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 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-410- 12.08% |
$71.7K - $88.5K
|
2.99K
$732K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-419- 1.37% |
$73.2K - $90.4K
|
30.2K
$7.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-420- 14.68% |
$73.4K - $90.6K
|
2.44K
$598K
|
|
|
Aug 14, 2025
Q2 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-420- 3.63% |
$73.4K - $90.6K
|
11.2K
$2.73M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-426- 1.57% |
$74.5K - $91.9K
|
26.7K
$6.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-427- 9.87% |
$74.6K - $92.1K
|
3.9K
$956K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-429- 12.98% |
$75K - $92.6K
|
2.88K
$705K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-431- 20.34% |
$75.3K - $93K
|
1.69K
$414K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-432- 13.01% |
$75.5K - $93.2K
|
2.89K
$708K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-434- 5.92% |
$75.9K - $93.7K
|
6.89K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-438- 6.6% |
$76.6K - $94.5K
|
6.2K
$1.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-438- 1.12% |
$76.6K - $94.5K
|
38.8K
$9.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-442- 5.64% |
$77.3K - $95.4K
|
7.39K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-443- 17.73% |
$77.4K - $95.6K
|
2.06K
$504K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-450- 11.78% |
$78.7K - $97.1K
|
3.37K
$826K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-455- 52.97% |
$79.5K - $98.2K
|
404
$99K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-457- 8.91% |
$79.9K - $98.6K
|
4.67K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-457- 2.47% |
$79.9K - $98.6K
|
18.1K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-457- 10.22% |
$79.9K - $98.6K
|
4.02K
$984K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-461- 17.2% |
$80.6K - $99.5K
|
2.22K
$544K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-462- 5.33% |
$80.8K - $99.7K
|
8.2K
$2.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-462- 3.12% |
$80.8K - $99.7K
|
14.3K
$3.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-470- 6.16% |
$82.2K - $101K
|
7.16K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-472- 0.64% |
$82.5K - $102K
|
73.3K
$18M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-474- 12.5% |
$82.9K - $102K
|
3.32K
$813K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-475- 27.54% |
$83K - $103K
|
1.25K
$306K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-480- 2.48% |
$83.9K - $104K
|
18.9K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-481- 4.98% |
$84.1K - $104K
|
9.18K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-487- 8.28% |
$85.1K - $105K
|
5.39K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-497- 1.61% |
$86.9K - $107K
|
30.4K
$7.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-498- 31.11% |
$87.1K - $107K
|
1.1K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-500- 5.53% |
$87.4K - $108K
|
8.54K
$2.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-500- 17.78% |
$87.4K - $108K
|
2.31K
$567K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-501- 8.28% |
$87.6K - $108K
|
5.55K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-503- 16.28% |
$87.9K - $109K
|
2.59K
$634K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-505- 26.37% |
$88.3K - $109K
|
1.41K
$346K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-515- 10.48% |
$90K - $111K
|
4.4K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-519- 19.12% |
$90.7K - $112K
|
2.2K
$538K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-521- 3.83% |
$91.1K - $112K
|
13.1K
$3.2M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-523- 12.48% |
$91.4K - $113K
|
3.67K
$899K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-532- 9.37% |
$93K - $115K
|
5.15K
$1.26M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-534- 24.95% |
$93.4K - $115K
|
1.61K
$394K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-536- 1.83% |
$93.7K - $116K
|
28.8K
$7.06M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-546- 20.48% |
$95.5K - $118K
|
2.12K
$520K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-548- 6.15% |
$95.8K - $118K
|
8.37K
$2.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-550- 8.54% |
$96.2K - $119K
|
5.89K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-554- 7.79% |
$96.9K - $120K
|
6.56K
$1.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-558- 7.42% |
$97.5K - $120K
|
6.96K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-563- 22.84% |
$98.4K - $121K
|
1.9K
$466K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-563- 5.53% |
$98.4K - $121K
|
9.62K
$2.36M
|