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 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1.53K+ 3.12% |
$303K - $352K
|
50.7K
$10.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Addenda Capital Inc.
|
BUY
|
- |
1.5K+ 7.14% |
$297K - $345K
|
22.5K
$4.71M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.5K+ 13.22% |
$297K - $345K
|
12.8K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.5K+ 100.27% |
$297K - $344K
|
2.99K
$626K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.48K+ 127.93% |
$294K - $341K
|
2.64K
$553K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
1.46KNew |
$290K - $336K
|
1.46K
$306K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.46K+ 4.03% |
$290K - $336K
|
37.7K
$7.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.45K+ 2.0% |
$287K - $333K
|
73.9K
$15.5M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.42KNew |
$280K - $325K
|
1.42K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.4K+ 2.49% |
$278K - $322K
|
57.7K
$12.1M
|
|
|
May 07, 2025
Q1 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
1.4K+ 57.85% |
$277K - $322K
|
3.82K
$799K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.36K+ 7.36% |
$269K - $313K
|
19.8K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.36K+ 8.14% |
$269K - $312K
|
18K
$3.77M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.34K+ 12.33% |
$266K - $308K
|
12.2K
$2.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
1.34KNew |
$265K - $308K
|
1.34K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.33K+ 109.76% |
$263K - $305K
|
2.54K
$531K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.32KNew |
$261K - $303K
|
1.32K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
- |
1.3K+ 0.93% |
$258K - $299K
|
141K
$29.4M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
1.3K+ 16.25% |
$258K - $299K
|
9.3K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.29K+ 2.43% |
$256K - $296K
|
54.4K
$11.4M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.29K+ 1.2% |
$255K - $296K
|
108K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.29KNew |
$255K - $295K
|
1.29K
$269K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
1.27KNew |
$252K - $293K
|
1.27K
$267K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.27KNew |
$252K - $292K
|
1.27K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
1.26K+ 1.68% |
$250K - $290K
|
76.6K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Victrix Investment Advisors
Stuart, FL |
BUY
|
- |
1.25KNew |
$248K - $288K
|
1.25K
$262K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.24K+ 9.2% |
$246K - $285K
|
14.7K
$3.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.23K+ 6.42% |
$243K - $282K
|
20.3K
$4.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.2K+ 72.89% |
$238K - $276K
|
2.85K
$596K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.19K+ 16.05% |
$237K - $274K
|
8.63K
$1.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1.19K+ 3.88% |
$236K - $273K
|
31.9K
$6.67M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 7.21% |
$233K - $270K
|
17.5K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.16K+ 13.83% |
$229K - $266K
|
9.51K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.14KNew |
$226K - $263K
|
1.14K
$239K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.14K+ 10.08% |
$226K - $262K
|
12.4K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
1.12K+ 569.9% |
$221K - $257K
|
1.31K
$275K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.12KNew |
$221K - $256K
|
1.12K
$233K
|
|
|
May 07, 2025
Q1 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
1.11K+ 35.99% |
$220K - $255K
|
4.2K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
1.1K+ 26.44% |
$218K - $253K
|
5.26K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.09K+ 7.02% |
$217K - $251K
|
16.7K
$3.49M
|
|
|
Apr 23, 2025
Q1 2025
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
1.09KNew |
$216K - $251K
|
1.09K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.09KNew |
$215K - $250K
|
1.09K
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.09K+ 11.12% |
$215K - $249K
|
10.8K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.08K+ 35.05% |
$215K - $249K
|
4.17K
$873K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.08K+ 9.17% |
$214K - $248K
|
12.8K
$2.69M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.08K+ 74.14% |
$213K - $247K
|
2.53K
$528K
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
1.06KNew |
$210K - $243K
|
1.06K
$222K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.06K+ 17.54% |
$209K - $242K
|
7.07K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 7.32% |
$208K - $242K
|
15.4K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.05K+ 0.44% |
$208K - $241K
|
239K
$50M
|