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 24, 2025
Q2 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.3K- 28.08% |
$227K - $281K
|
3.33K
$733K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.3K- 0.92% |
$227K - $281K
|
139K
$30.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-1.3K- 40.21% |
$228K - $281K
|
1.94K
$427K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.31K- 10.74% |
$229K - $283K
|
10.9K
$2.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.31K- 54.87% |
$229K - $283K
|
1.08K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-1.32K- 19.96% |
$230K - $284K
|
5.28K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 25.04% |
$232K - $287K
|
3.98K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.34K- 56.94% |
$234K - $289K
|
1.01K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.36K- 1.2% |
$238K - $294K
|
112K
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.36K- 10.69% |
$238K - $294K
|
11.4K
$2.51M
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.37K- 4.88% |
$239K - $295K
|
26.6K
$5.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.38K- 55.06% |
$241K - $298K
|
1.13K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-1.42K- 10.46% |
$248K - $306K
|
12.2K
$2.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.45K- 2.67% |
$254K - $313K
|
52.9K
$11.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.46K- 4.56% |
$255K - $315K
|
30.6K
$6.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.47K- 6.48% |
$258K - $318K
|
21.3K
$4.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-1.48K- 18.49% |
$258K - $319K
|
6.51K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.52K- 14.19% |
$266K - $328K
|
9.19K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 6.89% |
$270K - $334K
|
20.9K
$4.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.55K- 12.85% |
$271K - $335K
|
10.5K
$2.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.55K- 12.69% |
$271K - $335K
|
10.7K
$2.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.56K- 0.71% |
$273K - $337K
|
220K
$48.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.59K- 54.8% |
$278K - $344K
|
1.31K
$290K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.6K- 34.74% |
$280K - $346K
|
3.01K
$663K
|
|
|
Aug 13, 2025
Q2 2025
|
Allie Family Office LLC
|
SELL
|
- |
-1.6K- 14.15% |
$280K - $346K
|
9.73K
$2.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.61K- 49.95% |
$282K - $348K
|
1.62K
$356K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.62K- 13.59% |
$283K - $349K
|
10.3K
$2.26M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.64K- 2.87% |
$286K - $353K
|
55.5K
$12.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.64K- 99.64% |
$287K - $354K
|
6
$1.32K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.64K- 2.68% |
$287K - $354K
|
59.5K
$13.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.66K- 27.0% |
$289K - $357K
|
4.47K
$986K
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-1.67K- 63.28% |
$292K - $361K
|
971
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.7K- 51.75% |
$297K - $367K
|
1.59K
$349K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-1.7K- 7.49% |
$298K - $367K
|
21K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.7K- 2.02% |
$298K - $367K
|
82.5K
$18.2M
|
|
|
Aug 22, 2025
Q2 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.71K- 52.23% |
$299K - $369K
|
1.57K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.72K- 5.48% |
$301K - $372K
|
29.7K
$6.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.74K- 12.33% |
$305K - $376K
|
12.4K
$2.73M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.74K- 0.94% |
$305K - $376K
|
183K
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-1.77K- 36.91% |
$309K - $382K
|
3.02K
$666K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.78K- 0.6% |
$310K - $383K
|
294K
$64.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.78K- 17.29% |
$310K - $383K
|
8.5K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.83K- 0.23% |
$320K - $395K
|
802K
$177M
|
|
|
Jul 31, 2025
Q2 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.85K- 4.74% |
$323K - $399K
|
37.1K
$8.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.85K- 5.52% |
$324K - $399K
|
31.7K
$6.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-1.86K- 10.25% |
$324K - $401K
|
16.3K
$3.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.88K- 9.13% |
$329K - $406K
|
18.7K
$4.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.93K- 19.3% |
$338K - $417K
|
8.08K
$1.78M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.93K- 12.31% |
$338K - $417K
|
13.8K
$3.03M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.94K- 18.4% |
$338K - $418K
|
8.59K
$1.89M
|