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
|
Sound Income Strategies, LLC
|
SELL
|
- |
-117- 24.79% |
$23.2K - $26.9K
|
355
$87K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-117- 0.94% |
$23.2K - $26.9K
|
12.3K
$3.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-118- 4.22% |
$23.4K - $27.1K
|
2.68K
$657K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-118- 11.21% |
$23.4K - $27.1K
|
935
$229K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-118- 3.09% |
$23.4K - $27.1K
|
3.7K
$906K
|
|
|
May 09, 2025
Q1 2025
|
Middleton & CO Inc
|
SELL
|
- |
-120- 1.98% |
$23.8K - $27.6K
|
5.96K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-120- 3.81% |
$23.8K - $27.6K
|
3.03K
$742K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-122- 49.8% |
$24.2K - $28K
|
123
$30.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-126- 1.88% |
$25K - $29K
|
6.58K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-126- 8.03% |
$25K - $29K
|
1.44K
$354K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-127- 1.44% |
$25.2K - $29.2K
|
8.72K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-128- 3.25% |
$25.4K - $29.4K
|
3.81K
$934K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-128- 0.93% |
$25.4K - $29.4K
|
13.6K
$3.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-129- 3.51% |
$25.6K - $29.6K
|
3.54K
$868K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-129- 2.6% |
$25.6K - $29.6K
|
4.83K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-130- 1.41% |
$25.8K - $29.9K
|
9.08K
$2.23M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-130- 4.58% |
$25.8K - $29.9K
|
2.71K
$664K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-131- 0.41% |
$26K - $30.1K
|
32.1K
$7.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Permanent Capital Management, LP
Chicago, IL |
SELL
|
- |
-132- 3.94% |
$26.1K - $30.3K
|
3.22K
$789K
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-132- 9.26% |
$26.1K - $30.3K
|
1.29K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-132- 0.21% |
$26.1K - $30.3K
|
64.2K
$15.7M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-134- 3.1% |
$26.5K - $30.8K
|
4.2K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-135- 1.87% |
$26.7K - $31K
|
7.09K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-135- 6.45% |
$26.7K - $31K
|
1.96K
$480K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-135- 5.49% |
$26.7K - $31K
|
2.32K
$569K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-136- 6.81% |
$26.9K - $31.3K
|
1.86K
$456K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-137- 68.16% |
$27.1K - $31.5K
|
64
$15.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-138- 5.23% |
$27.3K - $31.7K
|
2.5K
$612K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-140- 0.51% |
$27.7K - $32.2K
|
27.1K
$6.65M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-140- 1.43% |
$27.7K - $32.2K
|
9.64K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-140- 0.93% |
$27.7K - $32.2K
|
14.9K
$3.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-142- 2.07% |
$28.1K - $32.6K
|
6.71K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-142- 10.98% |
$28.1K - $32.6K
|
1.15K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-143- 1.16% |
$28.3K - $32.9K
|
12.2K
$2.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-144- 3.99% |
$28.5K - $33.1K
|
3.46K
$848K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-144- 4.02% |
$28.5K - $33.1K
|
3.44K
$843K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-145- 2.82% |
$28.7K - $33.3K
|
5K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-146- 8.84% |
$28.9K - $33.5K
|
1.51K
$369K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-147- 4.55% |
$29.1K - $33.8K
|
3.08K
$755K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-148- 24.03% |
$29.3K - $34K
|
468
$115K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-148- 7.84% |
$29.3K - $34K
|
1.74K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-148- 0.99% |
$29.3K - $34K
|
14.8K
$3.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-149- 1.21% |
$29.5K - $34.2K
|
12.2K
$2.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-150- 41.1% |
$29.7K - $34.5K
|
215
$52.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-151- 8.98% |
$29.9K - $34.7K
|
1.53K
$375K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-151- 0.38% |
$29.9K - $34.7K
|
39.2K
$9.6M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-152- 9.65% |
$30.1K - $34.9K
|
1.42K
$349K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-155- 12.2% |
$30.7K - $35.6K
|
1.12K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-155- 5.26% |
$30.7K - $35.6K
|
2.79K
$684K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-155- 1.76% |
$30.7K - $35.6K
|
8.65K
$2.12M
|