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
|
Townsend Asset Management Corp
|
SELL
|
- |
-786- 15.28% |
$156K - $181K
|
4.36K
$912K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-787- 25.31% |
$156K - $181K
|
2.32K
$486K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-788- 2.31% |
$156K - $181K
|
33.3K
$6.96M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-789- 15.3% |
$156K - $181K
|
4.37K
$914K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-792- 22.82% |
$157K - $182K
|
2.68K
$560K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-792- 15.11% |
$157K - $182K
|
4.45K
$931K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-793- 10.82% |
$157K - $182K
|
6.53K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-794- 27.95% |
$157K - $182K
|
2.05K
$428K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-798- 4.96% |
$158K - $183K
|
15.3K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-802- 8.59% |
$159K - $184K
|
8.54K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-805- 2.77% |
$159K - $185K
|
28.3K
$5.92M
|
|
|
May 13, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-805- 6.19% |
$159K - $185K
|
12.2K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-814- 40.44% |
$161K - $187K
|
1.2K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Meridian Management CO
|
SELL
|
- |
-828- 38.91% |
$164K - $190K
|
1.3K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-830- 4.6% |
$164K - $191K
|
17.2K
$3.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-851- 4.16% |
$169K - $196K
|
19.6K
$4.1M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-859- 34.72% |
$170K - $197K
|
1.62K
$338K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-865- 4.4% |
$171K - $199K
|
18.8K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-876- 15.9% |
$174K - $201K
|
4.63K
$969K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-881- 14.5% |
$175K - $202K
|
5.19K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-882- 15.06% |
$175K - $203K
|
4.97K
$1.04M
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
SELL
|
- |
-885- 84.21% |
$175K - $203K
|
166
$34.7K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-893- 32.25% |
$177K - $205K
|
1.88K
$392K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-895- 7.34% |
$177K - $206K
|
11.3K
$2.36M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-903- 3.42% |
$179K - $208K
|
25.5K
$5.33M
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
SELL
|
- |
-903- 36.95% |
$179K - $208K
|
1.54K
$322K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-910Closed |
$180K - $209K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-926- 96.86% |
$183K - $213K
|
30
$6.28K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-934- 0.94% |
$185K - $215K
|
98.3K
$20.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-938- 39.54% |
$186K - $216K
|
1.43K
$300K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-965- 1.02% |
$191K - $222K
|
94K
$19.7M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-969- 7.49% |
$192K - $223K
|
12K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-980- 6.63% |
$194K - $225K
|
13.8K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-988- 12.69% |
$196K - $227K
|
6.8K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-993- 7.27% |
$197K - $228K
|
12.7K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-994- 32.72% |
$197K - $228K
|
2.04K
$428K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1K- 6.19% |
$199K - $231K
|
15.2K
$3.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.01K- 19.22% |
$200K - $232K
|
4.24K
$887K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.02K- 15.5% |
$201K - $233K
|
5.54K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-1.02K- 28.07% |
$201K - $234K
|
2.61K
$545K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.02K- 16.87% |
$202K - $234K
|
5.03K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.04K- 5.52% |
$207K - $240K
|
17.9K
$3.74M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.04K- 0.92% |
$207K - $240K
|
112K
$23.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.05K- 12.28% |
$207K - $240K
|
7.46K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.05K- 4.65% |
$208K - $241K
|
21.5K
$4.5M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.06K- 3.4% |
$209K - $242K
|
29.9K
$6.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.06K- 7.0% |
$210K - $243K
|
14.1K
$2.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.07K- 10.36% |
$211K - $245K
|
9.21K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.07K- 8.19% |
$211K - $245K
|
12K
$2.5M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-1.07K- 10.14% |
$212K - $246K
|
9.49K
$1.99M
|