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 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
296+ 1.39% |
$58.6K - $68K
|
21.6K
$4.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
295+ 23.81% |
$58.4K - $67.8K
|
1.53K
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
291+ 6.78% |
$57.6K - $66.9K
|
4.58K
$958K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
BUY
|
- |
290+ 4.52% |
$57.4K - $66.6K
|
6.71K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
289New |
$57.3K - $66.4K
|
289
$60.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
283+ 8.07% |
$56.1K - $65K
|
3.79K
$793K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
272+ 3.53% |
$53.9K - $62.5K
|
7.99K
$1.67M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
270+ 8.17% |
$53.5K - $62K
|
3.58K
$748K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
266+ 0.53% |
$52.7K - $61.1K
|
50.4K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
261+ 2.45% |
$51.7K - $60K
|
10.9K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
260+ 19.95% |
$51.5K - $59.7K
|
1.56K
$327K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
256+ 0.46% |
$50.7K - $58.8K
|
55.9K
$11.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
252+ 7.39% |
$49.9K - $57.9K
|
3.66K
$767K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
250+ 9.48% |
$49.5K - $57.4K
|
2.89K
$604K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
250+ 357.14% |
$49.5K - $57.4K
|
320
$66.9K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
250New |
$49.5K - $57.4K
|
250
$52.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
246+ 4.55% |
$48.7K - $56.5K
|
5.65K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
245+ 98.79% |
$48.5K - $56.3K
|
493
$103K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
244+ 73.94% |
$48.3K - $56.1K
|
574
$120K
|
|
|
May 13, 2025
Q1 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
243+ 9.18% |
$48.1K - $55.8K
|
2.89K
$605K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
242+ 36.34% |
$47.9K - $55.6K
|
908
$190K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
242+ 0.55% |
$47.9K - $55.6K
|
44K
$9.2M
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
238+ 8.26% |
$47.1K - $54.7K
|
3.12K
$652K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
235+ 2.41% |
$46.6K - $54K
|
9.98K
$2.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
234+ 1.55% |
$46.4K - $53.8K
|
15.3K
$3.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
233+ 12.77% |
$46.2K - $53.5K
|
2.06K
$430K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
233+ 1.04% |
$46.2K - $53.5K
|
22.7K
$4.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
233+ 2.05% |
$46.2K - $53.5K
|
11.6K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
229+ 89.8% |
$45.4K - $52.6K
|
484
$101K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Bank
|
BUY
|
- |
228+ 20.65% |
$45.2K - $52.4K
|
1.33K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
228+ 38.51% |
$45.2K - $52.4K
|
820
$172K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
224+ 1.38% |
$44.4K - $51.5K
|
16.4K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
224+ 1.59% |
$44.4K - $51.5K
|
14.3K
$3M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
221+ 4.45% |
$43.8K - $50.8K
|
5.19K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220+ 6.74% |
$43.6K - $50.6K
|
3.48K
$728K
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
219+ 21.45% |
$43.4K - $50.3K
|
1.24K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
218+ 4.55% |
$43.2K - $50.1K
|
5.01K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
216+ 1.8% |
$42.8K - $49.6K
|
12.2K
$2.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
215+ 10.71% |
$42.6K - $49.4K
|
2.22K
$465K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
215+ 15.89% |
$42.6K - $49.4K
|
1.57K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
213+ 1.89% |
$42.2K - $48.9K
|
11.5K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
211+ 1.72% |
$41.8K - $48.5K
|
12.4K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
210+ 210.0% |
$41.6K - $48.3K
|
310
$64.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
210New |
$41.6K - $48.3K
|
210
$43.9K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
209+ 6.42% |
$41.4K - $48K
|
3.47K
$725K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
205+ 7.9% |
$40.6K - $47.1K
|
2.8K
$586K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
202+ 2.34% |
$40K - $46.4K
|
8.84K
$1.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
200+ 13.23% |
$39.6K - $46K
|
1.71K
$358K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200New |
$39.6K - $46K
|
200
$41.8K
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
196+ 6.12% |
$38.8K - $45K
|
3.4K
$711K
|