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 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
106+ 0.58% |
$18.5K - $22.9K
|
18.5K
$4.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
105New |
$18.4K - $22.7K
|
105
$23.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
105+ 3.47% |
$18.4K - $22.7K
|
3.13K
$690K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
104+ 0.85% |
$18.2K - $22.4K
|
12.3K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
104+ 3.2% |
$18.2K - $22.4K
|
3.36K
$740K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
104+ 3.31% |
$18.2K - $22.4K
|
3.25K
$715K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
103+ 10.29% |
$18K - $22.2K
|
1.1K
$243K
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
102+ 5.48% |
$17.8K - $22K
|
1.96K
$433K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
BUY
|
- |
101+ 3.73% |
$17.7K - $21.8K
|
2.81K
$620K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
100+ 1.26% |
$17.5K - $21.6K
|
8.05K
$1.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
100+ 2.34% |
$17.5K - $21.6K
|
4.37K
$963K
|
|
|
Jul 25, 2025
Q2 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
100+ 5.43% |
$17.5K - $21.6K
|
1.94K
$428K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
100+ 7.31% |
$17.5K - $21.6K
|
1.47K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
100+ 2.53% |
$17.5K - $21.6K
|
4.05K
$892K
|
|
|
Aug 14, 2025
Q2 2025
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
100New |
$17.5K - $21.6K
|
100
$22K
|
|
|
Aug 14, 2025
Q2 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
97+ 5.83% |
$17K - $20.9K
|
1.76K
$388K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
96+ 0.51% |
$16.8K - $20.7K
|
19K
$4.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
94+ 12.19% |
$16.4K - $20.3K
|
865
$191K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
93+ 11.34% |
$16.3K - $20.1K
|
913
$201K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
93+ 4.16% |
$16.3K - $20.1K
|
2.33K
$513K
|
|
|
Jul 29, 2025
Q2 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
92+ 2.43% |
$16.1K - $19.9K
|
3.88K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
92+ 93.88% |
$16.1K - $19.9K
|
190
$41.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
92+ 7.8% |
$16.1K - $19.9K
|
1.27K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
90+ 25.79% |
$15.7K - $19.4K
|
439
$96.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.33% |
$15.6K - $19.2K
|
27K
$5.95M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
86+ 1.99% |
$15K - $18.6K
|
4.42K
$973K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
84+ 67.74% |
$14.7K - $18.1K
|
208
$45.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
84+ 3.21% |
$14.7K - $18.1K
|
2.7K
$595K
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
BUY
|
- |
83+ 0.52% |
$14.5K - $17.9K
|
16K
$3.52M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
83+ 0.96% |
$14.5K - $17.9K
|
8.77K
$1.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
78+ 1.36% |
$13.6K - $16.8K
|
5.8K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
74+ 3.03% |
$12.9K - $16K
|
2.52K
$555K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
74+ 2.16% |
$12.9K - $16K
|
3.5K
$772K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
71+ 0.48% |
$12.4K - $15.3K
|
14.9K
$3.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
71+ 7100.0% |
$12.4K - $15.3K
|
72
$15.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
70+ 26.02% |
$12.2K - $15.1K
|
339
$74.7K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
70+ 23.26% |
$12.2K - $15.1K
|
371
$81.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
66+ 4.25% |
$11.5K - $14.2K
|
1.62K
$357K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
65+ 1.31% |
$11.4K - $14K
|
5.04K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
65+ 3.32% |
$11.4K - $14K
|
2.02K
$446K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
64+ 4.72% |
$11.2K - $13.8K
|
1.42K
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
62+ 2.57% |
$10.8K - $13.4K
|
2.48K
$546K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
61+ 0.24% |
$10.7K - $13.2K
|
25.9K
$5.71M
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
58+ 2.76% |
$10.1K - $12.5K
|
2.16K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
58+ 2.93% |
$10.1K - $12.5K
|
2.04K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
58+ 11.28% |
$10.1K - $12.5K
|
572
$126K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
57New |
$9.96K - $12.3K
|
57
$12.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
57+ 31.49% |
$9.96K - $12.3K
|
238
$52.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
56+ 1.9% |
$9.79K - $12.1K
|
3K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
56+ 10.89% |
$9.79K - $12.1K
|
570
$126K
|