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 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-6- 0.12% |
$1.19K - $1.38K
|
4.91K
$954K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.8% |
$1.39K - $1.61K
|
864
$168K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-7- 0.48% |
$1.39K - $1.61K
|
1.44K
$280K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.54% |
$1.39K - $1.61K
|
449
$87.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8- 0.1% |
$1.58K - $1.84K
|
8.06K
$1.57M
|
|
|
Apr 21, 2025
Q1 2025
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-8- 0.58% |
$1.58K - $1.84K
|
1.37K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-9- 0.55% |
$1.78K - $2.07K
|
1.62K
$314K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-10- 0.2% |
$1.98K - $2.3K
|
4.97K
$965K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.35% |
$1.98K - $2.3K
|
2.86K
$555K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-10- 0.85% |
$1.98K - $2.3K
|
1.16K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-11- 0.22% |
$2.18K - $2.53K
|
5.04K
$978K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-11- 0.51% |
$2.18K - $2.53K
|
2.15K
$418K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-12- 0.14% |
$2.38K - $2.76K
|
8.7K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-12- 0.19% |
$2.38K - $2.76K
|
6.23K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-12- 0.39% |
$2.38K - $2.76K
|
3.08K
$598K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-12- 0.11% |
$2.38K - $2.76K
|
10.8K
$2.09M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-13- 0.16% |
$2.58K - $2.99K
|
7.95K
$1.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-13- 0.16% |
$2.58K - $2.99K
|
8.36K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-14- 1.37% |
$2.77K - $3.22K
|
1.01K
$196K
|
|
|
Apr 25, 2025
Q1 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-14- 1.36% |
$2.77K - $3.22K
|
1.01K
$197K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
SELL
|
- |
-15- 19.74% |
$2.97K - $3.45K
|
61
$11.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-15- 0.52% |
$2.97K - $3.45K
|
2.86K
$556K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-15- 12.61% |
$2.97K - $3.45K
|
104
$20.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-16- 0.16% |
$3.17K - $3.68K
|
9.85K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-16- 0.16% |
$3.17K - $3.68K
|
9.7K
$1.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16- 0.79% |
$3.17K - $3.68K
|
2.01K
$390K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17- 0.08% |
$3.37K - $3.91K
|
20.5K
$3.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
SELL
|
- |
-19- 0.32% |
$3.76K - $4.37K
|
5.96K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-19- 1.66% |
$3.76K - $4.37K
|
1.13K
$219K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.13% |
$3.96K - $4.6K
|
14.8K
$2.87M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-20- 0.18% |
$3.96K - $4.6K
|
10.9K
$2.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-20- 0.13% |
$3.96K - $4.6K
|
15.1K
$2.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-22- 0.65% |
$4.36K - $5.06K
|
3.38K
$655K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-22- 0.96% |
$4.36K - $5.06K
|
2.28K
$442K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-22- 0.55% |
$4.36K - $5.06K
|
3.95K
$767K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-23- 1.44% |
$4.56K - $5.29K
|
1.58K
$306K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-23- 0.37% |
$4.56K - $5.29K
|
6.14K
$1.19M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-24- 0.39% |
$4.75K - $5.51K
|
6.08K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-25- 0.3% |
$4.95K - $5.74K
|
8.34K
$1.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Ti Trust, Inc
|
SELL
|
- |
-25- 0.8% |
$4.95K - $5.74K
|
3.09K
$600K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-25- 0.77% |
$4.95K - $5.74K
|
3.21K
$622K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-26- 0.32% |
$5.15K - $5.97K
|
8.03K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-27- 1.56% |
$5.35K - $6.2K
|
1.7K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-28- 0.36% |
$5.55K - $6.43K
|
7.67K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
SELL
|
- |
-29- 2.6% |
$5.74K - $6.66K
|
1.09K
$211K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-29- 0.7% |
$5.74K - $6.66K
|
4.13K
$801K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-32- 0.15% |
$6.34K - $7.35K
|
20.9K
$4.06M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-33- 1.2% |
$6.54K - $7.58K
|
2.72K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-33- 0.08% |
$6.54K - $7.58K
|
43.8K
$8.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-33- 0.18% |
$6.54K - $7.58K
|
18.7K
$3.63M
|