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 08, 2025
Q2 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-14- 0.56% |
$2.45K - $3.02K
|
2.49K
$548K
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-14- 0.27% |
$2.45K - $3.02K
|
5.09K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-14- 0.01% |
$2.45K - $3.02K
|
97.9K
$21.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-14- 0.49% |
$2.45K - $3.02K
|
2.87K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-14- 0.17% |
$2.45K - $3.02K
|
8K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-15- 0.5% |
$2.62K - $3.24K
|
2.99K
$658K
|
|
|
Aug 04, 2025
Q2 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-15- 0.09% |
$2.62K - $3.24K
|
17.2K
$3.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-15- 0.9% |
$2.62K - $3.24K
|
1.65K
$363K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-15- 1.0% |
$2.62K - $3.24K
|
1.48K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-15- 1.83% |
$2.62K - $3.24K
|
805
$177K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-16- 0.88% |
$2.8K - $3.45K
|
1.79K
$395K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-17- 0.32% |
$2.97K - $3.67K
|
5.28K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-17- 0.6% |
$2.97K - $3.67K
|
2.83K
$623K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.85% |
$2.97K - $3.67K
|
1.99K
$438K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 0.17% |
$3.15K - $3.88K
|
10.3K
$2.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-18- 0.27% |
$3.15K - $3.88K
|
6.69K
$1.47M
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-19- 1.3% |
$3.32K - $4.1K
|
1.45K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-20- 0.39% |
$3.5K - $4.32K
|
5.08K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-20- 0.48% |
$3.5K - $4.32K
|
4.15K
$915K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-21- 0.44% |
$3.67K - $4.53K
|
4.75K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-21- 0.13% |
$3.67K - $4.53K
|
16.3K
$3.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-21- 1.22% |
$3.67K - $4.53K
|
1.7K
$374K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-22- 0.26% |
$3.85K - $4.75K
|
8.59K
$1.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.62% |
$3.85K - $4.75K
|
3.52K
$776K
|
|
|
Jul 10, 2025
Q2 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-23- 1.66% |
$4.02K - $4.96K
|
1.36K
$300K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-23- 0.27% |
$4.02K - $4.96K
|
8.51K
$1.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-23- 0.55% |
$4.02K - $4.96K
|
4.13K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-23- 0.19% |
$4.02K - $4.96K
|
12K
$2.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-24- 0.18% |
$4.2K - $5.18K
|
13.5K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-24- 1.38% |
$4.2K - $5.18K
|
1.71K
$378K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-25- 0.83% |
$4.37K - $5.39K
|
3K
$660K
|
|
|
Jul 15, 2025
Q2 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-25- 1.63% |
$4.37K - $5.39K
|
1.51K
$333K
|
|
|
Jul 17, 2025
Q2 2025
|
Asio Capital, LLC
|
SELL
|
- |
-25- 1.73% |
$4.37K - $5.39K
|
1.42K
$312K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
SELL
|
- |
-25- 0.81% |
$4.37K - $5.39K
|
3.07K
$676K
|
|
|
Jul 31, 2025
Q2 2025
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-25- 11.52% |
$4.37K - $5.39K
|
192
$42.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-25- 25.0% |
$4.37K - $5.39K
|
75
$16.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-25- 0.44% |
$4.37K - $5.39K
|
5.66K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-25- 2.4% |
$4.37K - $5.39K
|
1.02K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-25- 39.06% |
$4.37K - $5.39K
|
39
$8.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-25- 2.04% |
$4.37K - $5.39K
|
1.2K
$265K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-27- 0.12% |
$4.72K - $5.83K
|
23.4K
$5.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-27- 6.68% |
$4.72K - $5.83K
|
377
$83.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-27- 1.96% |
$4.72K - $5.83K
|
1.35K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-27- 1.15% |
$4.72K - $5.83K
|
2.32K
$511K
|
|
|
Aug 14, 2025
Q2 2025
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-27- 0.14% |
$4.72K - $5.83K
|
19.3K
$4.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-29- 2.25% |
$5.07K - $6.26K
|
1.26K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-29- 0.63% |
$5.07K - $6.26K
|
4.58K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-30- 4.98% |
$5.24K - $6.47K
|
572
$126K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-30- 1.7% |
$5.24K - $6.47K
|
1.74K
$382K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-30- 16.13% |
$5.24K - $6.47K
|
156
$34.4K
|