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 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.21K- 7.39% |
$386K - $477K
|
27.7K
$6.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.25K- 53.54% |
$394K - $486K
|
1.96K
$479K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.26K- 14.77% |
$395K - $487K
|
13K
$3.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 26.47% |
$396K - $489K
|
6.29K
$1.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.29K- 38.1% |
$400K - $493K
|
3.71K
$910K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-2.36K- 47.72% |
$412K - $509K
|
2.58K
$633K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.36K- 13.99% |
$413K - $510K
|
14.5K
$3.56M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-2.39K- 63.74% |
$418K - $516K
|
1.36K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-2.4K- 28.33% |
$420K - $518K
|
6.08K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.41K- 8.58% |
$421K - $520K
|
25.7K
$6.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-2.44K- 27.93% |
$426K - $526K
|
6.29K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.45K- 3.72% |
$428K - $528K
|
63.4K
$15.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-2.48K- 4.24% |
$433K - $535K
|
56K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Corvex Management LP
New York, NY |
SELL
|
- |
-2.5K- 33.33% |
$437K - $539K
|
5K
$1.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.51K- 30.03% |
$438K - $541K
|
5.84K
$1.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.54K- 11.02% |
$445K - $549K
|
20.5K
$5.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2.55K- 7.3% |
$446K - $551K
|
32.4K
$7.94M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.6K- 28.01% |
$455K - $561K
|
6.68K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.61K- 58.17% |
$457K - $564K
|
1.88K
$461K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.63K- 10.04% |
$459K - $566K
|
23.5K
$5.76M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.66K- 6.98% |
$465K - $574K
|
35.4K
$8.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-2.67K- 10.75% |
$466K - $575K
|
22.1K
$5.42M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.71K- 1.12% |
$474K - $585K
|
239K
$58.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-2.76K- 15.53% |
$482K - $595K
|
15K
$3.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-2.76K- 59.49% |
$482K - $595K
|
1.88K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.79K- 6.14% |
$488K - $602K
|
42.6K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.8K- 43.83% |
$489K - $604K
|
3.59K
$880K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.81K- 2.67% |
$491K - $606K
|
102K
$25.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.84K- 16.62% |
$496K - $612K
|
14.2K
$3.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.95K- 25.57% |
$516K - $637K
|
8.6K
$2.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.96K- 5.33% |
$517K - $638K
|
52.5K
$12.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.99K- 1.29% |
$522K - $645K
|
228K
$56M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.99K- 5.35% |
$523K - $645K
|
53K
$13M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.01K- 11.3% |
$526K - $649K
|
23.6K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.02K- 23.49% |
$527K - $651K
|
9.83K
$2.41M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 72.63% |
$533K - $657K
|
1.15K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.07K- 99.74% |
$537K - $663K
|
8
$1.96K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.1K- 2.02% |
$541K - $668K
|
150K
$36.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3.16K- 22.14% |
$553K - $683K
|
11.1K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3.19K- 47.57% |
$557K - $688K
|
3.51K
$861K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.22K- 31.12% |
$563K - $694K
|
7.12K
$1.75M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-3.22K- 3.06% |
$563K - $695K
|
102K
$25M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-3.25K- 45.36% |
$568K - $702K
|
3.92K
$960K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.26K- 7.39% |
$569K - $702K
|
40.8K
$10M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.41K- 38.61% |
$595K - $735K
|
5.42K
$1.33M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.41K- 1.15% |
$596K - $736K
|
294K
$72.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.49K- 3.54% |
$609K - $752K
|
94.8K
$23.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.52K- 7.35% |
$615K - $759K
|
44.3K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-3.66K- 1.13% |
$640K - $790K
|
321K
$78.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.69K- 54.66% |
$646K - $797K
|
3.06K
$751K
|