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 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
81+ 0.35% |
$16K - $18.6K
|
23.4K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
81+ 5.5% |
$16K - $18.6K
|
1.55K
$325K
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
79+ 3.54% |
$15.6K - $18.2K
|
2.31K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
79+ 1.75% |
$15.6K - $18.2K
|
4.59K
$961K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
76+ 6.73% |
$15.1K - $17.5K
|
1.21K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
76+ 0.55% |
$15.1K - $17.5K
|
14K
$2.93M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 4.8% |
$14.3K - $16.5K
|
1.57K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
70+ 3.73% |
$13.9K - $16.1K
|
1.95K
$407K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
70+ 0.25% |
$13.9K - $16.1K
|
28.5K
$5.95M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
70+ 5.92% |
$13.9K - $16.1K
|
1.25K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 0.91% |
$12.9K - $14.9K
|
7.23K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
65+ 6.5% |
$12.9K - $14.9K
|
1.07K
$223K
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
65+ 4.42% |
$12.9K - $14.9K
|
1.54K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
65+ 5.61% |
$12.9K - $14.9K
|
1.22K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
65+ 1.16% |
$12.9K - $14.9K
|
5.68K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
64+ 2.18% |
$12.7K - $14.7K
|
2.99K
$626K
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
63+ 0.78% |
$12.5K - $14.5K
|
8.19K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
61+ 1.85% |
$12.1K - $14K
|
3.35K
$701K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
61+ 0.27% |
$12.1K - $14K
|
22.8K
$4.77M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
61+ 6.02% |
$12.1K - $14K
|
1.08K
$225K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
61+ 1.4% |
$12.1K - $14K
|
4.41K
$923K
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
61+ 0.56% |
$12.1K - $14K
|
11.1K
$2.31M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
60New |
$11.9K - $13.8K
|
60
$12.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59New |
$11.7K - $13.6K
|
59
$12.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
58+ 1.75% |
$11.5K - $13.3K
|
3.38K
$707K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
58+ 5.45% |
$11.5K - $13.3K
|
1.12K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
57+ 2.22% |
$11.3K - $13.1K
|
2.63K
$550K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
57+ 2.39% |
$11.3K - $13.1K
|
2.44K
$511K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
57+ 0.62% |
$11.3K - $13.1K
|
9.2K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
57+ 0.26% |
$11.3K - $13.1K
|
22.4K
$4.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
56+ 3.19% |
$11.1K - $12.9K
|
1.81K
$379K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
55+ 1.05% |
$10.9K - $12.6K
|
5.3K
$1.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
53+ 2.17% |
$10.5K - $12.2K
|
2.49K
$521K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
53+ 3.84% |
$10.5K - $12.2K
|
1.43K
$300K
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
53+ 0.57% |
$10.5K - $12.2K
|
9.39K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
52+ 5.46% |
$10.3K - $11.9K
|
1.01K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
50+ 2.63% |
$9.91K - $11.5K
|
1.95K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
50+ 3.61% |
$9.91K - $11.5K
|
1.44K
$300K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
50New |
$9.91K - $11.5K
|
50
$10.5K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
50+ 2.8% |
$9.91K - $11.5K
|
1.84K
$384K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
46+ 0.57% |
$9.11K - $10.6K
|
8.17K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
45+ 2.26% |
$8.91K - $10.3K
|
2.04K
$426K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
45+ 6.43% |
$8.91K - $10.3K
|
745
$156K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
45+ 0.84% |
$8.91K - $10.3K
|
5.42K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
45New |
$8.91K - $10.3K
|
45
$9.41K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
45New |
$8.91K - $10.3K
|
45
$9.41K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
45+ 17.86% |
$8.91K - $10.3K
|
297
$62.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
44+ 3.13% |
$8.72K - $10.1K
|
1.45K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
43+ 1.27% |
$8.52K - $9.88K
|
3.43K
$718K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
41+ 0.47% |
$8.12K - $9.42K
|
8.82K
$1.85M
|