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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.09K+ 0.95% |
$413K - $480K
|
221K
$47.5M
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
2.07K+ 90.76% |
$411K - $476K
|
4.36K
$934K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
2.06K+ 163.88% |
$407K - $472K
|
3.31K
$710K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
2.05KNew |
$407K - $472K
|
2.05K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 8.98% |
$405K - $470K
|
24.8K
$5.33M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.99KNew |
$394K - $457K
|
1.99K
$426K
|
|
|
Apr 02, 2025
Q1 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.96KNew |
$389K - $451K
|
1.96K
$421K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.96K+ 2.9% |
$387K - $449K
|
69.5K
$14.9M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
1.96KNew |
$387K - $449K
|
1.96K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
1.95K+ 98.14% |
$386K - $448K
|
3.94K
$844K
|
|
|
Apr 22, 2025
Q1 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 35.49% |
$382K - $443K
|
7.35K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.92K+ 6.48% |
$380K - $441K
|
31.6K
$6.77M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.92KNew |
$379K - $440K
|
1.92K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.89K+ 6.3% |
$374K - $434K
|
31.9K
$6.83M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.89KNew |
$374K - $434K
|
1.89K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.88K+ 8.78% |
$372K - $432K
|
23.3K
$4.99M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.87KNew |
$371K - $430K
|
1.87K
$401K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.86K+ 4.22% |
$368K - $427K
|
45.9K
$9.84M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
1.84K+ 2.74% |
$365K - $423K
|
69.1K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.84KNew |
$365K - $423K
|
1.84K
$395K
|
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.82KNew |
$360K - $417K
|
1.82K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
1.81K+ 7.28% |
$359K - $416K
|
26.7K
$5.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.8KNew |
$357K - $414K
|
1.8K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.8KNew |
$356K - $412K
|
1.8K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
BUY
|
- |
1.79K+ 16.66% |
$355K - $412K
|
12.6K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Aristotle Capital Boston, LLC
Boston, MA |
BUY
|
- |
1.79K+ 6.2% |
$355K - $412K
|
30.7K
$6.59M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.79K+ 358.0% |
$355K - $411K
|
2.29K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
1.74K+ 26.03% |
$344K - $399K
|
8.4K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.74KNew |
$344K - $399K
|
1.74K
$372K
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.73K+ 21.22% |
$343K - $398K
|
9.89K
$2.12M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.73K+ 1.79% |
$342K - $397K
|
98.4K
$21.1M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.7KNew |
$337K - $391K
|
1.7K
$365K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 2.6% |
$335K - $389K
|
66.7K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
1.69K+ 0.21% |
$334K - $388K
|
824K
$177M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
1.66K+ 4.95% |
$329K - $382K
|
35.2K
$7.56M
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.66K+ 8.37% |
$329K - $381K
|
21.5K
$4.6M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.66K+ 13.63% |
$328K - $380K
|
13.8K
$2.96M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.65K+ 0.39% |
$326K - $378K
|
424K
$90.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Vista Finance, LLC
|
BUY
|
- |
1.63K+ 59.77% |
$324K - $375K
|
4.37K
$937K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.63K+ 21.12% |
$323K - $375K
|
9.36K
$2.01M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.61K+ 96.29% |
$319K - $370K
|
3.28K
$703K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.6K+ 10.19% |
$318K - $368K
|
17.3K
$3.72M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.6KNew |
$317K - $367K
|
1.6K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.59KNew |
$314K - $365K
|
1.59K
$340K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.58K+ 4.37% |
$314K - $364K
|
37.8K
$8.11M
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.58K+ 3.93% |
$314K - $364K
|
41.9K
$8.99M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.57K+ 104.81% |
$311K - $361K
|
3.07K
$658K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.56K+ 2.62% |
$310K - $359K
|
61.1K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.55K+ 17.79% |
$307K - $356K
|
10.3K
$2.2M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.54K+ 21.57% |
$304K - $353K
|
8.66K
$1.86M
|