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 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-260- 5.96% |
$45.5K - $56.1K
|
4.1K
$1M
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-261- 4.98% |
$45.6K - $56.3K
|
4.99K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-262- 13.37% |
$45.8K - $56.5K
|
1.7K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-264- 18.41% |
$46.2K - $57K
|
1.17K
$287K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-269- 8.45% |
$47K - $58K
|
2.92K
$715K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-270- 20.27% |
$47.2K - $58.3K
|
1.06K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-270- 7.55% |
$47.2K - $58.3K
|
3.31K
$810K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-271- 0.81% |
$47.4K - $58.5K
|
33K
$8.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-273- 4.19% |
$47.7K - $58.9K
|
6.25K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-273- 2.96% |
$47.7K - $58.9K
|
8.94K
$2.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-275- 3.16% |
$48.1K - $59.3K
|
8.42K
$2.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-278- 0.85% |
$48.6K - $60K
|
32.4K
$7.95M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-281- 4.74% |
$49.1K - $60.6K
|
5.64K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-281- 9.01% |
$49.1K - $60.6K
|
2.84K
$695K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-281- 0.44% |
$49.1K - $60.6K
|
63.9K
$15.7M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-284- 77.17% |
$49.6K - $61.3K
|
84
$20.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-288- 10.0% |
$50.3K - $62.1K
|
2.59K
$635K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-291- 0.71% |
$50.9K - $62.8K
|
40.6K
$9.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-291- 5.0% |
$50.9K - $62.8K
|
5.53K
$1.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-293- 8.87% |
$51.2K - $63.2K
|
3.01K
$738K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-294- 0.2% |
$51.4K - $63.4K
|
150K
$36.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-295- 12.17% |
$51.6K - $63.7K
|
2.13K
$521K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-295- 9.4% |
$51.6K - $63.7K
|
2.84K
$697K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-296- 12.02% |
$51.7K - $63.9K
|
2.17K
$531K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-297- 20.2% |
$51.9K - $64.1K
|
1.17K
$287K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-297- 6.46% |
$51.9K - $64.1K
|
4.3K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-298- 26.7% |
$52.1K - $64.3K
|
818
$200K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-298- 1.02% |
$52.1K - $64.3K
|
28.9K
$7.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-299- 5.47% |
$52.3K - $64.5K
|
5.17K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-300- 13.93% |
$52.4K - $64.7K
|
1.85K
$454K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-300- 1.01% |
$52.4K - $64.7K
|
29.5K
$7.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-301- 5.02% |
$52.6K - $65K
|
5.7K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-301- 37.16% |
$52.6K - $65K
|
509
$125K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-304- 5.74% |
$53.1K - $65.6K
|
5K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-305- 10.56% |
$53.3K - $65.8K
|
2.58K
$633K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-305- 15.25% |
$53.3K - $65.8K
|
1.7K
$415K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-306- 1.64% |
$53.5K - $66K
|
18.4K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-307- 16.5% |
$53.7K - $66.2K
|
1.55K
$381K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-309- 1.92% |
$54K - $66.7K
|
15.8K
$3.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-309- 15.85% |
$54K - $66.7K
|
1.64K
$402K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-310- 9.3% |
$54.2K - $66.9K
|
3.03K
$741K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-314- 1.13% |
$54.9K - $67.8K
|
27.5K
$6.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-314- 57.3% |
$54.9K - $67.8K
|
234
$57.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-315- 10.53% |
$55.1K - $68K
|
2.68K
$656K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-318- 20.32% |
$55.6K - $68.6K
|
1.25K
$306K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-322- 3.05% |
$56.3K - $69.5K
|
10.2K
$2.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-324- 0.88% |
$56.6K - $69.9K
|
36.4K
$8.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-327- 18.85% |
$57.2K - $70.6K
|
1.41K
$345K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-330- 1.82% |
$57.7K - $71.2K
|
17.8K
$4.35M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-331- 85.31% |
$57.9K - $71.4K
|
57
$14K
|