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 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-2.98K- 52.24% |
$590K - $685K
|
2.72K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.99K- 6.18% |
$593K - $688K
|
45.4K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.1K- 0.34% |
$615K - $713K
|
904K
$199M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.11K- 22.5% |
$616K - $715K
|
10.7K
$2.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.14K- 1.77% |
$621K - $721K
|
174K
$38.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-3.21K- 15.32% |
$636K - $738K
|
17.8K
$3.91M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.21K- 10.72% |
$636K - $738K
|
26.7K
$5.89M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.22K- 2.63% |
$637K - $739K
|
119K
$26.2M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.23K- 8.38% |
$639K - $742K
|
35.3K
$7.77M
|
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
SELL
|
- |
-3.24K- 42.95% |
$641K - $744K
|
4.3K
$947K
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
SELL
|
- |
-3.24K- 32.96% |
$642K - $745K
|
6.59K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.24K- 69.51% |
$643K - $745K
|
1.42K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-3.27K- 14.89% |
$647K - $750K
|
18.7K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.32K- 9.03% |
$657K - $762K
|
33.4K
$7.36M
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-3.35K- 8.85% |
$663K - $769K
|
34.5K
$7.59M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.43K- 45.0% |
$679K - $788K
|
4.19K
$924K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.46K- 15.81% |
$685K - $794K
|
18.4K
$4.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.51K- 12.48% |
$696K - $807K
|
24.6K
$5.43M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.52K- 35.69% |
$696K - $808K
|
6.33K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.56K- 7.14% |
$705K - $817K
|
46.2K
$10.2M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.56K- 33.09% |
$705K - $817K
|
7.19K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-3.57K- 13.58% |
$708K - $821K
|
22.7K
$5.01M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.64K- 30.58% |
$720K - $836K
|
8.26K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.65K- 12.25% |
$724K - $839K
|
26.2K
$5.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.69K- 41.96% |
$731K - $848K
|
5.1K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 4.59% |
$732K - $849K
|
76.8K
$16.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-3.71K- 8.2% |
$736K - $853K
|
41.6K
$9.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.72K- 15.1% |
$736K - $854K
|
20.9K
$4.6M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.74K- 0.59% |
$741K - $859K
|
626K
$138M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.82K- 6.28% |
$757K - $878K
|
57K
$12.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.84K- 1.87% |
$760K - $881K
|
201K
$44.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-3.89K- 78.39% |
$771K - $895K
|
1.07K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-3.9K- 3.27% |
$772K - $895K
|
115K
$25.4M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-3.9K- 1.38% |
$772K - $896K
|
278K
$61.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.92K- 37.18% |
$777K - $902K
|
6.63K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.93K- 0.67% |
$778K - $902K
|
579K
$128M
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-3.94K- 2.28% |
$781K - $906K
|
169K
$37.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-3.95K- 54.33% |
$782K - $908K
|
3.32K
$731K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.99K- 21.91% |
$790K - $916K
|
14.2K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-3.99K- 30.1% |
$790K - $916K
|
9.26K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-4.02K- 19.28% |
$797K - $924K
|
16.8K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.04K- 8.58% |
$800K - $927K
|
43K
$9.48M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.08K- 5.45% |
$809K - $938K
|
70.9K
$15.6M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-4.1K- 78.43% |
$812K - $942K
|
1.13K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-4.16K- 71.08% |
$825K - $957K
|
1.69K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.18K- 69.4% |
$828K - $960K
|
1.84K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4.19K- 8.8% |
$830K - $963K
|
43.4K
$9.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.24K- 6.12% |
$840K - $974K
|
65K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-4.34K- 10.64% |
$859K - $997K
|
36.4K
$8.03M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.34K- 15.76% |
$860K - $998K
|
23.2K
$5.11M
|