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 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-298- 26.7% |
$52.1K - $64.3K
|
818
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-298- 1.02% |
$52.1K - $64.3K
|
28.9K
$6.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-299- 5.47% |
$52.3K - $64.5K
|
5.17K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-300- 13.93% |
$52.4K - $64.7K
|
1.85K
$408K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-300- 1.01% |
$52.4K - $64.7K
|
29.5K
$6.49M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-301- 5.02% |
$52.6K - $65K
|
5.7K
$1.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-301- 37.16% |
$52.6K - $65K
|
509
$112K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-304- 5.74% |
$53.1K - $65.6K
|
5K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-305- 10.56% |
$53.3K - $65.8K
|
2.58K
$569K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-305- 15.25% |
$53.3K - $65.8K
|
1.7K
$373K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-306- 1.64% |
$53.5K - $66K
|
18.4K
$4.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-307- 16.5% |
$53.7K - $66.2K
|
1.55K
$342K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-309- 1.92% |
$54K - $66.7K
|
15.8K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-309- 15.85% |
$54K - $66.7K
|
1.64K
$362K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-310- 9.3% |
$54.2K - $66.9K
|
3.03K
$666K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-314- 1.13% |
$54.9K - $67.8K
|
27.5K
$6.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-314- 57.3% |
$54.9K - $67.8K
|
234
$51.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-315- 10.53% |
$55.1K - $68K
|
2.68K
$590K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-318- 20.32% |
$55.6K - $68.6K
|
1.25K
$275K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-322- 3.05% |
$56.3K - $69.5K
|
10.2K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-324- 0.88% |
$56.6K - $69.9K
|
36.4K
$8.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-327- 18.85% |
$57.2K - $70.6K
|
1.41K
$310K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-330- 1.82% |
$57.7K - $71.2K
|
17.8K
$3.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-331- 85.31% |
$57.9K - $71.4K
|
57
$12.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-334- 6.1% |
$58.4K - $72.1K
|
5.14K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-335- 1.7% |
$58.6K - $72.3K
|
19.4K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-335- 7.69% |
$58.6K - $72.3K
|
4.02K
$886K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-336- 6.03% |
$58.7K - $72.5K
|
5.23K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-340- 6.17% |
$59.4K - $73.4K
|
5.17K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-342- 1.02% |
$59.8K - $73.8K
|
33K
$7.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-343- 5.31% |
$60K - $74K
|
6.11K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-345- 25.5% |
$60.3K - $74.4K
|
1.01K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-347- 4.42% |
$60.7K - $74.9K
|
7.51K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-350- 11.67% |
$61.2K - $75.5K
|
2.65K
$584K
|
|
|
Jul 30, 2025
Q2 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-350- 23.03% |
$61.2K - $75.5K
|
1.17K
$258K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-351- 15.12% |
$61.4K - $75.7K
|
1.97K
$434K
|
|
|
Jul 30, 2025
Q2 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-354- 9.97% |
$61.9K - $76.4K
|
3.2K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-354- 10.38% |
$61.9K - $76.4K
|
3.06K
$674K
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
SELL
|
- |
-360- 4.74% |
$62.9K - $77.7K
|
7.24K
$1.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-360- 3.51% |
$62.9K - $77.7K
|
9.9K
$2.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-360- 5.44% |
$62.9K - $77.7K
|
6.25K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-364- 7.04% |
$63.6K - $78.5K
|
4.81K
$1.06M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Bridge, LLC
|
SELL
|
- |
-365- 3.94% |
$63.8K - $78.8K
|
8.89K
$1.96M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-367- 18.66% |
$64.2K - $79.2K
|
1.6K
$353K
|
|
|
Jul 11, 2025
Q2 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-370- 2.5% |
$64.7K - $79.8K
|
14.4K
$3.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-370- 9.97% |
$64.7K - $79.8K
|
3.34K
$736K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-371- 7.28% |
$64.9K - $80.1K
|
4.73K
$1.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-371- 2.38% |
$64.9K - $80.1K
|
15.2K
$3.35M
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-371- 12.15% |
$64.9K - $80.1K
|
2.68K
$591K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-373- 10.31% |
$65.2K - $80.5K
|
3.25K
$715K
|