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 |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-9.17K- 87.39% |
$1.6M - $1.98M
|
1.32K
$291K
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-9.47K- 8.22% |
$1.65M - $2.04M
|
106K
$23.3M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.65K- 61.39% |
$1.69M - $2.08M
|
6.07K
$1.34M
|
|
Jul 17, 2025
Q2 2025
|
New Perspectives, Inc
Tougaloo, MS |
SELL
|
- |
-9.77K- 14.67% |
$1.71M - $2.11M
|
56.8K
$12.5M
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.1K- 83.63% |
$1.76M - $2.17M
|
1.97K
$434K
|
|
Jul 30, 2025
Q2 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-10.1K- 11.75% |
$1.76M - $2.18M
|
75.8K
$16.7M
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10.3K- 59.51% |
$1.81M - $2.23M
|
7.04K
$1.55M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-10.4K- 1.26% |
$1.82M - $2.24M
|
814K
$179M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10.5K- 17.01% |
$1.84M - $2.27M
|
51.3K
$11.3M
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-10.6K- 77.65% |
$1.85M - $2.29M
|
3.05K
$672K
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.7K- 14.0% |
$1.87M - $2.31M
|
65.8K
$14.5M
|
|
Aug 08, 2025
Q2 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-10.8K- 86.85% |
$1.89M - $2.33M
|
1.64K
$360K
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-10.9K- 45.49% |
$1.9M - $2.35M
|
13K
$2.87M
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-11K- 10.72% |
$1.92M - $2.37M
|
91.5K
$20.2M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-11K- 35.57% |
$1.93M - $2.38M
|
20K
$4.4M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-11.3K- 5.6% |
$1.97M - $2.44M
|
190K
$41.9M
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-11.7K- 46.29% |
$2.05M - $2.53M
|
13.6K
$2.99M
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.1K- 30.06% |
$2.12M - $2.62M
|
28.2K
$6.22M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 15.89% |
$2.13M - $2.63M
|
64.6K
$14.2M
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-12.9K- 57.47% |
$2.26M - $2.79M
|
9.57K
$2.11M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.9K- 2.02% |
$2.26M - $2.79M
|
627K
$138M
|
|
Aug 08, 2025
Q2 2025
|
Cercano Management LLC
Bellevue, WA |
SELL
|
- |
-13.1K- 42.02% |
$2.3M - $2.84M
|
18.1K
$4M
|
|
Aug 14, 2025
Q2 2025
|
Symmetry Investments LP
|
SELL
|
- |
-13.2K- 35.7% |
$2.3M - $2.84M
|
23.7K
$5.23M
|
|
Aug 14, 2025
Q2 2025
|
Valiant Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-13.3K- 2.69% |
$2.32M - $2.86M
|
480K
$106M
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.4K- 20.72% |
$2.34M - $2.89M
|
51.3K
$11.3M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.6K- 61.55% |
$2.37M - $2.93M
|
8.47K
$1.87M
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-13.6K- 17.77% |
$2.38M - $2.94M
|
63K
$13.9M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-13.6K- 41.65% |
$2.38M - $2.94M
|
19.1K
$4.21M
|
|
Aug 12, 2025
Q2 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-13.7K- 33.25% |
$2.4M - $2.96M
|
27.5K
$6.06M
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-14.1K- 7.16% |
$2.46M - $3.04M
|
183K
$40.3M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.1K- 28.41% |
$2.47M - $3.05M
|
35.6K
$7.85M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-14.2K- 36.56% |
$2.48M - $3.06M
|
24.6K
$5.42M
|
|
Jul 31, 2025
Q2 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-14.5K- 5.22% |
$2.54M - $3.13M
|
264K
$58.1M
|
|
Aug 14, 2025
Q2 2025
|
Q Global Advisors, LLC
Fort Worth, TX |
SELL
|
- |
-14.8K- 6.88% |
$2.58M - $3.19M
|
200K
$44.1M
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.3K- 42.1% |
$2.68M - $3.31M
|
21.1K
$4.65M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.5K- 14.13% |
$2.7M - $3.34M
|
94K
$20.7M
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15.6K- 27.16% |
$2.72M - $3.36M
|
41.8K
$9.2M
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-15.8K- 83.54% |
$2.75M - $3.4M
|
3.11K
$684K
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15.8K- 7.58% |
$2.76M - $3.41M
|
193K
$42.5M
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-15.8K- 27.78% |
$2.77M - $3.42M
|
41.2K
$9.07M
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
SELL
|
- |
-15.9K- 7.92% |
$2.77M - $3.42M
|
184K
$40.6M
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-16K- 13.13% |
$2.8M - $3.46M
|
106K
$23.4M
|
|
Aug 14, 2025
Q2 2025
|
Politan Capital Management LP
New York, NY |
SELL
|
- |
-16.5K- 45.93% |
$2.89M - $3.57M
|
19.5K
$4.29M
|
|
Jul 23, 2025
Q2 2025
|
Objectivity Squared, LLC
Charleston, SC |
SELL
|
- |
-16.7K- 92.6% |
$2.92M - $3.6M
|
1.34K
$294K
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-16.9K- 51.21% |
$2.95M - $3.64M
|
16.1K
$3.54M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-16.9K- 25.01% |
$2.95M - $3.64M
|
50.6K
$11.1M
|
|
Aug 15, 2025
Q2 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-17.1K- 58.88% |
$2.98M - $3.68M
|
11.9K
$2.62M
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-17.2K- 73.67% |
$3.01M - $3.71M
|
6.15K
$1.35M
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-17.3K- 86.03% |
$3.03M - $3.74M
|
2.81K
$620K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-17.4K- 17.19% |
$3.04M - $3.75M
|
83.8K
$18.5M
|