Purchases and Sales Made in Q2 2025 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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 07, 2025 Q2 2025
Upper Left Wealth Management, LLC

BUY
 -
456
+ 17.39%
$79.7K - $98.4K
3.08K $678K
Aug 11, 2025 Q2 2025
Independent Advisor Alliance

BUY
 -
454
+ 37.9%
$79.4K - $98K
1.65K $364K
Jul 09, 2025 Q2 2025
First Bank & Trust

BUY
 -
451
+ 17.1%
$78.8K - $97.3K
3.09K $681K
Jul 16, 2025 Q2 2025
Rebalance, LLC

Palo Alto, CA
BUY
 -
442
+ 3.07%
$77.3K - $95.4K
14.9K $3.27M
Jul 16, 2025 Q2 2025
Meridian Investment Counsel Inc.

Lafayette, CA
BUY
 -
438
+ 2.5%
$76.6K - $94.5K
17.9K $3.95M
Jul 16, 2025 Q2 2025
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
438
+ 1.66%
$76.6K - $94.5K
26.7K $5.89M
Aug 12, 2025 Q2 2025
Calton & Associates, Inc.

BUY
 -
438
+ 2.46%
$76.6K - $94.5K
18.3K $4.02M
Aug 14, 2025 Q2 2025
Betterment LLC

New York, NY
BUY
 -
426
+ 7.23%
$74.5K - $91.9K
6.32K $1.39M
Jul 30, 2025 Q2 2025
Tfb Advisors LLC

Overland Park, KS
BUY
 -
423
+ 3.07%
$73.9K - $91.3K
14.2K $3.13M
Aug 13, 2025 Q2 2025
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
423
+ 4.15%
$73.9K - $91.3K
10.6K $2.34M
Jul 10, 2025 Q2 2025
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
413
+ 9.74%
$72.2K - $89.1K
4.66K $1.03M
Jul 10, 2025 Q2 2025
Piscataqua Savings Bank

BUY
 -
413
+ 129.06%
$72.2K - $89.1K
733 $161K
Jul 03, 2025 Q2 2025
Mc Lean Asset Management Corp

BUY
 -
409
+ 0.84%
$71.5K - $88.3K
49.2K $10.8M
Jul 24, 2025 Q2 2025
M1 Capital Management LLC

Bloomfield Hills, MI
BUY
 -
409
+ 14.58%
$71.5K - $88.3K
3.22K $708K
Jul 25, 2025 Q2 2025
Ellis Investment Partners, LLC

BUY
 -
409
+ 18.1%
$71.5K - $88.3K
2.67K $588K
Aug 05, 2025 Q2 2025
Benchmark Financial Wealth Advisors, LLC

BUY
 -
409
+ 1.93%
$71.5K - $88.3K
21.5K $4.75M
Aug 14, 2025 Q2 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
408
+ 5.1%
$71.3K - $88K
8.41K $1.85M
Jul 31, 2025 Q2 2025
Waldron Private Wealth LLC

BUY
 -
408
+ 7.06%
$71.3K - $88K
6.19K $1.36M
Jul 09, 2025 Q2 2025
Dynamic Advisor Solutions LLC

BUY
 -
407
+ 0.59%
$71.2K - $87.8K
69.8K $15.4M
Aug 06, 2025 Q2 2025
Cetera Trust Company, N.A

St. Paul, MN
BUY
 -
405
+ 70.56%
$70.8K - $87.4K
979 $216K
Aug 06, 2025 Q2 2025
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
404
+ 17.65%
$70.6K - $87.2K
2.69K $593K
Aug 13, 2025 Q2 2025
Avestar Capital, LLC

BUY
 -
397
+ 7.66%
$69.4K - $85.7K
5.58K $1.23M
Aug 11, 2025 Q2 2025
One Capital Management, LLC

Westlake Village, CA
BUY
 -
396
+ 2.44%
$69.2K - $85.5K
16.6K $3.67M
Aug 05, 2025 Q2 2025
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
393
+ 2.86%
$68.7K - $84.8K
14.1K $3.12M
Aug 04, 2025 Q2 2025
Carret Asset Management, LLC

