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 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
4.72KNew |
$825K - $1.02M
|
4.72K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.67K+ 19.72% |
$817K - $1.01M
|
28.4K
$6.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.66K+ 26.62% |
$815K - $1.01M
|
22.2K
$4.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
4.64K+ 12.57% |
$812K - $1M
|
41.6K
$9.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.57K+ 32.92% |
$800K - $987K
|
18.5K
$4.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.56K+ 14.76% |
$797K - $984K
|
35.5K
$7.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
4.55K+ 3.35% |
$795K - $982K
|
140K
$30.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4.51K+ 13.51% |
$789K - $974K
|
37.9K
$8.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.5K+ 43.42% |
$787K - $972K
|
14.9K
$3.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.48KNew |
$783K - $967K
|
4.48K
$987K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
4.47KNew |
$781K - $964K
|
4.47K
$984K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.41K+ 2.35% |
$772K - $952K
|
192K
$42.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.41K+ 72.47% |
$771K - $951K
|
10.5K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.41K+ 2.46% |
$770K - $951K
|
183K
$40.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.38K+ 18.48% |
$766K - $945K
|
28.1K
$6.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
4.35KNew |
$760K - $939K
|
4.35K
$958K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
4.3K+ 27.56% |
$752K - $928K
|
19.9K
$4.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.27K+ 5.78% |
$746K - $921K
|
78.1K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.22K+ 3.9% |
$738K - $911K
|
113K
$24.8M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.13K+ 13.4% |
$722K - $891K
|
35K
$7.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
4.11K+ 9.09% |
$719K - $887K
|
49.3K
$10.9M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
4.1K+ 52.7% |
$716K - $884K
|
11.9K
$2.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.07K+ 8.01% |
$712K - $879K
|
54.9K
$12.1M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.04K+ 62.09% |
$707K - $872K
|
10.6K
$2.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.03K+ 6.98% |
$704K - $869K
|
61.7K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
4.01K+ 63.28% |
$701K - $865K
|
10.3K
$2.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
4KNew |
$699K - $863K
|
4K
$881K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.99K+ 332.36% |
$697K - $860K
|
5.18K
$1.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
BUY
|
- |
3.89KNew |
$680K - $839K
|
3.89K
$856K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.86K+ 298.14% |
$674K - $832K
|
5.15K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.82K+ 8.26% |
$668K - $825K
|
50.1K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
3.8KNew |
$664K - $820K
|
3.8K
$837K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
3.79K+ 157.44% |
$662K - $817K
|
6.19K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Acuitas Investments, LLC
|
BUY
|
- |
3.7KNew |
$647K - $798K
|
3.7K
$815K
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.67K+ 15.16% |
$641K - $791K
|
27.8K
$6.13M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
3.59KNew |
$627K - $774K
|
3.59K
$791K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3.56K+ 10.64% |
$622K - $768K
|
37K
$8.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.46K+ 271.86% |
$605K - $746K
|
4.73K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.45K+ 2.84% |
$603K - $745K
|
125K
$27.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.4K+ 4.8% |
$594K - $734K
|
74.2K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.36K+ 46.7% |
$587K - $725K
|
10.6K
$2.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3.35K+ 182.78% |
$586K - $724K
|
5.19K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.34K+ 54.92% |
$585K - $722K
|
9.43K
$2.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.34K+ 4.86% |
$584K - $721K
|
72.2K
$15.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
3.31KNew |
$578K - $714K
|
3.31K
$729K
|
|
|
Aug 01, 2025
Q2 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
3.3K+ 25.78% |
$578K - $713K
|
16.1K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.29K+ 98.62% |
$576K - $710K
|
6.63K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
3.28KNew |
$574K - $708K
|
3.28K
$723K
|
|
|
Jul 28, 2025
Q2 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.25K+ 50.21% |
$567K - $700K
|
9.71K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.24K+ 62.25% |
$566K - $699K
|
8.44K
$1.86M
|