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 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
54+ 0.35% |
$9.44K - $11.7K
|
15.5K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
53+ 3.05% |
$9.27K - $11.4K
|
1.79K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
51+ 1.52% |
$8.92K - $11K
|
3.4K
$748K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
49New |
$8.57K - $10.6K
|
49
$10.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
48+ 1.49% |
$8.39K - $10.4K
|
3.28K
$722K
|
|
|
Jul 24, 2025
Q2 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
47+ 0.79% |
$8.22K - $10.1K
|
5.98K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
45+ 2.43% |
$7.87K - $9.71K
|
1.9K
$418K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
44+ 0.09% |
$7.69K - $9.49K
|
47.9K
$10.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
43+ 1.64% |
$7.52K - $9.28K
|
2.67K
$588K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
43+ 0.24% |
$7.52K - $9.28K
|
18.2K
$4.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
41+ 3.47% |
$7.17K - $8.85K
|
1.22K
$269K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
41+ 2.88% |
$7.17K - $8.85K
|
1.46K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
41+ 2.79% |
$7.17K - $8.85K
|
1.51K
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
40New |
$6.99K - $8.63K
|
40
$8.81K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
40+ 4.49% |
$6.99K - $8.63K
|
930
$205K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
39+ 0.31% |
$6.82K - $8.42K
|
12.6K
$2.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
38+ 2.18% |
$6.64K - $8.2K
|
1.79K
$393K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
38+ 1.28% |
$6.64K - $8.2K
|
3K
$661K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
38+ 1.23% |
$6.64K - $8.2K
|
3.13K
$690K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
38+ 0.04% |
$6.64K - $8.2K
|
94.5K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
38+ 0.35% |
$6.64K - $8.2K
|
10.9K
$2.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
35+ 2.58% |
$6.12K - $7.55K
|
1.39K
$306K
|
|
|
Jul 24, 2025
Q2 2025
|
Verger Capital Management LLC
|
BUY
|
- |
34+ 0.13% |
$5.94K - $7.34K
|
26.7K
$5.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
34+ 1.55% |
$5.94K - $7.34K
|
2.22K
$490K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
BUY
|
- |
32+ 19.28% |
$5.59K - $6.91K
|
198
$43.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
32+ 0.15% |
$5.59K - $6.91K
|
21.5K
$4.74M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
31+ 0.51% |
$5.42K - $6.69K
|
6.11K
$1.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
31+ 0.62% |
$5.42K - $6.69K
|
5.05K
$1.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
31+ 0.26% |
$5.42K - $6.69K
|
11.8K
$2.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
30+ 0.73% |
$5.24K - $6.47K
|
4.14K
$912K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
30+ 1.89% |
$5.24K - $6.47K
|
1.61K
$356K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 11.11% |
$5.24K - $6.47K
|
300
$66.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
30+ 2.79% |
$5.24K - $6.47K
|
1.11K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
30+ 35.71% |
$5.24K - $6.47K
|
114
$25.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
30+ 0.98% |
$5.24K - $6.47K
|
3.11K
$684K
|
|
|
Aug 13, 2025
Q2 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
30+ 1.69% |
$5.24K - $6.47K
|
1.8K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
30New |
$5.24K - $6.47K
|
30
$6.61K
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
29+ 0.27% |
$5.07K - $6.26K
|
10.8K
$2.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
29+ 0.32% |
$5.07K - $6.26K
|
9.06K
$2M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
29New |
$5.07K - $6.26K
|
29
$6.39K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
27+ 0.64% |
$4.72K - $5.83K
|
4.23K
$933K
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
27+ 0.22% |
$4.72K - $5.83K
|
12.3K
$2.71M
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
26+ 1.24% |
$4.55K - $5.61K
|
2.12K
$468K
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
26+ 0.34% |
$4.55K - $5.61K
|
7.79K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
26+ 0.8% |
$4.55K - $5.61K
|
3.29K
$724K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25+ 7.51% |
$4.37K - $5.39K
|
358
$78.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
BUY
|
- |
25+ 0.86% |
$4.37K - $5.39K
|
2.94K
$647K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
24+ 5.13% |
$4.2K - $5.18K
|
492
$108K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
24New |
$4.2K - $5.18K
|
24
$5.29K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
24New |
$4.2K - $5.18K
|
24
$5.29K
|