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 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
18.2K+ 416.64% |
$3.17M - $3.92M
|
22.5K
$4.96M
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18KNew |
$3.15M - $3.88M
|
18K
$3.96M
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
17.4K+ 141.43% |
$3.05M - $3.76M
|
29.8K
$6.56M
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
17.1K+ 35.94% |
$2.99M - $3.69M
|
64.7K
$14.3M
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
16.9KNew |
$2.95M - $3.64M
|
16.9K
$3.72M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 1.83% |
$2.88M - $3.56M
|
917K
$202M
|
|
Jul 21, 2025
Q2 2025
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
16.5KNew |
$2.88M - $3.55M
|
16.5K
$3.62M
|
|
Aug 14, 2025
Q2 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
15.9KNew |
$2.77M - $3.42M
|
15.9K
$3.49M
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15K+ 8.85% |
$2.62M - $3.23M
|
184K
$40.6M
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.4K+ 33.16% |
$2.52M - $3.11M
|
57.8K
$12.7M
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
14.4K+ 130.14% |
$2.52M - $3.11M
|
25.4K
$5.61M
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
14.1KNew |
$2.46M - $3.04M
|
14.1K
$3.11M
|
|
Aug 12, 2025
Q2 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
14K+ 127427.27% |
$2.45M - $3.02M
|
14K
$3.09M
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
13.3K+ 1164.71% |
$2.33M - $2.87M
|
14.4K
$3.18M
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
13.2K+ 270.04% |
$2.3M - $2.84M
|
18.1K
$3.98M
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13KNew |
$2.27M - $2.8M
|
13K
$2.86M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.9K+ 41.38% |
$2.26M - $2.79M
|
44.2K
$9.73M
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 61.54% |
$2.26M - $2.79M
|
33.9K
$7.48M
|
|
Aug 13, 2025
Q2 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
12.9K+ 11.85% |
$2.25M - $2.78M
|
121K
$26.8M
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12.2KNew |
$2.13M - $2.63M
|
12.2K
$2.68M
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.4KNew |
$1.99M - $2.46M
|
11.4K
$2.51M
|
|
Aug 14, 2025
Q2 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
11.2K+ 686.22% |
$1.96M - $2.42M
|
12.8K
$2.83M
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.7K+ 15.44% |
$1.87M - $2.31M
|
80.2K
$17.7M
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.4K+ 89.28% |
$1.83M - $2.25M
|
22.2K
$4.88M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.4K+ 10.07% |
$1.82M - $2.25M
|
114K
$25.1M
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10.3K+ 59.28% |
$1.8M - $2.22M
|
27.6K
$6.08M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
10.2K+ 516.17% |
$1.79M - $2.21M
|
12.2K
$2.69M
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
10.1K+ 29.81% |
$1.77M - $2.19M
|
44.1K
$9.73M
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10.1K+ 20.01% |
$1.76M - $2.17M
|
60.3K
$13.3M
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.1K+ 12.03% |
$1.76M - $2.17M
|
93.6K
$20.6M
|
|
Aug 18, 2025
Q2 2025
|
Campbell Capital Management Inc
|
BUY
|
- |
9.97KNew |
$1.74M - $2.15M
|
9.97K
$2.2M
|
|
Aug 14, 2025
Q2 2025
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
9.96KNew |
$1.74M - $2.15M
|
9.96K
$2.19M
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.93K+ 473.68% |
$1.74M - $2.14M
|
12K
$2.65M
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.84K+ 6.47% |
$1.72M - $2.12M
|
162K
$35.7M
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.55K+ 5.55% |
$1.67M - $2.06M
|
181K
$40M
|
|
Aug 12, 2025
Q2 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
9.54K+ 8.21% |
$1.67M - $2.06M
|
126K
$27.7M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.5K+ 5.1% |
$1.66M - $2.05M
|
196K
$43.2M
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
9.21K+ 278.3% |
$1.61M - $1.99M
|
12.5K
$2.76M
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
9.07K+ 34.28% |
$1.59M - $1.96M
|
35.5K
$7.83M
|
|
Jul 29, 2025
Q2 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
8.98KNew |
$1.57M - $1.94M
|
8.98K
$1.98M
|
|
Aug 14, 2025
Q2 2025
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
8.97KNew |
$1.57M - $1.93M
|
8.97K
$1.98M
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
8.66KNew |
$1.51M - $1.87M
|
8.66K
$1.91M
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8.31K+ 5.43% |
$1.45M - $1.79M
|
161K
$35.5M
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
8.19K+ 13.92% |
$1.43M - $1.77M
|
67K
$14.8M
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.03KNew |
$1.4M - $1.73M
|
8.03K
$1.77M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
7.94K+ 17.25% |
$1.39M - $1.71M
|
54K
$11.9M
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7.89K+ 7.6% |
$1.38M - $1.7M
|
112K
$24.6M
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.82K+ 28.31% |
$1.37M - $1.69M
|
35.5K
$7.81M
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.78KNew |
$1.36M - $1.68M
|
7.78K
$1.71M
|
|
Aug 13, 2025
Q2 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
7.74K+ 163.46% |
$1.35M - $1.67M
|
12.5K
$2.75M
|