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 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
182+ 7.89% |
$31.8K - $39.3K
|
2.49K
$548K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
176+ 4.97% |
$30.8K - $38K
|
3.72K
$819K
|
|
|
Jul 22, 2025
Q2 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
175+ 1.77% |
$30.6K - $37.8K
|
10.1K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
173+ 10.96% |
$30.2K - $37.3K
|
1.75K
$386K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
170+ 3.51% |
$29.7K - $36.7K
|
5.02K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
169+ 32.69% |
$29.5K - $36.5K
|
686
$151K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
169+ 2.16% |
$29.5K - $36.5K
|
7.98K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
169+ 1.49% |
$29.5K - $36.5K
|
11.5K
$2.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
167+ 16.5% |
$29.2K - $36K
|
1.18K
$260K
|
|
|
Jul 07, 2025
Q2 2025
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
166+ 30.4% |
$29K - $35.8K
|
712
$157K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
165+ 8.06% |
$28.8K - $35.6K
|
2.21K
$488K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
164+ 5.67% |
$28.7K - $35.4K
|
3.05K
$673K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
161+ 0.86% |
$28.1K - $34.7K
|
18.8K
$4.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
158+ 4.65% |
$27.6K - $34.1K
|
3.56K
$784K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
157+ 21.13% |
$27.4K - $33.9K
|
900
$198K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
156+ 0.21% |
$27.3K - $33.7K
|
74.3K
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
155+ 0.46% |
$27.1K - $33.4K
|
33.6K
$7.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
153+ 2.05% |
$26.7K - $33K
|
7.61K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
150New |
$26.2K - $32.4K
|
150
$33K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
148+ 33.18% |
$25.9K - $31.9K
|
594
$131K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
145+ 0.86% |
$25.3K - $31.3K
|
16.9K
$3.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
143+ 29.01% |
$25K - $30.9K
|
636
$140K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
141New |
$24.6K - $30.4K
|
141
$31.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
138+ 4.5% |
$24.1K - $29.8K
|
3.2K
$706K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
138+ 6.58% |
$24.1K - $29.8K
|
2.23K
$492K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
138+ 10.53% |
$24.1K - $29.8K
|
1.45K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
137+ 5.88% |
$24K - $29.6K
|
2.47K
$543K
|
|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
132+ 1.23% |
$23.1K - $28.5K
|
10.8K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
131+ 1.99% |
$22.9K - $28.3K
|
6.72K
$1.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
131New |
$22.9K - $28.3K
|
131
$28.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
130+ 5.31% |
$22.7K - $28.1K
|
2.58K
$568K
|
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
129+ 7.44% |
$22.6K - $27.8K
|
1.86K
$411K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
125+ 1.06% |
$21.9K - $27K
|
11.9K
$2.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
125+ 1.37% |
$21.9K - $27K
|
9.26K
$2.04M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
124+ 7.89% |
$21.7K - $26.8K
|
1.7K
$373K
|
|
|
Aug 04, 2025
Q2 2025
|
Ledyard National Bank
|
BUY
|
- |
121+ 8.18% |
$21.2K - $26.1K
|
1.6K
$353K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
120New |
$21K - $25.9K
|
120
$26.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
119+ 1.31% |
$20.8K - $25.7K
|
9.2K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
118+ 1.84% |
$20.6K - $25.5K
|
6.52K
$1.44M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
117+ 0.23% |
$20.5K - $25.2K
|
50.5K
$11.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
BUY
|
- |
116+ 0.92% |
$20.3K - $25K
|
12.7K
$2.79M
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
115+ 8.17% |
$20.1K - $24.8K
|
1.52K
$336K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
113+ 5.01% |
$19.8K - $24.4K
|
2.37K
$522K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
112+ 5.59% |
$19.6K - $24.2K
|
2.12K
$466K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
111+ 7.79% |
$19.4K - $24K
|
1.54K
$338K
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
110+ 0.92% |
$19.2K - $23.7K
|
12.1K
$2.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
108+ 5.39% |
$18.9K - $23.3K
|
2.11K
$466K
|
|
|
Jul 25, 2025
Q2 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
108+ 7.16% |
$18.9K - $23.3K
|
1.62K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
108+ 0.41% |
$18.9K - $23.3K
|
26.4K
$5.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
106+ 6.08% |
$18.5K - $22.9K
|
1.85K
$407K
|