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 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
40+ 1.17% |
$7.92K - $9.19K
|
3.46K
$724K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
38+ 1.29% |
$7.53K - $8.73K
|
2.99K
$625K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
37+ 2.81% |
$7.33K - $8.5K
|
1.35K
$283K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
37+ 0.99% |
$7.33K - $8.5K
|
3.76K
$787K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
37New |
$7.33K - $8.5K
|
37
$7.74K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
35+ 1.54% |
$6.93K - $8.04K
|
2.31K
$482K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
35+ 0.86% |
$6.93K - $8.04K
|
4.09K
$855K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
34+ 0.52% |
$6.74K - $7.81K
|
6.58K
$1.38M
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
33+ 15.87% |
$6.54K - $7.58K
|
241
$50.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
32+ 1.08% |
$6.34K - $7.35K
|
2.98K
$624K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
32+ 2.55% |
$6.34K - $7.35K
|
1.29K
$269K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
32+ 0.15% |
$6.34K - $7.35K
|
22K
$4.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
31+ 2.5% |
$6.14K - $7.12K
|
1.27K
$266K
|
|
|
May 05, 2025
Q1 2025
|
Pachira Investments Inc.
|
BUY
|
- |
31+ 0.73% |
$6.14K - $7.12K
|
4.28K
$896K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
30+ 1.14% |
$5.94K - $6.89K
|
2.67K
$558K
|
|
|
May 07, 2025
Q1 2025
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
30+ 5.36% |
$5.94K - $6.89K
|
590
$123K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
30+ 0.11% |
$5.94K - $6.89K
|
28.3K
$5.93M
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
30+ 1.79% |
$5.94K - $6.89K
|
1.71K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
30New |
$5.94K - $6.89K
|
30
$6.28K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
29+ 0.96% |
$5.74K - $6.66K
|
3.07K
$641K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
29+ 1.04% |
$5.74K - $6.66K
|
2.81K
$588K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
28+ 2.07% |
$5.55K - $6.43K
|
1.38K
$289K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
28+ 0.85% |
$5.55K - $6.43K
|
3.34K
$698K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
28+ 1.69% |
$5.55K - $6.43K
|
1.68K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
28+ 0.75% |
$5.55K - $6.43K
|
3.78K
$792K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
27+ 0.26% |
$5.35K - $6.2K
|
10.5K
$2.21M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
26+ 9.45% |
$5.15K - $5.97K
|
301
$63K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25+ 10.25% |
$4.95K - $5.74K
|
269
$56.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$4.95K - $5.74K
|
25
$5.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24+ 1.8% |
$4.75K - $5.51K
|
1.36K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.03% |
$4.56K - $5.29K
|
2.26K
$472K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
23+ 0.09% |
$4.56K - $5.29K
|
26.1K
$5.47M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
23+ 0.28% |
$4.56K - $5.29K
|
8.21K
$1.72M
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
22New |
$4.36K - $5.06K
|
22
$4.6K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
22New |
$4.36K - $5.06K
|
22
$4.6K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
22+ 0.23% |
$4.36K - $5.06K
|
9.6K
$2.01M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
21+ 0.15% |
$4.16K - $4.83K
|
13.6K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
21+ 46.67% |
$4.16K - $4.83K
|
66
$13.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.04% |
$3.96K - $4.6K
|
46.9K
$9.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 0.24% |
$3.76K - $4.37K
|
7.79K
$1.63M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
19+ 0.26% |
$3.76K - $4.37K
|
7.46K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
19+ 19.39% |
$3.76K - $4.37K
|
117
$24.5K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
19+ 15.2% |
$3.76K - $4.37K
|
144
$30.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
18+ 0.34% |
$3.57K - $4.14K
|
5.25K
$1.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
18+ 1.13% |
$3.57K - $4.14K
|
1.61K
$338K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
17+ 0.36% |
$3.37K - $3.91K
|
4.7K
$984K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
17+ 13.18% |
$3.37K - $3.91K
|
146
$30.5K
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
17+ 0.08% |
$3.37K - $3.91K
|
20.3K
$4.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16+ 5.05% |
$3.17K - $3.68K
|
333
$69.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
15+ 0.21% |
$2.97K - $3.45K
|
7.04K
$1.47M
|