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 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-13- 0.16% |
$2.58K - $2.99K
|
8.36K
$1.75M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-13- 0.16% |
$2.58K - $2.99K
|
7.95K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-13- 0.75% |
$2.58K - $2.99K
|
1.73K
$362K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-13- 2.55% |
$2.58K - $2.99K
|
496
$104K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
SELL
|
- |
-13- 0.26% |
$2.58K - $2.99K
|
4.91K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-14- 1.37% |
$2.77K - $3.22K
|
1.01K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-14- 1.36% |
$2.77K - $3.22K
|
1.01K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-14- 0.23% |
$2.77K - $3.22K
|
6.05K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-15- 12.61% |
$2.97K - $3.45K
|
104
$21.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-15- 0.52% |
$2.97K - $3.45K
|
2.86K
$599K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-15- 19.74% |
$2.97K - $3.45K
|
61
$12.8K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-15- 1.33% |
$2.97K - $3.45K
|
1.12K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16- 0.79% |
$3.17K - $3.68K
|
2.01K
$421K
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-16- 0.16% |
$3.17K - $3.68K
|
9.7K
$2.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-16- 0.16% |
$3.17K - $3.68K
|
9.85K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-16- 1.28% |
$3.17K - $3.68K
|
1.24K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17- 0.08% |
$3.37K - $3.91K
|
20.5K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-18- 0.13% |
$3.57K - $4.14K
|
13.5K
$2.83M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-18- 0.91% |
$3.57K - $4.14K
|
1.97K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-18- 1.28% |
$3.57K - $4.14K
|
1.38K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-18- 0.84% |
$3.57K - $4.14K
|
2.12K
$444K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-19- 0.32% |
$3.76K - $4.37K
|
5.96K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-19- 1.66% |
$3.76K - $4.37K
|
1.13K
$236K
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
SELL
|
- |
-19- 1.6% |
$3.76K - $4.37K
|
1.17K
$245K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-20- 0.18% |
$3.96K - $4.6K
|
10.9K
$2.28M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-20- 0.13% |
$3.96K - $4.6K
|
15.1K
$3.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.13% |
$3.96K - $4.6K
|
14.8K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-20- 0.19% |
$3.96K - $4.6K
|
10.3K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-20- 0.02% |
$3.96K - $4.6K
|
127K
$26.6M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-20- 0.22% |
$3.96K - $4.6K
|
9.22K
$1.93M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-21- 0.16% |
$4.16K - $4.83K
|
13.1K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-21- 0.81% |
$4.16K - $4.83K
|
2.58K
$540K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-22- 0.65% |
$4.36K - $5.06K
|
3.38K
$706K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-22- 0.96% |
$4.36K - $5.06K
|
2.28K
$476K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-22- 0.55% |
$4.36K - $5.06K
|
3.95K
$826K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-22- 4.11% |
$4.36K - $5.06K
|
513
$107K
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-22- 0.19% |
$4.36K - $5.06K
|
11.3K
$2.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-23- 1.44% |
$4.56K - $5.29K
|
1.58K
$330K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-23- 0.37% |
$4.56K - $5.29K
|
6.14K
$1.28M
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-23- 0.35% |
$4.56K - $5.29K
|
6.58K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-23- 0.59% |
$4.56K - $5.29K
|
3.85K
$805K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-23- 0.85% |
$4.56K - $5.29K
|
2.68K
$561K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-23- 0.78% |
$4.56K - $5.29K
|
2.94K
$615K
|
|
|
May 13, 2025
Q1 2025
|
Independent Family Office, LLC
|
SELL
|
- |
-23- 0.06% |
$4.56K - $5.29K
|
38.4K
$8.03M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 0.39% |
$4.75K - $5.51K
|
6.08K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-24- 22.64% |
$4.75K - $5.51K
|
82
$17.2K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-24- 1.48% |
$4.75K - $5.51K
|
1.6K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-25- 0.77% |
$4.95K - $5.74K
|
3.21K
$671K
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-25- 0.8% |
$4.95K - $5.74K
|
3.09K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-25- 0.3% |
$4.95K - $5.74K
|
8.34K
$1.75M
|