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 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
530+ 0.65% |
$105K - $122K
|
82.5K
$16M
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
BUY
|
- |
530+ 1.7% |
$105K - $122K
|
31.8K
$6.17M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
523+ 0.95% |
$104K - $120K
|
55.5K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
520+ 2.28% |
$103K - $119K
|
23.3K
$4.52M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
495+ 31.94% |
$98.1K - $114K
|
2.05K
$397K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
494+ 37.11% |
$97.9K - $114K
|
1.83K
$354K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
474+ 20.83% |
$93.9K - $109K
|
2.75K
$534K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
470+ 2.15% |
$93.1K - $108K
|
22.3K
$4.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
468+ 3.36% |
$92.7K - $108K
|
14.4K
$2.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
437+ 6.24% |
$86.6K - $100K
|
7.44K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
433+ 24.62% |
$85.8K - $99.5K
|
2.19K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
429+ 3.03% |
$85K - $98.6K
|
14.6K
$2.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
427+ 2.5% |
$84.6K - $98.1K
|
17.5K
$3.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
426+ 9.31% |
$84.4K - $97.9K
|
5K
$971K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
418+ 19.3% |
$82.8K - $96.1K
|
2.58K
$502K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
402+ 11.66% |
$79.6K - $92.4K
|
3.85K
$748K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
400+ 3.36% |
$79.2K - $91.9K
|
12.3K
$2.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
385+ 22.2% |
$76.3K - $88.5K
|
2.12K
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
375New |
$74.3K - $86.2K
|
375
$72.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
356+ 18.76% |
$70.5K - $81.8K
|
2.25K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
355+ 20.77% |
$70.3K - $81.6K
|
2.06K
$401K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
347+ 35.02% |
$68.7K - $79.7K
|
1.34K
$260K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
340+ 7.67% |
$67.4K - $78.1K
|
4.77K
$926K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
338+ 11.89% |
$67K - $77.7K
|
3.18K
$617K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
338+ 2.2% |
$67K - $77.7K
|
15.7K
$3.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
332+ 20.16% |
$65.8K - $76.3K
|
1.98K
$384K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
331+ 6.45% |
$65.6K - $76.1K
|
5.47K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
325+ 72.87% |
$64.4K - $74.7K
|
771
$150K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
317+ 4.18% |
$62.8K - $72.8K
|
7.9K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
311+ 3.5% |
$61.6K - $71.5K
|
9.2K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
310+ 10.35% |
$61.4K - $71.2K
|
3.31K
$642K
|
|
|
Apr 11, 2025
Q1 2025
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
300+ 27.86% |
$59.4K - $68.9K
|
1.38K
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
295+ 23.81% |
$58.4K - $67.8K
|
1.53K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
291+ 6.78% |
$57.6K - $66.9K
|
4.58K
$889K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
290+ 4.52% |
$57.4K - $66.6K
|
6.71K
$1.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
289New |
$57.3K - $66.4K
|
289
$56.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
283+ 8.07% |
$56.1K - $65K
|
3.79K
$736K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
266+ 0.53% |
$52.7K - $61.1K
|
50.4K
$9.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
256+ 0.46% |
$50.7K - $58.8K
|
55.9K
$10.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
250+ 357.14% |
$49.5K - $57.4K
|
320
$62.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
250+ 9.48% |
$49.5K - $57.4K
|
2.89K
$561K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
246+ 4.55% |
$48.7K - $56.5K
|
5.65K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
245+ 98.79% |
$48.5K - $56.3K
|
493
$95.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
244+ 73.94% |
$48.3K - $56.1K
|
574
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
242+ 36.34% |
$47.9K - $55.6K
|
908
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
234+ 1.55% |
$46.4K - $53.8K
|
15.3K
$2.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
233+ 1.04% |
$46.2K - $53.5K
|
22.7K
$4.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
233+ 12.77% |
$46.2K - $53.5K
|
2.06K
$399K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
224+ 1.38% |
$44.4K - $51.5K
|
16.4K
$3.19M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
221+ 4.45% |
$43.8K - $50.8K
|
5.19K
$1.01M
|