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 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.2KNew |
$560K - $691K
|
3.2K
$705K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.2K+ 122.16% |
$559K - $690K
|
5.81K
$1.28M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
3.2K+ 135.54% |
$559K - $690K
|
5.55K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.19K+ 4.17% |
$558K - $689K
|
79.9K
$17.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.16K+ 1.59% |
$552K - $682K
|
202K
$44.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.13K+ 34.04% |
$547K - $676K
|
12.3K
$2.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.12K+ 6.84% |
$546K - $674K
|
48.8K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.11K+ 11.7% |
$544K - $672K
|
29.7K
$6.55M
|
|
|
Jul 08, 2025
Q2 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.04K+ 9.54% |
$531K - $656K
|
34.9K
$7.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
3.03KNew |
$530K - $654K
|
3.03K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3.01K+ 84.58% |
$526K - $649K
|
6.56K
$1.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.95K+ 2.32% |
$516K - $637K
|
130K
$28.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.95K+ 239.12% |
$515K - $636K
|
4.18K
$920K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.91KNew |
$509K - $628K
|
2.91K
$641K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.89K+ 12.18% |
$506K - $624K
|
26.6K
$5.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
2.89KNew |
$506K - $624K
|
2.89K
$637K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
2.89K+ 3.94% |
$504K - $623K
|
76K
$16.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Washington Capital Management Inc
|
BUY
|
- |
2.86K+ 138.02% |
$501K - $618K
|
4.94K
$1.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.86K+ 4.72% |
$499K - $617K
|
63.4K
$14M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.82K+ 63.76% |
$493K - $608K
|
7.24K
$1.59M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
2.82K+ 7.44% |
$492K - $608K
|
40.7K
$8.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.77K+ 48.53% |
$485K - $598K
|
8.49K
$1.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Strategic Investment Management, LLC
|
BUY
|
- |
2.77K+ 23.84% |
$484K - $598K
|
14.4K
$3.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.69KNew |
$471K - $581K
|
2.69K
$593K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.65K+ 21.15% |
$463K - $572K
|
15.2K
$3.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Congress Asset Management CO
|
BUY
|
- |
2.65KNew |
$463K - $572K
|
2.65K
$584K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.65K+ 17.73% |
$462K - $571K
|
17.6K
$3.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.61KNew |
$456K - $563K
|
2.61K
$575K
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.58K+ 20.07% |
$451K - $556K
|
15.4K
$3.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.53K+ 19.68% |
$442K - $545K
|
15.4K
$3.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.53K+ 1.11% |
$442K - $545K
|
231K
$50.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
2.52KNew |
$441K - $544K
|
2.52K
$556K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.51K+ 100.84% |
$439K - $542K
|
5.01K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.49K+ 44.18% |
$435K - $537K
|
8.13K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.41K+ 18.13% |
$421K - $520K
|
15.7K
$3.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.37K+ 8.85% |
$414K - $511K
|
29.1K
$6.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
2.36K+ 20.04% |
$413K - $510K
|
14.2K
$3.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.35K+ 10.93% |
$411K - $507K
|
23.9K
$5.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.33K+ 35.99% |
$408K - $503K
|
8.81K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.33K+ 12.18% |
$407K - $503K
|
21.5K
$4.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.32K+ 66.84% |
$405K - $500K
|
5.78K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.29K+ 17.49% |
$400K - $494K
|
15.4K
$3.38M
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.28KNew |
$399K - $492K
|
2.28K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2.25K+ 11.43% |
$394K - $486K
|
22K
$4.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.24KNew |
$391K - $483K
|
2.24K
$493K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.23KNew |
$391K - $482K
|
2.23K
$492K
|
|
|
Aug 11, 2025
Q2 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.23K+ 6.92% |
$389K - $481K
|
34.4K
$7.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2.19K+ 29.29% |
$383K - $473K
|
9.68K
$2.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.19K+ 118.31% |
$383K - $473K
|
4.04K
$890K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.16K+ 1025.59% |
$378K - $467K
|
2.38K
$523K
|