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 13, 2025
Q2 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.64K+ 44.42% |
$1.34M - $1.65M
|
24.8K
$5.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.58K+ 5.8% |
$1.32M - $1.64M
|
138K
$30.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
7.42KNew |
$1.3M - $1.6M
|
7.42K
$1.63M
|
|
|
Aug 01, 2025
Q2 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.41K+ 347.17% |
$1.3M - $1.6M
|
9.55K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.39K+ 45.01% |
$1.29M - $1.59M
|
23.8K
$5.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
7.22K+ 30.12% |
$1.26M - $1.56M
|
31.2K
$6.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
7.11KNew |
$1.24M - $1.53M
|
7.11K
$1.57M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
7.11K+ 2.02% |
$1.24M - $1.53M
|
359K
$79.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
7.09K+ 14.64% |
$1.24M - $1.53M
|
55.5K
$12.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.05K+ 7.35% |
$1.23M - $1.52M
|
103K
$22.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.05K+ 33.82% |
$1.23M - $1.52M
|
27.9K
$6.14M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6.99K+ 56.07% |
$1.22M - $1.51M
|
19.5K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
6.99KNew |
$1.22M - $1.51M
|
6.99K
$1.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
6.8K+ 1360.0% |
$1.19M - $1.47M
|
7.3K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.74K+ 0.43% |
$1.18M - $1.45M
|
1.57M
$345M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.68K+ 76.6% |
$1.17M - $1.44M
|
15.4K
$3.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
6.65KNew |
$1.16M - $1.44M
|
6.65K
$1.47M
|
|
|
Jul 15, 2025
Q2 2025
|
Signal Tree Financial Partners LLC
Copley, OH |
BUY
|
- |
6.42KNew |
$1.12M - $1.39M
|
6.42K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.4K+ 34.41% |
$1.12M - $1.38M
|
25K
$5.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
6.33K+ 20.59% |
$1.11M - $1.36M
|
37K
$8.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
6.22KNew |
$1.09M - $1.34M
|
6.22K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.16K+ 339.1% |
$1.08M - $1.33M
|
7.97K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
6.03K+ 83.68% |
$1.05M - $1.3M
|
13.2K
$2.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6.02KNew |
$1.05M - $1.3M
|
6.02K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5.97K+ 27.42% |
$1.04M - $1.29M
|
27.7K
$6.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
5.82K+ 44.94% |
$1.02M - $1.26M
|
18.8K
$4.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
5.8KNew |
$1.01M - $1.25M
|
5.8K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.78K+ 35.12% |
$1.01M - $1.25M
|
22.2K
$4.9M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.76K+ 4.25% |
$1.01M - $1.24M
|
141K
$31.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
5.72K+ 94.94% |
$1M - $1.23M
|
11.7K
$2.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
5.68K+ 1.93% |
$993K - $1.23M
|
301K
$66.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
5.64KNew |
$987K - $1.22M
|
5.64K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.59K+ 19.72% |
$977K - $1.21M
|
33.9K
$7.47M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
5.31K+ 10.47% |
$927K - $1.14M
|
56K
$12.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
5.26K+ 279.53% |
$919K - $1.13M
|
7.14K
$1.57M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.25K+ 265.72% |
$917K - $1.13M
|
7.22K
$1.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
5.25K+ 1.22% |
$917K - $1.13M
|
436K
$96M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
5.17K+ 1.86% |
$904K - $1.12M
|
283K
$62.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
5.14K+ 17.63% |
$898K - $1.11M
|
34.3K
$7.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
5.12K+ 6.93% |
$895K - $1.1M
|
79K
$17.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.03KNew |
$880K - $1.09M
|
5.03K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
5.03K+ 53.59% |
$879K - $1.08M
|
14.4K
$3.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.98K+ 13.92% |
$870K - $1.07M
|
40.7K
$8.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
4.9K+ 281.06% |
$856K - $1.06M
|
6.64K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.85K+ 42.29% |
$847K - $1.05M
|
16.3K
$3.59M
|
|
|
Aug 14, 2025
Q2 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
4.81KNew |
$840K - $1.04M
|
4.81K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
4.8KNew |
$839K - $1.04M
|
4.8K
$1.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.76K+ 336.11% |
$831K - $1.03M
|
6.17K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.74K+ 33.38% |
$829K - $1.02M
|
19K
$4.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.74K+ 173.83% |
$828K - $1.02M
|
7.46K
$1.64M
|