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 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.03K+ 0.36% |
$205K - $237K
|
290K
$60.6M
|
|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
1.03KNew |
$204K - $236K
|
1.03K
$215K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.01KNew |
$201K - $233K
|
1.01K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.01KNew |
$200K - $233K
|
1.01K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.01KNew |
$200K - $232K
|
1.01K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1K+ 715.0% |
$198K - $230K
|
1.14K
$239K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
1K+ 11.55% |
$198K - $230K
|
9.67K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1K+ 11.42% |
$198K - $230K
|
9.76K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
985+ 25.04% |
$195K - $226K
|
4.92K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
974+ 29.01% |
$193K - $224K
|
4.33K
$906K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
969+ 4.25% |
$192K - $223K
|
23.8K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
965+ 28.75% |
$191K - $222K
|
4.32K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
963+ 18.39% |
$191K - $221K
|
6.2K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
931+ 6.39% |
$184K - $214K
|
15.5K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
BUY
|
- |
930+ 43.36% |
$184K - $214K
|
3.08K
$643K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
922+ 27.08% |
$183K - $212K
|
4.33K
$905K
|
|
|
Apr 28, 2025
Q1 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
911+ 6.28% |
$180K - $209K
|
15.4K
$3.22M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
901+ 18.09% |
$178K - $207K
|
5.88K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
901+ 9.69% |
$178K - $207K
|
10.2K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
870+ 13.54% |
$172K - $200K
|
7.3K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
867+ 7.93% |
$172K - $199K
|
11.8K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
859+ 7.1% |
$170K - $197K
|
13K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
850New |
$168K - $195K
|
850
$178K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
850+ 3.53% |
$168K - $195K
|
24.9K
$5.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
834+ 7.92% |
$165K - $192K
|
11.4K
$2.38M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
818+ 43.67% |
$162K - $188K
|
2.69K
$563K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
814+ 16.6% |
$161K - $187K
|
5.72K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
810+ 0.23% |
$160K - $186K
|
353K
$73.9M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
809+ 9.59% |
$160K - $186K
|
9.24K
$1.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
800+ 130.08% |
$158K - $184K
|
1.42K
$296K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
798+ 1.16% |
$158K - $183K
|
69.5K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
798+ 8.04% |
$158K - $183K
|
10.7K
$2.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
796+ 2.15% |
$158K - $183K
|
37.9K
$7.93M
|
|
|
May 15, 2025
Q1 2025
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
791+ 4.26% |
$157K - $182K
|
19.4K
$4.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
788+ 2.59% |
$156K - $181K
|
31.2K
$6.52M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
753+ 73.18% |
$149K - $173K
|
1.78K
$373K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
747+ 12.96% |
$148K - $172K
|
6.51K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
743+ 2.79% |
$147K - $171K
|
27.4K
$5.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
738+ 20.39% |
$146K - $170K
|
4.36K
$912K
|
|
|
May 14, 2025
Q1 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
736+ 3.25% |
$146K - $169K
|
23.4K
$4.89M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
733+ 7.6% |
$145K - $168K
|
10.4K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
725+ 2.18% |
$144K - $167K
|
33.9K
$7.1M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
719+ 8.42% |
$142K - $165K
|
9.26K
$1.94M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
711+ 28.15% |
$141K - $163K
|
3.24K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
708+ 5.95% |
$140K - $163K
|
12.6K
$2.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
707+ 4.11% |
$140K - $162K
|
17.9K
$3.75M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
704+ 16.15% |
$139K - $162K
|
5.06K
$1.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
691+ 2.12% |
$137K - $159K
|
33.3K
$6.98M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
691New |
$137K - $159K
|
691
$145K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
680+ 212.5% |
$135K - $156K
|
1K
$209K
|