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 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12.6K- 48.71% |
$2.49M - $2.89M
|
13.2K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-13.1K- 80.14% |
$2.59M - $3M
|
3.24K
$629K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-14K- 21.56% |
$2.77M - $3.22M
|
50.9K
$9.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-15.2K- 75.61% |
$3.01M - $3.49M
|
4.91K
$952K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-17.2K- 64.52% |
$3.41M - $3.95M
|
9.46K
$1.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-17.3K- 13.6% |
$3.43M - $3.98M
|
110K
$21.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-18.1K- 24.71% |
$3.59M - $4.16M
|
55.2K
$10.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-20.9K- 73.38% |
$4.15M - $4.81M
|
7.6K
$1.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-21K- 44.89% |
$4.15M - $4.82M
|
25.7K
$4.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.4K- 49.22% |
$4.23M - $4.91M
|
22K
$4.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-21.5K- 71.03% |
$4.25M - $4.93M
|
8.76K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-21.9K- 9.49% |
$4.34M - $5.03M
|
209K
$40.6M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-23K- 72.84% |
$4.55M - $5.28M
|
8.57K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25.7K- 50.53% |
$5.08M - $5.89M
|
25.1K
$4.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-25.7K- 19.58% |
$5.1M - $5.91M
|
106K
$20.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26K- 71.65% |
$5.14M - $5.97M
|
10.3K
$1.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-27.9K- 38.12% |
$5.53M - $6.42M
|
45.3K
$8.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-29.8K- 4.24% |
$5.9M - $6.84M
|
673K
$131M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-33.3K- 76.56% |
$6.59M - $7.65M
|
10.2K
$1.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-37.5K- 95.34% |
$7.43M - $8.62M
|
1.84K
$356K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-39.2K- 81.02% |
$7.77M - $9.02M
|
9.2K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-44.5K- 58.57% |
$8.81M - $10.2M
|
31.4K
$6.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-48.4K- 87.74% |
$9.59M - $11.1M
|
6.77K
$1.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-49.1K- 95.42% |
$9.72M - $11.3M
|
2.36K
$458K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-50.3K- 35.52% |
$9.96M - $11.6M
|
91.3K
$17.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-53.3K- 93.03% |
$10.6M - $12.3M
|
4K
$776K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-60.5K- 96.96% |
$12M - $13.9M
|
1.89K
$368K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68.7K- 20.47% |
$13.6M - $15.8M
|
267K
$51.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-82.6K- 86.33% |
$16.4M - $19M
|
13.1K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-148K- 10.18% |
$29.3M - $34M
|
1.31M
$254M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-149K- 8.71% |
$29.5M - $34.2M
|
1.56M
$303M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-169K- 94.01% |
$33.4M - $38.8M
|
10.7K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-395K- 66.96% |
$78.2M - $90.7M
|
195K
$37.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-403K- 88.96% |
$79.8M - $92.6M
|
50K
$9.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-994K- 99.5% |
$197M - $228M
|
5.01K
$972K
|