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 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.45K+ 14.23% |
$684K - $793K
|
27.7K
$5.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.43K+ 12.43% |
$679K - $788K
|
31K
$6.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.33K+ 31.49% |
$659K - $765K
|
13.9K
$2.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.3KNew |
$654K - $758K
|
3.3K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.1K+ 34.31% |
$614K - $712K
|
12.1K
$2.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
3.09KNew |
$612K - $710K
|
3.09K
$600K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.99K+ 26.48% |
$593K - $688K
|
14.3K
$2.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 5.82% |
$579K - $671K
|
53.1K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.92K+ 16.88% |
$578K - $671K
|
20.2K
$3.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.9K+ 223.11% |
$574K - $665K
|
4.19K
$814K
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.82K+ 88.8% |
$559K - $648K
|
6K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.69K+ 4.21% |
$533K - $618K
|
66.6K
$12.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 5.67% |
$529K - $614K
|
49.7K
$9.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.66KNew |
$527K - $611K
|
2.66K
$516K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.66K+ 2.0% |
$526K - $610K
|
135K
$26.3M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.65K+ 51.76% |
$525K - $609K
|
7.78K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.62K+ 26.44% |
$518K - $601K
|
12.5K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.6K+ 4.5% |
$514K - $597K
|
60.4K
$11.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.58K+ 88.03% |
$511K - $593K
|
5.51K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.5K+ 33.33% |
$495K - $574K
|
10K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.48K+ 1.35% |
$492K - $570K
|
186K
$36.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.48K+ 111.31% |
$491K - $570K
|
4.71K
$914K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.46K+ 2.11% |
$488K - $566K
|
119K
$23.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.44K+ 5.65% |
$484K - $561K
|
45.7K
$8.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.37K+ 65.65% |
$470K - $545K
|
5.99K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.34K+ 3.57% |
$463K - $537K
|
67.8K
$13.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.31K+ 3.37% |
$458K - $531K
|
70.8K
$13.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.24K+ 5.3% |
$443K - $514K
|
44.4K
$8.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.24K+ 10.19% |
$443K - $514K
|
24.2K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.11K+ 8.87% |
$417K - $484K
|
25.8K
$5.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.09K+ 0.95% |
$413K - $480K
|
221K
$43M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.06K+ 163.88% |
$407K - $472K
|
3.31K
$642K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.05KNew |
$407K - $472K
|
2.05K
$399K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.96KNew |
$389K - $451K
|
1.96K
$381K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 35.49% |
$382K - $443K
|
7.35K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.8KNew |
$357K - $414K
|
1.8K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.8KNew |
$356K - $412K
|
1.8K
$348K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
1.79K+ 16.66% |
$355K - $412K
|
12.6K
$2.44M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.74K+ 26.03% |
$344K - $399K
|
8.4K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.73K+ 21.22% |
$343K - $398K
|
9.89K
$1.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 2.6% |
$335K - $389K
|
66.7K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.69K+ 0.21% |
$334K - $388K
|
824K
$160M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.66K+ 8.37% |
$329K - $381K
|
21.5K
$4.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
1.63K+ 59.77% |
$324K - $375K
|
4.37K
$848K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.56K+ 2.62% |
$310K - $359K
|
61.1K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.5K+ 13.22% |
$297K - $345K
|
12.8K
$2.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
BUY
|
- |
1.5K+ 7.14% |
$297K - $345K
|
22.5K
$4.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.48K+ 127.93% |
$294K - $341K
|
2.64K
$513K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
1.46KNew |
$290K - $336K
|
1.46K
$284K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.46K+ 4.03% |
$290K - $336K
|
37.7K
$7.32M
|