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 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-312- 2.22% |
$61.8K - $71.7K
|
13.7K
$2.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-312- 25.68% |
$61.8K - $71.7K
|
903
$189K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-314- 6.39% |
$62.2K - $72.2K
|
4.6K
$962K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-317- 2.85% |
$62.8K - $72.8K
|
10.8K
$2.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
SELL
|
- |
-318- 17.88% |
$63K - $73.1K
|
1.46K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Savior LLC
|
SELL
|
- |
-323- 8.14% |
$64K - $74.2K
|
3.64K
$762K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-324- 0.84% |
$64.2K - $74.5K
|
38.1K
$7.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-325- 2.72% |
$64.4K - $74.7K
|
11.6K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-328- 1.77% |
$65K - $75.4K
|
18.2K
$3.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-334- 22.75% |
$66.2K - $76.7K
|
1.13K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-336- 10.37% |
$66.6K - $77.2K
|
2.9K
$607K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-337- 12.1% |
$66.8K - $77.4K
|
2.45K
$512K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-339- 9.57% |
$67.2K - $77.9K
|
3.2K
$670K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-340- 4.07% |
$67.4K - $78.1K
|
8.01K
$1.68M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-343- 10.61% |
$67.9K - $78.8K
|
2.89K
$605K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-344- 4.78% |
$68.1K - $79K
|
6.85K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-347- 12.89% |
$68.7K - $79.7K
|
2.35K
$491K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-348- 3.51% |
$68.9K - $80K
|
9.56K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-350- 11.86% |
$69.3K - $80.4K
|
2.6K
$544K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-350- 71.43% |
$69.3K - $80.4K
|
140
$29.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-351- 4.66% |
$69.5K - $80.7K
|
7.18K
$1.5M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-351- 0.42% |
$69.5K - $80.7K
|
84.2K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-353- 23.68% |
$69.9K - $81.1K
|
1.14K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-354- 4.39% |
$70.1K - $81.3K
|
7.72K
$1.61M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-354- 11.34% |
$70.1K - $81.3K
|
2.77K
$579K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-355- 11.38% |
$70.3K - $81.6K
|
2.77K
$578K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-356- 1.87% |
$70.5K - $81.8K
|
18.7K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-357- 1.55% |
$70.7K - $82K
|
22.7K
$4.76M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-358- 8.74% |
$70.9K - $82.3K
|
3.74K
$782K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-360- 8.98% |
$71.3K - $82.7K
|
3.65K
$764K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-361- 1.36% |
$71.5K - $83K
|
26.2K
$5.47M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-367- 2.09% |
$72.7K - $84.3K
|
17.2K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-370- 9.18% |
$73.3K - $85K
|
3.66K
$766K
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-374- 1.21% |
$74.1K - $85.9K
|
30.5K
$6.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-377- 3.64% |
$74.7K - $86.6K
|
9.98K
$2.09M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-379- 7.95% |
$75.1K - $87.1K
|
4.39K
$918K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-379- 6.53% |
$75.1K - $87.1K
|
5.42K
$1.13M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-381- 2.62% |
$75.5K - $87.5K
|
14.1K
$2.96M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-391- 10.95% |
$77.5K - $89.8K
|
3.18K
$665K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-391- 4.41% |
$77.5K - $89.8K
|
8.47K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-397- 4.37% |
$78.6K - $91.2K
|
8.7K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-399- 11.65% |
$79K - $91.7K
|
3.03K
$633K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-400- 0.83% |
$79.2K - $91.9K
|
47.5K
$9.95M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-400- 23.53% |
$79.2K - $91.9K
|
1.3K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-405- 22.61% |
$80.2K - $93.1K
|
1.39K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-407- 10.58% |
$80.6K - $93.5K
|
3.44K
$720K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-408- 4.85% |
$80.8K - $93.8K
|
8K
$1.67M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-413- 3.19% |
$81.8K - $94.9K
|
12.5K
$2.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-414- 11.16% |
$82K - $95.1K
|
3.3K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-427- 22.2% |
$84.6K - $98.1K
|
1.5K
$313K
|