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 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.72K- 57.58% |
$342K - $396K
|
1.27K
$311K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-1.73K- 26.19% |
$343K - $398K
|
4.89K
$1.2M
|
|
|
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
$484K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-1.88K- 9.99% |
$371K - $431K
|
16.9K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-1.88K- 19.9% |
$372K - $432K
|
7.56K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.88K- 2.31% |
$373K - $432K
|
79.5K
$19.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.88K- 2.15% |
$373K - $433K
|
85.8K
$21M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.89K- 11.69% |
$373K - $433K
|
14.2K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.92K- 7.88% |
$380K - $441K
|
22.4K
$5.5M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.94K- 27.45% |
$384K - $445K
|
5.12K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-1.94K- 4.79% |
$384K - $446K
|
38.5K
$9.45M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.95K- 19.09% |
$386K - $448K
|
8.27K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 3.67% |
$389K - $451K
|
51.5K
$12.6M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.96K- 0.79% |
$389K - $451K
|
247K
$60.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.99K- 16.58% |
$394K - $457K
|
10K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.01K- 4.78% |
$397K - $461K
|
40K
$9.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-2.04K- 1.9% |
$404K - $469K
|
105K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-2.05K- 54.06% |
$406K - $471K
|
1.74K
$427K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.06K- 64.14% |
$407K - $472K
|
1.15K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-2.07K- 43.65% |
$410K - $476K
|
2.68K
$656K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.1K- 6.72% |
$416K - $483K
|
29.2K
$7.14M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.14K- 5.21% |
$423K - $491K
|
38.9K
$9.53M
|
|
|
Apr 24, 2025
Q1 2025
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-2.19K- 45.3% |
$434K - $503K
|
2.64K
$648K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.2K- 27.19% |
$435K - $505K
|
5.88K
$1.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.21K- 5.65% |
$438K - $508K
|
36.9K
$9.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.23K- 47.23% |
$442K - $513K
|
2.49K
$611K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.27K- 66.33% |
$449K - $521K
|
1.15K
$282K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-2.33K- 15.77% |
$461K - $535K
|
12.4K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.33K- 3.06% |
$462K - $536K
|
73.8K
$18.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-2.34K- 2.02% |
$464K - $538K
|
114K
$27.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.39K- 26.01% |
$473K - $549K
|
6.8K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 42.5% |
$475K - $551K
|
3.24K
$794K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.4K- 10.83% |
$475K - $551K
|
19.8K
$4.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 23.73% |
$477K - $553K
|
7.74K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-2.42K- 20.48% |
$479K - $555K
|
9.38K
$2.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.42K- 51.4% |
$480K - $556K
|
2.29K
$561K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.43K- 45.42% |
$482K - $559K
|
2.93K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.45K- 7.18% |
$486K - $564K
|
31.7K
$7.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.46K- 36.85% |
$486K - $564K
|
4.21K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.47K- 7.48% |
$490K - $569K
|
30.6K
$7.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.49K- 29.31% |
$493K - $572K
|
6K
$1.47M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.52K- 0.9% |
$499K - $579K
|
278K
$68.2M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2.53K- 73.64% |
$500K - $580K
|
904
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.55K- 5.73% |
$505K - $586K
|
42K
$10.3M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.6K- 11.08% |
$514K - $596K
|
20.8K
$5.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-2.66K- 6.77% |
$526K - $610K
|
36.6K
$8.97M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.67K- 39.63% |
$530K - $614K
|
4.07K
$998K
|
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.7K- 43.55% |
$535K - $620K
|
3.5K
$858K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.71K- 12.15% |
$536K - $622K
|
19.6K
$4.8M
|