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 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
129+ 6.72% |
$25.6K - $29.6K
|
2.05K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
128+ 3.57% |
$25.4K - $29.4K
|
3.71K
$776K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
125+ 7.43% |
$24.8K - $28.7K
|
1.81K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
121+ 4.37% |
$24K - $27.8K
|
2.89K
$604K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
119+ 6.83% |
$23.6K - $27.3K
|
1.86K
$390K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
119+ 2.19% |
$23.6K - $27.3K
|
5.55K
$1.16M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
118+ 11.09% |
$23.4K - $27.1K
|
1.18K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
116+ 7.38% |
$23K - $26.7K
|
1.69K
$353K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
116+ 4.31% |
$23K - $26.7K
|
2.81K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
116+ 6.84% |
$23K - $26.7K
|
1.81K
$379K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
115+ 2.24% |
$22.8K - $26.4K
|
5.26K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
114+ 5.91% |
$22.6K - $26.2K
|
2.04K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
114+ 19.49% |
$22.6K - $26.2K
|
699
$146K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
111+ 3.23% |
$22K - $25.5K
|
3.55K
$742K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
110+ 7.67% |
$21.8K - $25.3K
|
1.54K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
110+ 1.55% |
$21.8K - $25.3K
|
7.2K
$1.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
109+ 4.81% |
$21.6K - $25K
|
2.38K
$497K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
109+ 0.21% |
$21.6K - $25K
|
53.2K
$11.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
109+ 45.61% |
$21.6K - $25K
|
348
$72.8K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
108New |
$21.4K - $24.8K
|
108
$22.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
106+ 1.12% |
$21K - $24.4K
|
9.6K
$2.01M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
106+ 662.5% |
$21K - $24.4K
|
122
$25.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
103+ 77.44% |
$20.4K - $23.7K
|
236
$49.4K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
102+ 2.93% |
$20.2K - $23.4K
|
3.58K
$750K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
102+ 3.04% |
$20.2K - $23.4K
|
3.46K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
102+ 0.58% |
$20.2K - $23.4K
|
17.7K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
101+ 10.21% |
$20K - $23.2K
|
1.09K
$228K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$19.8K - $23K
|
100
$20.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100+ 2.63% |
$19.8K - $23K
|
3.9K
$816K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
100+ 1.41% |
$19.8K - $23K
|
7.17K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
100+ 9.06% |
$19.8K - $23K
|
1.2K
$252K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
100+ 37.59% |
$19.8K - $23K
|
366
$76.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
99+ 3.83% |
$19.6K - $22.7K
|
2.69K
$562K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
99+ 1.47% |
$19.6K - $22.7K
|
6.83K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
98+ 3.25% |
$19.4K - $22.5K
|
3.11K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
97+ 16.7% |
$19.2K - $22.3K
|
678
$142K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
96+ 0.15% |
$19K - $22.1K
|
65.8K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
95+ 2.05% |
$18.8K - $21.8K
|
4.73K
$990K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
94+ 3.8% |
$18.6K - $21.6K
|
2.57K
$537K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94+ 30.32% |
$18.6K - $21.6K
|
404
$84.5K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
93+ 0.88% |
$18.4K - $21.4K
|
10.7K
$2.24M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
93+ 41.7% |
$18.4K - $21.4K
|
316
$66.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
92+ 2.66% |
$18.2K - $21.1K
|
3.55K
$742K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
91+ 6.22% |
$18K - $20.9K
|
1.56K
$325K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
90+ 14.17% |
$17.8K - $20.7K
|
725
$152K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
90+ 2.95% |
$17.8K - $20.7K
|
3.14K
$657K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
89+ 4.83% |
$17.6K - $20.5K
|
1.93K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
89+ 1.01% |
$17.6K - $20.5K
|
8.91K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
86+ 5.8% |
$17K - $19.8K
|
1.57K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
84+ 0.82% |
$16.6K - $19.3K
|
10.4K
$2.17M
|