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 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1- 1.12% |
$198 - $230
|
88
$18.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.53% |
$198 - $230
|
186
$38.9K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1- 6.25% |
$198 - $230
|
15
$3.14K
|
|
|
May 12, 2025
Q1 2025
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1- 0.07% |
$198 - $230
|
1.4K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1- 0.22% |
$198 - $230
|
446
$93.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2- 0.15% |
$396 - $460
|
1.35K
$281K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2- 1.32% |
$396 - $460
|
150
$31.4K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-3- -0.0% |
$594 - $689
|
77.4K
$16.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3- 0.23% |
$594 - $689
|
1.29K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3- 0.04% |
$594 - $689
|
7.33K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3- 0.09% |
$594 - $689
|
3.38K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-3- 0.05% |
$594 - $689
|
6.27K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-4- 0.2% |
$792 - $919
|
2.05K
$428K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-4- 0.1% |
$792 - $919
|
4.13K
$864K
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-4- 0.4% |
$792 - $919
|
1.01K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4- 0.05% |
$792 - $919
|
7.95K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-4- 0.32% |
$792 - $919
|
1.25K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 0.91% |
$991 - $1.15K
|
543
$114K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-5- 0.25% |
$991 - $1.15K
|
1.99K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-5- 0.04% |
$991 - $1.15K
|
12.1K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.24% |
$991 - $1.15K
|
2.08K
$436K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-6- 0.12% |
$1.19K - $1.38K
|
4.91K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-6- 0.34% |
$1.19K - $1.38K
|
1.77K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-6- 0.25% |
$1.19K - $1.38K
|
2.38K
$498K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.54% |
$1.39K - $1.61K
|
449
$93.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7- 0.48% |
$1.39K - $1.61K
|
1.44K
$302K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.8% |
$1.39K - $1.61K
|
864
$181K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-7- 0.05% |
$1.39K - $1.61K
|
14.5K
$3.04M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-7- 1.14% |
$1.39K - $1.61K
|
609
$127K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-7- 1.97% |
$1.39K - $1.61K
|
349
$73K
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-8- 0.58% |
$1.58K - $1.84K
|
1.37K
$287K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8- 0.1% |
$1.58K - $1.84K
|
8.06K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-8- 0.23% |
$1.58K - $1.84K
|
3.41K
$714K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-8- 0.05% |
$1.58K - $1.84K
|
15K
$3.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-9- 0.55% |
$1.78K - $2.07K
|
1.62K
$339K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-9- 0.03% |
$1.78K - $2.07K
|
26.6K
$5.57M
|
|
|
May 13, 2025
Q1 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9- 0.77% |
$1.78K - $2.07K
|
1.16K
$243K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.2% |
$1.98K - $2.3K
|
4.97K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.35% |
$1.98K - $2.3K
|
2.86K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-10- 0.85% |
$1.98K - $2.3K
|
1.16K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Buckhead Capital Management LLC
|
SELL
|
- |
-10- 0.75% |
$1.98K - $2.3K
|
1.32K
$277K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-11- 0.51% |
$2.18K - $2.53K
|
2.15K
$451K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-11- 0.22% |
$2.18K - $2.53K
|
5.04K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-11- 0.34% |
$2.18K - $2.53K
|
3.25K
$680K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-12- 0.19% |
$2.38K - $2.76K
|
6.23K
$1.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-12- 0.11% |
$2.38K - $2.76K
|
10.8K
$2.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-12- 0.39% |
$2.38K - $2.76K
|
3.08K
$644K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-12- 0.14% |
$2.38K - $2.76K
|
8.7K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-12- 0.41% |
$2.38K - $2.76K
|
2.88K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-12- 0.37% |
$2.38K - $2.76K
|
3.25K
$681K
|