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 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.44KNew |
$252K - $311K
|
1.44K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.43K+ 8.41% |
$250K - $309K
|
18.5K
$4.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.42K+ 11.87% |
$248K - $306K
|
13.4K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.41K+ 80.73% |
$247K - $305K
|
3.16K
$696K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.41KNew |
$246K - $304K
|
1.41K
$310K
|
|
|
Aug 01, 2025
Q2 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.4K+ 75.52% |
$245K - $303K
|
3.26K
$719K
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.39KNew |
$244K - $301K
|
1.39K
$307K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.38KNew |
$242K - $299K
|
1.38K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.38K+ 86.96% |
$241K - $298K
|
2.97K
$654K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.37KNew |
$239K - $295K
|
1.37K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.37K+ 2.57% |
$239K - $295K
|
54.5K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
1.35K+ 0.8% |
$236K - $291K
|
170K
$37.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.34KNew |
$235K - $290K
|
1.34K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
1.34KNew |
$234K - $289K
|
1.34K
$295K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.33K+ 45.09% |
$233K - $288K
|
4.29K
$945K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.33K+ 1.96% |
$232K - $287K
|
69.1K
$15.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
BUY
|
- |
1.32KNew |
$230K - $284K
|
1.32K
$290K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
1.31KNew |
$230K - $283K
|
1.31K
$289K
|
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.31KNew |
$228K - $282K
|
1.31K
$288K
|
|
|
Aug 11, 2025
Q2 2025
|
Royce & Associates LP
|
BUY
|
- |
1.3K+ 6.6% |
$227K - $281K
|
21K
$4.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.3K+ 61.26% |
$226K - $279K
|
3.41K
$751K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.28KNew |
$224K - $277K
|
1.28K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.27K+ 65.48% |
$222K - $274K
|
3.21K
$708K
|
|
|
Jul 07, 2025
Q2 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
1.27KNew |
$222K - $274K
|
1.27K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.27KNew |
$221K - $273K
|
1.27K
$279K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.26KNew |
$220K - $271K
|
1.26K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1.26K+ 0.75% |
$220K - $271K
|
168K
$37M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.26K+ 3.89% |
$220K - $271K
|
33.5K
$7.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.25K+ 52.69% |
$219K - $270K
|
3.63K
$799K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.25K+ 6.3% |
$218K - $270K
|
21.1K
$4.64M
|
|
|
Jul 31, 2025
Q2 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.25K+ 16.24% |
$218K - $269K
|
8.93K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.25K+ 49.7% |
$218K - $269K
|
3.76K
$828K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
1.21KNew |
$212K - $262K
|
1.21K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.2K+ 27.28% |
$210K - $260K
|
5.61K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$206K - $255K
|
1.18K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.16K+ 0.67% |
$203K - $251K
|
175K
$38.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
1.15KNew |
$201K - $248K
|
1.15K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.13KNew |
$197K - $244K
|
1.13K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
1.13KNew |
$197K - $243K
|
1.13K
$248K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
1.11K+ 8.18% |
$195K - $240K
|
14.7K
$3.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Bank Ozk
|
BUY
|
- |
1.11KNew |
$195K - $240K
|
1.11K
$245K
|
|
|
Jul 24, 2025
Q2 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.11K+ 5.1% |
$194K - $239K
|
22.9K
$5.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.09K+ 68.27% |
$191K - $236K
|
2.69K
$594K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.09KNew |
$190K - $234K
|
1.09K
$239K
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
BUY
|
- |
1.08KNew |
$189K - $234K
|
1.08K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.08K+ 10.57% |
$189K - $233K
|
11.3K
$2.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
1.08K+ 5.2% |
$188K - $232K
|
21.8K
$4.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.07KNew |
$187K - $231K
|
1.07K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 5.17% |
$185K - $229K
|
21.6K
$4.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.06K+ 3.64% |
$185K - $229K
|
30.2K
$6.66M
|