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 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-176- 9.14% |
$34.9K - $40.4K
|
1.75K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-176- 4.44% |
$34.9K - $40.4K
|
3.79K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-177- 11.01% |
$35.1K - $40.7K
|
1.43K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-178- 20.18% |
$35.3K - $40.9K
|
704
$147K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-179- 5.92% |
$35.5K - $41.1K
|
2.85K
$595K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-179- 3.39% |
$35.5K - $41.1K
|
5.11K
$1.07M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-181- 4.07% |
$35.9K - $41.6K
|
4.27K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-181- 2.92% |
$35.9K - $41.6K
|
6.02K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-182- 3.08% |
$36.1K - $41.8K
|
5.72K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-182- 11.6% |
$36.1K - $41.8K
|
1.39K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-183- 4.74% |
$36.3K - $42.1K
|
3.68K
$769K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-183- 3.36% |
$36.3K - $42.1K
|
5.26K
$1.1M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-184- 2.7% |
$36.5K - $42.3K
|
6.64K
$1.39M
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-185- 1.25% |
$36.6K - $42.5K
|
14.6K
$3.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-185- 5.74% |
$36.6K - $42.5K
|
3.04K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-185- 5.58% |
$36.6K - $42.5K
|
3.13K
$654K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-185- 2.39% |
$36.6K - $42.5K
|
7.55K
$1.58M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-186- 12.38% |
$36.8K - $42.7K
|
1.32K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-186- 12.36% |
$36.8K - $42.7K
|
1.32K
$276K
|
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
SELL
|
- |
-187- 10.15% |
$37K - $43K
|
1.66K
$346K
|
|
|
May 16, 2025
Q1 2025
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-188- 6.05% |
$37.2K - $43.2K
|
2.92K
$611K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-190- 5.61% |
$37.6K - $43.7K
|
3.19K
$668K
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
SELL
|
- |
-191- 1.72% |
$37.8K - $43.9K
|
10.9K
$2.29M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-191- 3.54% |
$37.8K - $43.9K
|
5.2K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-192- 7.34% |
$38K - $44.1K
|
2.42K
$507K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-196- 4.49% |
$38.8K - $45K
|
4.17K
$873K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
SELL
|
- |
-197- 12.01% |
$39K - $45.3K
|
1.44K
$302K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-197- 13.6% |
$39K - $45.3K
|
1.25K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-197- 3.23% |
$39K - $45.3K
|
5.91K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-199- 1.66% |
$39.4K - $45.7K
|
11.8K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-200- 1.97% |
$39.6K - $46K
|
9.95K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-209- 15.75% |
$41.4K - $48K
|
1.12K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-209- 27.61% |
$41.4K - $48K
|
548
$115K
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-211- 9.13% |
$41.8K - $48.5K
|
2.1K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-213- 9.55% |
$42.2K - $48.9K
|
2.02K
$422K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-213- 5.63% |
$42.2K - $48.9K
|
3.57K
$747K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
SELL
|
- |
-214- 10.72% |
$42.4K - $49.2K
|
1.78K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-215- 6.25% |
$42.6K - $49.4K
|
3.23K
$675K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-220- 1.69% |
$43.6K - $50.6K
|
12.8K
$2.68M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-221- 1.01% |
$43.8K - $50.8K
|
21.8K
$4.55M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-221- 3.62% |
$43.8K - $50.8K
|
5.89K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-222- 3.17% |
$44K - $51K
|
6.77K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Campion Asset Management
|
SELL
|
- |
-222- 1.38% |
$44K - $51K
|
15.9K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-224- 1.1% |
$44.4K - $51.5K
|
20.1K
$4.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-231- 11.26% |
$45.8K - $53.1K
|
1.82K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-231- 4.04% |
$45.8K - $53.1K
|
5.48K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-232- 4.2% |
$46K - $53.3K
|
5.3K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-232- 2.71% |
$46K - $53.3K
|
8.32K
$1.74M
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-236- 2.19% |
$46.8K - $54.2K
|
10.5K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-238- 0.91% |
$47.1K - $54.7K
|
25.9K
$5.41M
|