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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
436+ 4.2% |
$86.4K - $100K
|
10.8K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
434+ 4.96% |
$86K - $99.7K
|
9.19K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
433+ 24.62% |
$85.8K - $99.5K
|
2.19K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
432+ 54.89% |
$85.6K - $99.3K
|
1.22K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
430+ 9.85% |
$85.2K - $98.8K
|
4.8K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
429+ 3.03% |
$85K - $98.6K
|
14.6K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
427+ 2.5% |
$84.6K - $98.1K
|
17.5K
$3.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
426+ 9.31% |
$84.4K - $97.9K
|
5K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
418+ 19.3% |
$82.8K - $96.1K
|
2.58K
$541K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
402+ 11.66% |
$79.6K - $92.4K
|
3.85K
$806K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
400+ 3.36% |
$79.2K - $91.9K
|
12.3K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
400+ 3.04% |
$79.2K - $91.9K
|
13.6K
$2.84M
|
|
|
May 07, 2025
Q1 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
399+ 2.39% |
$79K - $91.7K
|
17.1K
$3.57M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
398+ 2.65% |
$78.8K - $91.5K
|
15.4K
$3.22M
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
388+ 3.74% |
$76.9K - $89.2K
|
10.8K
$2.25M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
386+ 36.87% |
$76.5K - $88.7K
|
1.43K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
385+ 22.2% |
$76.3K - $88.5K
|
2.12K
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
383+ 4.08% |
$75.9K - $88K
|
9.77K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
375New |
$74.3K - $86.2K
|
375
$78.5K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
375New |
$74.3K - $86.2K
|
375
$78.5K
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
361+ 1.18% |
$71.5K - $83K
|
30.9K
$6.46M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
360+ 12.58% |
$71.3K - $82.7K
|
3.22K
$674K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
356+ 18.76% |
$70.5K - $81.8K
|
2.25K
$472K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
355+ 20.77% |
$70.3K - $81.6K
|
2.06K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
355+ 3.55% |
$70.3K - $81.6K
|
10.4K
$2.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
347+ 35.02% |
$68.7K - $79.7K
|
1.34K
$280K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
345+ 23.7% |
$68.3K - $79.3K
|
1.8K
$377K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
340+ 7.67% |
$67.4K - $78.1K
|
4.77K
$998K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
338+ 11.89% |
$67K - $77.7K
|
3.18K
$665K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
338+ 2.2% |
$67K - $77.7K
|
15.7K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
333+ 0.38% |
$66K - $76.5K
|
87.8K
$18.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
332+ 20.16% |
$65.8K - $76.3K
|
1.98K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
332+ 13.93% |
$65.8K - $76.3K
|
2.72K
$568K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
331+ 6.45% |
$65.6K - $76.1K
|
5.47K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
330+ 27.41% |
$65.4K - $75.8K
|
1.53K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
325+ 72.87% |
$64.4K - $74.7K
|
771
$161K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
325New |
$64.4K - $74.7K
|
325
$68K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
324+ 0.97% |
$64.2K - $74.5K
|
33.8K
$7.07M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
324+ 22.91% |
$64.2K - $74.5K
|
1.74K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
320+ 14.7% |
$63.4K - $73.5K
|
2.5K
$522K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
317+ 4.18% |
$62.8K - $72.8K
|
7.9K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
315+ 28.61% |
$62.4K - $72.4K
|
1.42K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
313+ 1.83% |
$62K - $71.9K
|
17.4K
$3.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
311+ 3.5% |
$61.6K - $71.5K
|
9.2K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
310+ 10.35% |
$61.4K - $71.2K
|
3.31K
$692K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
306+ 2.03% |
$60.6K - $70.3K
|
15.4K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
306New |
$60.6K - $70.3K
|
306
$64K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
300+ 27.86% |
$59.4K - $68.9K
|
1.38K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
300+ 10.66% |
$59.4K - $68.9K
|
3.11K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
300+ 0.63% |
$59.4K - $68.9K
|
48K
$10M
|