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 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-432- 3.61% |
$85.6K - $99.3K
|
11.5K
$2.41M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-438- 19.07% |
$86.8K - $101K
|
1.86K
$389K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-441- 10.6% |
$87.4K - $101K
|
3.72K
$778K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-443- 0.33% |
$87.8K - $102K
|
135K
$28.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-444- 14.29% |
$88K - $102K
|
2.66K
$557K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-445- 21.72% |
$88.2K - $102K
|
1.6K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-445- 3.62% |
$88.2K - $102K
|
11.8K
$2.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-450- 5.54% |
$89.1K - $103K
|
7.67K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-453- 11.13% |
$89.7K - $104K
|
3.62K
$757K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-453- 0.57% |
$89.7K - $104K
|
79.5K
$16.6M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-454- 12.6% |
$89.9K - $104K
|
3.15K
$659K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-457- 1.75% |
$90.5K - $105K
|
25.7K
$5.37M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-463- 3.98% |
$91.7K - $106K
|
11.2K
$2.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-464- 14.64% |
$91.9K - $107K
|
2.71K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-465- 4.74% |
$92.1K - $107K
|
9.35K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
SELL
|
- |
-465- 2.55% |
$92.1K - $107K
|
17.8K
$3.72M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-470- 26.08% |
$93.1K - $108K
|
1.33K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-470- 8.04% |
$93.1K - $108K
|
5.38K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-472- 6.41% |
$93.5K - $108K
|
6.89K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-479- 69.32% |
$94.9K - $110K
|
212
$44.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-480- 2.42% |
$95.1K - $110K
|
19.4K
$4.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-480- 2.23% |
$95.1K - $110K
|
21.1K
$4.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-481- 7.6% |
$95.3K - $111K
|
5.85K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-481- 1.59% |
$95.3K - $111K
|
29.8K
$6.23M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-484- 8.38% |
$95.9K - $111K
|
5.29K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-487- 0.65% |
$96.5K - $112K
|
74.1K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-489- 24.96% |
$96.9K - $112K
|
1.47K
$308K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-494- 10.21% |
$97.9K - $114K
|
4.34K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-495- 1.21% |
$98.1K - $114K
|
40.4K
$8.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-497- 70.2% |
$98.5K - $114K
|
211
$44.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-500- 3.18% |
$99.1K - $115K
|
15.2K
$3.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
SELL
|
- |
-500- 44.84% |
$99.1K - $115K
|
615
$129K
|
|
|
May 28, 2025
Q1 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-500- 28.74% |
$99.1K - $115K
|
1.24K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-506- 11.68% |
$100K - $116K
|
3.83K
$800K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-511- 1.5% |
$101K - $117K
|
33.6K
$7.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-512- 9.61% |
$101K - $118K
|
4.82K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-512- 1.33% |
$101K - $118K
|
37.9K
$7.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-515- 5.82% |
$102K - $118K
|
8.33K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-520- 5.7% |
$103K - $119K
|
8.6K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-521- 36.92% |
$103K - $120K
|
890
$186K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-523- 1.55% |
$104K - $120K
|
33.3K
$6.96M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-524- 32.77% |
$104K - $120K
|
1.08K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-531- 3.06% |
$105K - $122K
|
16.8K
$3.51M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-535- 4.37% |
$106K - $123K
|
11.7K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-545- 1.2% |
$108K - $125K
|
44.9K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-550- 1.85% |
$109K - $126K
|
29.1K
$6.09M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-557- 71.96% |
$110K - $128K
|
217
$45.4K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-558- 28.47% |
$111K - $128K
|
1.4K
$293K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-564- 8.25% |
$112K - $130K
|
6.28K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-570- 9.11% |
$113K - $131K
|
5.69K
$1.19M
|