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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
995K+ 25820.97% |
$197M - $229M
|
999K
$194M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
486K+ 135.86% |
$96.4M - $112M
|
844K
$164M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
363K+ 860.1% |
$71.9M - $83.4M
|
405K
$78.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
302KNew |
$59.7M - $69.3M
|
302K
$58.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
263K+ 539.93% |
$52.2M - $60.5M
|
312K
$60.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
236K+ 51.89% |
$46.7M - $54.2M
|
690K
$134M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
BUY
|
- |
173K+ 10.92% |
$34.2M - $39.6M
|
1.75M
$340M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
173K+ 10.92% |
$34.2M - $39.6M
|
1.75M
$340M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
141K+ 2904.26% |
$27.9M - $32.3M
|
145K
$28.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
83.7K+ 130.09% |
$16.6M - $19.2M
|
148K
$28.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
61.6K+ 2591.21% |
$12.2M - $14.2M
|
64K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
37.7K+ 2256.23% |
$7.46M - $8.66M
|
39.3K
$7.64M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
36.8K+ 169.88% |
$7.3M - $8.47M
|
58.5K
$11.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28.7K+ 2.84% |
$5.68M - $6.59M
|
1.04M
$201M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22.4K+ 200.58% |
$4.43M - $5.14M
|
33.5K
$6.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
21.5K+ 7250.34% |
$4.25M - $4.93M
|
21.8K
$4.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
18.8K+ 739.42% |
$3.72M - $4.31M
|
21.3K
$4.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
17KNew |
$3.36M - $3.9M
|
17K
$3.29M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.5K+ 122.68% |
$2.29M - $2.65M
|
21K
$4.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11K+ 86.56% |
$2.18M - $2.53M
|
23.7K
$4.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.6KNew |
$2.09M - $2.43M
|
10.6K
$2.05M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
10.5K+ 754.31% |
$2.08M - $2.41M
|
11.9K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.3K+ 103260.0% |
$2.05M - $2.37M
|
10.3K
$2.01M
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
9.18K+ 3.23% |
$1.82M - $2.11M
|
293K
$56.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.14K+ 38.78% |
$1.81M - $2.1M
|
32.7K
$6.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.47K+ 82.12% |
$1.68M - $1.95M
|
18.8K
$3.65M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.26K+ 5.82% |
$1.64M - $1.9M
|
150K
$29.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.57K+ 20.37% |
$1.5M - $1.74M
|
44.7K
$8.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.22K+ 1.63% |
$1.43M - $1.66M
|
451K
$87.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7.19KNew |
$1.42M - $1.65M
|
7.19K
$1.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.94KNew |
$1.38M - $1.59M
|
6.94K
$1.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
6.76K+ 19.88% |
$1.34M - $1.55M
|
40.8K
$7.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.9K+ 187.87% |
$1.17M - $1.36M
|
9.04K
$1.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
5.81K+ 29.89% |
$1.15M - $1.33M
|
25.2K
$4.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
5.61K+ 9.07% |
$1.11M - $1.29M
|
67.5K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.3K+ 139.39% |
$1.05M - $1.22M
|
9.1K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5.23K+ 21.55% |
$1.04M - $1.2M
|
29.5K
$5.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.2K+ 13.38% |
$1.03M - $1.19M
|
44.1K
$8.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.97K+ 7.71% |
$984K - $1.14M
|
69.4K
$13.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.95K+ 5.56% |
$980K - $1.14M
|
94K
$18.2M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
4.94KNew |
$978K - $1.13M
|
4.94K
$959K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.83K+ 17.7% |
$957K - $1.11M
|
32.1K
$6.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.54K+ 6.55% |
$899K - $1.04M
|
73.8K
$14.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.49K+ 20.31% |
$890K - $1.03M
|
26.6K
$5.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.35K+ 6.32% |
$862K - $1M
|
73.2K
$14.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.24K+ 17.76% |
$839K - $973K
|
28.1K
$5.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.07K+ 18.29% |
$806K - $935K
|
26.3K
$5.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.96K+ 154.51% |
$784K - $910K
|
6.52K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.64K+ 26.24% |
$721K - $836K
|
17.5K
$3.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.57K+ 2.19% |
$708K - $821K
|
167K
$32.4M
|