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 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.45K+ 2.0% |
$287K - $333K
|
73.9K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.36K+ 8.14% |
$269K - $312K
|
18K
$3.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.34K+ 12.33% |
$266K - $308K
|
12.2K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.34KNew |
$265K - $308K
|
1.34K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.32KNew |
$261K - $303K
|
1.32K
$256K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.3K+ 0.93% |
$258K - $299K
|
141K
$27.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.29K+ 2.43% |
$256K - $296K
|
54.4K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27KNew |
$252K - $292K
|
1.27K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.25KNew |
$248K - $288K
|
1.25K
$243K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24K+ 9.2% |
$246K - $285K
|
14.7K
$2.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.23K+ 6.42% |
$243K - $282K
|
20.3K
$3.94M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.2K+ 72.89% |
$238K - $276K
|
2.85K
$553K
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.19K+ 3.88% |
$236K - $273K
|
31.9K
$6.19M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.12KNew |
$221K - $256K
|
1.12K
$216K
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.09KNew |
$216K - $251K
|
1.09K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$215K - $250K
|
1.09K
$211K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.09K+ 11.12% |
$215K - $249K
|
10.8K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.08K+ 9.17% |
$214K - $248K
|
12.8K
$2.49M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.06KNew |
$210K - $243K
|
1.06K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.06K+ 17.54% |
$209K - $242K
|
7.07K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 7.32% |
$208K - $242K
|
15.4K
$2.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.03K+ 0.36% |
$205K - $237K
|
290K
$56.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.01KNew |
$201K - $233K
|
1.01K
$197K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1K+ 11.42% |
$198K - $230K
|
9.76K
$1.89M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
969+ 4.25% |
$192K - $223K
|
23.8K
$4.61M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
931+ 6.39% |
$184K - $214K
|
15.5K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
911+ 6.28% |
$180K - $209K
|
15.4K
$2.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
834+ 7.92% |
$165K - $192K
|
11.4K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
814+ 16.6% |
$161K - $187K
|
5.72K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
810+ 0.23% |
$160K - $186K
|
353K
$68.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
800+ 130.08% |
$158K - $184K
|
1.42K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
798+ 8.04% |
$158K - $183K
|
10.7K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
798+ 1.16% |
$158K - $183K
|
69.5K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
796+ 2.15% |
$158K - $183K
|
37.9K
$7.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
788+ 2.59% |
$156K - $181K
|
31.2K
$6.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
738+ 20.39% |
$146K - $170K
|
4.36K
$846K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
711+ 28.15% |
$141K - $163K
|
3.24K
$628K
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
707+ 4.11% |
$140K - $162K
|
17.9K
$3.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
691+ 2.12% |
$137K - $159K
|
33.3K
$6.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
680+ 212.5% |
$135K - $156K
|
1K
$194K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
669New |
$133K - $154K
|
669
$130K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
637+ 0.2% |
$126K - $146K
|
316K
$61.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
628+ 5.3% |
$124K - $144K
|
12.5K
$2.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
625+ 4.52% |
$124K - $144K
|
14.5K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
620+ 5.77% |
$123K - $142K
|
11.4K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
595+ 32.06% |
$118K - $137K
|
2.45K
$476K
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
580+ 3.62% |
$115K - $133K
|
16.6K
$3.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
578+ 26.01% |
$115K - $133K
|
2.8K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
556New |
$110K - $128K
|
556
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
556New |
$110K - $128K
|
556
$108K
|