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 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.96K- 3.02% |
$342K - $422K
|
62.8K
$13.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.96K- 32.7% |
$342K - $422K
|
4.03K
$887K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.96K- 10.97% |
$342K - $422K
|
15.9K
$3.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.99K- 18.55% |
$348K - $429K
|
8.74K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-1.99K- 44.13% |
$349K - $430K
|
2.52K
$556K
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2K- 65.17% |
$349K - $431K
|
1.07K
$235K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.03K- 17.65% |
$355K - $438K
|
9.47K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.03K- 24.25% |
$355K - $438K
|
6.34K
$1.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Anb Bank
Denver, CO |
SELL
|
- |
-2.05K- 12.12% |
$358K - $442K
|
14.8K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.06K- 37.68% |
$360K - $444K
|
3.41K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.06K- 32.85% |
$360K - $444K
|
4.21K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.06K- 9.21% |
$360K - $445K
|
20.3K
$4.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.07K- 41.36% |
$362K - $447K
|
2.94K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-2.09K- 16.94% |
$364K - $450K
|
10.2K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.09K- 14.6% |
$366K - $452K
|
12.2K
$2.7M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-2.13K- 30.62% |
$372K - $460K
|
4.83K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.15K- 17.12% |
$375K - $463K
|
10.4K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.16K- 9.65% |
$377K - $465K
|
20.2K
$4.45M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.16K- 6.5% |
$378K - $466K
|
31.1K
$6.85M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.17K- 9.3% |
$378K - $467K
|
21.1K
$4.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.19K- 22.11% |
$382K - $472K
|
7.7K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-2.19K- 42.97% |
$383K - $472K
|
2.9K
$640K
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.21K- 7.39% |
$386K - $477K
|
27.7K
$6.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-2.25K- 53.54% |
$394K - $486K
|
1.96K
$431K
|
|
|
Aug 06, 2025
Q2 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.26K- 14.77% |
$395K - $487K
|
13K
$2.87M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.26K- 26.47% |
$396K - $489K
|
6.29K
$1.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.29K- 38.1% |
$400K - $493K
|
3.71K
$818K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-2.36K- 47.72% |
$412K - $509K
|
2.58K
$569K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.36K- 13.99% |
$413K - $510K
|
14.5K
$3.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-2.39K- 63.74% |
$418K - $516K
|
1.36K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Caxton Associates LLP
London, |
SELL
|
- |
-2.4K- 28.33% |
$420K - $518K
|
6.08K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-2.41K- 8.58% |
$421K - $520K
|
25.7K
$5.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-2.44K- 27.93% |
$426K - $526K
|
6.29K
$1.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.45K- 3.72% |
$428K - $528K
|
63.4K
$14M
|
|
|
Jul 17, 2025
Q2 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-2.48K- 4.24% |
$433K - $535K
|
56K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Corvex Management LP
New York, NY |
SELL
|
- |
-2.5K- 33.33% |
$437K - $539K
|
5K
$1.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.51K- 30.03% |
$438K - $541K
|
5.84K
$1.29M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.54K- 11.02% |
$445K - $549K
|
20.5K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-2.55K- 7.3% |
$446K - $551K
|
32.4K
$7.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.6K- 28.01% |
$455K - $561K
|
6.68K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.61K- 58.17% |
$457K - $564K
|
1.88K
$414K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.63K- 10.04% |
$459K - $566K
|
23.5K
$5.18M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.66K- 6.98% |
$465K - $574K
|
35.4K
$7.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-2.67K- 10.75% |
$466K - $575K
|
22.1K
$4.87M
|
|
|
Aug 08, 2025
Q2 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.71K- 1.12% |
$474K - $585K
|
239K
$52.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-2.76K- 15.53% |
$482K - $595K
|
15K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-2.76K- 59.49% |
$482K - $595K
|
1.88K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.79K- 6.14% |
$488K - $602K
|
42.6K
$9.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.8K- 43.83% |
$489K - $604K
|
3.59K
$791K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.81K- 2.67% |
$491K - $606K
|
102K
$22.5M
|