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 04, 2025
Q2 2025
|
Amg National Trust Bank
|
SELL
|
- |
-30.7K- 3.53% |
$5.36M - $6.62M
|
838K
$205M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-31K- 12.88% |
$5.42M - $6.69M
|
210K
$51.4M
|
|
|
Oct 10, 2025
Q2 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-32.9K- 36.33% |
$5.75M - $7.09M
|
57.6K
$14.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-33K- 53.68% |
$5.77M - $7.12M
|
28.5K
$6.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33K- 5.79% |
$5.77M - $7.12M
|
537K
$132M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-33.3K- 78.4% |
$5.81M - $7.18M
|
9.16K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
SELL
|
- |
-33.8K- 42.27% |
$5.91M - $7.3M
|
46.2K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-34.8K- 5.4% |
$6.08M - $7.5M
|
609K
$149M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-35.8K- 5.93% |
$6.26M - $7.72M
|
568K
$139M
|
|
|
Aug 14, 2025
Q2 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-36.3K- 57.73% |
$6.35M - $7.84M
|
26.6K
$6.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36.6K- 6.1% |
$6.4M - $7.89M
|
563K
$138M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-36.7K- 1.93% |
$6.42M - $7.92M
|
1.86M
$457M
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-37.1K- 20.89% |
$6.49M - $8.01M
|
140K
$34.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37.6K- 12.97% |
$6.57M - $8.11M
|
252K
$61.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-38K- 16.03% |
$6.64M - $8.19M
|
199K
$48.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-38.6K- 77.2% |
$6.75M - $8.33M
|
11.4K
$2.79M
|
|
|
Aug 19, 2025
Q2 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-41K- 96.35% |
$7.16M - $8.84M
|
1.55K
$380K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.4K- 52.02% |
$7.23M - $8.93M
|
38.2K
$9.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-43K- 6.88% |
$7.52M - $9.28M
|
583K
$143M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-43.4K- 43.89% |
$7.59M - $9.37M
|
55.5K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-43.7K- 6.49% |
$7.64M - $9.43M
|
629K
$154M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-45.2K- 76.0% |
$7.91M - $9.76M
|
14.3K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-46.3K- 90.7% |
$8.1M - $9.99M
|
4.75K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-47.7K- 31.8% |
$8.34M - $10.3M
|
102K
$25.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Cavalier Investments, LLC
|
SELL
|
- |
-48.5K- 82.92% |
$8.48M - $10.5M
|
10K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-49K- 69.49% |
$8.57M - $10.6M
|
21.5K
$5.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-49K- 95.25% |
$8.57M - $10.6M
|
2.45K
$599K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-49.6K- 15.69% |
$8.67M - $10.7M
|
266K
$65.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-53.2K- 19.85% |
$9.29M - $11.5M
|
215K
$52.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-54.2K- 51.74% |
$9.48M - $11.7M
|
50.6K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-55.6K- 69.93% |
$9.72M - $12M
|
23.9K
$5.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-57.5K- 93.18% |
$10.1M - $12.4M
|
4.21K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58.8K- 1.93% |
$10.3M - $12.7M
|
3M
$734M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-58.9K- 37.55% |
$10.3M - $12.7M
|
97.9K
$24M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-67.4K- 9.09% |
$11.8M - $14.6M
|
675K
$165M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-73.2K- 67.17% |
$12.8M - $15.8M
|
35.8K
$8.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-73.9K- 35.93% |
$12.9M - $15.9M
|
132K
$32.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-79.3K- 54.53% |
$13.9M - $17.1M
|
66.1K
$16.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-88.5K- 94.21% |
$15.5M - $19.1M
|
5.44K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-99.9K- 5.7% |
$17.5M - $21.5M
|
1.65M
$405M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-99.9K- 5.7% |
$17.5M - $21.5M
|
1.65M
$405M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-103K- 7.87% |
$18M - $22.2M
|
1.2M
$295M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-129K- 8.47% |
$22.5M - $27.8M
|
1.39M
$341M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-129K- 14.02% |
$22.6M - $27.9M
|
794K
$195M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-138K- 19.93% |
$24.1M - $29.7M
|
553K
$135M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-143K- 12.98% |
$24.9M - $30.8M
|
956K
$234M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-153K- 63.7% |
$26.7M - $33M
|
87.2K
$21.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-160K- 76.37% |
$27.9M - $34.4M
|
49.4K
$12.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-174K- 86.88% |
$30.4M - $37.6M
|
26.3K
$6.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-203K- 44.97% |
$35.4M - $43.7M
|
248K
$60.8M
|