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 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-563- 3.66% |
$98.4K - $121K
|
14.8K
$3.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-565- 50.81% |
$98.8K - $122K
|
547
$134K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-566- 98.26% |
$98.9K - $122K
|
10
$2.45K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-568- 17.55% |
$99.3K - $123K
|
2.67K
$654K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-570- 1.62% |
$99.6K - $123K
|
34.7K
$8.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-575- 8.57% |
$101K - $124K
|
6.13K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-578- 85.25% |
$101K - $125K
|
100
$24.5K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-580- 18.9% |
$101K - $125K
|
2.49K
$610K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-580- 25.88% |
$101K - $125K
|
1.66K
$407K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-583- 7.0% |
$102K - $126K
|
7.75K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-583- 7.81% |
$102K - $126K
|
6.88K
$1.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-587- 11.88% |
$103K - $127K
|
4.36K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-587- 96.39% |
$103K - $127K
|
22
$5.39K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-589- 16.04% |
$103K - $127K
|
3.08K
$755K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-594- 93.84% |
$104K - $128K
|
39
$9.56K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-596- 7.88% |
$104K - $129K
|
6.96K
$1.71M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-600- 31.98% |
$105K - $129K
|
1.28K
$313K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-600- 0.61% |
$105K - $129K
|
97.8K
$24M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-605- 3.99% |
$106K - $131K
|
14.6K
$3.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-619- 3.13% |
$108K - $134K
|
19.1K
$4.69M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-619- 2.28% |
$108K - $134K
|
26.5K
$6.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-620- 11.46% |
$108K - $134K
|
4.79K
$1.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-621- 1.61% |
$109K - $134K
|
37.9K
$9.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-628- 4.41% |
$110K - $136K
|
13.6K
$3.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-635- 5.02% |
$111K - $137K
|
12K
$2.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-636- 5.6% |
$111K - $137K
|
10.7K
$2.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-640- 37.49% |
$112K - $138K
|
1.07K
$261K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-668- 0.91% |
$117K - $144K
|
73K
$17.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-674- 3.33% |
$118K - $145K
|
19.5K
$4.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-678- 35.87% |
$119K - $146K
|
1.21K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-680- 1.62% |
$119K - $147K
|
41.2K
$10.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-680- 49.17% |
$119K - $147K
|
703
$172K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-683- 33.4% |
$119K - $147K
|
1.36K
$334K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-684- 11.59% |
$120K - $148K
|
5.22K
$1.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-691- 25.83% |
$121K - $149K
|
1.98K
$486K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-703- 6.05% |
$123K - $152K
|
10.9K
$2.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-705- 13.52% |
$123K - $152K
|
4.51K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-707- 0.27% |
$124K - $153K
|
257K
$63.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-710- 22.16% |
$124K - $153K
|
2.49K
$611K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-715- 35.43% |
$125K - $154K
|
1.3K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-729- 39.56% |
$127K - $157K
|
1.11K
$273K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-745- 43.72% |
$130K - $161K
|
959
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-762- 4.07% |
$133K - $164K
|
18K
$4.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-767- 2.93% |
$134K - $166K
|
25.4K
$6.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-768- 5.48% |
$134K - $166K
|
13.2K
$3.25M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-772- 23.76% |
$135K - $167K
|
2.48K
$607K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-775- 9.23% |
$135K - $167K
|
7.63K
$1.87M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-781- 13.12% |
$137K - $169K
|
5.17K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-783- 3.45% |
$137K - $169K
|
21.9K
$5.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-784- 4.69% |
$137K - $169K
|
15.9K
$3.9M
|