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 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-24- 0.18% |
$4.2K - $5.18K
|
13.5K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-24- 1.38% |
$4.2K - $5.18K
|
1.71K
$420K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-24- 16.44% |
$4.2K - $5.18K
|
122
$29.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-25- 0.83% |
$4.37K - $5.39K
|
3K
$734K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-25- 1.63% |
$4.37K - $5.39K
|
1.51K
$370K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-25- 1.73% |
$4.37K - $5.39K
|
1.42K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-25- 0.81% |
$4.37K - $5.39K
|
3.07K
$752K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 11.52% |
$4.37K - $5.39K
|
192
$47.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-25- 25.0% |
$4.37K - $5.39K
|
75
$18.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-25- 0.44% |
$4.37K - $5.39K
|
5.66K
$1.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-25- 2.4% |
$4.37K - $5.39K
|
1.02K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-25- 39.06% |
$4.37K - $5.39K
|
39
$9.56K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-25- 2.04% |
$4.37K - $5.39K
|
1.2K
$295K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-27- 0.12% |
$4.72K - $5.83K
|
23.4K
$5.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-27- 6.68% |
$4.72K - $5.83K
|
377
$92.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-27- 1.96% |
$4.72K - $5.83K
|
1.35K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-27- 1.15% |
$4.72K - $5.83K
|
2.32K
$569K
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-27- 0.14% |
$4.72K - $5.83K
|
19.3K
$4.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-29- 2.25% |
$5.07K - $6.26K
|
1.26K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-29- 0.63% |
$5.07K - $6.26K
|
4.58K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-30- 4.98% |
$5.24K - $6.47K
|
572
$140K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-30- 1.7% |
$5.24K - $6.47K
|
1.74K
$425K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30- 16.13% |
$5.24K - $6.47K
|
156
$38.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-30- 1.12% |
$5.24K - $6.47K
|
2.65K
$650K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-30- 2.11% |
$5.24K - $6.47K
|
1.39K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-31- 2.53% |
$5.42K - $6.69K
|
1.19K
$292K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-31- 0.29% |
$5.42K - $6.69K
|
10.5K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-32- 1.79% |
$5.59K - $6.91K
|
1.76K
$430K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-32- 5.86% |
$5.59K - $6.91K
|
514
$126K
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-33- 0.16% |
$5.77K - $7.12K
|
21K
$5.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-34- 0.28% |
$5.94K - $7.34K
|
12.2K
$3M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-35- 1.95% |
$6.12K - $7.55K
|
1.76K
$431K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-35- 0.66% |
$6.12K - $7.55K
|
5.27K
$1.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-36- 1.9% |
$6.29K - $7.77K
|
1.86K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-36- 1.04% |
$6.29K - $7.77K
|
3.43K
$841K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-37- 0.86% |
$6.47K - $7.98K
|
4.26K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-38- 0.61% |
$6.64K - $8.2K
|
6.24K
$1.53M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-38- 2.93% |
$6.64K - $8.2K
|
1.26K
$308K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-40- 3.5% |
$6.99K - $8.63K
|
1.1K
$271K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-40- 1.19% |
$6.99K - $8.63K
|
3.34K
$817K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-40- 6.78% |
$6.99K - $8.63K
|
550
$135K
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-41- 0.2% |
$7.17K - $8.85K
|
20.2K
$4.94M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-42- 2.88% |
$7.34K - $9.06K
|
1.42K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-42- 3.3% |
$7.34K - $9.06K
|
1.23K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-42- 1.38% |
$7.34K - $9.06K
|
3K
$736K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-44- 7.06% |
$7.69K - $9.49K
|
579
$142K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-45- 3.16% |
$7.87K - $9.71K
|
1.38K
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-45- 1.8% |
$7.87K - $9.71K
|
2.45K
$600K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-46- 2.43% |
$8.04K - $9.93K
|
1.85K
$453K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-46- 1.0% |
$8.04K - $9.93K
|
4.53K
$1.11M
|