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 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-89- 12.28% |
$15.6K - $19.2K
|
636
$140K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
SELL
|
- |
-91- 0.11% |
$15.9K - $19.6K
|
85.8K
$18.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-92- 2.99% |
$16.1K - $19.9K
|
2.99K
$658K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-92- 1.64% |
$16.1K - $19.9K
|
5.52K
$1.22M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-93- 1.85% |
$16.3K - $20.1K
|
4.94K
$1.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-95- 4.2% |
$16.6K - $20.5K
|
2.17K
$478K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-95- 2.17% |
$16.6K - $20.5K
|
4.28K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-95- 1.88% |
$16.6K - $20.5K
|
4.97K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-96- 6.48% |
$16.8K - $20.7K
|
1.39K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-96- 5.69% |
$16.8K - $20.7K
|
1.59K
$351K
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-97- 0.87% |
$17K - $20.9K
|
11.1K
$2.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-98- 1.43% |
$17.1K - $21.1K
|
6.76K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-98- 7.07% |
$17.1K - $21.1K
|
1.29K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-99- 3.69% |
$17.3K - $21.4K
|
2.59K
$570K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-100- 2.52% |
$17.5K - $21.6K
|
3.87K
$853K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-100- 42.37% |
$17.5K - $21.6K
|
136
$30K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-100- 6.12% |
$17.5K - $21.6K
|
1.53K
$338K
|
|
|
Jul 29, 2025
Q2 2025
|
Parthenon LLC
|
SELL
|
- |
-100- 2.06% |
$17.5K - $21.6K
|
4.75K
$1.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-100- 4.65% |
$17.5K - $21.6K
|
2.05K
$452K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-100- 27.32% |
$17.5K - $21.6K
|
266
$58.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-100- 3.88% |
$17.5K - $21.6K
|
2.48K
$546K
|
|
|
Aug 11, 2025
Q2 2025
|
Elite Financial, Inc.
Lewiston, ID |
SELL
|
- |
-100- 3.12% |
$17.5K - $21.6K
|
3.11K
$685K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-102- 6.62% |
$17.8K - $22K
|
1.44K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-102- 11.32% |
$17.8K - $22K
|
799
$176K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-102- 6.18% |
$17.8K - $22K
|
1.55K
$341K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-104- 1.06% |
$18.2K - $22.4K
|
9.66K
$2.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-105- 3.37% |
$18.4K - $22.7K
|
3.01K
$663K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-107- 2.99% |
$18.7K - $23.1K
|
3.48K
$766K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-107- 4.17% |
$18.7K - $23.1K
|
2.46K
$542K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-107- 1.35% |
$18.7K - $23.1K
|
7.79K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-108- 49.77% |
$18.9K - $23.3K
|
109
$24K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-109- 3.59% |
$19.1K - $23.5K
|
2.93K
$645K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-109- 17.99% |
$19.1K - $23.5K
|
497
$109K
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-110- 7.68% |
$19.2K - $23.7K
|
1.32K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-110- 8.38% |
$19.2K - $23.7K
|
1.2K
$265K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-110- 7.04% |
$19.2K - $23.7K
|
1.45K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
SELL
|
- |
-110- 2.51% |
$19.2K - $23.7K
|
4.26K
$939K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-111- 8.86% |
$19.4K - $24K
|
1.14K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-112- 1.14% |
$19.6K - $24.2K
|
9.73K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-115- 5.64% |
$20.1K - $24.8K
|
1.92K
$424K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-115- 0.64% |
$20.1K - $24.8K
|
17.7K
$3.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-116- 97.48% |
$20.3K - $25K
|
3
$661
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-116- 0.22% |
$20.3K - $25K
|
52.2K
$11.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-117- 0.19% |
$20.5K - $25.2K
|
60K
$13.2M
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-118- 4.35% |
$20.6K - $25.5K
|
2.6K
$572K
|
|
|
Jul 29, 2025
Q2 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-119- 1.42% |
$20.8K - $25.7K
|
8.27K
$1.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-122- 1.82% |
$21.3K - $26.3K
|
6.59K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-122- 2.92% |
$21.3K - $26.3K
|
4.06K
$894K
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-123- 3.01% |
$21.5K - $26.5K
|
3.96K
$873K
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-123- 10.7% |
$21.5K - $26.5K
|
1.03K
$226K
|