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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-25- 1.18% |
$4.95K - $5.74K
|
2.1K
$439K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-25- 0.68% |
$4.95K - $5.74K
|
3.63K
$760K
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-25- 0.1% |
$4.95K - $5.74K
|
25.3K
$5.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-26- 0.32% |
$5.15K - $5.97K
|
8.03K
$1.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-27- 1.56% |
$5.35K - $6.2K
|
1.7K
$356K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-28- 0.36% |
$5.55K - $6.43K
|
7.67K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
SELL
|
- |
-28- 2.05% |
$5.55K - $6.43K
|
1.34K
$279K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-28- 0.45% |
$5.55K - $6.43K
|
6.26K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-29- 2.6% |
$5.74K - $6.66K
|
1.09K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-29- 0.7% |
$5.74K - $6.66K
|
4.13K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-29- 1.19% |
$5.74K - $6.66K
|
2.42K
$506K
|
|
|
May 23, 2025
Q1 2025
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-29- 1.2% |
$5.74K - $6.66K
|
2.39K
$500K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-30- 0.38% |
$5.94K - $6.89K
|
7.79K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-30- 1.09% |
$5.94K - $6.89K
|
2.73K
$571K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-30- 0.82% |
$5.94K - $6.89K
|
3.62K
$757K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-30- 11.41% |
$5.94K - $6.89K
|
233
$48.7K
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-30- 0.98% |
$5.94K - $6.89K
|
3.05K
$637K
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-30- 2.72% |
$5.94K - $6.89K
|
1.07K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-31- 1.84% |
$6.14K - $7.12K
|
1.65K
$345K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-31- 0.48% |
$6.14K - $7.12K
|
6.41K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-32- 0.15% |
$6.34K - $7.35K
|
20.9K
$4.38M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-33- 1.2% |
$6.54K - $7.58K
|
2.72K
$568K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-33- 0.18% |
$6.54K - $7.58K
|
18.7K
$3.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.08% |
$6.54K - $7.58K
|
43.8K
$9.17M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-33- 0.8% |
$6.54K - $7.58K
|
4.11K
$860K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-33- 5.95% |
$6.54K - $7.58K
|
522
$109K
|
|
|
May 12, 2025
Q1 2025
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-33- 0.16% |
$6.54K - $7.58K
|
21K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-33- 0.58% |
$6.54K - $7.58K
|
5.68K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-34- 19.43% |
$6.74K - $7.81K
|
141
$29.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-34- 1.71% |
$6.74K - $7.81K
|
1.96K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.66% |
$6.74K - $7.81K
|
5.1K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-36- 1.13% |
$7.13K - $8.27K
|
3.14K
$657K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.29% |
$7.13K - $8.27K
|
12.4K
$2.59M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-36- 0.23% |
$7.13K - $8.27K
|
15.6K
$3.26M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-38- 2.36% |
$7.53K - $8.73K
|
1.57K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-39- 7.05% |
$7.73K - $8.96K
|
514
$108K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 3.25% |
$7.92K - $9.19K
|
1.19K
$249K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-40- 0.54% |
$7.92K - $9.19K
|
7.42K
$1.55M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 6.45% |
$7.92K - $9.19K
|
580
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-40- 2.56% |
$7.92K - $9.19K
|
1.52K
$318K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-40- 0.83% |
$7.92K - $9.19K
|
4.78K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.82% |
$7.92K - $9.19K
|
4.83K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-41- 0.74% |
$8.12K - $9.42K
|
5.49K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-42- 2.43% |
$8.32K - $9.65K
|
1.69K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-42- 1.13% |
$8.32K - $9.65K
|
3.68K
$770K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-42- 2.58% |
$8.32K - $9.65K
|
1.58K
$331K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-42- 0.56% |
$8.32K - $9.65K
|
7.52K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-43- 18.14% |
$8.52K - $9.88K
|
194
$40.6K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-43- 3.71% |
$8.52K - $9.88K
|
1.12K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-44- 2.45% |
$8.72K - $10.1K
|
1.75K
$366K
|