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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-70- 2.32% |
$13.9K - $16.1K
|
2.95K
$616K
|
|
|
May 14, 2025
Q1 2025
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-70- 1.59% |
$13.9K - $16.1K
|
4.33K
$905K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-70- 11.36% |
$13.9K - $16.1K
|
546
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-71- 2.46% |
$14.1K - $16.3K
|
2.82K
$589K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-71- 36.41% |
$14.1K - $16.3K
|
124
$25.9K
|
|
|
May 08, 2025
Q1 2025
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-71- 0.39% |
$14.1K - $16.3K
|
18.3K
$3.82M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-71- 98.61% |
$14.1K - $16.3K
|
1
$209
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-71- 6.78% |
$14.1K - $16.3K
|
976
$204K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-73- 1.66% |
$14.5K - $16.8K
|
4.32K
$904K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-73- 0.37% |
$14.5K - $16.8K
|
19.8K
$4.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-74- 3.18% |
$14.7K - $17K
|
2.26K
$472K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-74- 1.34% |
$14.7K - $17K
|
5.45K
$1.14M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-75- 4.32% |
$14.9K - $17.2K
|
1.66K
$347K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-75- 6.87% |
$14.9K - $17.2K
|
1.02K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-75- 6.67% |
$14.9K - $17.2K
|
1.05K
$220K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-75- 15.5% |
$14.9K - $17.2K
|
409
$85.6K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 1.27% |
$14.9K - $17.2K
|
5.82K
$1.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-76- 20.49% |
$15.1K - $17.5K
|
295
$61.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-76- 19.34% |
$15.1K - $17.5K
|
317
$66.3K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-77- 0.6% |
$15.3K - $17.7K
|
12.7K
$2.67M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79- 6.63% |
$15.6K - $18.2K
|
1.11K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-80- 1.23% |
$15.8K - $18.4K
|
6.41K
$1.34M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-80- 2.15% |
$15.8K - $18.4K
|
3.65K
$763K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-81- 0.17% |
$16K - $18.6K
|
47.9K
$10M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-82- 19.9% |
$16.2K - $18.8K
|
330
$69K
|
|
|
Apr 10, 2025
Q1 2025
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-83- 4.64% |
$16.4K - $19.1K
|
1.7K
$356K
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-83- 3.73% |
$16.4K - $19.1K
|
2.14K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-84- 4.6% |
$16.6K - $19.3K
|
1.74K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-84- 0.65% |
$16.6K - $19.3K
|
12.8K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-84- 1.33% |
$16.6K - $19.3K
|
6.21K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Ofc Financial Planning, LLC
Short Hills, NJ |
SELL
|
- |
-84- 2.19% |
$16.6K - $19.3K
|
3.76K
$786K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-86- 5.87% |
$17K - $19.8K
|
1.38K
$289K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-86- 2.92% |
$17K - $19.8K
|
2.86K
$599K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-86- 0.35% |
$17K - $19.8K
|
24.8K
$5.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-88- 0.22% |
$17.4K - $20.2K
|
39.6K
$8.29M
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-88- 4.75% |
$17.4K - $20.2K
|
1.76K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-89- 9.9% |
$17.6K - $20.5K
|
810
$169K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
SELL
|
- |
-90- 1.35% |
$17.8K - $20.7K
|
6.59K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-90- 5.51% |
$17.8K - $20.7K
|
1.54K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-90- 4.48% |
$17.8K - $20.7K
|
1.92K
$401K
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-90- 0.53% |
$17.8K - $20.7K
|
16.9K
$3.54M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-90- 1.14% |
$17.8K - $20.7K
|
7.81K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-90- 9.89% |
$17.8K - $20.7K
|
820
$172K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
SELL
|
- |
-90- 4.17% |
$17.8K - $20.7K
|
2.07K
$433K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-92- 0.87% |
$18.2K - $21.1K
|
10.5K
$2.19M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-92- 1.2% |
$18.2K - $21.1K
|
7.56K
$1.58M
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
SELL
|
- |
-93- 22.14% |
$18.4K - $21.4K
|
327
$68.4K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-95- 9.54% |
$18.8K - $21.8K
|
901
$188K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-96- 1.38% |
$19K - $22.1K
|
6.84K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-98- 1.67% |
$19.4K - $22.5K
|
5.78K
$1.21M
|