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
|
Psi Advisors, LLC
|
SELL
|
- |
-34- 19.43% |
$6.74K - $7.81K
|
141
$27.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-34- 1.71% |
$6.74K - $7.81K
|
1.96K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.66% |
$6.74K - $7.81K
|
5.1K
$989K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-36- 1.13% |
$7.13K - $8.27K
|
3.14K
$609K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.29% |
$7.13K - $8.27K
|
12.4K
$2.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-40- 0.54% |
$7.92K - $9.19K
|
7.42K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-40- 6.45% |
$7.92K - $9.19K
|
580
$113K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 3.25% |
$7.92K - $9.19K
|
1.19K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-40- 2.56% |
$7.92K - $9.19K
|
1.52K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-41- 0.74% |
$8.12K - $9.42K
|
5.49K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-42- 2.58% |
$8.32K - $9.65K
|
1.58K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-42- 1.13% |
$8.32K - $9.65K
|
3.68K
$715K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-44- 2.45% |
$8.72K - $10.1K
|
1.75K
$340K
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-45- 1.08% |
$8.91K - $10.3K
|
4.11K
$798K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-46- 0.6% |
$9.11K - $10.6K
|
7.63K
$1.48M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-46- 1.29% |
$9.11K - $10.6K
|
3.53K
$685K
|
|
|
Apr 21, 2025
Q1 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-46- 31.51% |
$9.11K - $10.6K
|
100
$19.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-46- 2.13% |
$9.11K - $10.6K
|
2.11K
$410K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-46- 4.39% |
$9.11K - $10.6K
|
1K
$194K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-48- 1.1% |
$9.51K - $11K
|
4.31K
$836K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-49- 1.46% |
$9.71K - $11.3K
|
3.3K
$641K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
SELL
|
- |
-50- 3.15% |
$9.91K - $11.5K
|
1.54K
$299K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-51- 1.5% |
$10.1K - $11.7K
|
3.34K
$648K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-52- 2.97% |
$10.3K - $11.9K
|
1.7K
$330K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-52- 2.58% |
$10.3K - $11.9K
|
1.97K
$382K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-53- 0.47% |
$10.5K - $12.2K
|
11.2K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-53- 6.58% |
$10.5K - $12.2K
|
752
$146K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-55- 2.94% |
$10.9K - $12.6K
|
1.82K
$353K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-55- 1.31% |
$10.9K - $12.6K
|
4.16K
$807K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-59- 0.99% |
$11.7K - $13.6K
|
5.93K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Jag Capital Management, LLC
|
SELL
|
- |
-60- 4.98% |
$11.9K - $13.8K
|
1.15K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-60- 8.03% |
$11.9K - $13.8K
|
687
$133K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-62- 0.6% |
$12.3K - $14.2K
|
10.2K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-63- 1.36% |
$12.5K - $14.5K
|
4.58K
$889K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
SELL
|
- |
-66- 2.54% |
$13.1K - $15.2K
|
2.53K
$491K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-67- 4.64% |
$13.3K - $15.4K
|
1.38K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-67- 2.18% |
$13.3K - $15.4K
|
3K
$583K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-69- 0.96% |
$13.7K - $15.9K
|
7.14K
$1.39M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
SELL
|
- |
-69- 2.31% |
$13.7K - $15.9K
|
2.91K
$565K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-71- 36.41% |
$14.1K - $16.3K
|
124
$24.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-71- 2.46% |
$14.1K - $16.3K
|
2.82K
$546K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-73- 1.66% |
$14.5K - $16.8K
|
4.32K
$839K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-73- 0.37% |
$14.5K - $16.8K
|
19.8K
$3.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-74- 3.18% |
$14.7K - $17K
|
2.26K
$438K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-75- 4.32% |
$14.9K - $17.2K
|
1.66K
$322K
|
|
|
Apr 24, 2025
Q1 2025
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-75- 6.87% |
$14.9K - $17.2K
|
1.02K
$197K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-76- 20.49% |
$15.1K - $17.5K
|
295
$57.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-76- 19.34% |
$15.1K - $17.5K
|
317
$61.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-80- 1.23% |
$15.8K - $18.4K
|
6.41K
$1.24M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-82- 19.9% |
$16.2K - $18.8K
|
330
$64.1K
|