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 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-926- 96.86% |
$183K - $213K
|
30
$7.35K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-934- 0.94% |
$185K - $215K
|
98.3K
$24.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-938- 39.54% |
$186K - $216K
|
1.43K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-965- 1.02% |
$191K - $222K
|
94K
$23M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-969- 7.49% |
$192K - $223K
|
12K
$2.93M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-980- 6.63% |
$194K - $225K
|
13.8K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-988- 12.69% |
$196K - $227K
|
6.8K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-993- 7.27% |
$197K - $228K
|
12.7K
$3.1M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-994- 32.72% |
$197K - $228K
|
2.04K
$501K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-1K- 6.19% |
$199K - $231K
|
15.2K
$3.73M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.01K- 19.22% |
$200K - $232K
|
4.24K
$1.04M
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.02K- 15.5% |
$201K - $233K
|
5.54K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-1.02K- 28.07% |
$201K - $234K
|
2.61K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-1.02K- 16.87% |
$202K - $234K
|
5.03K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.04K- 5.52% |
$207K - $240K
|
17.9K
$4.38M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.04K- 0.92% |
$207K - $240K
|
112K
$27.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.05K- 12.28% |
$207K - $240K
|
7.46K
$1.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.05K- 4.65% |
$208K - $241K
|
21.5K
$5.27M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.06K- 3.4% |
$209K - $242K
|
29.9K
$7.34M
|
|
|
Jul 18, 2025
Q1 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.06K- 50.94% |
$209K - $243K
|
1.02K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.06K- 7.0% |
$210K - $243K
|
14.1K
$3.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.07K- 10.36% |
$211K - $245K
|
9.21K
$2.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.07K- 8.19% |
$211K - $245K
|
12K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
SELL
|
- |
-1.07K- 10.14% |
$212K - $246K
|
9.49K
$2.33M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.08K- 43.1% |
$214K - $248K
|
1.43K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.08K- 2.93% |
$215K - $249K
|
35.9K
$8.79M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 5.05% |
$216K - $250K
|
20.4K
$5.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-1.11K- 40.86% |
$219K - $254K
|
1.6K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.11K- 5.1% |
$219K - $255K
|
20.6K
$5.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 4.92% |
$220K - $255K
|
21.4K
$5.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.11K- 43.88% |
$220K - $256K
|
1.42K
$348K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.11K- 7.7% |
$221K - $256K
|
13.3K
$3.27M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.12K- 3.53% |
$221K - $256K
|
30.5K
$7.48M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-1.12K- 85.07% |
$221K - $257K
|
196
$48K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.12K- 16.74% |
$222K - $257K
|
5.57K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-1.13K- 8.74% |
$223K - $259K
|
11.8K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.13K- 16.05% |
$223K - $259K
|
5.9K
$1.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.13K- 2.15% |
$224K - $259K
|
51.5K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.13K- 7.04% |
$224K - $260K
|
14.9K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-1.14K- 14.68% |
$225K - $262K
|
6.61K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-1.14K- 11.95% |
$226K - $262K
|
8.39K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.15K- 14.17% |
$228K - $264K
|
6.96K
$1.7M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.16K- 1.99% |
$230K - $267K
|
57.1K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.16K- 26.49% |
$230K - $267K
|
3.22K
$790K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.17K- 26.18% |
$232K - $269K
|
3.3K
$808K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.19K- 48.28% |
$236K - $274K
|
1.28K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.21K- 1.93% |
$239K - $277K
|
61.4K
$15.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.23K- 19.04% |
$243K - $282K
|
5.22K
$1.28M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.24K- 12.03% |
$245K - $284K
|
9.03K
$2.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.25K- 35.78% |
$247K - $286K
|
2.24K
$548K
|