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 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.79K- 30.24% |
$950K - $1.1M
|
11.1K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.8K- 38.02% |
$951K - $1.1M
|
7.83K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-4.83K- 20.39% |
$957K - $1.11M
|
18.9K
$3.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.85K- 72.52% |
$960K - $1.11M
|
1.84K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.88K- 8.4% |
$967K - $1.12M
|
53.2K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.91K- 67.63% |
$972K - $1.13M
|
2.35K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.95K- 4.57% |
$980K - $1.14M
|
103K
$21.6M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-4.97K- 32.61% |
$984K - $1.14M
|
10.3K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.12K- 31.12% |
$1.01M - $1.18M
|
11.3K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.2K- 19.84% |
$1.03M - $1.19M
|
21K
$4.39M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.21K- 2.12% |
$1.03M - $1.2M
|
241K
$50.3M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.3K- 20.0% |
$1.05M - $1.22M
|
21.2K
$4.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.34K- 78.96% |
$1.06M - $1.23M
|
1.42K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-5.35K- 4.28% |
$1.06M - $1.23M
|
120K
$25M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-5.35K- 28.26% |
$1.06M - $1.23M
|
13.6K
$2.84M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.45K- 54.16% |
$1.08M - $1.25M
|
4.61K
$965K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.48K- 5.07% |
$1.09M - $1.26M
|
103K
$21.5M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5.56K- 14.72% |
$1.1M - $1.28M
|
32.2K
$6.73M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.6K- 2.61% |
$1.11M - $1.29M
|
209K
$43.6M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-5.6K- 30.78% |
$1.11M - $1.29M
|
12.6K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.65K- 2.38% |
$1.12M - $1.3M
|
231K
$48.4M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.67K- 35.06% |
$1.12M - $1.3M
|
10.5K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-5.73K- 62.56% |
$1.14M - $1.32M
|
3.43K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.78K- 3.03% |
$1.15M - $1.33M
|
185K
$38.7M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.88K- 40.28% |
$1.17M - $1.35M
|
8.72K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.89K- 38.81% |
$1.17M - $1.35M
|
9.28K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.13K- 27.09% |
$1.21M - $1.41M
|
16.5K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.32K- 22.05% |
$1.25M - $1.45M
|
22.3K
$4.67M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.35K- 9.98% |
$1.26M - $1.46M
|
57.3K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.52K- 2.16% |
$1.29M - $1.5M
|
296K
$61.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.58K- 19.65% |
$1.3M - $1.51M
|
26.9K
$5.63M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.6K- 23.95% |
$1.31M - $1.52M
|
21K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.91K- 34.18% |
$1.37M - $1.59M
|
13.3K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.94K- 1.44% |
$1.37M - $1.59M
|
476K
$99.6M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.95K- 67.63% |
$1.38M - $1.6M
|
3.33K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-7K- 48.71% |
$1.39M - $1.61M
|
7.37K
$1.54M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.19K- 9.57% |
$1.42M - $1.65M
|
68K
$14.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.3K- 3.94% |
$1.45M - $1.68M
|
178K
$37.2M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.36K- 16.8% |
$1.46M - $1.69M
|
36.4K
$7.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.36K- 2.22% |
$1.46M - $1.69M
|
324K
$67.9M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.68K- 76.36% |
$1.52M - $1.76M
|
2.38K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-7.75K- 72.09% |
$1.54M - $1.78M
|
3K
$628K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.99K- 6.8% |
$1.58M - $1.84M
|
109K
$22.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-8.01K- 11.87% |
$1.59M - $1.84M
|
59.5K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-8.4K- 34.36% |
$1.66M - $1.93M
|
16K
$3.36M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.42K- 87.7% |
$1.67M - $1.94M
|
1.18K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-8.43K- 78.22% |
$1.67M - $1.94M
|
2.35K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-8.65K- 41.22% |
$1.71M - $1.99M
|
12.3K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-8.67K- 20.32% |
$1.72M - $1.99M
|
34K
$7.12M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.02K- 1.2% |
$1.79M - $2.07M
|
742K
$155M
|