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 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220+ 6.74% |
$43.6K - $50.6K
|
3.48K
$676K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
215+ 15.89% |
$42.6K - $49.4K
|
1.57K
$304K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
215+ 10.71% |
$42.6K - $49.4K
|
2.22K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
211+ 1.72% |
$41.8K - $48.5K
|
12.4K
$2.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
210New |
$41.6K - $48.3K
|
210
$40.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
210+ 210.0% |
$41.6K - $48.3K
|
310
$60.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
205+ 7.9% |
$40.6K - $47.1K
|
2.8K
$544K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
202+ 2.34% |
$40K - $46.4K
|
8.84K
$1.72M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
200+ 13.23% |
$39.6K - $46K
|
1.71K
$332K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
195+ 1.08% |
$38.6K - $44.8K
|
18.3K
$3.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
189+ 0.89% |
$37.4K - $43.4K
|
21.5K
$4.17M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
188+ 0.87% |
$37.2K - $43.2K
|
21.8K
$4.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
186+ 0.77% |
$36.8K - $42.7K
|
24.2K
$4.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
182+ 1.74% |
$36.1K - $41.8K
|
10.7K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
180+ 18000.0% |
$35.7K - $41.4K
|
181
$35.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
177+ 8.65% |
$35.1K - $40.7K
|
2.22K
$432K
|
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
175+ 2.79% |
$34.7K - $40.2K
|
6.44K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
174+ 3.51% |
$34.5K - $40K
|
5.13K
$996K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
169+ 0.23% |
$33.5K - $38.8K
|
73K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
167+ 14.6% |
$33.1K - $38.4K
|
1.31K
$254K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
167+ 0.47% |
$33.1K - $38.4K
|
35.6K
$6.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
156+ 5.8% |
$30.9K - $35.8K
|
2.85K
$552K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
153+ 5.94% |
$30.3K - $35.2K
|
2.73K
$530K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
153+ 1.82% |
$30.3K - $35.2K
|
8.55K
$1.66M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
145+ 8.88% |
$28.7K - $33.3K
|
1.78K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
140+ 3.44% |
$27.7K - $32.2K
|
4.21K
$816K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
135+ 100.0% |
$26.7K - $31K
|
270
$52.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
134+ 5.38% |
$26.5K - $30.8K
|
2.62K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
132+ 2.36% |
$26.1K - $30.3K
|
5.71K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
130+ 0.72% |
$25.8K - $29.9K
|
18.3K
$3.55M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
129+ 7.49% |
$25.6K - $29.6K
|
1.85K
$359K
|
|
|
Apr 24, 2025
Q1 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
125+ 7.43% |
$24.8K - $28.7K
|
1.81K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
119+ 2.19% |
$23.6K - $27.3K
|
5.55K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
119+ 6.83% |
$23.6K - $27.3K
|
1.86K
$361K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
115+ 2.24% |
$22.8K - $26.4K
|
5.26K
$1.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
110+ 7.67% |
$21.8K - $25.3K
|
1.54K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
109+ 45.61% |
$21.6K - $25K
|
348
$67.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
109+ 4.81% |
$21.6K - $25K
|
2.38K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
109+ 0.21% |
$21.6K - $25K
|
53.2K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
106+ 1.12% |
$21K - $24.4K
|
9.6K
$1.86M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
103+ 77.44% |
$20.4K - $23.7K
|
236
$45.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$19.8K - $23K
|
100
$19.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
100+ 2.63% |
$19.8K - $23K
|
3.9K
$757K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
99+ 3.83% |
$19.6K - $22.7K
|
2.69K
$521K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
94+ 3.8% |
$18.6K - $21.6K
|
2.57K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
93+ 0.88% |
$18.4K - $21.4K
|
10.7K
$2.08M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
93+ 41.7% |
$18.4K - $21.4K
|
316
$61.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
92+ 2.66% |
$18.2K - $21.1K
|
3.55K
$688K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
90+ 14.17% |
$17.8K - $20.7K
|
725
$141K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
89+ 4.83% |
$17.6K - $20.5K
|
1.93K
$375K
|