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
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-30- 1.12% |
$5.24K - $6.47K
|
2.65K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-30- 2.11% |
$5.24K - $6.47K
|
1.39K
$307K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-31- 2.53% |
$5.42K - $6.69K
|
1.19K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-31- 0.29% |
$5.42K - $6.69K
|
10.5K
$2.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-32- 1.79% |
$5.59K - $6.91K
|
1.76K
$387K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-32- 5.86% |
$5.59K - $6.91K
|
514
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-33- 0.16% |
$5.77K - $7.12K
|
21K
$4.62M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-34- 0.28% |
$5.94K - $7.34K
|
12.2K
$2.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-35- 1.95% |
$6.12K - $7.55K
|
1.76K
$387K
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-35- 0.66% |
$6.12K - $7.55K
|
5.27K
$1.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-36- 1.9% |
$6.29K - $7.77K
|
1.86K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-36- 1.04% |
$6.29K - $7.77K
|
3.43K
$756K
|
|
|
Aug 12, 2025
Q2 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-37- 0.86% |
$6.47K - $7.98K
|
4.26K
$939K
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-38- 0.61% |
$6.64K - $8.2K
|
6.24K
$1.37M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-38- 2.93% |
$6.64K - $8.2K
|
1.26K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-40- 3.5% |
$6.99K - $8.63K
|
1.1K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-40- 1.19% |
$6.99K - $8.63K
|
3.34K
$735K
|
|
|
Aug 12, 2025
Q2 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
SELL
|
- |
-40- 6.78% |
$6.99K - $8.63K
|
550
$121K
|
|
|
Jul 10, 2025
Q2 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-41- 0.2% |
$7.17K - $8.85K
|
20.2K
$4.44M
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-42- 2.88% |
$7.34K - $9.06K
|
1.42K
$312K
|
|
|
Jul 29, 2025
Q2 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-42- 3.3% |
$7.34K - $9.06K
|
1.23K
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-42- 1.38% |
$7.34K - $9.06K
|
3K
$662K
|
|
|
Jul 24, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-44- 7.06% |
$7.69K - $9.49K
|
579
$128K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-45- 3.16% |
$7.87K - $9.71K
|
1.38K
$304K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-45- 1.8% |
$7.87K - $9.71K
|
2.45K
$540K
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-46- 2.43% |
$8.04K - $9.93K
|
1.85K
$407K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-46- 1.0% |
$8.04K - $9.93K
|
4.53K
$999K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-47- 1.43% |
$8.22K - $10.1K
|
3.25K
$716K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-48- 1.27% |
$8.39K - $10.4K
|
3.74K
$824K
|
|
|
Aug 12, 2025
Q2 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-48- 2.38% |
$8.39K - $10.4K
|
1.97K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-48- 0.8% |
$8.39K - $10.4K
|
5.97K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-49- 0.15% |
$8.57K - $10.6K
|
32.1K
$7.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-50- 0.94% |
$8.74K - $10.8K
|
5.27K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-50- 2.17% |
$8.74K - $10.8K
|
2.26K
$497K
|
|
|
Aug 06, 2025
Q2 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-50- 1.54% |
$8.74K - $10.8K
|
3.19K
$702K
|
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-51- 2.56% |
$8.92K - $11K
|
1.94K
$428K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-51- 1.15% |
$8.92K - $11K
|
4.4K
$969K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-52- 2.31% |
$9.09K - $11.2K
|
2.2K
$485K
|
|
|
Jul 31, 2025
Q2 2025
|
Jordan Park Group LLC
|
SELL
|
- |
-52- 1.82% |
$9.09K - $11.2K
|
2.8K
$618K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-53- 1.06% |
$9.27K - $11.4K
|
4.94K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-53- 4.76% |
$9.27K - $11.4K
|
1.06K
$234K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-54- 2.0% |
$9.44K - $11.7K
|
2.65K
$584K
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-54- 1.15% |
$9.44K - $11.7K
|
4.63K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-54- 46.15% |
$9.44K - $11.7K
|
63
$13.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-55- 0.77% |
$9.62K - $11.9K
|
7.08K
$1.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-55- 2.54% |
$9.62K - $11.9K
|
2.11K
$464K
|
|
|
Aug 08, 2025
Q2 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-55- 3.65% |
$9.62K - $11.9K
|
1.45K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-55- 3.83% |
$9.62K - $11.9K
|
1.38K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-56- 0.63% |
$9.79K - $12.1K
|
8.88K
$1.96M
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-58- 5.4% |
$10.1K - $12.5K
|
1.02K
$224K
|