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 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.99K- 21.91% |
$790K - $916K
|
14.2K
$3.48M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.99K- 30.1% |
$790K - $916K
|
9.26K
$2.27M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.02K- 19.28% |
$797K - $924K
|
16.8K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.04K- 8.58% |
$800K - $927K
|
43K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.08K- 5.45% |
$809K - $938K
|
70.9K
$17.4M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-4.1K- 78.43% |
$812K - $942K
|
1.13K
$276K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-4.16K- 71.08% |
$825K - $957K
|
1.69K
$415K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.18K- 69.4% |
$828K - $960K
|
1.84K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.19K- 8.8% |
$830K - $963K
|
43.4K
$10.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.24K- 6.12% |
$840K - $974K
|
65K
$15.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-4.34K- 10.64% |
$859K - $997K
|
36.4K
$8.93M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.34K- 15.76% |
$860K - $998K
|
23.2K
$5.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.44K- 30.99% |
$879K - $1.02M
|
9.88K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.54K- 2.34% |
$900K - $1.04M
|
190K
$46.6M
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-4.57K- 11.56% |
$905K - $1.05M
|
34.9K
$8.56M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.59K- 68.74% |
$909K - $1.05M
|
2.09K
$512K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.61K- 71.98% |
$912K - $1.06M
|
1.79K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.63K- 85.69% |
$917K - $1.06M
|
773
$189K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-4.66K- 62.37% |
$922K - $1.07M
|
2.81K
$688K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.68K- 18.13% |
$927K - $1.08M
|
21.1K
$5.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.69K- 0.66% |
$928K - $1.08M
|
710K
$174M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-4.69K- 68.74% |
$930K - $1.08M
|
2.14K
$523K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.77K- 7.92% |
$945K - $1.1M
|
55.5K
$13.6M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 51.9% |
$945K - $1.1M
|
4.42K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.79K- 30.24% |
$950K - $1.1M
|
11.1K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.8K- 38.02% |
$951K - $1.1M
|
7.83K
$1.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-4.83K- 20.39% |
$957K - $1.11M
|
18.9K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.85K- 72.52% |
$960K - $1.11M
|
1.84K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.88K- 8.4% |
$967K - $1.12M
|
53.2K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.91K- 67.63% |
$972K - $1.13M
|
2.35K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.95K- 4.57% |
$980K - $1.14M
|
103K
$25.3M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-4.97K- 32.61% |
$984K - $1.14M
|
10.3K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.12K- 31.12% |
$1.01M - $1.18M
|
11.3K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.2K- 19.84% |
$1.03M - $1.19M
|
21K
$5.15M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.21K- 2.12% |
$1.03M - $1.2M
|
241K
$59M
|
|
|
Aug 27, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-5.25K- 1.2% |
$1.04M - $1.21M
|
430K
$105M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.3K- 20.0% |
$1.05M - $1.22M
|
21.2K
$5.19M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.34K- 78.96% |
$1.06M - $1.23M
|
1.42K
$349K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-5.35K- 4.28% |
$1.06M - $1.23M
|
120K
$29.3M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-5.35K- 28.26% |
$1.06M - $1.23M
|
13.6K
$3.33M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.45K- 54.16% |
$1.08M - $1.25M
|
4.61K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.48K- 5.07% |
$1.09M - $1.26M
|
103K
$25.1M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5.56K- 14.72% |
$1.1M - $1.28M
|
32.2K
$7.89M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.6K- 2.61% |
$1.11M - $1.29M
|
209K
$51.1M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-5.6K- 30.78% |
$1.11M - $1.29M
|
12.6K
$3.09M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.65K- 2.38% |
$1.12M - $1.3M
|
231K
$56.7M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.67K- 35.06% |
$1.12M - $1.3M
|
10.5K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-5.73K- 62.56% |
$1.14M - $1.32M
|
3.43K
$841K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.78K- 3.03% |
$1.15M - $1.33M
|
185K
$45.3M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.88K- 40.28% |
$1.17M - $1.35M
|
8.72K
$2.14M
|