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 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.44K- 30.99% |
$879K - $1.02M
|
9.88K
$2.18M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.54K- 2.34% |
$900K - $1.04M
|
190K
$41.9M
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-4.57K- 11.56% |
$905K - $1.05M
|
34.9K
$7.7M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.59K- 68.74% |
$909K - $1.05M
|
2.09K
$460K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-4.61K- 71.98% |
$912K - $1.06M
|
1.79K
$395K
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.63K- 85.69% |
$917K - $1.06M
|
773
$170K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-4.66K- 62.37% |
$922K - $1.07M
|
2.81K
$619K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-4.68K- 18.13% |
$927K - $1.08M
|
21.1K
$4.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.69K- 0.66% |
$928K - $1.08M
|
710K
$156M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-4.69K- 68.74% |
$930K - $1.08M
|
2.14K
$470K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.77K- 7.92% |
$945K - $1.1M
|
55.5K
$12.2M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.77K- 51.9% |
$945K - $1.1M
|
4.42K
$974K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.79K- 30.24% |
$950K - $1.1M
|
11.1K
$2.44M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.8K- 38.02% |
$951K - $1.1M
|
7.83K
$1.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-4.83K- 20.39% |
$957K - $1.11M
|
18.9K
$4.16M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.85K- 72.52% |
$960K - $1.11M
|
1.84K
$405K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.88K- 8.4% |
$967K - $1.12M
|
53.2K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-4.91K- 67.63% |
$972K - $1.13M
|
2.35K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.95K- 4.57% |
$980K - $1.14M
|
103K
$22.8M
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-4.97K- 32.61% |
$984K - $1.14M
|
10.3K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.12K- 31.12% |
$1.01M - $1.18M
|
11.3K
$2.5M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.2K- 19.84% |
$1.03M - $1.19M
|
21K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.21K- 2.12% |
$1.03M - $1.2M
|
241K
$53M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.3K- 20.0% |
$1.05M - $1.22M
|
21.2K
$4.67M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-5.34K- 78.96% |
$1.06M - $1.23M
|
1.42K
$314K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Investment Group LLC
|
SELL
|
- |
-5.35K- 4.28% |
$1.06M - $1.23M
|
120K
$26.4M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-5.35K- 28.26% |
$1.06M - $1.23M
|
13.6K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5.45K- 54.16% |
$1.08M - $1.25M
|
4.61K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.48K- 5.07% |
$1.09M - $1.26M
|
103K
$22.6M
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-5.56K- 14.72% |
$1.1M - $1.28M
|
32.2K
$7.09M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.6K- 2.61% |
$1.11M - $1.29M
|
209K
$45.9M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
SELL
|
- |
-5.6K- 30.78% |
$1.11M - $1.29M
|
12.6K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-5.65K- 2.38% |
$1.12M - $1.3M
|
231K
$51M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-5.67K- 35.06% |
$1.12M - $1.3M
|
10.5K
$2.31M
|
|
|
May 15, 2025
Q1 2025
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-5.73K- 62.56% |
$1.14M - $1.32M
|
3.43K
$756K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.78K- 3.03% |
$1.15M - $1.33M
|
185K
$40.7M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.88K- 40.28% |
$1.17M - $1.35M
|
8.72K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-5.89K- 38.81% |
$1.17M - $1.35M
|
9.28K
$2.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.13K- 27.09% |
$1.21M - $1.41M
|
16.5K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-6.32K- 22.05% |
$1.25M - $1.45M
|
22.3K
$4.92M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-6.35K- 9.98% |
$1.26M - $1.46M
|
57.3K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-6.52K- 2.16% |
$1.29M - $1.5M
|
296K
$65.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.58K- 19.65% |
$1.3M - $1.51M
|
26.9K
$5.93M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.6K- 23.95% |
$1.31M - $1.52M
|
21K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-6.91K- 34.18% |
$1.37M - $1.59M
|
13.3K
$2.93M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.94K- 1.44% |
$1.37M - $1.59M
|
476K
$105M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.95K- 67.63% |
$1.38M - $1.6M
|
3.33K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Amica Mutual Insurance CO
|
SELL
|
- |
-7K- 48.71% |
$1.39M - $1.61M
|
7.37K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-7.19K- 9.57% |
$1.42M - $1.65M
|
68K
$15M
|
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
SELL
|
- |
-7.3K- 3.94% |
$1.45M - $1.68M
|
178K
$39.2M
|