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
|
Sound Income Strategies, LLC
|
BUY
|
- |
283+ 79.72% |
$49.5K - $61.1K
|
638
$141K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
283+ 5.46% |
$49.5K - $61.1K
|
5.47K
$1.21M
|
|
|
Jul 08, 2025
Q2 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
282+ 5.64% |
$49.3K - $60.9K
|
5.29K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
282+ 4.08% |
$49.3K - $60.9K
|
7.19K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
276+ 1.79% |
$48.3K - $59.6K
|
15.7K
$3.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
275+ 4.03% |
$48.1K - $59.3K
|
7.1K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
272+ 10.73% |
$47.6K - $58.7K
|
2.81K
$619K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
272+ 15.26% |
$47.6K - $58.7K
|
2.05K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
270+ 15.87% |
$47.2K - $58.3K
|
1.97K
$434K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
268+ 0.73% |
$46.9K - $57.8K
|
36.9K
$8.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
268+ 3.79% |
$46.9K - $57.8K
|
7.34K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
265+ 18.53% |
$46.3K - $57.2K
|
1.7K
$373K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
265+ 6.31% |
$46.3K - $57.2K
|
4.46K
$983K
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
261+ 0.92% |
$45.6K - $56.3K
|
28.5K
$6.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
260+ 3.88% |
$45.5K - $56.1K
|
6.97K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
256+ 9.56% |
$44.8K - $55.2K
|
2.94K
$647K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
252+ 9.36% |
$44.1K - $54.4K
|
2.94K
$648K
|
|
|
Jul 17, 2025
Q2 2025
|
Addenda Capital Inc.
|
BUY
|
- |
250+ 1.11% |
$43.7K - $53.9K
|
22.8K
$5.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
250+ 21.87% |
$43.7K - $53.9K
|
1.39K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
250+ 46.9% |
$43.7K - $53.9K
|
783
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
247+ 1.51% |
$43.2K - $53.3K
|
16.6K
$3.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
245+ 12.46% |
$42.8K - $52.9K
|
2.21K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
239+ 4.32% |
$41.8K - $51.6K
|
5.77K
$1.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
236+ 0.56% |
$41.3K - $50.9K
|
42.2K
$9.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
232+ 3.34% |
$40.6K - $50.1K
|
7.17K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
231+ 4.82% |
$40.4K - $49.8K
|
5.03K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
225+ 450.0% |
$39.3K - $48.6K
|
275
$60.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
BUY
|
- |
223+ 4.33% |
$39K - $48.1K
|
5.37K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
219+ 13.65% |
$38.3K - $47.3K
|
1.82K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
215+ 10.59% |
$37.6K - $46.4K
|
2.25K
$495K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
214+ 10.78% |
$37.4K - $46.2K
|
2.2K
$484K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
213+ 4.46% |
$37.2K - $46K
|
4.99K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
207New |
$36.2K - $44.7K
|
207
$45.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
205+ 3.29% |
$35.8K - $44.2K
|
6.44K
$1.42M
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
204+ 3.59% |
$35.7K - $44K
|
5.88K
$1.3M
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
204+ 4.86% |
$35.7K - $44K
|
4.4K
$969K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
204+ 6.26% |
$35.7K - $44K
|
3.46K
$763K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
202+ 20.7% |
$35.3K - $43.6K
|
1.18K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
202+ 2.95% |
$35.3K - $43.6K
|
7.05K
$1.55M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
201+ 5.53% |
$35.1K - $43.4K
|
3.83K
$844K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
200+ 29.9% |
$35K - $43.2K
|
869
$191K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
200+ 9.64% |
$35K - $43.2K
|
2.28K
$501K
|
|
|
Aug 05, 2025
Q2 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
200+ 2.28% |
$35K - $43.2K
|
8.99K
$1.98M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
198+ 10.17% |
$34.6K - $42.7K
|
2.15K
$473K
|
|
|
Aug 06, 2025
Q2 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
198+ 1.52% |
$34.6K - $42.7K
|
13.2K
$2.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
197+ 7.0% |
$34.4K - $42.5K
|
3.01K
$664K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
188+ 0.89% |
$32.9K - $40.6K
|
21.3K
$4.69M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
187+ 10.52% |
$32.7K - $40.4K
|
1.96K
$433K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
186+ 6.99% |
$32.5K - $40.1K
|
2.85K
$627K
|
|
|
Aug 12, 2025
Q2 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
184+ 1.04% |
$32.2K - $39.7K
|
17.9K
$3.95M
|