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 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
195+ 1.08% |
$38.6K - $44.8K
|
18.3K
$3.83M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
194+ 5.57% |
$38.4K - $44.6K
|
3.68K
$769K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
193+ 2.58% |
$38.2K - $44.3K
|
7.66K
$1.6M
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
191New |
$37.8K - $43.9K
|
191
$40K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
189+ 0.89% |
$37.4K - $43.4K
|
21.5K
$4.5M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
188+ 0.87% |
$37.2K - $43.2K
|
21.8K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
188+ 15.11% |
$37.2K - $43.2K
|
1.43K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
186+ 0.77% |
$36.8K - $42.7K
|
24.2K
$5.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
182+ 1.74% |
$36.1K - $41.8K
|
10.7K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
180+ 18000.0% |
$35.7K - $41.4K
|
181
$37.9K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
179+ 3.84% |
$35.5K - $41.1K
|
4.85K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
179+ 2.74% |
$35.5K - $41.1K
|
6.71K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
178+ 0.35% |
$35.3K - $40.9K
|
51.1K
$10.7M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
BUY
|
- |
178+ 16.68% |
$35.3K - $40.9K
|
1.25K
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
177+ 8.65% |
$35.1K - $40.7K
|
2.22K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
176+ 1.27% |
$34.9K - $40.4K
|
14K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
175+ 2.79% |
$34.7K - $40.2K
|
6.44K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
174+ 3.51% |
$34.5K - $40K
|
5.13K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
174+ 13.45% |
$34.5K - $40K
|
1.47K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
173+ 4.13% |
$34.3K - $39.8K
|
4.36K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
172+ 4.99% |
$34.1K - $39.5K
|
3.62K
$757K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
171+ 3.44% |
$33.9K - $39.3K
|
5.15K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
170New |
$33.7K - $39.1K
|
170
$35.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
169+ 0.23% |
$33.5K - $38.8K
|
73K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
168+ 0.48% |
$33.3K - $38.6K
|
35.2K
$7.37M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
167+ 14.6% |
$33.1K - $38.4K
|
1.31K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
167+ 0.47% |
$33.1K - $38.4K
|
35.6K
$7.44M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
167+ 4.39% |
$33.1K - $38.4K
|
3.97K
$831K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
BUY
|
- |
166+ 14.51% |
$32.9K - $38.1K
|
1.31K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
162+ 5.59% |
$32.1K - $37.2K
|
3.06K
$640K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
160+ 9.96% |
$31.7K - $36.8K
|
1.77K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
156+ 5.8% |
$30.9K - $35.8K
|
2.85K
$595K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
153+ 5.94% |
$30.3K - $35.2K
|
2.73K
$571K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
153+ 1.82% |
$30.3K - $35.2K
|
8.55K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
153+ 2.89% |
$30.3K - $35.2K
|
5.44K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
150New |
$29.7K - $34.5K
|
150
$31.4K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
147+ 0.46% |
$29.1K - $33.8K
|
32.3K
$6.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
145+ 8.88% |
$28.7K - $33.3K
|
1.78K
$372K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
143New |
$28.3K - $32.9K
|
143
$29.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 3.44% |
$27.7K - $32.2K
|
4.21K
$880K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
139+ 5.99% |
$27.5K - $31.9K
|
2.46K
$514K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
136+ 1.01% |
$26.9K - $31.3K
|
13.6K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
135+ 100.0% |
$26.7K - $31K
|
270
$56.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
134+ 5.38% |
$26.5K - $30.8K
|
2.62K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
133+ 1.73% |
$26.3K - $30.6K
|
7.83K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
132+ 2.36% |
$26.1K - $30.3K
|
5.71K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
132+ 8.06% |
$26.1K - $30.3K
|
1.77K
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
130+ 0.72% |
$25.8K - $29.9K
|
18.3K
$3.82M
|
|
|
May 07, 2025
Q1 2025
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
130+ 1.72% |
$25.8K - $29.9K
|
7.69K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
129+ 7.49% |
$25.6K - $29.6K
|
1.85K
$387K
|