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 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-132- 9.26% |
$26.1K - $30.3K
|
1.29K
$271K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-132- 0.21% |
$26.1K - $30.3K
|
64.2K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-134- 3.1% |
$26.5K - $30.8K
|
4.2K
$878K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
SELL
|
- |
-135- 1.87% |
$26.7K - $31K
|
7.09K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-135- 6.45% |
$26.7K - $31K
|
1.96K
$410K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-135- 5.49% |
$26.7K - $31K
|
2.32K
$486K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-136- 6.81% |
$26.9K - $31.3K
|
1.86K
$390K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-137- 68.16% |
$27.1K - $31.5K
|
64
$13.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-138- 5.23% |
$27.3K - $31.7K
|
2.5K
$523K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-140- 0.51% |
$27.7K - $32.2K
|
27.1K
$5.68M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-140- 1.43% |
$27.7K - $32.2K
|
9.64K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-140- 0.93% |
$27.7K - $32.2K
|
14.9K
$3.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-142- 2.07% |
$28.1K - $32.6K
|
6.71K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-142- 10.98% |
$28.1K - $32.6K
|
1.15K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-143- 1.16% |
$28.3K - $32.9K
|
12.2K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-144- 3.99% |
$28.5K - $33.1K
|
3.46K
$724K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-144- 4.02% |
$28.5K - $33.1K
|
3.44K
$720K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-145- 2.82% |
$28.7K - $33.3K
|
5K
$1.05M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
SELL
|
- |
-146- 8.84% |
$28.9K - $33.5K
|
1.51K
$315K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-147- 4.55% |
$29.1K - $33.8K
|
3.08K
$645K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-148- 24.03% |
$29.3K - $34K
|
468
$97.9K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-148- 7.84% |
$29.3K - $34K
|
1.74K
$364K
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-148- 0.99% |
$29.3K - $34K
|
14.8K
$3.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-149- 1.21% |
$29.5K - $34.2K
|
12.2K
$2.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-150- 41.1% |
$29.7K - $34.5K
|
215
$45K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-151- 8.98% |
$29.9K - $34.7K
|
1.53K
$320K
|
|
|
May 15, 2025
Q1 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-151- 0.38% |
$29.9K - $34.7K
|
39.2K
$8.2M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-152- 9.65% |
$30.1K - $34.9K
|
1.42K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-155- 12.2% |
$30.7K - $35.6K
|
1.12K
$233K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-155- 5.26% |
$30.7K - $35.6K
|
2.79K
$584K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-155- 1.76% |
$30.7K - $35.6K
|
8.65K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-155- 0.85% |
$30.7K - $35.6K
|
18K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-157- 1.1% |
$31.1K - $36.1K
|
14.1K
$2.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-158- 10.89% |
$31.3K - $36.3K
|
1.29K
$271K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-158- 8.82% |
$31.3K - $36.3K
|
1.63K
$342K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-158- 16.39% |
$31.3K - $36.3K
|
806
$169K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-160- 1.31% |
$31.7K - $36.8K
|
12.1K
$2.53M
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
SELL
|
- |
-161- 4.53% |
$31.9K - $37K
|
3.4K
$710K
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-163- 3.8% |
$32.3K - $37.5K
|
4.13K
$863K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-167- 6.47% |
$33.1K - $38.4K
|
2.42K
$505K
|
|
|
Apr 29, 2025
Q1 2025
|
Navalign, LLC
|
SELL
|
- |
-168- 4.26% |
$33.3K - $38.6K
|
3.78K
$790K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-168- 1.99% |
$33.3K - $38.6K
|
8.27K
$1.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-169- 8.54% |
$33.5K - $38.8K
|
1.81K
$379K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
SELL
|
- |
-169- 6.98% |
$33.5K - $38.8K
|
2.25K
$471K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-172- 8.38% |
$34.1K - $39.5K
|
1.88K
$394K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-172- 5.49% |
$34.1K - $39.5K
|
2.96K
$620K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-172- 0.44% |
$34.1K - $39.5K
|
38.9K
$8.15M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-173- 0.63% |
$34.3K - $39.8K
|
27.1K
$5.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-174- 5.7% |
$34.5K - $40K
|
2.88K
$603K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-174- 67.7% |
$34.5K - $40K
|
83
$17.4K
|