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 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
79+ 3.54% |
$15.6K - $18.2K
|
2.31K
$449K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 4.8% |
$14.3K - $16.5K
|
1.57K
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
70+ 3.73% |
$13.9K - $16.1K
|
1.95K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
65+ 6.5% |
$12.9K - $14.9K
|
1.07K
$207K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
65+ 0.91% |
$12.9K - $14.9K
|
7.23K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
63+ 0.78% |
$12.5K - $14.5K
|
8.19K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
61+ 1.85% |
$12.1K - $14K
|
3.35K
$650K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
BUY
|
- |
61+ 0.27% |
$12.1K - $14K
|
22.8K
$4.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
59New |
$11.7K - $13.6K
|
59
$11.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
58+ 1.75% |
$11.5K - $13.3K
|
3.38K
$656K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
57+ 2.22% |
$11.3K - $13.1K
|
2.63K
$510K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
56+ 3.19% |
$11.1K - $12.9K
|
1.81K
$352K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
53+ 3.84% |
$10.5K - $12.2K
|
1.43K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
53+ 2.17% |
$10.5K - $12.2K
|
2.49K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
50+ 3.61% |
$9.91K - $11.5K
|
1.44K
$279K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
50+ 2.63% |
$9.91K - $11.5K
|
1.95K
$379K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
46+ 0.57% |
$9.11K - $10.6K
|
8.17K
$1.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
45+ 2.26% |
$8.91K - $10.3K
|
2.04K
$396K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
45+ 6.43% |
$8.91K - $10.3K
|
745
$145K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
44+ 3.13% |
$8.72K - $10.1K
|
1.45K
$281K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
43+ 1.27% |
$8.52K - $9.88K
|
3.43K
$666K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
41+ 0.47% |
$8.12K - $9.42K
|
8.82K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
40+ 1.17% |
$7.92K - $9.19K
|
3.46K
$671K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
38+ 1.29% |
$7.53K - $8.73K
|
2.99K
$580K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
37+ 0.99% |
$7.33K - $8.5K
|
3.76K
$730K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
37+ 2.81% |
$7.33K - $8.5K
|
1.35K
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
34+ 0.52% |
$6.74K - $7.81K
|
6.58K
$1.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
32+ 1.08% |
$6.34K - $7.35K
|
2.98K
$579K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
29+ 0.96% |
$5.74K - $6.66K
|
3.07K
$595K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
28+ 0.85% |
$5.55K - $6.43K
|
3.34K
$647K
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
28+ 1.69% |
$5.55K - $6.43K
|
1.68K
$326K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
BUY
|
- |
28+ 2.07% |
$5.55K - $6.43K
|
1.38K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$4.95K - $5.74K
|
25
$4.85K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24+ 1.8% |
$4.75K - $5.51K
|
1.36K
$263K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.03% |
$4.56K - $5.29K
|
2.26K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
20+ 0.04% |
$3.96K - $4.6K
|
46.9K
$9.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
19+ 0.24% |
$3.76K - $4.37K
|
7.79K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
19+ 0.26% |
$3.76K - $4.37K
|
7.46K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
18+ 0.34% |
$3.57K - $4.14K
|
5.25K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
18+ 1.13% |
$3.57K - $4.14K
|
1.61K
$313K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
17+ 0.36% |
$3.37K - $3.91K
|
4.7K
$913K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
16+ 5.05% |
$3.17K - $3.68K
|
333
$64.6K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
15+ 0.21% |
$2.97K - $3.45K
|
7.04K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 187.5% |
$2.97K - $3.45K
|
23
$4.46K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 37.84% |
$2.77K - $3.22K
|
51
$9.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 6.47% |
$2.58K - $2.99K
|
214
$41.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.2% |
$2.38K - $2.76K
|
6K
$1.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
12+ 0.21% |
$2.38K - $2.76K
|
5.72K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11+ 0.23% |
$2.18K - $2.53K
|
4.88K
$947K
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.23% |
$2.18K - $2.53K
|
4.9K
$951K
|