BUY
 -
381
+ 1.01%
$66.6K - $82.2K
38.3K $8.43M
Aug 07, 2025 Q2 2025
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
378
+ 22.34%
$66.1K - $81.6K
2.07K $456K
Jul 14, 2025 Q2 2025
Lcm Capital Management Inc

BUY
 -
375
+ 0.54%
$65.6K - $80.9K
69.5K $15.3M
Aug 05, 2025 Q2 2025
Wellington Shields & Co., LLC

New York, NY
BUY
 -
371
New
$64.9K - $80.1K
371 $81.7K
Aug 06, 2025 Q2 2025
Adviser Investments LLC

BUY
 -
370
+ 5.97%
$64.7K - $79.8K
6.57K $1.45M
Jul 16, 2025 Q2 2025
Tci Wealth Advisors, Inc.

BUY
 -
365
+ 23.49%
$63.8K - $78.8K
1.92K $423K
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
358
+ 0.05%
$62.6K - $77.3K
710K $156M
Jul 10, 2025 Q2 2025
Anderson Hoagland & CO

BUY
 -
333
+ 0.19%
$58.2K - $71.9K
178K $39.3M
Aug 12, 2025 Q2 2025
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
324
+ 2.67%
$56.6K - $69.9K
12.4K $2.74M
Jul 22, 2025 Q2 2025
Relyea Zuckerberg Hanson LLC

BUY
 -
323
+ 4.06%
$56.5K - $69.7K
8.28K $1.82M
Aug 14, 2025 Q2 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
322
+ 0.34%
$56.3K - $69.5K
93.9K $20.7M
Jul 17, 2025 Q2 2025
City Holding CO

BUY
 -
315
+ 1.22%
$55.1K - $68K
26.2K $5.77M
Jul 30, 2025 Q2 2025
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
314
+ 1.03%
$54.9K - $67.8K
30.8K $6.79M
Aug 13, 2025 Q2 2025
Saiph Capital, LLC

Wyckoff, NJ
BUY
 -
313
+ 17.26%
$54.7K - $67.5K
2.13K $468K
Aug 04, 2025 Q2 2025
Bordeaux Wealth Advisors LLC

BUY
 -
312
+ 20.21%
$54.5K - $67.3K
1.86K $409K
Jul 14, 2025 Q2 2025
E&G Advisors, LP

BUY
 -
310
+ 1.42%
$54.2K - $66.9K
22.1K $4.87M
Aug 12, 2025 Q2 2025
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
304
+ 5.66%
$53.1K - $65.6K
5.68K $1.25M
Jul 22, 2025 Q2 2025
D.B. Root & Company, LLC

BUY
 -
302
+ 21.09%
$52.8K - $65.2K
1.73K $382K
Aug 13, 2025 Q2 2025
Twin Peaks Wealth Advisors, LLC

Burlingame, CA
BUY
 -
302
New
$52.8K - $65.2K
302 $66.5K
Aug 14, 2025 Q2 2025
Discovery Capital Management, LLC

South Norwalk, CT
BUY
 -
302
New
$52.8K - $65.2K
302 $66.5K
Aug 13, 2025 Q2 2025
Shelton Capital Management

Denver, CO
BUY
 -
299
+ 12.97%
$52.3K - $64.5K
2.6K $574K
Aug 14, 2025 Q2 2025
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
299
+ 0.47%
$52.3K - $64.5K
64.4K $14.2M
Jul 11, 2025 Q2 2025
Diversified Trust CO

BUY
 -
296
+ 0.45%
$51.7K - $63.9K
66.6K $14.7M
Aug 06, 2025 Q2 2025
Parkside Financial Bank & Trust

BUY
 -
291
+ 0.77%
$50.9K - $62.8K
38.1K $8.4M
Aug 07, 2025 Q2 2025
Sound View Wealth Advisors Group, LLC

BUY
 -
286
+ 2.04%
$50K - $61.7K
14.3K $3.16M

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