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
|
Caxton Associates LLP
London, |
BUY
|
- |
8.48KNew |
$1.68M - $1.95M
|
8.48K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.47K+ 82.12% |
$1.68M - $1.95M
|
18.8K
$3.93M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
8.27K+ 154.41% |
$1.64M - $1.9M
|
13.6K
$2.85M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
8.26K+ 5.82% |
$1.64M - $1.9M
|
150K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
8.18K+ 609.31% |
$1.62M - $1.88M
|
9.52K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
8.03K+ 83.77% |
$1.59M - $1.85M
|
17.6K
$3.69M
|
|
|
May 07, 2025
Q1 2025
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
8KNew |
$1.58M - $1.84M
|
8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
8K+ 102.54% |
$1.58M - $1.84M
|
15.8K
$3.31M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.91K+ 18.41% |
$1.57M - $1.82M
|
50.9K
$10.6M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.76KNew |
$1.54M - $1.78M
|
7.76K
$1.62M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
7.76K+ 8.08% |
$1.54M - $1.78M
|
104K
$21.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.57K+ 20.37% |
$1.5M - $1.74M
|
44.7K
$9.35M
|
|
|
May 15, 2025
Q1 2025
|
Corvex Management LP
New York, NY |
BUY
|
- |
7.5KNew |
$1.49M - $1.72M
|
7.5K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
7.46K+ 71.97% |
$1.48M - $1.71M
|
17.8K
$3.73M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.23K+ 22.89% |
$1.43M - $1.66M
|
38.8K
$8.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.22K+ 1.63% |
$1.43M - $1.66M
|
451K
$94.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
7.19KNew |
$1.42M - $1.65M
|
7.19K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.09K+ 47.64% |
$1.4M - $1.63M
|
22K
$4.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
6.94KNew |
$1.38M - $1.59M
|
6.94K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.93K+ 201.98% |
$1.37M - $1.59M
|
10.4K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.93K+ 4.03% |
$1.37M - $1.59M
|
179K
$37.5M
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
6.89K+ 5.99% |
$1.36M - $1.58M
|
122K
$25.5M
|
|
|
May 09, 2025
Q1 2025
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
6.86K+ 35.8% |
$1.36M - $1.58M
|
26K
$5.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
6.76K+ 19.88% |
$1.34M - $1.55M
|
40.8K
$8.53M
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
6.56K+ 72.44% |
$1.3M - $1.51M
|
15.6K
$3.26M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6.53K+ 1.65% |
$1.29M - $1.5M
|
401K
$83.9M
|
|
|
May 15, 2025
Q1 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.1K+ 196.77% |
$1.21M - $1.4M
|
9.2K
$1.92M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.03K+ 4.83% |
$1.19M - $1.39M
|
131K
$27.4M
|
|
|
May 15, 2025
Q1 2025
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.97K+ 7.06% |
$1.18M - $1.37M
|
90.5K
$18.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.9K+ 187.87% |
$1.17M - $1.36M
|
9.04K
$1.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
5.81K+ 29.89% |
$1.15M - $1.33M
|
25.2K
$5.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
5.61K+ 9.07% |
$1.11M - $1.29M
|
67.5K
$14.1M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.51K+ 3.31% |
$1.09M - $1.27M
|
172K
$36M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.35K+ 19.97% |
$1.06M - $1.23M
|
32.1K
$6.72M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.3K+ 139.39% |
$1.05M - $1.22M
|
9.1K
$1.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5.23K+ 21.55% |
$1.04M - $1.2M
|
29.5K
$6.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
5.2K+ 13.38% |
$1.03M - $1.19M
|
44.1K
$9.22M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
5.18KNew |
$1.03M - $1.19M
|
5.18K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.12K+ 2.18% |
$1.01M - $1.18M
|
240K
$50.2M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.05K+ 17.64% |
$1M - $1.16M
|
33.7K
$7.04M
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
5.03KNew |
$995K - $1.15M
|
5.03K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5.02KNew |
$995K - $1.15M
|
5.02K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
5KNew |
$991K - $1.15M
|
5K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Nwi Management LP
New York, NY |
BUY
|
- |
5KNew |
$991K - $1.15M
|
5K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.97K+ 7.71% |
$984K - $1.14M
|
69.4K
$14.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
4.95K+ 5.56% |
$980K - $1.14M
|
94K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
4.95K+ 317.66% |
$980K - $1.14M
|
6.5K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
4.94KNew |
$978K - $1.13M
|
4.94K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
4.94K+ 6.57% |
$978K - $1.13M
|
80.1K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.87K+ 31.39% |
$965K - $1.12M
|
20.4K
$4.27M
|