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 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-58- 1.6% |
$10.1K - $12.5K
|
3.56K
$785K
|
|
|
Aug 06, 2025
Q2 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-59- 1.36% |
$10.3K - $12.7K
|
4.27K
$940K
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-60- 2.52% |
$10.5K - $12.9K
|
2.32K
$511K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-60- 4.67% |
$10.5K - $12.9K
|
1.23K
$270K
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-61- 0.73% |
$10.7K - $13.2K
|
8.33K
$1.84M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-61- 8.66% |
$10.7K - $13.2K
|
643
$142K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-62- 1.23% |
$10.8K - $13.4K
|
5K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-62- 0.94% |
$10.8K - $13.4K
|
6.53K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-62- 0.41% |
$10.8K - $13.4K
|
15.2K
$3.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-62- 12.76% |
$10.8K - $13.4K
|
424
$93.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-62- 1.26% |
$10.8K - $13.4K
|
4.86K
$1.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-64- 6.01% |
$11.2K - $13.8K
|
1K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-64- 2.47% |
$11.2K - $13.8K
|
2.53K
$557K
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-67- 3.06% |
$11.7K - $14.5K
|
2.13K
$468K
|
|
|
Jul 30, 2025
Q2 2025
|
Manuka Financial, LLC
Richmond, VA |
SELL
|
- |
-67- 6.09% |
$11.7K - $14.5K
|
1.03K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-67- 2.21% |
$11.7K - $14.5K
|
2.96K
$652K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-68- 2.39% |
$11.9K - $14.7K
|
2.78K
$613K
|
|
|
Aug 14, 2025
Q2 2025
|
Fc Advisory LLC
|
SELL
|
- |
-68- 5.27% |
$11.9K - $14.7K
|
1.22K
$269K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-68Closed |
$11.9K - $14.7K
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69- 2.43% |
$12.1K - $14.9K
|
2.78K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-69- 5.02% |
$12.1K - $14.9K
|
1.31K
$288K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-69- 0.8% |
$12.1K - $14.9K
|
8.53K
$1.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-69- 3.78% |
$12.1K - $14.9K
|
1.76K
$387K
|
|
|
Jul 29, 2025
Q2 2025
|
Northeast Investment Management
|
SELL
|
- |
-70- 3.76% |
$12.2K - $15.1K
|
1.79K
$394K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-71- 0.11% |
$12.4K - $15.3K
|
62.1K
$13.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-75- 1.25% |
$13.1K - $16.2K
|
5.91K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-75- 0.8% |
$13.1K - $16.2K
|
9.3K
$2.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-76- 2.06% |
$13.3K - $16.4K
|
3.61K
$794K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-77- 7.53% |
$13.5K - $16.6K
|
945
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-78- 2.2% |
$13.6K - $16.8K
|
3.47K
$764K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
SELL
|
- |
-78- 4.91% |
$13.6K - $16.8K
|
1.51K
$333K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
SELL
|
- |
-78- 6.4% |
$13.6K - $16.8K
|
1.14K
$251K
|
|
|
Aug 08, 2025
Q2 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-78- 5.44% |
$13.6K - $16.8K
|
1.36K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-79- 1.05% |
$13.8K - $17K
|
7.44K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-80- 1.47% |
$14K - $17.3K
|
5.35K
$1.18M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-81- 2.63% |
$14.2K - $17.5K
|
3K
$661K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-81- 0.87% |
$14.2K - $17.5K
|
9.25K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-82- 1.06% |
$14.3K - $17.7K
|
7.63K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-82- 5.34% |
$14.3K - $17.7K
|
1.46K
$321K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-83- 6.31% |
$14.5K - $17.9K
|
1.23K
$272K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-83- 4.74% |
$14.5K - $17.9K
|
1.67K
$367K
|
|
|
Jul 30, 2025
Q2 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-83- 0.39% |
$14.5K - $17.9K
|
21.4K
$4.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-83- 2.46% |
$14.5K - $17.9K
|
3.3K
$726K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-84- 4.76% |
$14.7K - $18.1K
|
1.68K
$370K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-84- 27.1% |
$14.7K - $18.1K
|
226
$49.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-86- 1.64% |
$15K - $18.6K
|
5.17K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-86- 27.22% |
$15K - $18.6K
|
230
$50.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-87- 0.57% |
$15.2K - $18.8K
|
15.1K
$3.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-87- 2.32% |
$15.2K - $18.8K
|
3.66K
$806K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-88- 6.12% |
$15.4K - $19K
|
1.35K
$297K
|