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 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-7- 0.4% |
$1.22K - $1.51K
|
1.76K
$431K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-7- 2.42% |
$1.22K - $1.51K
|
282
$69.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 0.16% |
$1.22K - $1.51K
|
4.36K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.33% |
$1.4K - $1.73K
|
2.44K
$599K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8- 0.55% |
$1.4K - $1.73K
|
1.44K
$352K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-8- 1.02% |
$1.4K - $1.73K
|
776
$190K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-8- 0.71% |
$1.4K - $1.73K
|
1.12K
$275K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9- 0.72% |
$1.57K - $1.94K
|
1.24K
$305K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-9- 0.07% |
$1.57K - $1.94K
|
13.4K
$3.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-9- 6.25% |
$1.57K - $1.94K
|
135
$33.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-9- 4.48% |
$1.57K - $1.94K
|
192
$47.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-10- 1.22% |
$1.75K - $2.16K
|
807
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.62% |
$1.75K - $2.16K
|
1.59K
$390K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-10- 0.39% |
$1.75K - $2.16K
|
2.56K
$628K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 2.02% |
$1.75K - $2.16K
|
486
$119K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 3.33% |
$1.92K - $2.37K
|
319
$78.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-11- 0.2% |
$1.92K - $2.37K
|
5.44K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-11- 0.87% |
$1.92K - $2.37K
|
1.25K
$307K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-12- 0.74% |
$2.1K - $2.59K
|
1.61K
$394K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-13- 0.81% |
$2.27K - $2.81K
|
1.6K
$392K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13- 6.07% |
$2.27K - $2.81K
|
201
$49.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13- 0.46% |
$2.27K - $2.81K
|
2.79K
$683K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-14- 0.56% |
$2.45K - $3.02K
|
2.49K
$609K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-14- 0.27% |
$2.45K - $3.02K
|
5.09K
$1.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-14- 0.01% |
$2.45K - $3.02K
|
97.9K
$24M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-14- 0.49% |
$2.45K - $3.02K
|
2.87K
$703K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-14- 0.17% |
$2.45K - $3.02K
|
8K
$1.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-15- 0.5% |
$2.62K - $3.24K
|
2.99K
$732K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-15- 0.09% |
$2.62K - $3.24K
|
17.2K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-15- 0.9% |
$2.62K - $3.24K
|
1.65K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-15- 1.0% |
$2.62K - $3.24K
|
1.48K
$363K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-15- 1.83% |
$2.62K - $3.24K
|
805
$197K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16- 0.88% |
$2.8K - $3.45K
|
1.79K
$440K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-17- 0.32% |
$2.97K - $3.67K
|
5.28K
$1.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-17- 0.6% |
$2.97K - $3.67K
|
2.83K
$693K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.85% |
$2.97K - $3.67K
|
1.99K
$488K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 0.17% |
$3.15K - $3.88K
|
10.3K
$2.53M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-18- 0.27% |
$3.15K - $3.88K
|
6.69K
$1.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-19- 1.3% |
$3.32K - $4.1K
|
1.45K
$355K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 0.39% |
$3.5K - $4.32K
|
5.08K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-20- 0.48% |
$3.5K - $4.32K
|
4.15K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-21- 0.44% |
$3.67K - $4.53K
|
4.75K
$1.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-21- 0.13% |
$3.67K - $4.53K
|
16.3K
$3.99M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-21- 1.22% |
$3.67K - $4.53K
|
1.7K
$416K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-22- 0.26% |
$3.85K - $4.75K
|
8.59K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.62% |
$3.85K - $4.75K
|
3.52K
$863K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-23- 1.66% |
$4.02K - $4.96K
|
1.36K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-23- 0.27% |
$4.02K - $4.96K
|
8.51K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-23- 0.55% |
$4.02K - $4.96K
|
4.13K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-23- 0.19% |
$4.02K - $4.96K
|
12K
$2.94M
|