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 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-47- 1.43% |
$8.22K - $10.1K
|
3.25K
$796K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-48- 1.27% |
$8.39K - $10.4K
|
3.74K
$917K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-48- 2.38% |
$8.39K - $10.4K
|
1.97K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-48- 0.8% |
$8.39K - $10.4K
|
5.97K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-49- 0.15% |
$8.57K - $10.6K
|
32.1K
$7.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-50- 0.94% |
$8.74K - $10.8K
|
5.27K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-50- 2.17% |
$8.74K - $10.8K
|
2.26K
$553K
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-50- 1.54% |
$8.74K - $10.8K
|
3.19K
$781K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-50- 4.51% |
$8.74K - $10.8K
|
1.06K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-51- 2.56% |
$8.92K - $11K
|
1.94K
$476K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-51- 1.15% |
$8.92K - $11K
|
4.4K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-52- 2.31% |
$9.09K - $11.2K
|
2.2K
$539K
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-52- 1.82% |
$9.09K - $11.2K
|
2.8K
$687K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53- 1.06% |
$9.27K - $11.4K
|
4.94K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-53- 4.76% |
$9.27K - $11.4K
|
1.06K
$260K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-54- 2.0% |
$9.44K - $11.7K
|
2.65K
$650K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-54- 1.15% |
$9.44K - $11.7K
|
4.63K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-54- 46.15% |
$9.44K - $11.7K
|
63
$15.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-55- 0.77% |
$9.62K - $11.9K
|
7.08K
$1.73M
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-55- 2.54% |
$9.62K - $11.9K
|
2.11K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-55- 3.65% |
$9.62K - $11.9K
|
1.45K
$356K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-55- 3.83% |
$9.62K - $11.9K
|
1.38K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-56- 0.63% |
$9.79K - $12.1K
|
8.88K
$2.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-58- 5.4% |
$10.1K - $12.5K
|
1.02K
$249K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-58- 1.6% |
$10.1K - $12.5K
|
3.56K
$873K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-59- 1.36% |
$10.3K - $12.7K
|
4.27K
$1.05M
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-60- 2.52% |
$10.5K - $12.9K
|
2.32K
$568K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-60- 4.67% |
$10.5K - $12.9K
|
1.23K
$300K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-61- 0.73% |
$10.7K - $13.2K
|
8.33K
$2.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-61- 8.66% |
$10.7K - $13.2K
|
643
$158K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-62- 1.23% |
$10.8K - $13.4K
|
5K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-62- 0.94% |
$10.8K - $13.4K
|
6.53K
$1.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-62- 0.41% |
$10.8K - $13.4K
|
15.2K
$3.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-62- 12.76% |
$10.8K - $13.4K
|
424
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-62- 1.26% |
$10.8K - $13.4K
|
4.86K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-64- 6.01% |
$11.2K - $13.8K
|
1K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-64- 2.47% |
$11.2K - $13.8K
|
2.53K
$619K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-67- 3.06% |
$11.7K - $14.5K
|
2.13K
$521K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-67- 6.09% |
$11.7K - $14.5K
|
1.03K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-67- 2.21% |
$11.7K - $14.5K
|
2.96K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-68- 2.39% |
$11.9K - $14.7K
|
2.78K
$682K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-68- 5.27% |
$11.9K - $14.7K
|
1.22K
$300K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-68Closed |
$11.9K - $14.7K
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69- 2.43% |
$12.1K - $14.9K
|
2.78K
$680K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-69- 5.02% |
$12.1K - $14.9K
|
1.31K
$320K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-69- 0.8% |
$12.1K - $14.9K
|
8.53K
$2.09M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-69- 3.78% |
$12.1K - $14.9K
|
1.76K
$430K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-70- 3.76% |
$12.2K - $15.1K
|
1.79K
$439K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-71- 0.11% |
$12.4K - $15.3K
|
62.1K
$15.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-75- 1.25% |
$13.1K - $16.2K
|
5.91K
$1.45M
|