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 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-2.84K- 16.62% |
$496K - $612K
|
14.2K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
SELL
|
- |
-2.95K- 25.57% |
$516K - $637K
|
8.6K
$1.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.96K- 5.33% |
$517K - $638K
|
52.5K
$11.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-2.99K- 1.29% |
$522K - $645K
|
228K
$50.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.99K- 5.35% |
$523K - $645K
|
53K
$11.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3.01K- 11.3% |
$526K - $649K
|
23.6K
$5.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-3.02K- 23.49% |
$527K - $651K
|
9.83K
$2.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-3.05K- 72.63% |
$533K - $657K
|
1.15K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.07K- 99.74% |
$537K - $663K
|
8
$1.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.1K- 2.02% |
$541K - $668K
|
150K
$33.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3.16K- 22.14% |
$553K - $683K
|
11.1K
$2.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-3.19K- 47.57% |
$557K - $688K
|
3.51K
$774K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.22K- 31.12% |
$563K - $694K
|
7.12K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-3.22K- 3.06% |
$563K - $695K
|
102K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-3.25K- 45.36% |
$568K - $702K
|
3.92K
$863K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.26K- 7.39% |
$569K - $702K
|
40.8K
$8.99M
|
|
|
Jul 29, 2025
Q2 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-3.41K- 38.61% |
$595K - $735K
|
5.42K
$1.19M
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-3.41K- 1.15% |
$596K - $736K
|
294K
$64.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.49K- 3.54% |
$609K - $752K
|
94.8K
$20.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.52K- 7.35% |
$615K - $759K
|
44.3K
$9.77M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
SELL
|
- |
-3.66K- 1.13% |
$640K - $790K
|
321K
$70.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-3.69K- 54.66% |
$646K - $797K
|
3.06K
$675K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.7K- 14.56% |
$646K - $798K
|
21.7K
$4.78M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-3.71K- 29.66% |
$649K - $801K
|
8.8K
$1.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.72K- 6.33% |
$650K - $803K
|
55K
$12.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-3.72K- 16.67% |
$650K - $803K
|
18.6K
$4.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-3.72K- 31.41% |
$651K - $803K
|
8.13K
$1.79M
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-3.77K- 0.16% |
$659K - $814K
|
2.35M
$518M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.8K- 17.94% |
$665K - $821K
|
17.4K
$3.83M
|
|
|
Aug 13, 2025
Q2 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.83K- 3.14% |
$669K - $826K
|
118K
$26M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-3.92K- 15.81% |
$686K - $847K
|
20.9K
$4.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-3.93K- 31.23% |
$688K - $849K
|
8.66K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.96K- 30.92% |
$693K - $855K
|
8.85K
$1.95M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.02K- 3.59% |
$703K - $867K
|
108K
$23.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-4.1K- 50.1% |
$716K - $884K
|
4.08K
$898K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-4.11K- 99.61% |
$718K - $887K
|
16
$3.53K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.14K- 11.91% |
$724K - $894K
|
30.6K
$6.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-4.17K- 40.22% |
$729K - $900K
|
6.2K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-4.36K- 3.66% |
$762K - $941K
|
115K
$25.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-4.37K- 3.97% |
$764K - $943K
|
106K
$23.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.39K- 24.7% |
$768K - $948K
|
13.4K
$2.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-4.48K- 12.3% |
$783K - $967K
|
32K
$7.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-4.72K- 22.53% |
$826K - $1.02M
|
16.2K
$3.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-4.88K- 24.25% |
$853K - $1.05M
|
15.2K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-4.92K- 51.73% |
$861K - $1.06M
|
4.6K
$1.01M
|
|
|
Aug 18, 2025
Q2 2025
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-4.93K- 50.31% |
$862K - $1.06M
|
4.87K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-5.09K- 27.06% |
$890K - $1.1M
|
13.7K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-5.09K- 75.29% |
$891K - $1.1M
|
1.67K
$368K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-5.1K- 55.12% |
$891K - $1.1M
|
4.15K
$914K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.13K- 52.45% |
$897K - $1.11M
|
4.65K
$1.02M
|