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 14, 2025
Q2 2025
|
Ananym Capital Management, LP
New York, NY |
SELL
|
- |
-1.11K- 65.49% |
$194K - $240K
|
585
$143K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.11K- 25.52% |
$194K - $240K
|
3.25K
$795K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.12K- 0.47% |
$195K - $241K
|
238K
$58.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.13K- 4.38% |
$197K - $243K
|
24.6K
$6.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 3.73% |
$198K - $245K
|
29.3K
$7.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.14K- 3.8% |
$199K - $246K
|
28.8K
$7.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.14K- 3.03% |
$199K - $246K
|
36.4K
$8.93M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.14K- 7.38% |
$200K - $247K
|
14.4K
$3.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.15K- 3.95% |
$200K - $247K
|
27.9K
$6.83M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.15K- 30.8% |
$200K - $247K
|
2.57K
$631K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 76.11% |
$201K - $248K
|
360
$88.2K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.15K- 0.54% |
$202K - $249K
|
213K
$52.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.17K- 2.69% |
$204K - $252K
|
42.3K
$10.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.17K- 15.81% |
$205K - $253K
|
6.25K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 29.17% |
$208K - $256K
|
2.88K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.19K- 3.52% |
$208K - $257K
|
32.6K
$7.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.19K- 6.77% |
$208K - $257K
|
16.4K
$4.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 4.76% |
$209K - $258K
|
23.9K
$5.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.21K- 41.4% |
$212K - $261K
|
1.71K
$420K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 16.32% |
$212K - $262K
|
6.23K
$1.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.22K- 2.29% |
$213K - $263K
|
52K
$12.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.26K- 17.46% |
$219K - $271K
|
5.93K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.26K- 3.94% |
$220K - $271K
|
30.6K
$7.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.26K- 25.71% |
$220K - $272K
|
3.64K
$893K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.28K- 12.86% |
$224K - $277K
|
8.7K
$2.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.29K- 25.73% |
$225K - $278K
|
3.72K
$911K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.3K- 7.4% |
$227K - $280K
|
16.2K
$3.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.3K- 28.08% |
$227K - $281K
|
3.33K
$816K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.3K- 0.92% |
$227K - $281K
|
139K
$34.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.3K- 40.21% |
$228K - $281K
|
1.94K
$474K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 10.74% |
$229K - $283K
|
10.9K
$2.67M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.31K- 54.87% |
$229K - $283K
|
1.08K
$264K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-1.32K- 19.96% |
$230K - $284K
|
5.28K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 25.04% |
$232K - $287K
|
3.98K
$975K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.34K- 56.94% |
$234K - $289K
|
1.01K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.36K- 1.2% |
$238K - $294K
|
112K
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.36K- 10.69% |
$238K - $294K
|
11.4K
$2.79M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.37K- 4.88% |
$239K - $295K
|
26.6K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.38K- 55.06% |
$241K - $298K
|
1.13K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.42K- 10.46% |
$248K - $306K
|
12.2K
$2.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.45K- 2.67% |
$254K - $313K
|
52.9K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.46K- 4.56% |
$255K - $315K
|
30.6K
$7.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.47K- 6.48% |
$258K - $318K
|
21.3K
$5.21M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-1.48K- 18.49% |
$258K - $319K
|
6.51K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.52K- 14.19% |
$266K - $328K
|
9.19K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 6.89% |
$270K - $334K
|
20.9K
$5.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.55K- 12.85% |
$271K - $335K
|
10.5K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.55K- 12.69% |
$271K - $335K
|
10.7K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.56K- 0.71% |
$273K - $337K
|
220K
$53.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.59K- 54.8% |
$278K - $344K
|
1.31K
$322K
|