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
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
22.2K+ 12.73% |
$4.4M - $5.11M
|
197K
$41.2M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
21.8K+ 309.62% |
$4.32M - $5.01M
|
28.9K
$6.04M
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
21.5K+ 7250.34% |
$4.25M - $4.93M
|
21.8K
$4.55M
|
|
May 15, 2025
Q1 2025
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
21.1K+ 143.03% |
$4.17M - $4.84M
|
35.8K
$7.48M
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
20.9KNew |
$4.13M - $4.79M
|
20.9K
$4.36M
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.8K+ 2.31% |
$4.12M - $4.78M
|
923K
$193M
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
20KNew |
$3.96M - $4.6M
|
20K
$4.18M
|
|
May 15, 2025
Q1 2025
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
19.9K+ 33.51% |
$3.94M - $4.57M
|
79.3K
$16.6M
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
19.2KNew |
$3.8M - $4.41M
|
19.2K
$4.02M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
19.2K+ 29.8% |
$3.8M - $4.41M
|
83.6K
$17.5M
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
18.9KNew |
$3.75M - $4.35M
|
18.9K
$3.96M
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
18.8K+ 739.42% |
$3.72M - $4.31M
|
21.3K
$4.46M
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
18.1KNew |
$3.59M - $4.16M
|
18.1K
$3.79M
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
17.1K+ 18.12% |
$3.38M - $3.92M
|
111K
$23.3M
|
|
Apr 10, 2025
Q1 2025
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
17KNew |
$3.36M - $3.9M
|
17K
$3.55M
|
|
May 15, 2025
Q1 2025
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
16.8KNew |
$3.33M - $3.87M
|
16.8K
$3.52M
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
16.1K+ 16.13% |
$3.2M - $3.71M
|
116K
$24.3M
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
16KNew |
$3.17M - $3.68M
|
16K
$3.35M
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 60.95% |
$3.09M - $3.59M
|
41.2K
$8.62M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.1K+ 14.15% |
$2.99M - $3.47M
|
122K
$25.5M
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
13.3K+ 1776.0% |
$2.64M - $3.06M
|
14.1K
$2.94M
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
13.3K+ 9.52% |
$2.63M - $3.06M
|
153K
$32M
|
|
May 15, 2025
Q1 2025
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
13.2K+ 165.97% |
$2.61M - $3.03M
|
21.1K
$4.42M
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
13.1KNew |
$2.6M - $3.01M
|
13.1K
$2.74M
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
13KNew |
$2.57M - $2.99M
|
13K
$2.72M
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12.4K+ 157.04% |
$2.46M - $2.86M
|
20.4K
$4.26M
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
12.3K+ 1348.03% |
$2.45M - $2.84M
|
13.3K
$2.77M
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
11.9K+ 111.67% |
$2.35M - $2.73M
|
22.5K
$4.71M
|
|
May 15, 2025
Q1 2025
|
Symmetry Investments LP
|
BUY
|
- |
11.7K+ 46.2% |
$2.31M - $2.68M
|
36.9K
$7.72M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
11.6KNew |
$2.29M - $2.65M
|
11.6K
$2.42M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
11.5K+ 122.68% |
$2.29M - $2.65M
|
21K
$4.39M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11K+ 86.56% |
$2.18M - $2.53M
|
23.7K
$4.96M
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
10.9KNew |
$2.16M - $2.5M
|
10.9K
$2.28M
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
10.6KNew |
$2.09M - $2.43M
|
10.6K
$2.21M
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
10.5K+ 754.31% |
$2.08M - $2.41M
|
11.9K
$2.49M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3K+ 1.74% |
$2.05M - $2.37M
|
604K
$126M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.3K+ 103260.0% |
$2.05M - $2.37M
|
10.3K
$2.16M
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
10.3KNew |
$2.03M - $2.36M
|
10.3K
$2.14M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.1K+ 77.58% |
$2M - $2.32M
|
23.1K
$4.83M
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
10K+ 1.58% |
$1.98M - $2.3M
|
644K
$135M
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
9.86K+ 73.86% |
$1.95M - $2.27M
|
23.2K
$4.85M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.66K+ 68.77% |
$1.91M - $2.22M
|
23.7K
$4.96M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.55K+ 2.42% |
$1.89M - $2.19M
|
405K
$84.7M
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
9.4K+ 287.13% |
$1.86M - $2.16M
|
12.7K
$2.65M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.38K+ 18.45% |
$1.86M - $2.15M
|
60.2K
$12.6M
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
9.18K+ 3.23% |
$1.82M - $2.11M
|
293K
$61.3M
|
|
Apr 21, 2025
Q1 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
9.14K+ 38.78% |
$1.81M - $2.1M
|
32.7K
$6.84M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.66K+ 101.44% |
$1.71M - $1.99M
|
17.2K
$3.6M
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
8.58KNew |
$1.7M - $1.97M
|
8.58K
$1.8M
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
8.58K+ 38.23% |
$1.7M - $1.97M
|
31K
$6.49M
|