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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-99- 1.15% |
$19.6K - $22.7K
|
8.5K
$1.78M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-99- 5.9% |
$19.6K - $22.7K
|
1.58K
$330K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-99- 6.16% |
$19.6K - $22.7K
|
1.51K
$315K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-100- 1.98% |
$19.8K - $23K
|
4.94K
$1.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-100- 7.41% |
$19.8K - $23K
|
1.25K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-100- 1.67% |
$19.8K - $23K
|
5.9K
$1.23M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
SELL
|
- |
-100- 3.17% |
$19.8K - $23K
|
3.05K
$638K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-100- 5.71% |
$19.8K - $23K
|
1.65K
$346K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-102- 6.41% |
$20.2K - $23.4K
|
1.49K
$312K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-104- 0.14% |
$20.6K - $23.9K
|
73.6K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-104- 3.12% |
$20.6K - $23.9K
|
3.23K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-104- 1.88% |
$20.6K - $23.9K
|
5.43K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-105- 2.73% |
$20.8K - $24.1K
|
3.75K
$784K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-105- 3.36% |
$20.8K - $24.1K
|
3.02K
$632K
|
|
|
Apr 29, 2025
Q1 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-105- 6.68% |
$20.8K - $24.1K
|
1.47K
$307K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-106- 4.39% |
$21K - $24.4K
|
2.31K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-107- 8.01% |
$21.2K - $24.6K
|
1.23K
$257K
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-107- 1.77% |
$21.2K - $24.6K
|
5.94K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-110- 4.21% |
$21.8K - $25.3K
|
2.5K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-110- 69.18% |
$21.8K - $25.3K
|
49
$10.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Fc Advisory LLC
|
SELL
|
- |
-111- 7.92% |
$22K - $25.5K
|
1.29K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-111- 7.57% |
$22K - $25.5K
|
1.36K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-111- 2.88% |
$22K - $25.5K
|
3.74K
$783K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-112- 1.85% |
$22.2K - $25.7K
|
5.94K
$1.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-113- 2.01% |
$22.4K - $26K
|
5.52K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
SELL
|
- |
-113- 6.64% |
$22.4K - $26K
|
1.59K
$332K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-115- 5.85% |
$22.8K - $26.4K
|
1.85K
$387K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-115- 2.71% |
$22.8K - $26.4K
|
4.13K
$864K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-115- 20.65% |
$22.8K - $26.4K
|
442
$92.5K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-115- 1.82% |
$22.8K - $26.4K
|
6.19K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-116- 6.13% |
$23K - $26.7K
|
1.78K
$371K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-117- 24.79% |
$23.2K - $26.9K
|
355
$74.3K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-117- 0.94% |
$23.2K - $26.9K
|
12.3K
$2.57M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-118- 4.22% |
$23.4K - $27.1K
|
2.68K
$561K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-118- 11.21% |
$23.4K - $27.1K
|
935
$196K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-118- 3.09% |
$23.4K - $27.1K
|
3.7K
$773K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-120- 1.98% |
$23.8K - $27.6K
|
5.96K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-120- 3.81% |
$23.8K - $27.6K
|
3.03K
$633K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-122- 49.8% |
$24.2K - $28K
|
123
$25.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-126- 1.88% |
$25K - $29K
|
6.58K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-126- 8.03% |
$25K - $29K
|
1.44K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-127- 1.44% |
$25.2K - $29.2K
|
8.72K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-128- 3.25% |
$25.4K - $29.4K
|
3.81K
$798K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-128- 0.93% |
$25.4K - $29.4K
|
13.6K
$2.84M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-129- 3.51% |
$25.6K - $29.6K
|
3.54K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-129- 2.6% |
$25.6K - $29.6K
|
4.83K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-130- 1.41% |
$25.8K - $29.9K
|
9.08K
$1.9M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-130- 4.58% |
$25.8K - $29.9K
|
2.71K
$567K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-131- 0.41% |
$26K - $30.1K
|
32.1K
$6.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-132- 3.94% |
$26.1K - $30.3K
|
3.22K
$674K
|