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 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.4K- 10.83% |
$475K - $551K
|
19.8K
$3.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 23.73% |
$477K - $553K
|
7.74K
$1.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-2.42K- 20.48% |
$479K - $555K
|
9.38K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.42K- 51.4% |
$480K - $556K
|
2.29K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.43K- 45.42% |
$482K - $559K
|
2.93K
$568K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.49K- 29.31% |
$493K - $572K
|
6K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2.53K- 73.64% |
$500K - $580K
|
904
$175K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.55K- 5.73% |
$505K - $586K
|
42K
$8.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-2.66K- 6.77% |
$526K - $610K
|
36.6K
$7.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.71K- 12.15% |
$536K - $622K
|
19.6K
$3.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.83K- 12.29% |
$561K - $651K
|
20.2K
$3.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.89K- 8.95% |
$572K - $663K
|
29.4K
$5.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.14K- 1.77% |
$621K - $721K
|
174K
$33.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-3.21K- 15.32% |
$636K - $738K
|
17.8K
$3.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-3.24K- 32.96% |
$642K - $745K
|
6.59K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.43K- 45.0% |
$679K - $788K
|
4.19K
$814K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.51K- 12.48% |
$696K - $807K
|
24.6K
$4.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.69K- 41.96% |
$731K - $848K
|
5.1K
$991K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.72K- 15.1% |
$736K - $854K
|
20.9K
$4.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.82K- 6.28% |
$757K - $878K
|
57K
$11.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.95K- 54.33% |
$782K - $908K
|
3.32K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.99K- 21.91% |
$790K - $916K
|
14.2K
$2.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-4.16K- 71.08% |
$825K - $957K
|
1.69K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.24K- 6.12% |
$840K - $974K
|
65K
$12.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-4.34K- 10.64% |
$859K - $997K
|
36.4K
$7.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.44K- 30.99% |
$879K - $1.02M
|
9.88K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.61K- 71.98% |
$912K - $1.06M
|
1.79K
$348K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-4.66K- 62.37% |
$922K - $1.07M
|
2.81K
$545K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.68K- 18.13% |
$927K - $1.08M
|
21.1K
$4.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.69K- 0.66% |
$928K - $1.08M
|
710K
$138M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-4.83K- 20.39% |
$957K - $1.11M
|
18.9K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.85K- 72.52% |
$960K - $1.11M
|
1.84K
$357K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.34K- 78.96% |
$1.06M - $1.23M
|
1.42K
$276K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-5.35K- 4.28% |
$1.06M - $1.23M
|
120K
$23.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.89K- 38.81% |
$1.17M - $1.35M
|
9.28K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.13K- 27.09% |
$1.21M - $1.41M
|
16.5K
$3.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.58K- 19.65% |
$1.3M - $1.51M
|
26.9K
$5.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.3K- 3.94% |
$1.45M - $1.68M
|
178K
$34.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.36K- 2.22% |
$1.46M - $1.69M
|
324K
$63M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-8.01K- 11.87% |
$1.59M - $1.84M
|
59.5K
$11.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-8.4K- 34.36% |
$1.66M - $1.93M
|
16K
$3.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-8.43K- 78.22% |
$1.67M - $1.94M
|
2.35K
$456K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.13K- 52.16% |
$1.81M - $2.1M
|
8.37K
$1.63M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-9.14K- 24.59% |
$1.81M - $2.1M
|
28K
$5.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.16K- 34.99% |
$1.81M - $2.11M
|
17K
$3.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-10.1K- 76.5% |
$1.99M - $2.31M
|
3.09K
$600K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-10.4K- 6.21% |
$2.06M - $2.39M
|
157K
$30.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-10.5K- 90.78% |
$2.09M - $2.42M
|
1.07K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.3K- 10.05% |
$2.24M - $2.6M
|
101K
$19.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11.6K- 39.38% |
$2.29M - $2.66M
|
17.8K
$3.45M
|