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 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-360- 8.98% |
$71.3K - $82.7K
|
3.65K
$895K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-361- 1.36% |
$71.5K - $83K
|
26.2K
$6.41M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-367- 2.09% |
$72.7K - $84.3K
|
17.2K
$4.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-370- 9.18% |
$73.3K - $85K
|
3.66K
$897K
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-374- 1.21% |
$74.1K - $85.9K
|
30.5K
$7.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-377- 3.64% |
$74.7K - $86.6K
|
9.98K
$2.45M
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-379- 7.95% |
$75.1K - $87.1K
|
4.39K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-379- 6.53% |
$75.1K - $87.1K
|
5.42K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-381- 2.62% |
$75.5K - $87.5K
|
14.1K
$3.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-391- 10.95% |
$77.5K - $89.8K
|
3.18K
$780K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-391- 4.41% |
$77.5K - $89.8K
|
8.47K
$2.07M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-397- 4.37% |
$78.6K - $91.2K
|
8.7K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-399- 11.65% |
$79K - $91.7K
|
3.03K
$742K
|
|
|
Apr 25, 2025
Q1 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-400- 0.83% |
$79.2K - $91.9K
|
47.5K
$11.7M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-400- 23.53% |
$79.2K - $91.9K
|
1.3K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-405- 22.61% |
$80.2K - $93.1K
|
1.39K
$340K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-407- 10.58% |
$80.6K - $93.5K
|
3.44K
$843K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-408- 4.85% |
$80.8K - $93.8K
|
8K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-413- 3.19% |
$81.8K - $94.9K
|
12.5K
$3.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-414- 11.16% |
$82K - $95.1K
|
3.3K
$808K
|
|
|
May 14, 2025
Q1 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-427- 22.2% |
$84.6K - $98.1K
|
1.5K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-432- 3.61% |
$85.6K - $99.3K
|
11.5K
$2.82M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-438- 19.07% |
$86.8K - $101K
|
1.86K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-441- 10.6% |
$87.4K - $101K
|
3.72K
$911K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-443- 0.33% |
$87.8K - $102K
|
135K
$33M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-444- 14.29% |
$88K - $102K
|
2.66K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-445- 21.72% |
$88.2K - $102K
|
1.6K
$393K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-445- 3.62% |
$88.2K - $102K
|
11.8K
$2.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-450- 5.54% |
$89.1K - $103K
|
7.67K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-453- 11.13% |
$89.7K - $104K
|
3.62K
$886K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-453- 0.57% |
$89.7K - $104K
|
79.5K
$19.5M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-454- 12.6% |
$89.9K - $104K
|
3.15K
$772K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-457- 1.75% |
$90.5K - $105K
|
25.7K
$6.29M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-463- 3.98% |
$91.7K - $106K
|
11.2K
$2.74M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-464- 14.64% |
$91.9K - $107K
|
2.71K
$663K
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-465- 4.74% |
$92.1K - $107K
|
9.35K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-465- 2.55% |
$92.1K - $107K
|
17.8K
$4.36M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-470- 26.08% |
$93.1K - $108K
|
1.33K
$326K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-470- 8.04% |
$93.1K - $108K
|
5.38K
$1.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-472- 6.41% |
$93.5K - $108K
|
6.89K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-479- 69.32% |
$94.9K - $110K
|
212
$52K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-480- 2.42% |
$95.1K - $110K
|
19.4K
$4.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-480- 2.23% |
$95.1K - $110K
|
21.1K
$5.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-481- 7.6% |
$95.3K - $111K
|
5.85K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-481- 1.59% |
$95.3K - $111K
|
29.8K
$7.29M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-484- 8.38% |
$95.9K - $111K
|
5.29K
$1.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-487- 0.65% |
$96.5K - $112K
|
74.1K
$18.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-489- 24.96% |
$96.9K - $112K
|
1.47K
$360K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-494- 10.21% |
$97.9K - $114K
|
4.34K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-495- 1.21% |
$98.1K - $114K
|
40.4K
$9.89M
|