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
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
15+ 187.5% |
$2.97K - $3.45K
|
23
$4.93K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
15New |
$2.97K - $3.45K
|
15
$3.22K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15+ 0.22% |
$2.97K - $3.45K
|
6.94K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
14+ 37.84% |
$2.77K - $3.22K
|
51
$10.9K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
14+ 0.04% |
$2.77K - $3.22K
|
34.8K
$7.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 6.47% |
$2.58K - $2.99K
|
214
$45.9K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
13+ 0.4% |
$2.58K - $2.99K
|
3.27K
$701K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.2% |
$2.38K - $2.76K
|
6K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
12+ 0.21% |
$2.38K - $2.76K
|
5.72K
$1.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.23% |
$2.18K - $2.53K
|
4.9K
$1.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11+ 0.09% |
$2.18K - $2.53K
|
12K
$2.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
11+ 0.23% |
$2.18K - $2.53K
|
4.88K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
11+ 0.15% |
$2.18K - $2.53K
|
7.48K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
11+ 0.22% |
$2.18K - $2.53K
|
5.02K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
11+ 0.17% |
$2.18K - $2.53K
|
6.37K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
11New |
$2.18K - $2.53K
|
11
$2.36K
|
|
|
Apr 22, 2025
Q1 2025
|
Flower City Capital
|
BUY
|
- |
10+ 0.61% |
$1.98K - $2.3K
|
1.64K
$353K
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
10+ 1.24% |
$1.98K - $2.3K
|
817
$175K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
10+ 0.22% |
$1.98K - $2.3K
|
4.52K
$969K
|
|
|
May 15, 2025
Q1 2025
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
10+ 0.21% |
$1.98K - $2.3K
|
4.77K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
9+ 0.28% |
$1.78K - $2.07K
|
3.21K
$688K
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
9+ 0.13% |
$1.78K - $2.07K
|
7K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
9+ 6.67% |
$1.78K - $2.07K
|
144
$30.9K
|
|
|
May 13, 2025
Q1 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
9+ 1.08% |
$1.78K - $2.07K
|
839
$180K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
9+ 0.29% |
$1.78K - $2.07K
|
3.09K
$663K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
8+ 0.69% |
$1.58K - $1.84K
|
1.17K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
7+ 0.27% |
$1.39K - $1.61K
|
2.64K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
7+ 13.21% |
$1.39K - $1.61K
|
60
$12.9K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7New |
$1.39K - $1.61K
|
7
$1.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
6+ 0.3% |
$1.19K - $1.38K
|
2K
$430K
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.2% |
$1.19K - $1.38K
|
3.03K
$649K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 0.26% |
$1.19K - $1.38K
|
2.28K
$488K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6+ 0.11% |
$1.19K - $1.38K
|
5.55K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
6+ 0.16% |
$1.19K - $1.38K
|
3.75K
$804K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
6+ 0.18% |
$1.19K - $1.38K
|
3.25K
$698K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
6+ 0.48% |
$1.19K - $1.38K
|
1.25K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
6+ 0.23% |
$1.19K - $1.38K
|
2.57K
$552K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5+ 0.12% |
$991 - $1.15K
|
4.28K
$918K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 0.11% |
$991 - $1.15K
|
4.69K
$1.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
5+ 0.25% |
$991 - $1.15K
|
2.01K
$430K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5+ 0.3% |
$991 - $1.15K
|
1.69K
$363K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5+ 6.33% |
$991 - $1.15K
|
84
$18K
|
|
|
May 15, 2025
Q1 2025
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.24% |
$991 - $1.15K
|
2.11K
$452K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.06% |
$792 - $919
|
6.59K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.07% |
$792 - $919
|
5.47K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.08% |
$792 - $919
|
4.77K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
4+ 0.22% |
$792 - $919
|
1.79K
$383K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4+ 0.18% |
$792 - $919
|
2.24K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.17% |
$792 - $919
|
2.35K
$504K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3+ 0.2% |
$594 - $689
|
1.53K
$328K
|