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 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.06K- 7.0% |
$210K - $243K
|
14.1K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.07K- 10.36% |
$211K - $245K
|
9.21K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.07K- 8.19% |
$211K - $245K
|
12K
$2.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.08K- 43.1% |
$214K - $248K
|
1.43K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-1.11K- 40.86% |
$219K - $254K
|
1.6K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 4.92% |
$220K - $255K
|
21.4K
$4.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.11K- 43.88% |
$220K - $256K
|
1.42K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.12K- 16.74% |
$222K - $257K
|
5.57K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-1.13K- 8.74% |
$223K - $259K
|
11.8K
$2.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.13K- 2.15% |
$224K - $259K
|
51.5K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.13K- 7.04% |
$224K - $260K
|
14.9K
$2.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-1.14K- 11.95% |
$226K - $262K
|
8.39K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.16K- 1.99% |
$230K - $267K
|
57.1K
$11.2M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.19K- 48.28% |
$236K - $274K
|
1.28K
$250K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.23K- 19.04% |
$243K - $282K
|
5.22K
$1.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.25K- 35.78% |
$247K - $286K
|
2.24K
$438K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-1.28K- 61.94% |
$253K - $293K
|
784
$154K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 4.04% |
$254K - $295K
|
30.4K
$5.97M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.29K- 6.46% |
$256K - $296K
|
18.7K
$3.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.31K- 42.14% |
$259K - $300K
|
1.79K
$351K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.35K- 6.17% |
$267K - $310K
|
20.5K
$4.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.38K- 2.04% |
$274K - $318K
|
66.3K
$13M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.42K- 3.12% |
$281K - $326K
|
44.1K
$8.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.45K- 10.38% |
$288K - $334K
|
12.5K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.51K- 50.32% |
$299K - $347K
|
1.49K
$292K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.56K- 11.94% |
$309K - $358K
|
11.5K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.56K- 13.13% |
$310K - $359K
|
10.3K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.56K- 22.77% |
$310K - $359K
|
5.3K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.57K- 23.56% |
$312K - $362K
|
5.11K
$1M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.58K- 25.46% |
$313K - $363K
|
4.63K
$908K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.58K- 5.99% |
$313K - $364K
|
24.8K
$4.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.63K- 8.98% |
$322K - $373K
|
16.5K
$3.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.66K- 47.58% |
$328K - $380K
|
1.82K
$357K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 26.75% |
$330K - $383K
|
4.57K
$895K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.71K- 3.4% |
$340K - $394K
|
48.8K
$9.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.72K- 4.9% |
$341K - $395K
|
33.4K
$6.55M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.88K- 9.99% |
$371K - $431K
|
16.9K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.88K- 2.15% |
$373K - $433K
|
85.8K
$16.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.89K- 11.69% |
$373K - $433K
|
14.2K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-1.94K- 4.79% |
$384K - $446K
|
38.5K
$7.56M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.96K- 0.79% |
$389K - $451K
|
247K
$48.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.99K- 16.58% |
$394K - $457K
|
10K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.04K- 1.9% |
$404K - $469K
|
105K
$20.6M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-2.19K- 45.3% |
$434K - $503K
|
2.64K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.21K- 5.65% |
$438K - $508K
|
36.9K
$7.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.23K- 47.23% |
$442K - $513K
|
2.49K
$489K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.27K- 66.33% |
$449K - $521K
|
1.15K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-2.33K- 15.77% |
$461K - $535K
|
12.4K
$2.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-2.34K- 2.02% |
$464K - $538K
|
114K
$22.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.39K- 26.01% |
$473K - $549K
|
6.8K
$1.33M
|