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 06, 2025
Q2 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
24+ 0.96% |
$4.2K - $5.18K
|
2.52K
$555K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
23+ 2.85% |
$4.02K - $4.96K
|
830
$183K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
23+ 0.27% |
$4.02K - $4.96K
|
8.67K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22+ 0.42% |
$3.85K - $4.75K
|
5.28K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
22+ 1.55% |
$3.85K - $4.75K
|
1.45K
$318K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
22+ 26.83% |
$3.85K - $4.75K
|
104
$22.9K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
20New |
$3.5K - $4.32K
|
20
$4.41K
|
|
|
Aug 12, 2025
Q2 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
20+ 0.42% |
$3.5K - $4.32K
|
4.84K
$1.07M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
19+ 0.22% |
$3.32K - $4.1K
|
8.78K
$1.93M
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
19+ 0.25% |
$3.32K - $4.1K
|
7.57K
$1.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
19+ 0.22% |
$3.32K - $4.1K
|
8.72K
$1.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
18+ 1.15% |
$3.15K - $3.88K
|
1.59K
$349K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
18+ 0.26% |
$3.15K - $3.88K
|
7.06K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
18+ 0.07% |
$3.15K - $3.88K
|
24.4K
$5.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 0.08% |
$3.15K - $3.88K
|
22.1K
$4.88M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17+ 1.44% |
$2.97K - $3.67K
|
1.2K
$264K
|
|
|
Aug 07, 2025
Q2 2025
|
Resolute Advisors LLC
|
BUY
|
- |
17+ 0.12% |
$2.97K - $3.67K
|
14K
$3.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
16+ 1.15% |
$2.8K - $3.45K
|
1.4K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
16+ 14.55% |
$2.8K - $3.45K
|
126
$27.8K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
16+ 1.03% |
$2.8K - $3.45K
|
1.57K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
15+ 0.19% |
$2.62K - $3.24K
|
7.73K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
15New |
$2.62K - $3.24K
|
15
$3.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
14+ 0.2% |
$2.45K - $3.02K
|
7.1K
$1.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$2.27K - $2.81K
|
4.91K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
13+ 1.16% |
$2.27K - $2.81K
|
1.14K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12+ 3.18% |
$2.1K - $2.59K
|
389
$85.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11+ 3.55% |
$1.92K - $2.37K
|
321
$70.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
11+ 0.18% |
$1.92K - $2.37K
|
5.97K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
11+ 6.67% |
$1.92K - $2.37K
|
176
$38.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
11+ 3.44% |
$1.92K - $2.37K
|
331
$72.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
11+ 0.3% |
$1.92K - $2.37K
|
3.63K
$799K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
11+ 4.72% |
$1.92K - $2.37K
|
244
$53.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11+ 2.01% |
$1.92K - $2.37K
|
558
$123K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11+ 0.37% |
$1.92K - $2.37K
|
2.96K
$651K
|
|
|
Jul 10, 2025
Q2 2025
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 0.26% |
$1.75K - $2.16K
|
3.84K
$846K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
10+ 5.43% |
$1.75K - $2.16K
|
194
$42.7K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
10+ 0.84% |
$1.75K - $2.16K
|
1.2K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10+ 0.09% |
$1.75K - $2.16K
|
10.8K
$2.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10+ 0.59% |
$1.75K - $2.16K
|
1.7K
$374K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10+ 0.27% |
$1.75K - $2.16K
|
3.66K
$805K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
10+ 1.0% |
$1.75K - $2.16K
|
1.02K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 22.22% |
$1.75K - $2.16K
|
55
$12.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.57K - $1.94K
|
3.31K
$729K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
9+ 0.13% |
$1.57K - $1.94K
|
6.85K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
9+ 1.3% |
$1.57K - $1.94K
|
700
$154K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.52% |
$1.4K - $1.73K
|
1.54K
$338K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
8+ 0.27% |
$1.4K - $1.73K
|
2.99K
$659K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
8+ 0.19% |
$1.4K - $1.73K
|
4.29K
$945K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8+ 0.26% |
$1.4K - $1.73K
|
3.1K
$682K
|
|
|
Aug 13, 2025
Q2 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
8+ 0.63% |
$1.4K - $1.73K
|
1.28K
$282K
|