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 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-177- 11.07% |
$30.9K - $38.2K
|
1.42K
$313K
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
SELL
|
- |
-177- 3.85% |
$30.9K - $38.2K
|
4.42K
$973K
|
|
|
Aug 07, 2025
Q2 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-177- 1.43% |
$30.9K - $38.2K
|
12.2K
$2.69M
|
|
|
Jul 28, 2025
Q2 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-178- 15.55% |
$31.1K - $38.4K
|
967
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-180- 0.56% |
$31.5K - $38.8K
|
32K
$7.04M
|
|
|
Jul 25, 2025
Q2 2025
|
Community Bank, N.A.
|
SELL
|
- |
-182- 2.84% |
$31.8K - $39.3K
|
6.22K
$1.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-182- 0.87% |
$31.8K - $39.3K
|
20.7K
$4.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-184- 0.28% |
$32.2K - $39.7K
|
64.8K
$14.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-185- 2.83% |
$32.3K - $39.9K
|
6.35K
$1.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-186- 0.26% |
$32.5K - $40.1K
|
72.8K
$16M
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-186- 15.49% |
$32.5K - $40.1K
|
1.02K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-187- 9.3% |
$32.7K - $40.4K
|
1.82K
$402K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-187- 8.05% |
$32.7K - $40.4K
|
2.14K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-189- 9.21% |
$33K - $40.8K
|
1.86K
$410K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-190- 4.6% |
$33.2K - $41K
|
3.94K
$868K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-192- 36.43% |
$33.6K - $41.4K
|
335
$73.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-192- 3.28% |
$33.6K - $41.4K
|
5.65K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-194- 2.01% |
$33.9K - $41.9K
|
9.45K
$2.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-194- 6.2% |
$33.9K - $41.9K
|
2.93K
$646K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-198- 0.45% |
$34.6K - $42.7K
|
43.9K
$9.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-198- 11.05% |
$34.6K - $42.7K
|
1.59K
$351K
|
|
|
Jul 25, 2025
Q2 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-199- 1.12% |
$34.8K - $42.9K
|
17.6K
$3.88M
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-200- 0.98% |
$35K - $43.2K
|
20.2K
$4.46M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-201- 7.31% |
$35.1K - $43.4K
|
2.55K
$562K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-204- 6.83% |
$35.7K - $44K
|
2.78K
$613K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-204- 6.41% |
$35.7K - $44K
|
2.98K
$656K
|
|
|
Aug 05, 2025
Q2 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-210- 12.27% |
$36.7K - $45.3K
|
1.5K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-210- 14.49% |
$36.7K - $45.3K
|
1.24K
$273K
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-211- 62.06% |
$36.9K - $45.5K
|
129
$28.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-212- 1.5% |
$37.1K - $45.7K
|
13.9K
$3.06M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-213- 4.67% |
$37.2K - $46K
|
4.35K
$959K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-214- 3.9% |
$37.4K - $46.2K
|
5.28K
$1.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-215- 6.73% |
$37.6K - $46.4K
|
2.98K
$656K
|
|
|
Jul 25, 2025
Q2 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-215- 1.89% |
$37.6K - $46.4K
|
11.1K
$2.45M
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-215- 1.84% |
$37.6K - $46.4K
|
11.5K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-215- 2.33% |
$37.6K - $46.4K
|
9K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-217- 4.32% |
$37.9K - $46.8K
|
4.81K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-220- 1.51% |
$38.5K - $47.5K
|
14.3K
$3.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-222- 32.31% |
$38.8K - $47.9K
|
465
$102K
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-224- 3.13% |
$39.2K - $48.3K
|
6.94K
$1.53M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-227- 14.46% |
$39.7K - $49K
|
1.34K
$296K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-229- 3.47% |
$40K - $49.4K
|
6.36K
$1.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-230- 0.53% |
$40.2K - $49.6K
|
43.1K
$9.49M
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-230- 33.67% |
$40.2K - $49.6K
|
453
$99.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-231- 1.27% |
$40.4K - $49.8K
|
18K
$3.96M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-231- 30.72% |
$40.4K - $49.8K
|
521
$115K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-231- 1.54% |
$40.4K - $49.8K
|
14.8K
$3.26M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-234- 3.01% |
$40.9K - $50.5K
|
7.55K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-234- 3.23% |
$40.9K - $50.5K
|
7.01K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-235- 8.96% |
$41.1K - $50.7K
|
2.39K
$526K
|