Purchases and Sales Made in Q1 2025 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
675+ 0.38% |
$134K - $155K
|
178K
$37.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
669New |
$133K - $154K
|
669
$140K
|
|
|
May 06, 2025
Q1 2025
|
Anb Bank
Denver, CO |
BUY
|
- |
665+ 4.1% |
$132K - $153K
|
16.9K
$3.53M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
648+ 1.01% |
$128K - $149K
|
64.7K
$13.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
637+ 0.2% |
$126K - $146K
|
316K
$66.1M
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
637+ 134.11% |
$126K - $146K
|
1.11K
$233K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
628+ 5.3% |
$124K - $144K
|
12.5K
$2.61M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
625+ 4.52% |
$124K - $144K
|
14.5K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
620+ 5.77% |
$123K - $142K
|
11.4K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
616+ 12.27% |
$122K - $142K
|
5.64K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
607+ 20.62% |
$120K - $139K
|
3.55K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
606New |
$120K - $139K
|
606
$127K
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
605+ 47.6% |
$120K - $139K
|
1.88K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
600+ 7.5% |
$119K - $138K
|
8.6K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
598+ 65.71% |
$118K - $137K
|
1.51K
$315K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
595+ 32.06% |
$118K - $137K
|
2.45K
$513K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
595+ 5.86% |
$118K - $137K
|
10.8K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
580+ 3.62% |
$115K - $133K
|
16.6K
$3.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
578+ 26.01% |
$115K - $133K
|
2.8K
$586K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
578+ 19.01% |
$115K - $133K
|
3.62K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
572+ 3.54% |
$113K - $131K
|
16.7K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
569+ 29.33% |
$113K - $131K
|
2.51K
$525K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
567+ 22.54% |
$112K - $130K
|
3.08K
$645K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
556New |
$110K - $128K
|
556
$116K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
556New |
$110K - $128K
|
556
$116K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
545+ 36.7% |
$108K - $125K
|
2.03K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
533New |
$106K - $122K
|
533
$112K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
531+ 9.74% |
$105K - $122K
|
5.99K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
530+ 1.7% |
$105K - $122K
|
31.8K
$6.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
530+ 0.65% |
$105K - $122K
|
82.5K
$17.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
523+ 0.95% |
$104K - $120K
|
55.5K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
523+ 29.89% |
$104K - $120K
|
2.27K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
520+ 2.28% |
$103K - $119K
|
23.3K
$4.87M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
500New |
$99.1K - $115K
|
500
$105K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
495+ 31.94% |
$98.1K - $114K
|
2.05K
$428K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
494+ 37.11% |
$97.9K - $114K
|
1.83K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
494New |
$97.9K - $114K
|
494
$103K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
492+ 52.9% |
$97.5K - $113K
|
1.42K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
491+ 2.91% |
$97.3K - $113K
|
17.4K
$3.64M
|
|
|
May 01, 2025
Q1 2025
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
489+ 44.78% |
$96.9K - $112K
|
1.58K
$331K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
485+ 7.52% |
$96.1K - $111K
|
6.93K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
479+ 225.94% |
$94.9K - $110K
|
691
$145K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
474+ 20.83% |
$93.9K - $109K
|
2.75K
$575K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
474+ 15.01% |
$93.9K - $109K
|
3.63K
$760K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
470+ 2.15% |
$93.1K - $108K
|
22.3K
$4.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
468+ 3.36% |
$92.7K - $108K
|
14.4K
$3.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
462+ 48.63% |
$91.5K - $106K
|
1.41K
$295K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
454+ 1.76% |
$89.9K - $104K
|
26.3K
$5.49M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
444+ 40.07% |
$88K - $102K
|
1.55K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
437+ 6.24% |
$86.6K - $100K
|
7.44K
$1.56M
|