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 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-236- 6.85% |
$41.3K - $50.9K
|
3.21K
$707K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-237- 4.29% |
$41.4K - $51.1K
|
5.28K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-237- 6.63% |
$41.4K - $51.1K
|
3.34K
$735K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-238- 6.22% |
$41.6K - $51.4K
|
3.59K
$790K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-238- 9.0% |
$41.6K - $51.4K
|
2.41K
$530K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
SELL
|
- |
-240- 3.13% |
$42K - $51.8K
|
7.43K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-242- 13.3% |
$42.3K - $52.2K
|
1.58K
$348K
|
|
|
Jul 24, 2025
Q2 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-244- 2.03% |
$42.7K - $52.7K
|
11.8K
$2.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-250- 2.68% |
$43.7K - $53.9K
|
9.08K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-250- 19.23% |
$43.7K - $53.9K
|
1.05K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-252- 1.18% |
$44.1K - $54.4K
|
21.2K
$4.67M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-252- 29.17% |
$44.1K - $54.4K
|
612
$135K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-252- 3.07% |
$44.1K - $54.4K
|
7.96K
$1.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-253- 11.38% |
$44.2K - $54.6K
|
1.97K
$434K
|
|
|
Jul 22, 2025
Q2 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-255- 0.31% |
$44.6K - $55K
|
82.3K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-255- 0.76% |
$44.6K - $55K
|
33.3K
$7.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-256- 2.73% |
$44.8K - $55.2K
|
9.11K
$2.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-256- 1.01% |
$44.8K - $55.2K
|
25.1K
$5.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-256- 9.25% |
$44.8K - $55.2K
|
2.51K
$553K
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
SELL
|
- |
-257- 5.88% |
$44.9K - $55.5K
|
4.11K
$906K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-258- 1.95% |
$45.1K - $55.7K
|
13K
$2.86M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-259- 12.59% |
$45.3K - $55.9K
|
1.8K
$396K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-259- 19.77% |
$45.3K - $55.9K
|
1.05K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-260- 4.86% |
$45.5K - $56.1K
|
5.09K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-260- 8.96% |
$45.5K - $56.1K
|
2.64K
$582K
|
|
|
Jul 15, 2025
Q2 2025
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-261- 4.98% |
$45.6K - $56.3K
|
4.99K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-262- 13.37% |
$45.8K - $56.5K
|
1.7K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-264- 18.41% |
$46.2K - $57K
|
1.17K
$258K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-269- 8.45% |
$47K - $58K
|
2.92K
$642K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-270- 20.27% |
$47.2K - $58.3K
|
1.06K
$234K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-270- 7.55% |
$47.2K - $58.3K
|
3.31K
$728K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-271- 0.81% |
$47.4K - $58.5K
|
33K
$7.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-273- 4.19% |
$47.7K - $58.9K
|
6.25K
$1.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-273- 2.96% |
$47.7K - $58.9K
|
8.94K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-275- 3.16% |
$48.1K - $59.3K
|
8.42K
$1.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
SELL
|
- |
-278- 0.85% |
$48.6K - $60K
|
32.4K
$7.14M
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-281- 4.74% |
$49.1K - $60.6K
|
5.64K
$1.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-281- 9.01% |
$49.1K - $60.6K
|
2.84K
$625K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-281- 0.44% |
$49.1K - $60.6K
|
63.9K
$14.1M
|
|
|
Jul 09, 2025
Q2 2025
|
First Financial Corp
|
SELL
|
- |
-284- 77.17% |
$49.6K - $61.3K
|
84
$18.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-288- 10.0% |
$50.3K - $62.1K
|
2.59K
$571K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-291- 0.71% |
$50.9K - $62.8K
|
40.6K
$8.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-291- 5.0% |
$50.9K - $62.8K
|
5.53K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-293- 8.87% |
$51.2K - $63.2K
|
3.01K
$663K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-294- 0.2% |
$51.4K - $63.4K
|
150K
$33M
|
|
|
Jul 15, 2025
Q2 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-295- 12.17% |
$51.6K - $63.7K
|
2.13K
$469K
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-295- 9.4% |
$51.6K - $63.7K
|
2.84K
$626K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-296- 12.02% |
$51.7K - $63.9K
|
2.17K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-297- 20.2% |
$51.9K - $64.1K
|
1.17K
$258K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-297- 6.46% |
$51.9K - $64.1K
|
4.3K
$948K
|