
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4- 0.07% |
$699 - $863
|
5.54K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6- 0.36% |
$1.05K - $1.29K
|
1.67K
$410K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6- 0.28% |
$1.05K - $1.29K
|
2.18K
$533K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6- 0.1% |
$1.05K - $1.29K
|
6.21K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7- 0.82% |
$1.22K - $1.51K
|
843
$207K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7- 0.34% |
$1.22K - $1.51K
|
2.04K
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7- 0.95% |
$1.22K - $1.51K
|
731
$179K
|