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
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.9K- 43.4% |
$3.94M - $4.57M
|
25.9K
$5.42M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-20.3K- 29.73% |
$4.01M - $4.65M
|
47.9K
$10M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.5K- 55.81% |
$4.07M - $4.72M
|
16.3K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.6K- 10.17% |
$4.09M - $4.74M
|
182K
$38.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-20.9K- 73.38% |
$4.15M - $4.81M
|
7.6K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-21K- 44.89% |
$4.15M - $4.82M
|
25.7K
$5.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.4K- 49.22% |
$4.23M - $4.91M
|
22K
$4.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-21.5K- 71.03% |
$4.25M - $4.93M
|
8.76K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-21.9K- 2.46% |
$4.34M - $5.03M
|
869K
$182M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-21.9K- 9.49% |
$4.34M - $5.03M
|
209K
$43.7M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-22.4K- 82.92% |
$4.43M - $5.14M
|
4.6K
$963K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 22.81% |
$4.48M - $5.2M
|
76.6K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-23K- 72.84% |
$4.55M - $5.28M
|
8.57K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-23.5K- 14.77% |
$4.65M - $5.39M
|
135K
$28.3M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-24.1K- 91.97% |
$4.78M - $5.54M
|
2.1K
$440K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25.7K- 50.53% |
$5.08M - $5.89M
|
25.1K
$5.25M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-25.7K- 19.58% |
$5.1M - $5.91M
|
106K
$22.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26K- 71.65% |
$5.14M - $5.97M
|
10.3K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-26.2K- 23.58% |
$5.2M - $6.03M
|
85K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-26.9K- 78.04% |
$5.34M - $6.19M
|
7.58K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-27.7K- 31.37% |
$5.48M - $6.36M
|
60.6K
$12.7M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.7K- 45.72% |
$5.49M - $6.37M
|
32.9K
$6.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-27.9K- 38.12% |
$5.53M - $6.42M
|
45.3K
$9.48M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28.8K- 3.9% |
$5.71M - $6.62M
|
710K
$149M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-29.8K- 4.24% |
$5.9M - $6.84M
|
673K
$141M
|
|
|
May 14, 2025
Q1 2025
|
Yost Capital Management, LP
Fort Worth, TX |
SELL
|
- |
-30.1K- 59.25% |
$5.96M - $6.92M
|
20.7K
$4.33M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-30.3K- 21.82% |
$6.01M - $6.97M
|
109K
$22.7M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-30.5K- 76.96% |
$6.04M - $7.01M
|
9.13K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-30.6K- 37.02% |
$6.06M - $7.03M
|
52K
$10.9M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-30.7K- 52.48% |
$6.09M - $7.06M
|
27.8K
$5.82M
|
|
|
May 13, 2025
Q1 2025
|
Granite Investment Partners, LLC
|
SELL
|
- |
-31.2K- 86.17% |
$6.18M - $7.17M
|
5.01K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-31.9K- 74.33% |
$6.32M - $7.33M
|
11K
$2.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-33.3K- 22.91% |
$6.59M - $7.64M
|
112K
$23.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-33.3K- 76.56% |
$6.59M - $7.65M
|
10.2K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-34.6K- 50.34% |
$6.85M - $7.94M
|
34.1K
$7.13M
|
|
|
May 15, 2025
Q1 2025
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-34.9K- 90.2% |
$6.91M - $8.01M
|
3.79K
$792K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-37.5K- 95.34% |
$7.43M - $8.62M
|
1.84K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-37.5K- 99.19% |
$7.43M - $8.62M
|
307
$64.2K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-38.3K- 96.96% |
$7.58M - $8.79M
|
1.2K
$251K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.8K- 75.16% |
$7.68M - $8.91M
|
12.8K
$2.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-39.2K- 81.02% |
$7.77M - $9.02M
|
9.2K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-41.5K- 83.04% |
$8.22M - $9.53M
|
8.47K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-42K- 63.2% |
$8.32M - $9.65M
|
24.4K
$5.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-44.5K- 58.57% |
$8.81M - $10.2M
|
31.4K
$6.58M
|
|
|
May 14, 2025
Q1 2025
|
Broadwood Capital Inc
New York, NY |
SELL
|
- |
-45K- 8.66% |
$8.91M - $10.3M
|
475K
$99.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-46.1K- 35.6% |
$9.13M - $10.6M
|
83.4K
$17.4M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47.1K- 34.56% |
$9.33M - $10.8M
|
89.2K
$18.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-48.4K- 87.74% |
$9.59M - $11.1M
|
6.77K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-49.1K- 95.42% |
$9.72M - $11.3M
|
2.36K
$493K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-50.3K- 35.52% |
$9.96M - $11.6M
|
91.3K
$19.1M
|