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 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-1.5K- 89.23% |
$297K - $345K
|
181
$37.9K
|
|
|
May 15, 2025
Q1 2025
|
Benchmark Investment Advisors LLC
Chicago, IL |
SELL
|
- |
-1.51K- 30.79% |
$298K - $346K
|
3.38K
$708K
|
|
|
Apr 10, 2025
Q1 2025
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.51K- 50.32% |
$299K - $347K
|
1.49K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.53K- 8.58% |
$303K - $352K
|
16.3K
$3.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.56K- 11.94% |
$309K - $358K
|
11.5K
$2.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.56K- 13.13% |
$310K - $359K
|
10.3K
$2.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.56K- 22.77% |
$310K - $359K
|
5.3K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.57K- 5.74% |
$311K - $360K
|
25.7K
$5.38M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
SELL
|
- |
-1.57K- 27.19% |
$312K - $361K
|
4.21K
$881K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.57K- 23.56% |
$312K - $362K
|
5.11K
$1.07M
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.58K- 25.46% |
$313K - $363K
|
4.63K
$968K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.58K- 5.99% |
$313K - $364K
|
24.8K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.6K- 23.62% |
$317K - $367K
|
5.17K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.61K- 46.4% |
$319K - $370K
|
1.86K
$389K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.63K- 8.98% |
$322K - $373K
|
16.5K
$3.44M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.64K- 14.95% |
$325K - $377K
|
9.33K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.65K- 17.2% |
$327K - $380K
|
7.95K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.66K- 47.58% |
$328K - $380K
|
1.82K
$381K
|
|
|
Apr 15, 2025
Q1 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 26.75% |
$330K - $383K
|
4.57K
$955K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.67K- 5.28% |
$330K - $383K
|
29.9K
$6.25M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.68K- 4.49% |
$332K - $385K
|
35.6K
$7.46M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.68K- 22.98% |
$334K - $387K
|
5.65K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-1.7K- 89.71% |
$337K - $391K
|
195
$40.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.71K- 3.4% |
$340K - $394K
|
48.8K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-1.72K- 1.61% |
$340K - $394K
|
105K
$22M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.72K- 4.9% |
$341K - $395K
|
33.4K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.72K- 57.58% |
$342K - $396K
|
1.27K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.73K- 26.19% |
$343K - $398K
|
4.89K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.81KClosed |
$359K - $417K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.84K- 48.23% |
$365K - $423K
|
1.98K
$413K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.88K- 9.99% |
$371K - $431K
|
16.9K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 19.9% |
$372K - $432K
|
7.56K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.88K- 2.31% |
$373K - $432K
|
79.5K
$16.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.88K- 2.15% |
$373K - $433K
|
85.8K
$18M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.89K- 11.69% |
$373K - $433K
|
14.2K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 7.88% |
$380K - $441K
|
22.4K
$4.69M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.94K- 27.45% |
$384K - $445K
|
5.12K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-1.94K- 4.79% |
$384K - $446K
|
38.5K
$8.06M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.95K- 19.09% |
$386K - $448K
|
8.27K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 3.67% |
$389K - $451K
|
51.5K
$10.8M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.96K- 0.79% |
$389K - $451K
|
247K
$51.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.99K- 16.58% |
$394K - $457K
|
10K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.01K- 4.78% |
$397K - $461K
|
40K
$8.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.04K- 1.9% |
$404K - $469K
|
105K
$22M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-2.05K- 54.06% |
$406K - $471K
|
1.74K
$364K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.06K- 64.14% |
$407K - $472K
|
1.15K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-2.07K- 43.65% |
$410K - $476K
|
2.68K
$560K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.1K- 6.72% |
$416K - $483K
|
29.2K
$6.1M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.14K- 5.21% |
$423K - $491K
|
38.9K
$8.14M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-2.19K- 45.3% |
$434K - $503K
|
2.64K
$553K
|