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 02, 2025
Q1 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-238- 9.23% |
$47.1K - $54.7K
|
2.34K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-240- 5.77% |
$47.5K - $55.1K
|
3.92K
$820K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-243- 5.56% |
$48.1K - $55.8K
|
4.13K
$864K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-243- 2.61% |
$48.1K - $55.8K
|
9.06K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-244- 1.47% |
$48.3K - $56.1K
|
16.4K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-245- 0.76% |
$48.5K - $56.3K
|
32.1K
$6.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-246- 14.95% |
$48.7K - $56.5K
|
1.4K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
SELL
|
- |
-250- 7.87% |
$49.5K - $57.4K
|
2.93K
$612K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-251- 6.75% |
$49.7K - $57.7K
|
3.47K
$725K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-252- 29.0% |
$49.9K - $57.9K
|
617
$129K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-253- 0.89% |
$50.1K - $58.1K
|
28.1K
$5.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-256- 1.94% |
$50.7K - $58.8K
|
12.9K
$2.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-260- 4.16% |
$51.5K - $59.7K
|
5.98K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-261- 11.28% |
$51.7K - $60K
|
2.05K
$429K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-264- 1.43% |
$52.3K - $60.7K
|
18.2K
$3.81M
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-264- 5.2% |
$52.3K - $60.7K
|
4.82K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-264- 13.33% |
$52.3K - $60.7K
|
1.72K
$359K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-265- 2.11% |
$52.5K - $60.9K
|
12.3K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
SELL
|
- |
-267- 2.5% |
$52.9K - $61.4K
|
10.4K
$2.18M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-269- 1.79% |
$53.3K - $61.8K
|
14.8K
$3.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-270- 3.04% |
$53.5K - $62K
|
8.61K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-270- 4.84% |
$53.5K - $62K
|
5.31K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
SELL
|
- |
-270- 9.4% |
$53.5K - $62K
|
2.6K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-272- 2.01% |
$53.9K - $62.5K
|
13.2K
$2.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-275- 3.53% |
$54.5K - $63.2K
|
7.52K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-275- 14.19% |
$54.5K - $63.2K
|
1.66K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-280- 11.47% |
$55.5K - $64.3K
|
2.16K
$452K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-281- 3.73% |
$55.7K - $64.6K
|
7.25K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-281- 8.69% |
$55.7K - $64.6K
|
2.95K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-282- 18.8% |
$55.9K - $64.8K
|
1.22K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-286- 12.51% |
$56.7K - $65.7K
|
2K
$418K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-287- 9.63% |
$56.9K - $65.9K
|
2.69K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-287- 8.5% |
$56.9K - $65.9K
|
3.09K
$646K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-288- 17.39% |
$57.1K - $66.2K
|
1.37K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-288- 13.36% |
$57.1K - $66.2K
|
1.87K
$391K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-289- 3.52% |
$57.3K - $66.4K
|
7.92K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-290- 7.84% |
$57.4K - $66.6K
|
3.41K
$713K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-290- 6.4% |
$57.4K - $66.6K
|
4.24K
$888K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-291- 4.92% |
$57.6K - $66.9K
|
5.62K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-293- 1.62% |
$58K - $67.3K
|
17.8K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-295- 0.65% |
$58.4K - $67.8K
|
45.2K
$9.46M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-297- 1.66% |
$58.8K - $68.2K
|
17.6K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-298- 1.07% |
$59K - $68.5K
|
27.6K
$5.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-302- 10.33% |
$59.8K - $69.4K
|
2.62K
$549K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-304- 1.56% |
$60.2K - $69.9K
|
19.1K
$4M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-306- 75.74% |
$60.6K - $70.3K
|
98
$20.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-307- 1.05% |
$60.8K - $70.5K
|
29K
$6.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-307- 2.61% |
$60.8K - $70.5K
|
11.4K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-307- 5.45% |
$60.8K - $70.5K
|
5.32K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-311- 3.21% |
$61.6K - $71.5K
|
9.37K
$1.96M
|