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 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.5K- 25.83% |
$2.47M - $2.86M
|
35.8K
$8.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12.6K- 48.71% |
$2.49M - $2.89M
|
13.2K
$3.24M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13K- 70.9% |
$2.58M - $2.99M
|
5.35K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-13.1K- 80.14% |
$2.59M - $3M
|
3.24K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-13.2K- 2.88% |
$2.61M - $3.03M
|
444K
$109M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-13.2K- 51.95% |
$2.62M - $3.04M
|
12.2K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.4K- 3.82% |
$2.66M - $3.09M
|
338K
$82.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-13.5K- 1.62% |
$2.68M - $3.11M
|
820K
$201M
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-13.7K- 40.56% |
$2.72M - $3.15M
|
20.1K
$4.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-14K- 21.56% |
$2.77M - $3.22M
|
50.9K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-14.2K- 89.47% |
$2.81M - $3.26M
|
1.67K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-14.7K- 52.2% |
$2.92M - $3.38M
|
13.5K
$3.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-15.2K- 75.61% |
$3.01M - $3.49M
|
4.91K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-16.6K- 5.34% |
$3.3M - $3.82M
|
295K
$72.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.7K- 34.84% |
$3.31M - $3.84M
|
31.2K
$7.65M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-17K- 46.26% |
$3.37M - $3.91M
|
19.8K
$4.84M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-17.2K- 64.52% |
$3.41M - $3.95M
|
9.46K
$2.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-17.3K- 13.6% |
$3.43M - $3.98M
|
110K
$27M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17.6K- 34.91% |
$3.48M - $4.04M
|
32.8K
$8.03M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-17.7K- 41.3% |
$3.5M - $4.06M
|
25.1K
$6.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-17.8K- 96.57% |
$3.53M - $4.09M
|
633
$155K
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-18.1K- 85.27% |
$3.59M - $4.16M
|
3.13K
$767K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-18.1K- 24.71% |
$3.59M - $4.16M
|
55.2K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-18.4K- 14.93% |
$3.64M - $4.23M
|
105K
$25.7M
|
|
|
May 15, 2025
Q1 2025
|
Ananym Capital Management, LP
New York, NY |
SELL
|
- |
-19.1K- 91.84% |
$3.78M - $4.38M
|
1.7K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-19.9K- 43.4% |
$3.94M - $4.57M
|
25.9K
$6.35M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-20.3K- 29.73% |
$4.01M - $4.65M
|
47.9K
$11.7M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-20.5K- 55.81% |
$4.07M - $4.72M
|
16.3K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.6K- 10.17% |
$4.09M - $4.74M
|
182K
$44.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-20.9K- 73.38% |
$4.15M - $4.81M
|
7.6K
$1.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-21K- 44.89% |
$4.15M - $4.82M
|
25.7K
$6.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.4K- 49.22% |
$4.23M - $4.91M
|
22K
$5.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-21.5K- 71.03% |
$4.25M - $4.93M
|
8.76K
$2.15M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-21.9K- 2.46% |
$4.34M - $5.03M
|
869K
$213M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-21.9K- 9.49% |
$4.34M - $5.03M
|
209K
$51.2M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-22.4K- 82.92% |
$4.43M - $5.14M
|
4.6K
$1.13M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 22.81% |
$4.48M - $5.2M
|
76.6K
$18.8M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-23K- 72.84% |
$4.55M - $5.28M
|
8.57K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-23.5K- 14.77% |
$4.65M - $5.39M
|
135K
$33.2M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-24.1K- 91.97% |
$4.78M - $5.54M
|
2.1K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-25.7K- 50.53% |
$5.08M - $5.89M
|
25.1K
$6.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Amarillo National Bank
|
SELL
|
- |
-25.7K- 19.58% |
$5.1M - $5.91M
|
106K
$25.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-26K- 71.65% |
$5.14M - $5.97M
|
10.3K
$2.52M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-26.2K- 23.58% |
$5.2M - $6.03M
|
85K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-26.9K- 78.04% |
$5.34M - $6.19M
|
7.58K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-27.7K- 31.37% |
$5.48M - $6.36M
|
60.6K
$14.8M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-27.7K- 45.72% |
$5.49M - $6.37M
|
32.9K
$8.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-27.9K- 38.12% |
$5.53M - $6.42M
|
45.3K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-28.8K- 3.9% |
$5.71M - $6.62M
|
710K
$174M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-29.8K- 4.24% |
$5.9M - $6.84M
|
673K
$165M
|