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 06, 2025
Q1 2025
|
Poplar Forest Capital LLC
|
BUY
|
- |
4.87KNew |
$965K - $1.12M
|
4.87K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4.84K+ 4.64% |
$958K - $1.11M
|
109K
$22.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.83K+ 17.7% |
$957K - $1.11M
|
32.1K
$6.72M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.8K+ 2.03% |
$951K - $1.1M
|
241K
$50.5M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 3.04% |
$950K - $1.1M
|
163K
$34M
|
|
|
May 02, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.54K+ 6.29% |
$899K - $1.04M
|
76.7K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4.54K+ 293.79% |
$899K - $1.04M
|
6.08K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.54K+ 6.55% |
$899K - $1.04M
|
73.8K
$15.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.49K+ 20.31% |
$890K - $1.03M
|
26.6K
$5.57M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.46K+ 6.92% |
$883K - $1.02M
|
68.8K
$14.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.45K+ 2.42% |
$882K - $1.02M
|
188K
$39.3M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
4.4K+ 9.6% |
$872K - $1.01M
|
50.2K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.39K+ 37.04% |
$870K - $1.01M
|
16.2K
$3.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
4.35K+ 6.32% |
$862K - $1M
|
73.2K
$15.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.24K+ 17.76% |
$839K - $973K
|
28.1K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
4.23K+ 9.58% |
$837K - $971K
|
48.4K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.15K+ 1.97% |
$822K - $953K
|
214K
$44.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
4.07K+ 18.29% |
$806K - $935K
|
26.3K
$5.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.98K+ 105.46% |
$789K - $915K
|
7.76K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.96K+ 154.51% |
$784K - $910K
|
6.52K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.87K+ 4.2% |
$766K - $889K
|
95.9K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3.86K+ 24.39% |
$765K - $888K
|
19.7K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.83K+ 16.91% |
$758K - $879K
|
26.5K
$5.53M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.77K+ 1.93% |
$746K - $866K
|
199K
$41.7M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.74K+ 4.12% |
$741K - $860K
|
94.5K
$19.8M
|
|
|
May 15, 2025
Q1 2025
|
Sg Capital Management LLC
Chicago, IL |
BUY
|
- |
3.74KNew |
$741K - $860K
|
3.74K
$783K
|
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.64K+ 26.24% |
$721K - $836K
|
17.5K
$3.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
3.57K+ 2.19% |
$708K - $821K
|
167K
$34.9M
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
3.51K+ 45.83% |
$695K - $806K
|
11.2K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.45K+ 14.23% |
$684K - $793K
|
27.7K
$5.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.43K+ 12.43% |
$679K - $788K
|
31K
$6.49M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
3.41K+ 101.55% |
$675K - $782K
|
6.76K
$1.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.33K+ 31.49% |
$659K - $765K
|
13.9K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
3.31K+ 3.01% |
$655K - $759K
|
113K
$23.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Guardian Financial Partners, LLC
|
BUY
|
- |
3.3KNew |
$654K - $758K
|
3.3K
$690K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.29K+ 116.04% |
$652K - $756K
|
6.13K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.26K+ 5.53% |
$645K - $748K
|
62.2K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.22K+ 29.79% |
$637K - $739K
|
14K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.16K+ 4.08% |
$627K - $727K
|
80.7K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
3.16K+ 30.11% |
$625K - $725K
|
13.6K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.1K+ 34.31% |
$614K - $712K
|
12.1K
$2.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Iowa State Bank
|
BUY
|
- |
3.09KNew |
$612K - $710K
|
3.09K
$646K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.08K+ 15.03% |
$610K - $707K
|
23.5K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.07K+ 84.63% |
$609K - $706K
|
6.7K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.03K+ 101.03% |
$600K - $696K
|
6.03K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
3KNew |
$594K - $689K
|
3K
$628K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.99K+ 26.48% |
$593K - $688K
|
14.3K
$2.99M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.98K+ 109.01% |
$589K - $684K
|
5.7K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
2.96K+ 4.79% |
$586K - $680K
|
64.7K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2.96KNew |
$586K - $680K
|
2.96K
$619K
|