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 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-375- 0.43% |
$65.6K - $80.9K
|
87.4K
$19.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-375- 7.78% |
$65.6K - $80.9K
|
4.44K
$979K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-375- 8.84% |
$65.6K - $80.9K
|
3.87K
$852K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-375- 13.35% |
$65.6K - $80.9K
|
2.43K
$536K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-380- 12.56% |
$66.4K - $82K
|
2.65K
$583K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-384- 20.01% |
$67.1K - $82.9K
|
1.54K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-386- 10.13% |
$67.5K - $83.3K
|
3.43K
$755K
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-388- 25.29% |
$67.8K - $83.7K
|
1.15K
$252K
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-389- 1.71% |
$68K - $83.9K
|
22.4K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-390- 23.4% |
$68.2K - $84.2K
|
1.28K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-392- 0.73% |
$68.5K - $84.6K
|
53.5K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-393- 17.4% |
$68.7K - $84.8K
|
1.87K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-395- 4.36% |
$69.1K - $85.2K
|
8.67K
$1.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-398- 4.76% |
$69.6K - $85.9K
|
7.96K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-400- 9.32% |
$69.9K - $86.3K
|
3.89K
$857K
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-400- 7.23% |
$69.9K - $86.3K
|
5.13K
$1.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
SELL
|
- |
-402- 3.32% |
$70.3K - $86.7K
|
11.7K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-402- 16.63% |
$70.3K - $86.7K
|
2.02K
$444K
|
|
|
Jul 29, 2025
Q2 2025
|
Aspiriant, LLC
|
SELL
|
- |
-404- 0.86% |
$70.6K - $87.2K
|
46.5K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-404- 1.15% |
$70.6K - $87.2K
|
34.8K
$7.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-406- 1.22% |
$71K - $87.6K
|
32.9K
$7.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
SELL
|
- |
-407- 4.29% |
$71.2K - $87.8K
|
9.08K
$2M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-409- 2.83% |
$71.5K - $88.3K
|
14.1K
$3.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-409- 0.66% |
$71.5K - $88.3K
|
61.7K
$13.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-410- 12.08% |
$71.7K - $88.5K
|
2.99K
$658K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-419- 1.37% |
$73.2K - $90.4K
|
30.2K
$6.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-420- 14.68% |
$73.4K - $90.6K
|
2.44K
$538K
|
|
|
Aug 14, 2025
Q2 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
SELL
|
- |
-420- 3.63% |
$73.4K - $90.6K
|
11.2K
$2.46M
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-426- 1.57% |
$74.5K - $91.9K
|
26.7K
$5.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-427- 9.87% |
$74.6K - $92.1K
|
3.9K
$859K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-429- 12.98% |
$75K - $92.6K
|
2.88K
$634K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-431- 20.34% |
$75.3K - $93K
|
1.69K
$372K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-432- 13.01% |
$75.5K - $93.2K
|
2.89K
$636K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-434- 5.92% |
$75.9K - $93.7K
|
6.89K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-438- 6.6% |
$76.6K - $94.5K
|
6.2K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-438- 1.12% |
$76.6K - $94.5K
|
38.8K
$8.54M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-442- 5.64% |
$77.3K - $95.4K
|
7.39K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-443- 17.73% |
$77.4K - $95.6K
|
2.06K
$453K
|
|
|
Aug 19, 2025
Q2 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-450- 11.78% |
$78.7K - $97.1K
|
3.37K
$742K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-455- 52.97% |
$79.5K - $98.2K
|
404
$89K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-457- 8.91% |
$79.9K - $98.6K
|
4.67K
$1.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-457- 2.47% |
$79.9K - $98.6K
|
18.1K
$3.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-457- 10.22% |
$79.9K - $98.6K
|
4.02K
$885K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-461- 17.2% |
$80.6K - $99.5K
|
2.22K
$489K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-462- 5.33% |
$80.8K - $99.7K
|
8.2K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-462- 3.12% |
$80.8K - $99.7K
|
14.3K
$3.16M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-470- 6.16% |
$82.2K - $101K
|
7.16K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-472- 0.64% |
$82.5K - $102K
|
73.3K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-474- 12.5% |
$82.9K - $102K
|
3.32K
$731K
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-475- 27.54% |
$83K - $103K
|
1.25K
$275K
|