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 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.08% |
$175 - $216
|
1.32K
$291K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 0.51% |
$175 - $216
|
199
$43.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1- 0.04% |
$175 - $216
|
2.31K
$508K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.09% |
$175 - $216
|
1.15K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-1- 0.06% |
$175 - $216
|
1.73K
$380K
|
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-1- 0.49% |
$175 - $216
|
205
$45.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1- 0.04% |
$175 - $216
|
2.78K
$612K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1- 0.05% |
$175 - $216
|
2.08K
$459K
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-1- 0.09% |
$175 - $216
|
1.17K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-2- 0.05% |
$350 - $432
|
3.85K
$848K
|
|
|
Jul 15, 2025
Q2 2025
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-2- 0.34% |
$350 - $432
|
579
$128K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-2- 0.19% |
$350 - $432
|
1.07K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-2- 0.09% |
$350 - $432
|
2.31K
$509K
|
|
|
Aug 13, 2025
Q2 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-2- 3.03% |
$350 - $432
|
64
$14.1K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2- 0.05% |
$350 - $432
|
4.17K
$919K
|
|
|
Jul 30, 2025
Q2 2025
|
Castle Wealth Management LLC
|
SELL
|
- |
-3- 0.21% |
$524 - $647
|
1.4K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-4- 0.04% |
$699 - $863
|
10.5K
$2.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-4- 0.12% |
$699 - $863
|
3.35K
$737K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-4- 0.11% |
$699 - $863
|
3.54K
$780K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4- 0.22% |
$699 - $863
|
1.83K
$403K
|
|
|
Aug 08, 2025
Q2 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-4- 0.07% |
$699 - $863
|
5.54K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6- 0.36% |
$1.05K - $1.29K
|
1.67K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6- 0.28% |
$1.05K - $1.29K
|
2.18K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6- 0.1% |
$1.05K - $1.29K
|
6.21K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7- 0.82% |
$1.22K - $1.51K
|
843
$186K
|
|
|
Jul 17, 2025
Q2 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7- 0.34% |
$1.22K - $1.51K
|
2.04K
$449K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7- 0.95% |
$1.22K - $1.51K
|
731
$161K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-7- 0.4% |
$1.22K - $1.51K
|
1.76K
$387K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-7- 2.42% |
$1.22K - $1.51K
|
282
$62.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-7- 0.16% |
$1.22K - $1.51K
|
4.36K
$961K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-8- 0.33% |
$1.4K - $1.73K
|
2.44K
$538K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-8- 0.55% |
$1.4K - $1.73K
|
1.44K
$316K
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-8- 1.02% |
$1.4K - $1.73K
|
776
$171K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-8- 0.71% |
$1.4K - $1.73K
|
1.12K
$247K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9- 0.72% |
$1.57K - $1.94K
|
1.24K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-9- 0.07% |
$1.57K - $1.94K
|
13.4K
$2.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Conquis Financial LLC
Milbrae, CA |
SELL
|
- |
-9- 6.25% |
$1.57K - $1.94K
|
135
$29.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-9- 4.48% |
$1.57K - $1.94K
|
192
$42.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-10- 1.22% |
$1.75K - $2.16K
|
807
$178K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.62% |
$1.75K - $2.16K
|
1.59K
$351K
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-10- 0.39% |
$1.75K - $2.16K
|
2.56K
$564K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 2.02% |
$1.75K - $2.16K
|
486
$107K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-11- 3.33% |
$1.92K - $2.37K
|
319
$70.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-11- 0.2% |
$1.92K - $2.37K
|
5.44K
$1.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-11- 0.87% |
$1.92K - $2.37K
|
1.25K
$276K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-12- 0.74% |
$2.1K - $2.59K
|
1.61K
$354K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
SELL
|
- |
-13- 0.81% |
$2.27K - $2.81K
|
1.6K
$353K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-13- 6.07% |
$2.27K - $2.81K
|
201
$44.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13- 0.46% |
$2.27K - $2.81K
|
2.79K
$614K
|