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
|
Newport Capital Group, LLC
|
BUY
|
- |
932+ 2.93% |
$163K - $201K
|
32.7K
$7.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
927New |
$162K - $200K
|
927
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
927New |
$162K - $200K
|
927
$204K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
926+ 4.56% |
$162K - $200K
|
21.2K
$4.68M
|
|
|
Jul 24, 2025
Q2 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
925+ 6.0% |
$162K - $200K
|
16.3K
$3.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
925New |
$162K - $200K
|
925
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$162K - $199K
|
924
$204K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
870+ 160.22% |
$152K - $188K
|
1.41K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
864+ 2.69% |
$151K - $186K
|
33K
$7.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
853New |
$149K - $184K
|
853
$188K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
839New |
$147K - $181K
|
839
$185K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
825+ 2.3% |
$144K - $178K
|
36.7K
$8.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
820+ 1.6% |
$143K - $177K
|
52K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
811+ 7.19% |
$142K - $175K
|
12.1K
$2.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
805+ 2.6% |
$141K - $174K
|
31.8K
$7.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
801+ 10.73% |
$140K - $173K
|
8.27K
$1.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
799+ 1.32% |
$140K - $172K
|
61.2K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
797+ 78.6% |
$139K - $172K
|
1.81K
$399K
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
795+ 646.34% |
$139K - $172K
|
918
$202K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
772+ 13.02% |
$135K - $167K
|
6.7K
$1.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
771+ 21.71% |
$135K - $166K
|
4.32K
$952K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
764+ 5.02% |
$134K - $165K
|
16K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
763+ 5.84% |
$133K - $165K
|
13.8K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
763+ 0.13% |
$133K - $165K
|
578K
$127M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
759+ 3.05% |
$133K - $164K
|
25.7K
$5.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
759New |
$133K - $164K
|
759
$167K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
754+ 1.25% |
$132K - $163K
|
61K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
750+ 53.0% |
$131K - $162K
|
2.17K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
750+ 2.05% |
$131K - $162K
|
37.3K
$8.22M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
747+ 25.29% |
$131K - $161K
|
3.7K
$815K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
740+ 230.53% |
$129K - $160K
|
1.06K
$234K
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
BUY
|
- |
730+ 25.64% |
$128K - $158K
|
3.58K
$788K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
725+ 68.46% |
$127K - $156K
|
1.78K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
717+ 6.3% |
$125K - $155K
|
12.1K
$2.66M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
711+ 2.54% |
$124K - $153K
|
28.8K
$6.33M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
710+ 4.86% |
$124K - $153K
|
15.3K
$3.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
709+ 4.25% |
$124K - $153K
|
17.4K
$3.83M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
708+ 6.64% |
$124K - $153K
|
11.4K
$2.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
704+ 2.57% |
$123K - $152K
|
28.1K
$6.19M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
703+ 22.1% |
$123K - $152K
|
3.88K
$856K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
701+ 77.54% |
$123K - $151K
|
1.61K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
695New |
$121K - $150K
|
695
$153K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
675+ 6.22% |
$118K - $146K
|
11.5K
$2.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
669+ 19.64% |
$117K - $144K
|
4.08K
$898K
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
666+ 17.81% |
$116K - $144K
|
4.41K
$971K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
653+ 9.47% |
$114K - $141K
|
7.55K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
652+ 28.47% |
$114K - $141K
|
2.94K
$648K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
650+ 6.83% |
$114K - $140K
|
10.2K
$2.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
647+ 17.19% |
$113K - $140K
|
4.41K
$972K
|
|
|
Aug 14, 2025
Q2 2025
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
630New |
$110K - $136K
|
630
$139K
|