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 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
1.06KNew |
$185K - $228K
|
1.06K
$233K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.06K+ 13.62% |
$185K - $228K
|
8.82K
$1.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.05KNew |
$184K - $227K
|
1.05K
$232K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
1.05KNew |
$183K - $226K
|
1.05K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.04K+ 31.63% |
$182K - $225K
|
4.34K
$956K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.04KNew |
$182K - $225K
|
1.04K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Kettle Hill Capital Management, LLC
New York, NY |
BUY
|
- |
1.04K+ 3.04% |
$181K - $223K
|
35.1K
$7.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
1.03K+ 4.14% |
$179K - $221K
|
25.8K
$5.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.01K+ 4.99% |
$177K - $219K
|
21.3K
$4.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.01K+ 7.86% |
$177K - $218K
|
13.9K
$3.05M
|
|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.01KNew |
$177K - $218K
|
1.01K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Tenret CO LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1K+ 42.94% |
$175K - $216K
|
3.33K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1KNew |
$175K - $216K
|
1K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
999New |
$175K - $216K
|
999
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
997New |
$174K - $215K
|
997
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
996+ 72.07% |
$174K - $215K
|
2.38K
$524K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
993New |
$174K - $214K
|
993
$219K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
991New |
$173K - $214K
|
991
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
989+ 1.92% |
$173K - $213K
|
52.5K
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
989+ 1.22% |
$173K - $213K
|
81.7K
$18M
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
985New |
$172K - $213K
|
985
$217K
|
|
|
Jul 23, 2025
Q2 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
978New |
$171K - $211K
|
978
$215K
|
|
|
Jul 25, 2025
Q2 2025
|
Landmark Wealth Management, LLC
|
BUY
|
- |
977New |
$171K - $211K
|
977
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Requisite Capital Management, LLC
|
BUY
|
- |
973New |
$170K - $210K
|
973
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
973New |
$170K - $210K
|
973
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
971+ 19.74% |
$170K - $210K
|
5.89K
$1.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
970New |
$170K - $209K
|
970
$214K
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
966New |
$169K - $208K
|
966
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
965New |
$169K - $208K
|
965
$213K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
964New |
$169K - $208K
|
964
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
960+ 2.83% |
$168K - $207K
|
34.9K
$7.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
958New |
$167K - $207K
|
958
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
958New |
$167K - $207K
|
958
$211K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
957+ 0.3% |
$167K - $207K
|
324K
$71.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
955+ 29.62% |
$167K - $206K
|
4.18K
$921K
|
|
|
Aug 20, 2025
Q2 2025
|
Monarch Capital Management Inc
|
BUY
|
- |
954New |
$167K - $206K
|
954
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
953New |
$167K - $206K
|
953
$210K
|
|
|
Aug 01, 2025
Q2 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
951New |
$166K - $205K
|
951
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
950New |
$166K - $205K
|
950
$209K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
949New |
$166K - $205K
|
949
$209K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
948New |
$166K - $205K
|
948
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
947New |
$166K - $204K
|
947
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
947+ 29.22% |
$166K - $204K
|
4.19K
$923K
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
946New |
$165K - $204K
|
946
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
946New |
$165K - $204K
|
946
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
943New |
$165K - $203K
|
943
$208K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
943+ 22.43% |
$165K - $203K
|
5.15K
$1.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
939New |
$164K - $203K
|
939
$207K
|