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
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.2K- 27.19% |
$435K - $505K
|
5.88K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.21K- 5.65% |
$438K - $508K
|
36.9K
$7.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.23K- 47.23% |
$442K - $513K
|
2.49K
$522K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.27K- 66.33% |
$449K - $521K
|
1.15K
$241K
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-2.33K- 15.77% |
$461K - $535K
|
12.4K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.33K- 3.06% |
$462K - $536K
|
73.8K
$15.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Marshall & Sullivan Inc
|
SELL
|
- |
-2.34K- 2.02% |
$464K - $538K
|
114K
$23.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.39K- 26.01% |
$473K - $549K
|
6.8K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 42.5% |
$475K - $551K
|
3.24K
$678K
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.4K- 10.83% |
$475K - $551K
|
19.8K
$4.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 23.73% |
$477K - $553K
|
7.74K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
SELL
|
- |
-2.42K- 20.48% |
$479K - $555K
|
9.38K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.42K- 51.4% |
$480K - $556K
|
2.29K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-2.43K- 45.42% |
$482K - $559K
|
2.93K
$612K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.45K- 7.18% |
$486K - $564K
|
31.7K
$6.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.46K- 36.85% |
$486K - $564K
|
4.21K
$880K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.47K- 7.48% |
$490K - $569K
|
30.6K
$6.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-2.49K- 29.31% |
$493K - $572K
|
6K
$1.26M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.52K- 0.9% |
$499K - $579K
|
278K
$58.2M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-2.53K- 73.64% |
$500K - $580K
|
904
$189K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-2.55K- 5.73% |
$505K - $586K
|
42K
$8.78M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.6K- 11.08% |
$514K - $596K
|
20.8K
$4.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-2.66K- 6.77% |
$526K - $610K
|
36.6K
$7.66M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.67K- 39.63% |
$530K - $614K
|
4.07K
$852K
|
|
|
May 15, 2025
Q1 2025
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-2.7K- 43.55% |
$535K - $620K
|
3.5K
$732K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.71K- 12.15% |
$536K - $622K
|
19.6K
$4.09M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.71K- 55.3% |
$536K - $622K
|
2.19K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.71K- 19.22% |
$536K - $622K
|
11.4K
$2.38M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
SELL
|
- |
-2.74K- 13.14% |
$542K - $629K
|
18.1K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.79K- 1.52% |
$553K - $642K
|
181K
$37.8M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.83K- 1.04% |
$561K - $651K
|
268K
$56.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.83K- 12.29% |
$561K - $651K
|
20.2K
$4.23M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.85K- 6.58% |
$564K - $654K
|
40.4K
$8.45M
|
|
|
May 15, 2025
Q1 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-2.88K- 28.63% |
$570K - $661K
|
7.17K
$1.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.89K- 8.95% |
$572K - $663K
|
29.4K
$6.14M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.96K- 24.16% |
$586K - $680K
|
9.29K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-2.96K- 17.55% |
$586K - $680K
|
13.9K
$2.91M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.97K- 3.34% |
$588K - $682K
|
85.9K
$18M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.98K- 52.24% |
$590K - $685K
|
2.72K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 6.18% |
$593K - $688K
|
45.4K
$9.51M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 0.34% |
$615K - $713K
|
904K
$189M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.11K- 22.5% |
$616K - $715K
|
10.7K
$2.24M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.14K- 1.77% |
$621K - $721K
|
174K
$36.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-3.21K- 15.32% |
$636K - $738K
|
17.8K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.21K- 10.72% |
$636K - $738K
|
26.7K
$5.6M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.22K- 2.63% |
$637K - $739K
|
119K
$24.9M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.23K- 8.38% |
$639K - $742K
|
35.3K
$7.38M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-3.24K- 42.95% |
$641K - $744K
|
4.3K
$899K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-3.24K- 32.96% |
$642K - $745K
|
6.59K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.24K- 69.51% |
$643K - $745K
|
1.42K
$298K
|