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 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.08K- 43.1% |
$214K - $248K
|
1.43K
$298K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.08K- 2.93% |
$215K - $249K
|
35.9K
$7.5M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 5.05% |
$216K - $250K
|
20.4K
$4.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
SELL
|
- |
-1.11K- 40.86% |
$219K - $254K
|
1.6K
$335K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.11K- 5.1% |
$219K - $255K
|
20.6K
$4.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 4.92% |
$220K - $255K
|
21.4K
$4.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-1.11K- 43.88% |
$220K - $256K
|
1.42K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.11K- 7.7% |
$221K - $256K
|
13.3K
$2.79M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.12K- 3.53% |
$221K - $256K
|
30.5K
$6.39M
|
|
|
May 05, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-1.12K- 85.07% |
$221K - $257K
|
196
$41K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-1.12K- 16.74% |
$222K - $257K
|
5.57K
$1.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-1.13K- 8.74% |
$223K - $259K
|
11.8K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.13K- 16.05% |
$223K - $259K
|
5.9K
$1.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.13K- 2.15% |
$224K - $259K
|
51.5K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.13K- 7.04% |
$224K - $260K
|
14.9K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-1.14K- 14.68% |
$225K - $262K
|
6.61K
$1.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-1.14K- 11.95% |
$226K - $262K
|
8.39K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.15K- 14.17% |
$228K - $264K
|
6.96K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.16K- 1.99% |
$230K - $267K
|
57.1K
$11.9M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.16K- 26.49% |
$230K - $267K
|
3.22K
$674K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.17K- 26.18% |
$232K - $269K
|
3.3K
$690K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.19K- 48.28% |
$236K - $274K
|
1.28K
$267K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.21K- 1.93% |
$239K - $277K
|
61.4K
$12.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.23K- 19.04% |
$243K - $282K
|
5.22K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.24K- 12.03% |
$245K - $284K
|
9.03K
$1.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-1.25K- 35.78% |
$247K - $286K
|
2.24K
$468K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.25K- 2.06% |
$247K - $287K
|
59.5K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.25K- 11.57% |
$248K - $288K
|
9.58K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-1.26K- 44.19% |
$250K - $290K
|
1.59K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
SELL
|
- |
-1.28K- 61.94% |
$253K - $293K
|
784
$164K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.28K- 2.71% |
$254K - $294K
|
46K
$9.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.28K- 4.04% |
$254K - $295K
|
30.4K
$6.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.29K- 6.46% |
$256K - $296K
|
18.7K
$3.91M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.31K- 42.14% |
$259K - $300K
|
1.79K
$375K
|
|
|
Jun 04, 2025
Q1 2025
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.34K- 52.12% |
$265K - $308K
|
1.23K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-1.35K- 6.17% |
$267K - $310K
|
20.5K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.37K- 6.89% |
$271K - $315K
|
18.5K
$3.87M
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.38K- 4.56% |
$273K - $316K
|
28.8K
$6.02M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-1.38K- 28.03% |
$273K - $317K
|
3.54K
$741K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.38K- 29.61% |
$274K - $318K
|
3.29K
$687K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-1.38K- 2.04% |
$274K - $318K
|
66.3K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.39K- 31.27% |
$275K - $318K
|
3.05K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.39K- 31.41% |
$275K - $319K
|
3.04K
$635K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.41K- 32.61% |
$279K - $323K
|
2.91K
$608K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.42K- 9.94% |
$281K - $326K
|
12.8K
$2.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.42K- 3.12% |
$281K - $326K
|
44.1K
$9.23M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.43K- 5.54% |
$283K - $329K
|
24.4K
$5.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.45K- 10.38% |
$288K - $334K
|
12.5K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.46K- 11.84% |
$289K - $336K
|
10.9K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.48K- 4.4% |
$292K - $339K
|
32K
$6.7M
|