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 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-334- 6.1% |
$58.4K - $72.1K
|
5.14K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-335- 1.7% |
$58.6K - $72.3K
|
19.4K
$4.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-335- 7.69% |
$58.6K - $72.3K
|
4.02K
$986K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-336- 6.03% |
$58.7K - $72.5K
|
5.23K
$1.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-340- 6.17% |
$59.4K - $73.4K
|
5.17K
$1.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-342- 1.02% |
$59.8K - $73.8K
|
33K
$8.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-343- 5.31% |
$60K - $74K
|
6.11K
$1.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-345- 25.5% |
$60.3K - $74.4K
|
1.01K
$247K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-347- 4.42% |
$60.7K - $74.9K
|
7.51K
$1.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-350- 11.67% |
$61.2K - $75.5K
|
2.65K
$649K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-350- 23.03% |
$61.2K - $75.5K
|
1.17K
$287K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-351- 15.12% |
$61.4K - $75.7K
|
1.97K
$483K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-354- 9.97% |
$61.9K - $76.4K
|
3.2K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-354- 10.38% |
$61.9K - $76.4K
|
3.06K
$749K
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-360- 4.74% |
$62.9K - $77.7K
|
7.24K
$1.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-360- 3.51% |
$62.9K - $77.7K
|
9.9K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-360- 5.44% |
$62.9K - $77.7K
|
6.25K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-364- 7.04% |
$63.6K - $78.5K
|
4.81K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-365- 3.94% |
$63.8K - $78.8K
|
8.89K
$2.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-367- 18.66% |
$64.2K - $79.2K
|
1.6K
$392K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-370- 2.5% |
$64.7K - $79.8K
|
14.4K
$3.54M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-370- 9.97% |
$64.7K - $79.8K
|
3.34K
$819K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-371- 7.28% |
$64.9K - $80.1K
|
4.73K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-371- 2.38% |
$64.9K - $80.1K
|
15.2K
$3.73M
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-371- 12.15% |
$64.9K - $80.1K
|
2.68K
$657K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-373- 10.31% |
$65.2K - $80.5K
|
3.25K
$795K
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-375- 0.43% |
$65.6K - $80.9K
|
87.4K
$21.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-375- 7.78% |
$65.6K - $80.9K
|
4.44K
$1.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-375- 8.84% |
$65.6K - $80.9K
|
3.87K
$948K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-375- 13.35% |
$65.6K - $80.9K
|
2.43K
$596K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-380- 12.56% |
$66.4K - $82K
|
2.65K
$648K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-384- 20.01% |
$67.1K - $82.9K
|
1.54K
$376K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-386- 10.13% |
$67.5K - $83.3K
|
3.43K
$840K
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-388- 25.29% |
$67.8K - $83.7K
|
1.15K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-389- 1.71% |
$68K - $83.9K
|
22.4K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-390- 23.4% |
$68.2K - $84.2K
|
1.28K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-392- 0.73% |
$68.5K - $84.6K
|
53.5K
$13.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-393- 17.4% |
$68.7K - $84.8K
|
1.87K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-395- 4.36% |
$69.1K - $85.2K
|
8.67K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-398- 4.76% |
$69.6K - $85.9K
|
7.96K
$1.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-400- 9.32% |
$69.9K - $86.3K
|
3.89K
$953K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-400- 7.23% |
$69.9K - $86.3K
|
5.13K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-402- 3.32% |
$70.3K - $86.7K
|
11.7K
$2.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-402- 16.63% |
$70.3K - $86.7K
|
2.02K
$494K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-404- 0.86% |
$70.6K - $87.2K
|
46.5K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-404- 1.15% |
$70.6K - $87.2K
|
34.8K
$8.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-406- 1.22% |
$71K - $87.6K
|
32.9K
$8.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-407- 4.29% |
$71.2K - $87.8K
|
9.08K
$2.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-409- 2.83% |
$71.5K - $88.3K
|
14.1K
$3.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-409- 0.66% |
$71.5K - $88.3K
|
61.7K
$15.1M
|