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 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-44- 17.96% |
$8.72K - $10.1K
|
201
$42.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-45- 1.08% |
$8.91K - $10.3K
|
4.11K
$860K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45- 0.53% |
$8.91K - $10.3K
|
8.4K
$1.76M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-45- 1.24% |
$8.91K - $10.3K
|
3.57K
$747K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-46- 1.29% |
$9.11K - $10.6K
|
3.53K
$739K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-46- 4.39% |
$9.11K - $10.6K
|
1K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-46- 0.6% |
$9.11K - $10.6K
|
7.63K
$1.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-46- 2.13% |
$9.11K - $10.6K
|
2.11K
$442K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46- 31.51% |
$9.11K - $10.6K
|
100
$20.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-46- 0.84% |
$9.11K - $10.6K
|
5.41K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-46- 0.14% |
$9.11K - $10.6K
|
33.4K
$6.99M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-47- 3.28% |
$9.31K - $10.8K
|
1.39K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-47- 0.54% |
$9.31K - $10.8K
|
8.69K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-47- 0.2% |
$9.31K - $10.8K
|
24K
$5.02M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-48- 1.1% |
$9.51K - $11K
|
4.31K
$901K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-48- 1.78% |
$9.51K - $11K
|
2.65K
$553K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-49- 1.46% |
$9.71K - $11.3K
|
3.3K
$691K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-49- 1.95% |
$9.71K - $11.3K
|
2.47K
$516K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-49- 1.63% |
$9.71K - $11.3K
|
2.96K
$619K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-50- 3.15% |
$9.91K - $11.5K
|
1.54K
$322K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.41% |
$9.91K - $11.5K
|
12.3K
$2.57M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 2.82% |
$9.91K - $11.5K
|
1.73K
$361K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 33.33% |
$9.91K - $11.5K
|
100
$20.9K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-50- 0.91% |
$9.91K - $11.5K
|
5.46K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-51- 1.5% |
$10.1K - $11.7K
|
3.34K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-51- 0.97% |
$10.1K - $11.7K
|
5.19K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-52- 2.58% |
$10.3K - $11.9K
|
1.97K
$412K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-52- 2.97% |
$10.3K - $11.9K
|
1.7K
$356K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-53- 6.58% |
$10.5K - $12.2K
|
752
$157K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-53- 0.47% |
$10.5K - $12.2K
|
11.2K
$2.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-55- 1.31% |
$10.9K - $12.6K
|
4.16K
$869K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-55- 2.94% |
$10.9K - $12.6K
|
1.82K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.74% |
$11.1K - $12.9K
|
7.47K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-57- 0.26% |
$11.3K - $13.1K
|
22.1K
$4.63M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-58- 1.61% |
$11.5K - $13.3K
|
3.54K
$740K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-59- 0.99% |
$11.7K - $13.6K
|
5.93K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-60- 8.03% |
$11.9K - $13.8K
|
687
$144K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-60- 4.98% |
$11.9K - $13.8K
|
1.15K
$240K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-60- 1.82% |
$11.9K - $13.8K
|
3.24K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-60- 5.44% |
$11.9K - $13.8K
|
1.04K
$218K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-62- 0.6% |
$12.3K - $14.2K
|
10.2K
$2.14M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-62- 2.41% |
$12.3K - $14.2K
|
2.51K
$525K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 1.36% |
$12.5K - $14.5K
|
4.58K
$958K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-66- 2.54% |
$13.1K - $15.2K
|
2.53K
$529K
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-66- 29.33% |
$13.1K - $15.2K
|
159
$33.3K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-66- 1.41% |
$13.1K - $15.2K
|
4.61K
$964K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-67- 4.64% |
$13.3K - $15.4K
|
1.38K
$288K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-67- 2.18% |
$13.3K - $15.4K
|
3K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-69- 2.31% |
$13.7K - $15.9K
|
2.91K
$609K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-69- 0.96% |
$13.7K - $15.9K
|
7.14K
$1.49M
|