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 07, 2025
Q2 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-953- 36.04% |
$167K - $206K
|
1.69K
$373K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-960- 12.26% |
$168K - $207K
|
6.87K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-965- 15.37% |
$169K - $208K
|
5.32K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-980- 12.33% |
$171K - $211K
|
6.97K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-996- 23.04% |
$174K - $215K
|
3.33K
$733K
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1K- 15.2% |
$175K - $216K
|
5.58K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.01K- 39.84% |
$176K - $217K
|
1.52K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.01K- 10.86% |
$176K - $218K
|
8.28K
$1.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.01K- 35.41% |
$177K - $219K
|
1.85K
$408K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.02KClosed |
$178K - $219K
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.02K- 18.85% |
$179K - $221K
|
4.4K
$969K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.03K- 2.15% |
$180K - $222K
|
46.9K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.03K- 28.13% |
$180K - $222K
|
2.63K
$580K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.03K- 7.6% |
$180K - $223K
|
12.6K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 49.57% |
$181K - $223K
|
1.05K
$232K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.04K- 3.6% |
$181K - $224K
|
27.7K
$6.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.04K- 18.49% |
$183K - $225K
|
4.6K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-1.05K- 33.57% |
$183K - $226K
|
2.07K
$457K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.07K- 44.43% |
$186K - $230K
|
1.33K
$293K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.07K- 51.01% |
$186K - $230K
|
1.02K
$225K
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.07K- 5.23% |
$188K - $232K
|
19.5K
$4.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-1.1K- 12.79% |
$192K - $237K
|
7.5K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.1K- 6.72% |
$192K - $237K
|
15.3K
$3.37M
|
|
|
Aug 06, 2025
Q2 2025
|
Middleton & CO Inc
|
SELL
|
- |
-1.1K- 18.47% |
$192K - $237K
|
4.86K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Ananym Capital Management, LP
New York, NY |
SELL
|
- |
-1.11K- 65.49% |
$194K - $240K
|
585
$129K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.12K- 0.47% |
$195K - $241K
|
238K
$52.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.13K- 4.38% |
$197K - $243K
|
24.6K
$5.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 3.73% |
$198K - $245K
|
29.3K
$6.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.14K- 3.8% |
$199K - $246K
|
28.8K
$6.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.14K- 3.03% |
$199K - $246K
|
36.4K
$8.03M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.14K- 7.38% |
$200K - $247K
|
14.4K
$3.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.15K- 3.95% |
$200K - $247K
|
27.9K
$6.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.15K- 30.8% |
$200K - $247K
|
2.57K
$567K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.15K- 76.11% |
$201K - $248K
|
360
$79.3K
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.15K- 0.54% |
$202K - $249K
|
213K
$46.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.17K- 2.69% |
$204K - $252K
|
42.3K
$9.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.17K- 15.81% |
$205K - $253K
|
6.25K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.19K- 29.17% |
$208K - $256K
|
2.88K
$635K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.19K- 3.52% |
$208K - $257K
|
32.6K
$7.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.19K- 6.77% |
$208K - $257K
|
16.4K
$3.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 4.76% |
$209K - $258K
|
23.9K
$5.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-1.21K- 41.4% |
$212K - $261K
|
1.71K
$378K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 16.32% |
$212K - $262K
|
6.23K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.22K- 2.29% |
$213K - $263K
|
52K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.26K- 17.46% |
$219K - $271K
|
5.93K
$1.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.26K- 3.94% |
$220K - $271K
|
30.6K
$6.74M
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-1.26K- 25.71% |
$220K - $272K
|
3.64K
$803K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.28K- 12.86% |
$224K - $277K
|
8.7K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.29K- 25.73% |
$225K - $278K
|
3.72K
$819K
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.3K- 7.4% |
$227K - $280K
|
16.2K
$3.57M
|