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
|
Mission Wealth Management, LP
|
BUY
|
- |
2.16K+ 17.35% |
$377K - $466K
|
14.6K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
2.16K+ 702.28% |
$377K - $465K
|
2.46K
$543K
|
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
BUY
|
- |
2.13K+ 11.65% |
$372K - $459K
|
20.4K
$4.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.13KNew |
$372K - $459K
|
2.13K
$468K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.11K+ 23.24% |
$370K - $456K
|
11.2K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.11K+ 100.86% |
$369K - $456K
|
4.21K
$927K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.09K+ 1.29% |
$366K - $451K
|
165K
$36.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
2.05KNew |
$359K - $443K
|
2.05K
$452K
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.05KNew |
$358K - $442K
|
2.05K
$451K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2K+ 10.68% |
$349K - $431K
|
20.7K
$4.56M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 7.95% |
$342K - $423K
|
26.6K
$5.86M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.91KNew |
$334K - $412K
|
1.91K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.87K+ 4.63% |
$327K - $403K
|
42.2K
$9.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.86K+ 31.06% |
$325K - $401K
|
7.84K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.85K+ 0.69% |
$324K - $400K
|
269K
$59.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
1.82KNew |
$319K - $394K
|
1.82K
$402K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.82K+ 44.07% |
$318K - $392K
|
5.94K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.8K+ 111.64% |
$315K - $389K
|
3.42K
$753K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.79K+ 4.06% |
$313K - $386K
|
45.8K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1.78K+ 84.55% |
$312K - $385K
|
3.89K
$858K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.77KNew |
$309K - $382K
|
1.77K
$390K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.75K+ 125.11% |
$307K - $378K
|
3.16K
$695K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
1.74K+ 122.5% |
$305K - $376K
|
3.16K
$697K
|
|
|
Jul 23, 2025
Q2 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1.73KNew |
$302K - $373K
|
1.73K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.72K+ 15.88% |
$301K - $371K
|
12.5K
$2.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
1.71K+ 35.95% |
$299K - $370K
|
6.48K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.71K+ 7.06% |
$299K - $369K
|
25.9K
$5.72M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.69K+ 8.52% |
$295K - $364K
|
21.5K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.67K+ 3.49% |
$292K - $361K
|
49.6K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.62K+ 118.02% |
$284K - $350K
|
3K
$661K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.61K+ 18.6% |
$281K - $347K
|
10.2K
$2.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.6K+ 1.19% |
$279K - $345K
|
136K
$30M
|
|
|
Jul 23, 2025
Q2 2025
|
In Track Investment Management Inc
|
BUY
|
- |
1.59KNew |
$277K - $342K
|
1.59K
$350K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.59K+ 12.75% |
$277K - $342K
|
14K
$3.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.56KNew |
$273K - $337K
|
1.56K
$344K
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.55K+ 36.73% |
$270K - $334K
|
5.76K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
1.54K+ 18.62% |
$270K - $333K
|
9.82K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.54K+ 8.19% |
$269K - $332K
|
20.3K
$4.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
1.54KNew |
$268K - $331K
|
1.54K
$338K
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.53K+ 8.55% |
$268K - $331K
|
19.5K
$4.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.53K+ 12.76% |
$267K - $330K
|
13.5K
$2.98M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.52KNew |
$266K - $328K
|
1.52K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.52K+ 19.78% |
$265K - $327K
|
9.19K
$2.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.51KNew |
$263K - $325K
|
1.51K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.5K+ 15.08% |
$262K - $324K
|
11.4K
$2.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
1.49KNew |
$261K - $322K
|
1.49K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
1.49KNew |
$260K - $321K
|
1.49K
$327K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.47K+ 62.69% |
$257K - $318K
|
3.82K
$842K
|
|
|
Jul 25, 2025
Q2 2025
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$257K - $317K
|
1.47K
$324K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.46K+ 18237.5% |
$255K - $315K
|
1.47K
$323K
|