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 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.29K- 35.86% |
$924K - $1.14M
|
9.46K
$2.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-5.3K- 9.31% |
$926K - $1.14M
|
51.6K
$11.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
SELL
|
- |
-5.39K- 9.07% |
$943K - $1.16M
|
54.1K
$11.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-5.4K- 42.63% |
$944K - $1.17M
|
7.27K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-5.4K- 20.65% |
$944K - $1.17M
|
20.8K
$4.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-5.42K- 21.13% |
$948K - $1.17M
|
20.2K
$4.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-5.53K- 18.73% |
$967K - $1.19M
|
24K
$5.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-5.58K- 21.89% |
$975K - $1.2M
|
19.9K
$4.39M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-5.6K- 27.45% |
$979K - $1.21M
|
14.8K
$3.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-5.72K- 24.66% |
$1M - $1.23M
|
17.5K
$3.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-5.78K- 4.86% |
$1.01M - $1.25M
|
113K
$24.9M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.83K- 28.29% |
$1.02M - $1.26M
|
14.8K
$3.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-5.97K- 37.19% |
$1.04M - $1.29M
|
10.1K
$2.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-6K- 13.96% |
$1.05M - $1.3M
|
37K
$8.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-6.05K- 3.35% |
$1.06M - $1.31M
|
175K
$38.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-6.11K- 12.21% |
$1.07M - $1.32M
|
43.9K
$9.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-6.19K- 26.58% |
$1.08M - $1.34M
|
17.1K
$3.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-6.37K- 15.33% |
$1.11M - $1.38M
|
35.2K
$7.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-6.38K- 37.87% |
$1.11M - $1.38M
|
10.5K
$2.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-6.38K- 8.03% |
$1.12M - $1.38M
|
73.1K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-6.63K- 13.93% |
$1.16M - $1.43M
|
40.9K
$9.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-6.68K- 28.88% |
$1.17M - $1.44M
|
16.4K
$3.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Postrock Partners LLC
Overland Park, OR |
SELL
|
- |
-6.68K- 72.73% |
$1.17M - $1.44M
|
2.51K
$552K
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-6.8K- 51.47% |
$1.19M - $1.47M
|
6.42K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-6.88K- 29.66% |
$1.2M - $1.49M
|
16.3K
$3.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-7.07K- 49.6% |
$1.24M - $1.52M
|
7.18K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-7.5K- 9.37% |
$1.31M - $1.62M
|
72.6K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.5K- 14.11% |
$1.31M - $1.62M
|
45.7K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-7.6K- 78.32% |
$1.33M - $1.64M
|
2.1K
$464K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.64K- 62.47% |
$1.34M - $1.65M
|
4.59K
$1.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-7.64K- 4.02% |
$1.34M - $1.65M
|
182K
$40.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
SELL
|
- |
-7.79K- 70.84% |
$1.36M - $1.68M
|
3.21K
$706K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-7.8K- 41.8% |
$1.36M - $1.68M
|
10.9K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.97K- 55.86% |
$1.39M - $1.72M
|
6.3K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-8.17K- 46.38% |
$1.43M - $1.76M
|
9.45K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.18K- 11.54% |
$1.43M - $1.77M
|
62.7K
$13.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8.24K- 9.88% |
$1.44M - $1.78M
|
75.2K
$16.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8.3K- 3.09% |
$1.45M - $1.79M
|
260K
$57.3M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-8.4K- 7.55% |
$1.47M - $1.81M
|
103K
$22.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-8.44K- 89.9% |
$1.47M - $1.82M
|
948
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.52K- 64.87% |
$1.49M - $1.84M
|
4.61K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.53K- 19.08% |
$1.49M - $1.84M
|
36.2K
$7.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-8.66K- 78.4% |
$1.51M - $1.87M
|
2.39K
$526K
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-8.69K- 1.22% |
$1.52M - $1.88M
|
701K
$155M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.7K- 13.05% |
$1.52M - $1.88M
|
58K
$12.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.75K- 1.84% |
$1.53M - $1.89M
|
467K
$103M
|
|
|
Aug 07, 2025
Q2 2025
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.8K- 68.75% |
$1.54M - $1.9M
|
4K
$881K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.81K- 22.65% |
$1.54M - $1.9M
|
30.1K
$6.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Fire Capital Management LLC
San Francisco, CA |
SELL
|
- |
-8.89K- 35.81% |
$1.55M - $1.92M
|
15.9K
$3.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.02K- 10.61% |
$1.58M - $1.95M
|
76K
$16.7M
|