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 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.6K- 34.74% |
$280K - $346K
|
3.01K
$738K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-1.6K- 14.15% |
$280K - $346K
|
9.73K
$2.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.61K- 49.95% |
$282K - $348K
|
1.62K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.62K- 13.59% |
$283K - $349K
|
10.3K
$2.52M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.64K- 2.87% |
$286K - $353K
|
55.5K
$13.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.64K- 99.64% |
$287K - $354K
|
6
$1.47K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.64K- 2.68% |
$287K - $354K
|
59.5K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.66K- 27.0% |
$289K - $357K
|
4.47K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.67K- 63.28% |
$292K - $361K
|
971
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.7K- 51.75% |
$297K - $367K
|
1.59K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.7K- 7.49% |
$298K - $367K
|
21K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.7K- 2.02% |
$298K - $367K
|
82.5K
$20.2M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.71K- 52.23% |
$299K - $369K
|
1.57K
$384K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.72K- 5.48% |
$301K - $372K
|
29.7K
$7.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.74K- 12.33% |
$305K - $376K
|
12.4K
$3.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.74K- 0.94% |
$305K - $376K
|
183K
$44.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.77K- 36.91% |
$309K - $382K
|
3.02K
$741K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.78K- 0.6% |
$310K - $383K
|
294K
$72M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.78K- 17.29% |
$310K - $383K
|
8.5K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.83K- 0.23% |
$320K - $395K
|
802K
$196M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.85K- 4.74% |
$323K - $399K
|
37.1K
$9.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.85K- 5.52% |
$324K - $399K
|
31.7K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.86K- 10.25% |
$324K - $401K
|
16.3K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.88K- 9.13% |
$329K - $406K
|
18.7K
$4.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.93K- 19.3% |
$338K - $417K
|
8.08K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.93K- 12.31% |
$338K - $417K
|
13.8K
$3.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.94K- 18.4% |
$338K - $418K
|
8.59K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.96K- 3.02% |
$342K - $422K
|
62.8K
$15.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.96K- 32.7% |
$342K - $422K
|
4.03K
$987K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.96K- 10.97% |
$342K - $422K
|
15.9K
$3.89M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.99K- 18.55% |
$348K - $429K
|
8.74K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.99K- 44.13% |
$349K - $430K
|
2.52K
$619K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2K- 65.17% |
$349K - $431K
|
1.07K
$261K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.03K- 17.65% |
$355K - $438K
|
9.47K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.03K- 24.25% |
$355K - $438K
|
6.34K
$1.55M
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-2.04KClosed |
$357K - $441K
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2.05K- 12.12% |
$358K - $442K
|
14.8K
$3.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.06K- 37.68% |
$360K - $444K
|
3.41K
$835K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.06K- 32.85% |
$360K - $444K
|
4.21K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.06K- 9.21% |
$360K - $445K
|
20.3K
$4.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.07K- 41.36% |
$362K - $447K
|
2.94K
$719K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-2.09K- 16.94% |
$364K - $450K
|
10.2K
$2.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.09K- 14.6% |
$366K - $452K
|
12.2K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.13K- 30.62% |
$372K - $460K
|
4.83K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.15K- 17.12% |
$375K - $463K
|
10.4K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 9.65% |
$377K - $465K
|
20.2K
$4.95M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.16K- 6.5% |
$378K - $466K
|
31.1K
$7.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.17K- 9.3% |
$378K - $467K
|
21.1K
$5.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.19K- 22.11% |
$382K - $472K
|
7.7K
$1.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.19K- 42.97% |
$383K - $472K
|
2.9K
$712K
|