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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.36K- 16.8% |
$1.46M - $1.69M
|
36.4K
$8.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.36K- 2.22% |
$1.46M - $1.69M
|
324K
$71.5M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.68K- 76.36% |
$1.52M - $1.76M
|
2.38K
$523K
|
|
|
May 08, 2025
Q1 2025
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-7.75K- 72.09% |
$1.54M - $1.78M
|
3K
$661K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.99K- 6.8% |
$1.58M - $1.84M
|
109K
$24.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-8.01K- 11.87% |
$1.59M - $1.84M
|
59.5K
$13.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-8.4K- 34.36% |
$1.66M - $1.93M
|
16K
$3.53M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8.42K- 87.7% |
$1.67M - $1.94M
|
1.18K
$260K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-8.43K- 78.22% |
$1.67M - $1.94M
|
2.35K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-8.65K- 41.22% |
$1.71M - $1.99M
|
12.3K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-8.67K- 20.32% |
$1.72M - $1.99M
|
34K
$7.49M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.02K- 1.2% |
$1.79M - $2.07M
|
742K
$164M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-9.13K- 52.16% |
$1.81M - $2.1M
|
8.37K
$1.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-9.14K- 24.59% |
$1.81M - $2.1M
|
28K
$6.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-9.16K- 34.99% |
$1.81M - $2.11M
|
17K
$3.75M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-9.21K- 3.44% |
$1.82M - $2.12M
|
258K
$56.9M
|
|
|
May 15, 2025
Q1 2025
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-9.31K- 72.36% |
$1.84M - $2.14M
|
3.55K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-9.66K- 61.34% |
$1.91M - $2.22M
|
6.09K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-9.7K- 34.28% |
$1.92M - $2.23M
|
18.6K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-9.74K- 98.18% |
$1.93M - $2.24M
|
180
$39.7K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-9.92K- 88.23% |
$1.97M - $2.28M
|
1.32K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.94K- 6.14% |
$1.97M - $2.28M
|
152K
$33.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-10.1K- 76.5% |
$1.99M - $2.31M
|
3.09K
$681K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.4K- 60.47% |
$2.05M - $2.38M
|
6.77K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-10.4K- 6.21% |
$2.06M - $2.39M
|
157K
$34.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-10.5K- 90.78% |
$2.09M - $2.42M
|
1.07K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-10.6K- 90.25% |
$2.09M - $2.43M
|
1.14K
$252K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.7K- 14.17% |
$2.12M - $2.45M
|
64.7K
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-11.2K- 56.09% |
$2.21M - $2.56M
|
8.73K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-11.3K- 6.71% |
$2.23M - $2.59M
|
157K
$34.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.3K- 10.05% |
$2.24M - $2.6M
|
101K
$22.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-11.4K- 2.14% |
$2.25M - $2.61M
|
518K
$114M
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
SELL
|
- |
-11.6K- 39.38% |
$2.29M - $2.66M
|
17.8K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-11.8K- 84.01% |
$2.35M - $2.72M
|
2.26K
$497K
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-12.1K- 91.68% |
$2.4M - $2.78M
|
1.1K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-12.2K- 55.28% |
$2.42M - $2.81M
|
9.89K
$2.18M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.4K- 71.25% |
$2.46M - $2.85M
|
5.01K
$1.1M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-12.5K- 25.83% |
$2.47M - $2.86M
|
35.8K
$7.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-12.6K- 48.71% |
$2.49M - $2.89M
|
13.2K
$2.91M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-13K- 70.9% |
$2.58M - $2.99M
|
5.35K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-13.1K- 80.14% |
$2.59M - $3M
|
3.24K
$713K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-13.2K- 2.88% |
$2.61M - $3.03M
|
444K
$97.7M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-13.2K- 51.95% |
$2.62M - $3.04M
|
12.2K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-13.4K- 3.82% |
$2.66M - $3.09M
|
338K
$74.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-13.5K- 1.62% |
$2.68M - $3.11M
|
820K
$181M
|
|
|
May 14, 2025
Q1 2025
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-13.7K- 40.56% |
$2.72M - $3.15M
|
20.1K
$4.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
SELL
|
- |
-14K- 21.56% |
$2.77M - $3.22M
|
50.9K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-14.2K- 89.47% |
$2.81M - $3.26M
|
1.67K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-14.7K- 52.2% |
$2.92M - $3.38M
|
13.5K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
SELL
|
- |
-15.2K- 75.61% |
$3.01M - $3.49M
|
4.91K
$1.08M
|