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 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-793- 3.78% |
$139K - $171K
|
20.2K
$4.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-793- 10.02% |
$139K - $171K
|
7.13K
$1.75M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-796- 11.38% |
$139K - $172K
|
6.2K
$1.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-800- 19.36% |
$140K - $173K
|
3.33K
$817K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-800- 4.09% |
$140K - $173K
|
18.8K
$4.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-816- 15.95% |
$143K - $176K
|
4.3K
$1.05M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-827- 9.77% |
$145K - $178K
|
7.64K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-828- 16.22% |
$145K - $179K
|
4.28K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-830- 10.95% |
$145K - $179K
|
6.75K
$1.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-833- 13.88% |
$146K - $180K
|
5.17K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-841- 9.81% |
$147K - $181K
|
7.73K
$1.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-850- 41.89% |
$149K - $183K
|
1.18K
$289K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-851- 43.37% |
$149K - $184K
|
1.11K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-853- 47.84% |
$149K - $184K
|
930
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-855- 12.62% |
$149K - $185K
|
5.92K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-862- 41.76% |
$151K - $186K
|
1.2K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-862- 21.89% |
$151K - $186K
|
3.08K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-866- 26.89% |
$151K - $187K
|
2.36K
$577K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-869- 15.45% |
$152K - $188K
|
4.76K
$1.17M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-877- 13.48% |
$153K - $189K
|
5.63K
$1.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-887- 6.53% |
$155K - $191K
|
12.7K
$3.11M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-893- 61.88% |
$156K - $193K
|
550
$135K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-907- 2.55% |
$159K - $196K
|
34.7K
$8.5M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-933- 3.82% |
$163K - $201K
|
23.5K
$5.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-950- 19.92% |
$166K - $205K
|
3.82K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-951- 24.26% |
$166K - $205K
|
2.97K
$728K
|
|
|
Jul 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-953- 36.04% |
$167K - $206K
|
1.69K
$414K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-960- 12.26% |
$168K - $207K
|
6.87K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-965- 15.37% |
$169K - $208K
|
5.32K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-980- 12.33% |
$171K - $211K
|
6.97K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-996- 23.04% |
$174K - $215K
|
3.33K
$815K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1K- 15.2% |
$175K - $216K
|
5.58K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.01K- 39.84% |
$176K - $217K
|
1.52K
$372K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.01K- 10.86% |
$176K - $218K
|
8.28K
$2.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.01K- 35.41% |
$177K - $219K
|
1.85K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.02KClosed |
$178K - $219K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.02K- 18.85% |
$179K - $221K
|
4.4K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.03K- 2.15% |
$180K - $222K
|
46.9K
$11.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.03K- 28.13% |
$180K - $222K
|
2.63K
$645K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.03K- 7.6% |
$180K - $223K
|
12.6K
$3.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 49.57% |
$181K - $223K
|
1.05K
$258K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.04K- 3.6% |
$181K - $224K
|
27.7K
$6.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.04K- 18.49% |
$183K - $225K
|
4.6K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-1.05K- 33.57% |
$183K - $226K
|
2.07K
$508K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.07K- 44.43% |
$186K - $230K
|
1.33K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.07K- 51.01% |
$186K - $230K
|
1.02K
$251K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.07K- 5.23% |
$188K - $232K
|
19.5K
$4.77M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-1.1K- 12.79% |
$192K - $237K
|
7.5K
$1.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.1K- 6.72% |
$192K - $237K
|
15.3K
$3.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.1K- 18.47% |
$192K - $237K
|
4.86K
$1.19M
|