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 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-506- 11.68% |
$100K - $116K
|
3.83K
$750K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-511- 1.5% |
$101K - $117K
|
33.6K
$6.58M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-512- 9.61% |
$101K - $118K
|
4.82K
$945K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-515- 5.82% |
$102K - $118K
|
8.33K
$1.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-523- 1.55% |
$104K - $120K
|
33.3K
$6.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-524- 32.77% |
$104K - $120K
|
1.08K
$211K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-531- 3.06% |
$105K - $122K
|
16.8K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-535- 4.37% |
$106K - $123K
|
11.7K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-557- 71.96% |
$110K - $128K
|
217
$42.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-564- 8.25% |
$112K - $130K
|
6.28K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-570- 9.11% |
$113K - $131K
|
5.69K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-590- 25.41% |
$117K - $136K
|
1.73K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-593- 2.28% |
$117K - $136K
|
25.4K
$4.98M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-598- 1.01% |
$118K - $137K
|
58.5K
$11.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-598- 36.37% |
$118K - $137K
|
1.05K
$205K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 23.21% |
$119K - $138K
|
1.99K
$389K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-623- 23.71% |
$123K - $143K
|
2.01K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-628- 10.98% |
$124K - $144K
|
5.09K
$998K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-636- 15.04% |
$126K - $146K
|
3.59K
$705K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-666- 5.24% |
$132K - $153K
|
12K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-673- 1.69% |
$133K - $155K
|
39.2K
$7.68M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-677- 67.23% |
$134K - $156K
|
330
$64.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-683- 22.18% |
$135K - $157K
|
2.4K
$470K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-689- 4.1% |
$136K - $158K
|
16.1K
$3.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-693- 6.28% |
$137K - $159K
|
10.3K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-702- 45.61% |
$139K - $161K
|
837
$164K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-723- 31.95% |
$143K - $166K
|
1.54K
$302K
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-732- 30.01% |
$145K - $168K
|
1.71K
$335K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-744- 3.02% |
$147K - $171K
|
23.9K
$4.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-760- 15.05% |
$151K - $175K
|
4.29K
$841K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-765- 70.51% |
$152K - $176K
|
320
$62.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-773- 1.05% |
$153K - $178K
|
72.9K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-780- 1.47% |
$155K - $179K
|
52.3K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-786- 15.28% |
$156K - $181K
|
4.36K
$855K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-787- 25.31% |
$156K - $181K
|
2.32K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-788- 2.31% |
$156K - $181K
|
33.3K
$6.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-793- 10.82% |
$157K - $182K
|
6.53K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-794- 27.95% |
$157K - $182K
|
2.05K
$401K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-851- 4.16% |
$169K - $196K
|
19.6K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-865- 4.4% |
$171K - $199K
|
18.8K
$3.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-881- 14.5% |
$175K - $202K
|
5.19K
$1.02M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-885- 84.21% |
$175K - $203K
|
166
$32.6K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-893- 32.25% |
$177K - $205K
|
1.88K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-903- 3.42% |
$179K - $208K
|
25.5K
$5M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-938- 39.54% |
$186K - $216K
|
1.43K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-965- 1.02% |
$191K - $222K
|
94K
$18.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.01K- 19.22% |
$200K - $232K
|
4.24K
$832K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-1.02K- 28.07% |
$201K - $234K
|
2.61K
$511K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.05K- 12.28% |
$207K - $240K
|
7.46K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.05K- 4.65% |
$208K - $241K
|
21.5K
$4.22M
|