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 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-523- 1.55% |
$104K - $120K
|
33.3K
$7.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-524- 32.77% |
$104K - $120K
|
1.08K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-531- 3.06% |
$105K - $122K
|
16.8K
$3.7M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-535- 4.37% |
$106K - $123K
|
11.7K
$2.58M
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-545- 1.2% |
$108K - $125K
|
44.9K
$9.9M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-550- 1.85% |
$109K - $126K
|
29.1K
$6.42M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-557- 71.96% |
$110K - $128K
|
217
$47.8K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-558- 28.47% |
$111K - $128K
|
1.4K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-564- 8.25% |
$112K - $130K
|
6.28K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-570- 9.11% |
$113K - $131K
|
5.69K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-584- 21.87% |
$116K - $134K
|
2.09K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-585- 21.84% |
$116K - $134K
|
2.09K
$461K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-590- 25.41% |
$117K - $136K
|
1.73K
$382K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-593- 2.28% |
$117K - $136K
|
25.4K
$5.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-598- 36.37% |
$118K - $137K
|
1.05K
$230K
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-598- 1.01% |
$118K - $137K
|
58.5K
$12.9M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-600- 6.04% |
$119K - $138K
|
9.33K
$2.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 23.21% |
$119K - $138K
|
1.99K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-600- 2.36% |
$119K - $138K
|
24.8K
$5.46M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-600- 34.86% |
$119K - $138K
|
1.12K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-619- 12.11% |
$123K - $142K
|
4.49K
$990K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-619- 9.26% |
$123K - $142K
|
6.07K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-623- 23.71% |
$123K - $143K
|
2.01K
$442K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-628- 10.98% |
$124K - $144K
|
5.09K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-632- 1.04% |
$125K - $145K
|
60.2K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-636- 15.04% |
$126K - $146K
|
3.59K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-640- 14.85% |
$127K - $147K
|
3.67K
$809K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-654- 20.77% |
$130K - $150K
|
2.5K
$550K
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-660- 23.86% |
$131K - $152K
|
2.11K
$464K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-666- 5.24% |
$132K - $153K
|
12K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-667- 1.61% |
$132K - $153K
|
40.9K
$9.01M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-670- 6.31% |
$133K - $154K
|
9.95K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-673- 1.69% |
$133K - $155K
|
39.2K
$8.63M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-677- 67.23% |
$134K - $156K
|
330
$72.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-683- 22.18% |
$135K - $157K
|
2.4K
$528K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-686- 4.33% |
$136K - $158K
|
15.2K
$3.34M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-689- 4.1% |
$136K - $158K
|
16.1K
$3.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-693- 6.28% |
$137K - $159K
|
10.3K
$2.28M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-700- 21.1% |
$139K - $161K
|
2.62K
$577K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-700- 18.63% |
$139K - $161K
|
3.06K
$674K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-702- 45.61% |
$139K - $161K
|
837
$184K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-707- 1.09% |
$140K - $162K
|
64.1K
$14.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-723- 31.95% |
$143K - $166K
|
1.54K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-725- 4.23% |
$144K - $167K
|
16.4K
$3.61M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-725- 4.23% |
$144K - $167K
|
16.4K
$3.61M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-729- 5.46% |
$144K - $168K
|
12.6K
$2.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-732- 30.01% |
$145K - $168K
|
1.71K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-736- 8.66% |
$146K - $169K
|
7.76K
$1.71M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-744- 3.02% |
$147K - $171K
|
23.9K
$5.26M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-744- 2.36% |
$147K - $171K
|
30.8K
$6.79M
|