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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.7K- 14.56% |
$646K - $798K
|
21.7K
$5.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-3.71K- 29.66% |
$649K - $801K
|
8.8K
$2.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.72K- 6.33% |
$650K - $803K
|
55K
$13.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.72K- 16.67% |
$650K - $803K
|
18.6K
$4.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.72K- 31.41% |
$651K - $803K
|
8.13K
$1.99M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.77K- 0.16% |
$659K - $814K
|
2.35M
$577M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.8K- 17.94% |
$665K - $821K
|
17.4K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.83K- 3.14% |
$669K - $826K
|
118K
$28.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.92K- 15.81% |
$686K - $847K
|
20.9K
$5.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-3.93K- 31.23% |
$688K - $849K
|
8.66K
$2.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.96K- 30.92% |
$693K - $855K
|
8.85K
$2.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.02K- 3.59% |
$703K - $867K
|
108K
$26.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-4.1K- 50.1% |
$716K - $884K
|
4.08K
$999K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.11K- 99.61% |
$718K - $887K
|
16
$3.92K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.14K- 11.91% |
$724K - $894K
|
30.6K
$7.51M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-4.17K- 40.22% |
$729K - $900K
|
6.2K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-4.36K- 3.66% |
$762K - $941K
|
115K
$28.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-4.37K- 3.97% |
$764K - $943K
|
106K
$25.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.39K- 24.7% |
$768K - $948K
|
13.4K
$3.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-4.48K- 12.3% |
$783K - $967K
|
32K
$7.83M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-4.72K- 22.53% |
$826K - $1.02M
|
16.2K
$3.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-4.88K- 24.25% |
$853K - $1.05M
|
15.2K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-4.92K- 51.73% |
$861K - $1.06M
|
4.6K
$1.13M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.93K- 50.31% |
$862K - $1.06M
|
4.87K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-5.09K- 27.06% |
$890K - $1.1M
|
13.7K
$3.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-5.09K- 75.29% |
$891K - $1.1M
|
1.67K
$410K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.1K- 55.12% |
$891K - $1.1M
|
4.15K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.13K- 52.45% |
$897K - $1.11M
|
4.65K
$1.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.29K- 35.86% |
$924K - $1.14M
|
9.46K
$2.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.3K- 9.31% |
$926K - $1.14M
|
51.6K
$12.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.39K- 9.07% |
$943K - $1.16M
|
54.1K
$13.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.4K- 42.63% |
$944K - $1.17M
|
7.27K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.4K- 20.65% |
$944K - $1.17M
|
20.8K
$5.09M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.42K- 21.13% |
$948K - $1.17M
|
20.2K
$4.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-5.53K- 18.73% |
$967K - $1.19M
|
24K
$5.88M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.58K- 21.89% |
$975K - $1.2M
|
19.9K
$4.88M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.6K- 27.45% |
$979K - $1.21M
|
14.8K
$3.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.72K- 24.66% |
$1M - $1.23M
|
17.5K
$4.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.78K- 4.86% |
$1.01M - $1.25M
|
113K
$27.7M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.83K- 28.29% |
$1.02M - $1.26M
|
14.8K
$3.62M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-5.97K- 37.19% |
$1.04M - $1.29M
|
10.1K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6K- 13.96% |
$1.05M - $1.3M
|
37K
$9.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.05K- 3.35% |
$1.06M - $1.31M
|
175K
$42.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-6.11K- 12.21% |
$1.07M - $1.32M
|
43.9K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.19K- 26.58% |
$1.08M - $1.34M
|
17.1K
$4.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-6.37K- 15.33% |
$1.11M - $1.38M
|
35.2K
$8.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-6.38K- 37.87% |
$1.11M - $1.38M
|
10.5K
$2.56M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-6.38K- 8.03% |
$1.12M - $1.38M
|
73.1K
$17.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.63K- 13.93% |
$1.16M - $1.43M
|
40.9K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-6.68K- 28.88% |
$1.17M - $1.44M
|
16.4K
$4.03M
|