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 06, 2025
Q1 2025
|
Holistic Financial Partners
|
SELL
|
- |
-36- 0.23% |
$7.13K - $8.27K
|
15.6K
$3.82M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-38- 2.36% |
$7.53K - $8.73K
|
1.57K
$386K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-39- 7.05% |
$7.73K - $8.96K
|
514
$126K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 3.25% |
$7.92K - $9.19K
|
1.19K
$292K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-40- 0.54% |
$7.92K - $9.19K
|
7.42K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 6.45% |
$7.92K - $9.19K
|
580
$142K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-40- 2.56% |
$7.92K - $9.19K
|
1.52K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-40- 0.83% |
$7.92K - $9.19K
|
4.78K
$1.17M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.82% |
$7.92K - $9.19K
|
4.83K
$1.18M
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
SELL
|
- |
-40- 3.45% |
$7.92K - $9.19K
|
1.12K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-41- 0.74% |
$8.12K - $9.42K
|
5.49K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-42- 2.43% |
$8.32K - $9.65K
|
1.69K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-42- 1.13% |
$8.32K - $9.65K
|
3.68K
$902K
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-42- 2.58% |
$8.32K - $9.65K
|
1.58K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-42- 0.56% |
$8.32K - $9.65K
|
7.52K
$1.84M
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-43- 18.14% |
$8.52K - $9.88K
|
194
$47.5K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-43- 3.71% |
$8.52K - $9.88K
|
1.12K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-44- 2.45% |
$8.72K - $10.1K
|
1.75K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-44- 17.96% |
$8.72K - $10.1K
|
201
$49.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-45- 1.08% |
$8.91K - $10.3K
|
4.11K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45- 0.53% |
$8.91K - $10.3K
|
8.4K
$2.06M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-45- 1.24% |
$8.91K - $10.3K
|
3.57K
$875K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-46- 1.29% |
$9.11K - $10.6K
|
3.53K
$865K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-46- 4.39% |
$9.11K - $10.6K
|
1K
$245K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-46- 0.6% |
$9.11K - $10.6K
|
7.63K
$1.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-46- 2.13% |
$9.11K - $10.6K
|
2.11K
$518K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46- 31.51% |
$9.11K - $10.6K
|
100
$24.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-46- 0.84% |
$9.11K - $10.6K
|
5.41K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-46- 0.14% |
$9.11K - $10.6K
|
33.4K
$8.19M
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-47- 3.28% |
$9.31K - $10.8K
|
1.39K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-47- 0.54% |
$9.31K - $10.8K
|
8.69K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-47- 0.2% |
$9.31K - $10.8K
|
24K
$5.88M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-48- 1.1% |
$9.51K - $11K
|
4.31K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-48- 1.78% |
$9.51K - $11K
|
2.65K
$648K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-49- 1.46% |
$9.71K - $11.3K
|
3.3K
$810K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-49- 1.95% |
$9.71K - $11.3K
|
2.47K
$605K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-49- 1.63% |
$9.71K - $11.3K
|
2.96K
$725K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-50- 3.15% |
$9.91K - $11.5K
|
1.54K
$377K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-50- 0.41% |
$9.91K - $11.5K
|
12.3K
$3.01M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 2.82% |
$9.91K - $11.5K
|
1.73K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 33.33% |
$9.91K - $11.5K
|
100
$24.5K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-50- 0.91% |
$9.91K - $11.5K
|
5.46K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-51- 1.5% |
$10.1K - $11.7K
|
3.34K
$818K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-51- 0.97% |
$10.1K - $11.7K
|
5.19K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-52- 2.58% |
$10.3K - $11.9K
|
1.97K
$482K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-52- 2.97% |
$10.3K - $11.9K
|
1.7K
$417K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-53- 6.58% |
$10.5K - $12.2K
|
752
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-53- 0.47% |
$10.5K - $12.2K
|
11.2K
$2.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-55- 1.31% |
$10.9K - $12.6K
|
4.16K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-55- 2.94% |
$10.9K - $12.6K
|
1.82K
$445K
|