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
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-640- 37.49% |
$112K - $138K
|
1.07K
$235K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-668- 0.91% |
$117K - $144K
|
73K
$16.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-674- 3.33% |
$118K - $145K
|
19.5K
$4.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-678- 35.87% |
$119K - $146K
|
1.21K
$267K
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-680- 1.62% |
$119K - $147K
|
41.2K
$9.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-680- 49.17% |
$119K - $147K
|
703
$155K
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-683- 33.4% |
$119K - $147K
|
1.36K
$300K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-684- 11.59% |
$120K - $148K
|
5.22K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-691- 25.83% |
$121K - $149K
|
1.98K
$437K
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-703- 6.05% |
$123K - $152K
|
10.9K
$2.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-705- 13.52% |
$123K - $152K
|
4.51K
$994K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-707- 0.27% |
$124K - $153K
|
257K
$56.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-710- 22.16% |
$124K - $153K
|
2.49K
$549K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-715- 35.43% |
$125K - $154K
|
1.3K
$287K
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-729- 39.56% |
$127K - $157K
|
1.11K
$245K
|
|
|
Jul 30, 2025
Q2 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-745- 43.72% |
$130K - $161K
|
959
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-762- 4.07% |
$133K - $164K
|
18K
$3.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-767- 2.93% |
$134K - $166K
|
25.4K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-768- 5.48% |
$134K - $166K
|
13.2K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-772- 23.76% |
$135K - $167K
|
2.48K
$546K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-775- 9.23% |
$135K - $167K
|
7.63K
$1.68M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-781- 13.12% |
$137K - $169K
|
5.17K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-783- 3.45% |
$137K - $169K
|
21.9K
$4.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-784- 4.69% |
$137K - $169K
|
15.9K
$3.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-793- 3.78% |
$139K - $171K
|
20.2K
$4.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-793- 10.02% |
$139K - $171K
|
7.13K
$1.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Planned Solutions, Inc.
|
SELL
|
- |
-796- 11.38% |
$139K - $172K
|
6.2K
$1.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-800- 19.36% |
$140K - $173K
|
3.33K
$734K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-800- 4.09% |
$140K - $173K
|
18.8K
$4.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-816- 15.95% |
$143K - $176K
|
4.3K
$948K
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-827- 9.77% |
$145K - $178K
|
7.64K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-828- 16.22% |
$145K - $179K
|
4.28K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-830- 10.95% |
$145K - $179K
|
6.75K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-833- 13.88% |
$146K - $180K
|
5.17K
$1.14M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-841- 9.81% |
$147K - $181K
|
7.73K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-850- 41.89% |
$149K - $183K
|
1.18K
$260K
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-851- 43.37% |
$149K - $184K
|
1.11K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-853- 47.84% |
$149K - $184K
|
930
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-855- 12.62% |
$149K - $185K
|
5.92K
$1.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-862- 41.76% |
$151K - $186K
|
1.2K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-862- 21.89% |
$151K - $186K
|
3.08K
$677K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-866- 26.89% |
$151K - $187K
|
2.36K
$519K
|
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-869- 15.45% |
$152K - $188K
|
4.76K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-877- 13.48% |
$153K - $189K
|
5.63K
$1.24M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-887- 6.53% |
$155K - $191K
|
12.7K
$2.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-893- 61.88% |
$156K - $193K
|
550
$121K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-907- 2.55% |
$159K - $196K
|
34.7K
$7.64M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-933- 3.82% |
$163K - $201K
|
23.5K
$5.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-950- 19.92% |
$166K - $205K
|
3.82K
$842K
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-951- 24.26% |
$166K - $205K
|
2.97K
$654K
|