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
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.74% |
$11.1K - $12.9K
|
7.47K
$1.83M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-57- 0.26% |
$11.3K - $13.1K
|
22.1K
$5.42M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-58- 1.61% |
$11.5K - $13.3K
|
3.54K
$867K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-59- 0.99% |
$11.7K - $13.6K
|
5.93K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-60- 8.03% |
$11.9K - $13.8K
|
687
$168K
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-60- 4.98% |
$11.9K - $13.8K
|
1.15K
$281K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-60- 1.82% |
$11.9K - $13.8K
|
3.24K
$793K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-60- 5.44% |
$11.9K - $13.8K
|
1.04K
$255K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-62- 0.6% |
$12.3K - $14.2K
|
10.2K
$2.51M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-62- 2.41% |
$12.3K - $14.2K
|
2.51K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 1.36% |
$12.5K - $14.5K
|
4.58K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-66- 2.54% |
$13.1K - $15.2K
|
2.53K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-66- 29.33% |
$13.1K - $15.2K
|
159
$39K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-66- 1.41% |
$13.1K - $15.2K
|
4.61K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-67- 4.64% |
$13.3K - $15.4K
|
1.38K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-67- 2.18% |
$13.3K - $15.4K
|
3K
$736K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-69- 2.31% |
$13.7K - $15.9K
|
2.91K
$714K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-69- 0.96% |
$13.7K - $15.9K
|
7.14K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-70- 2.32% |
$13.9K - $16.1K
|
2.95K
$722K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-70- 1.59% |
$13.9K - $16.1K
|
4.33K
$1.06M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-70- 11.36% |
$13.9K - $16.1K
|
546
$134K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-71- 2.46% |
$14.1K - $16.3K
|
2.82K
$690K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-71- 36.41% |
$14.1K - $16.3K
|
124
$30.4K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-71- 0.39% |
$14.1K - $16.3K
|
18.3K
$4.47M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-71- 98.61% |
$14.1K - $16.3K
|
1
$245
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-71- 6.78% |
$14.1K - $16.3K
|
976
$239K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-73- 1.66% |
$14.5K - $16.8K
|
4.32K
$1.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-73- 0.37% |
$14.5K - $16.8K
|
19.8K
$4.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-74- 3.18% |
$14.7K - $17K
|
2.26K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-74- 1.34% |
$14.7K - $17K
|
5.45K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-75- 4.32% |
$14.9K - $17.2K
|
1.66K
$407K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-75- 6.87% |
$14.9K - $17.2K
|
1.02K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-75- 6.67% |
$14.9K - $17.2K
|
1.05K
$257K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-75- 15.5% |
$14.9K - $17.2K
|
409
$100K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 1.27% |
$14.9K - $17.2K
|
5.82K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-76- 20.49% |
$15.1K - $17.5K
|
295
$72.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-76- 19.34% |
$15.1K - $17.5K
|
317
$77.7K
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-76- 13.33% |
$15.1K - $17.5K
|
494
$121K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-77- 0.6% |
$15.3K - $17.7K
|
12.7K
$3.12M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79- 6.63% |
$15.6K - $18.2K
|
1.11K
$273K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-80- 1.23% |
$15.8K - $18.4K
|
6.41K
$1.57M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-80- 2.15% |
$15.8K - $18.4K
|
3.65K
$894K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-81- 0.17% |
$16K - $18.6K
|
47.9K
$11.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-82- 19.9% |
$16.2K - $18.8K
|
330
$80.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-83- 4.64% |
$16.4K - $19.1K
|
1.7K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-83- 3.73% |
$16.4K - $19.1K
|
2.14K
$524K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-84- 4.6% |
$16.6K - $19.3K
|
1.74K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-84- 0.65% |
$16.6K - $19.3K
|
12.8K
$3.15M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-84- 1.33% |
$16.6K - $19.3K
|
6.21K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-84- 2.19% |
$16.6K - $19.3K
|
3.76K
$920K
|