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 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-123- 2.37% |
$21.5K - $26.5K
|
5.06K
$1.12M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-124- 8.1% |
$21.7K - $26.8K
|
1.41K
$310K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-125- 7.09% |
$21.9K - $27K
|
1.64K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 1.53% |
$21.9K - $27K
|
8.07K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-125- 21.55% |
$21.9K - $27K
|
455
$100K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-125- 1.15% |
$21.9K - $27K
|
10.8K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-125- 2.1% |
$21.9K - $27K
|
5.82K
$1.28M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-125- 4.33% |
$21.9K - $27K
|
2.76K
$609K
|
|
|
Jul 25, 2025
Q2 2025
|
St. Louis Trust CO
|
SELL
|
- |
-126- 0.37% |
$22K - $27.2K
|
34.3K
$7.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-127- 1.92% |
$22.2K - $27.4K
|
6.5K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-127- 9.49% |
$22.2K - $27.4K
|
1.21K
$267K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-130- 0.92% |
$22.7K - $28.1K
|
13.9K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-131- 0.12% |
$22.9K - $28.3K
|
113K
$24.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
SELL
|
- |
-132- 6.5% |
$23.1K - $28.5K
|
1.9K
$418K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-134- 2.74% |
$23.4K - $28.9K
|
4.76K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-134- 0.82% |
$23.4K - $28.9K
|
16.1K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-134- 2.53% |
$23.4K - $28.9K
|
5.16K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-135- 45.76% |
$23.6K - $29.1K
|
160
$35.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-137- 4.69% |
$24K - $29.6K
|
2.78K
$613K
|
|
|
Jul 10, 2025
Q2 2025
|
Moller Financial Services
|
SELL
|
- |
-138- 0.35% |
$24.1K - $29.8K
|
39.5K
$8.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-141- 12.25% |
$24.6K - $30.4K
|
1.01K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-142- 6.25% |
$24.8K - $30.6K
|
2.13K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-142- 2.29% |
$24.8K - $30.6K
|
6.05K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-143- 17.08% |
$25K - $30.9K
|
694
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-143- 2.63% |
$25K - $30.9K
|
5.3K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-144- 0.45% |
$25.2K - $31.1K
|
32K
$7.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-144- 1.99% |
$25.2K - $31.1K
|
7.08K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-145- 14.5% |
$25.3K - $31.3K
|
855
$188K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-145- 2.36% |
$25.3K - $31.3K
|
6K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-145- 19.46% |
$25.3K - $31.3K
|
600
$132K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-145- 7.1% |
$25.3K - $31.3K
|
1.9K
$418K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-147- 3.82% |
$25.7K - $31.7K
|
3.7K
$816K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-149- 8.3% |
$26K - $32.2K
|
1.65K
$363K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-152- 3.46% |
$26.6K - $32.8K
|
4.24K
$933K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-153- 16.94% |
$26.7K - $33K
|
750
$165K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-153- 5.88% |
$26.7K - $33K
|
2.45K
$540K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-154- 4.36% |
$26.9K - $33.2K
|
3.38K
$744K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-156- 2.73% |
$27.3K - $33.7K
|
5.57K
$1.23M
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-164- 0.99% |
$28.7K - $35.4K
|
16.4K
$3.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-169- 8.27% |
$29.5K - $36.5K
|
1.88K
$413K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-170- 1.04% |
$29.7K - $36.7K
|
16.3K
$3.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-170- 3.91% |
$29.7K - $36.7K
|
4.17K
$920K
|
|
|
Aug 13, 2025
Q2 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-170- 2.67% |
$29.7K - $36.7K
|
6.2K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-173- 9.55% |
$30.2K - $37.3K
|
1.64K
$361K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-173- 9.78% |
$30.2K - $37.3K
|
1.6K
$352K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-173- 1.8% |
$30.2K - $37.3K
|
9.43K
$2.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-175- 1.25% |
$30.6K - $37.8K
|
13.9K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-175- 6.77% |
$30.6K - $37.8K
|
2.41K
$531K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-175- 1.63% |
$30.6K - $37.8K
|
10.6K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-175- 3.19% |
$30.6K - $37.8K
|
5.31K
$1.17M
|