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 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-480- 2.48% |
$83.9K - $104K
|
18.9K
$4.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-481- 4.98% |
$84.1K - $104K
|
9.18K
$2.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-487- 8.28% |
$85.1K - $105K
|
5.39K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-497- 1.61% |
$86.9K - $107K
|
30.4K
$6.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-498- 31.11% |
$87.1K - $107K
|
1.1K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-500- 5.53% |
$87.4K - $108K
|
8.54K
$1.88M
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-500- 17.78% |
$87.4K - $108K
|
2.31K
$509K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-501- 8.28% |
$87.6K - $108K
|
5.55K
$1.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-503- 16.28% |
$87.9K - $109K
|
2.59K
$570K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-505- 26.37% |
$88.3K - $109K
|
1.41K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-515- 10.48% |
$90K - $111K
|
4.4K
$969K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-519- 19.12% |
$90.7K - $112K
|
2.2K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-521- 3.83% |
$91.1K - $112K
|
13.1K
$2.88M
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-523- 12.48% |
$91.4K - $113K
|
3.67K
$808K
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-532- 9.37% |
$93K - $115K
|
5.15K
$1.13M
|
|
|
Aug 15, 2025
Q2 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-534- 24.95% |
$93.4K - $115K
|
1.61K
$354K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-536- 1.83% |
$93.7K - $116K
|
28.8K
$6.35M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-546- 20.48% |
$95.5K - $118K
|
2.12K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-548- 6.15% |
$95.8K - $118K
|
8.37K
$1.84M
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-550- 8.54% |
$96.2K - $119K
|
5.89K
$1.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-554- 7.79% |
$96.9K - $120K
|
6.56K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-558- 7.42% |
$97.5K - $120K
|
6.96K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-563- 22.84% |
$98.4K - $121K
|
1.9K
$419K
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-563- 5.53% |
$98.4K - $121K
|
9.62K
$2.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-563- 3.66% |
$98.4K - $121K
|
14.8K
$3.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-565- 50.81% |
$98.8K - $122K
|
547
$121K
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-566- 98.26% |
$98.9K - $122K
|
10
$2.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-568- 17.55% |
$99.3K - $123K
|
2.67K
$588K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-570- 1.62% |
$99.6K - $123K
|
34.7K
$7.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-575- 8.57% |
$101K - $124K
|
6.13K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-578- 85.25% |
$101K - $125K
|
100
$22K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-580- 18.9% |
$101K - $125K
|
2.49K
$548K
|
|
|
Aug 13, 2025
Q2 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-580- 25.88% |
$101K - $125K
|
1.66K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-583- 7.0% |
$102K - $126K
|
7.75K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-583- 7.81% |
$102K - $126K
|
6.88K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-587- 11.88% |
$103K - $127K
|
4.36K
$959K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-587- 96.39% |
$103K - $127K
|
22
$4.85K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-589- 16.04% |
$103K - $127K
|
3.08K
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-594- 93.84% |
$104K - $128K
|
39
$8.59K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-596- 7.88% |
$104K - $129K
|
6.96K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-600- 31.98% |
$105K - $129K
|
1.28K
$281K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-600- 0.61% |
$105K - $129K
|
97.8K
$21.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-605- 3.99% |
$106K - $131K
|
14.6K
$3.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-619- 3.13% |
$108K - $134K
|
19.1K
$4.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-619- 2.28% |
$108K - $134K
|
26.5K
$5.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-620- 11.46% |
$108K - $134K
|
4.79K
$1.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-621- 1.61% |
$109K - $134K
|
37.9K
$8.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-628- 4.41% |
$110K - $136K
|
13.6K
$3M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-635- 5.02% |
$111K - $137K
|
12K
$2.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-636- 5.6% |
$111K - $137K
|
10.7K
$2.36M
|