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 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
622+ 3.18% |
$109K - $134K
|
20.2K
$4.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
620+ 5.48% |
$108K - $134K
|
11.9K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
616+ 32.98% |
$108K - $133K
|
2.48K
$547K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
603+ 0.83% |
$105K - $130K
|
73.6K
$16.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
602+ 43.72% |
$105K - $130K
|
1.98K
$436K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
601+ 2.88% |
$105K - $130K
|
21.5K
$4.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
598+ 6.97% |
$105K - $129K
|
9.18K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
597New |
$104K - $129K
|
597
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
593+ 18.83% |
$104K - $128K
|
3.74K
$825K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
574+ 7.81% |
$100K - $124K
|
7.93K
$1.75M
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
572+ 1.2% |
$100K - $123K
|
48.1K
$10.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
570+ 191.92% |
$99.6K - $123K
|
867
$191K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
569+ 16.34% |
$99.5K - $123K
|
4.05K
$893K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
563+ 50.36% |
$98.4K - $121K
|
1.68K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
560+ 9.42% |
$97.9K - $121K
|
6.5K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
555+ 1.39% |
$97K - $120K
|
40.5K
$8.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
553+ 15.04% |
$96.7K - $119K
|
4.23K
$932K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
553+ 1.94% |
$96.7K - $119K
|
29K
$6.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
551+ 37.66% |
$96.3K - $119K
|
2.01K
$444K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
551+ 19.74% |
$96.3K - $119K
|
3.34K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
550+ 3.96% |
$96.2K - $119K
|
14.5K
$3.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
538+ 37.99% |
$94.1K - $116K
|
1.95K
$431K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
537+ 1.42% |
$93.9K - $116K
|
38.2K
$8.43M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
535+ 7.72% |
$93.5K - $115K
|
7.47K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
533+ 2.43% |
$93.2K - $115K
|
22.5K
$4.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
530New |
$92.7K - $114K
|
530
$117K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
522+ 2372.73% |
$91.3K - $113K
|
544
$120K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
518+ 9.17% |
$90.6K - $112K
|
6.17K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
518+ 7.26% |
$90.6K - $112K
|
7.66K
$1.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
518+ 271.2% |
$90.6K - $112K
|
709
$156K
|
|
|
Jul 11, 2025
Q2 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
515+ 3.04% |
$90K - $111K
|
17.5K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
509+ 6.64% |
$89K - $110K
|
8.17K
$1.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
505+ 343.54% |
$88.3K - $109K
|
652
$144K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
505+ 0.55% |
$88.3K - $109K
|
91.8K
$20.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
502+ 13.41% |
$87.8K - $108K
|
4.25K
$935K
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
501+ 35.66% |
$87.6K - $108K
|
1.91K
$420K
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
500+ 6.45% |
$87.4K - $108K
|
8.26K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
499New |
$87.2K - $108K
|
499
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
499+ 4.09% |
$87.2K - $108K
|
12.7K
$2.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
496+ 2.11% |
$86.7K - $107K
|
24K
$5.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
490+ 2.23% |
$85.7K - $106K
|
22.4K
$4.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
489+ 1.09% |
$85.5K - $106K
|
45.4K
$10M
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
488New |
$85.3K - $105K
|
488
$108K
|
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
484+ 13.28% |
$84.6K - $104K
|
4.13K
$909K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
479+ 1.51% |
$83.7K - $103K
|
32.2K
$7.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
476+ 16.11% |
$83.2K - $103K
|
3.43K
$756K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
475+ 2.6% |
$83K - $103K
|
18.8K
$4.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
475+ 11.87% |
$83K - $103K
|
4.48K
$986K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
468+ 16.71% |
$81.8K - $101K
|
3.27K
$720K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
459+ 4.78% |
$80.2K - $99K
|
10.1K
$2.22M
|