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 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
2.95K+ 55.31% |
$584K - $678K
|
8.28K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
2.94K+ 159.22% |
$583K - $677K
|
4.79K
$1M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2.92K+ 5.82% |
$579K - $671K
|
53.1K
$11.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.92K+ 16.88% |
$578K - $671K
|
20.2K
$4.23M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.9K+ 31.83% |
$574K - $666K
|
12K
$2.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.9K+ 223.11% |
$574K - $665K
|
4.19K
$877K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.89K+ 7.15% |
$572K - $664K
|
43.3K
$9.06M
|
|
|
May 14, 2025
Q1 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
2.85K+ 10.83% |
$565K - $655K
|
29.2K
$6.1M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.83K+ 77.63% |
$561K - $651K
|
6.48K
$1.36M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.82K+ 88.8% |
$559K - $648K
|
6K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.72K+ 84.36% |
$540K - $626K
|
5.95K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.69K+ 4.21% |
$533K - $618K
|
66.6K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2.68K+ 19.56% |
$532K - $617K
|
16.4K
$3.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.67K+ 5.67% |
$529K - $614K
|
49.7K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.66KNew |
$527K - $611K
|
2.66K
$556K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.66K+ 2.0% |
$526K - $610K
|
135K
$28.3M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
2.65K+ 51.76% |
$525K - $609K
|
7.78K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.62K+ 26.44% |
$518K - $601K
|
12.5K
$2.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.6K+ 4.5% |
$514K - $597K
|
60.4K
$12.6M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.6K+ 67.33% |
$514K - $597K
|
6.45K
$1.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.58K+ 88.03% |
$511K - $593K
|
5.51K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
2.51K+ 24.38% |
$498K - $577K
|
12.8K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.5K+ 33.33% |
$495K - $574K
|
10K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.5K+ 6.1% |
$495K - $574K
|
43.4K
$9.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.48K+ 1.35% |
$492K - $570K
|
186K
$39M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.48K+ 111.31% |
$491K - $570K
|
4.71K
$985K
|
|
|
Apr 10, 2025
Q1 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2.46K+ 2.11% |
$488K - $566K
|
119K
$24.9M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.46K+ 27288.89% |
$487K - $564K
|
2.47K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.44K+ 5.65% |
$484K - $561K
|
45.7K
$9.56M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.44K+ 92.94% |
$483K - $560K
|
5.06K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
2.43KNew |
$480K - $557K
|
2.43K
$507K
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
2.41K+ 6.03% |
$478K - $554K
|
42.4K
$8.87M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.39K+ 50.74% |
$474K - $550K
|
7.11K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.39K+ 4.38% |
$473K - $548K
|
56.9K
$11.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.37K+ 65.65% |
$470K - $545K
|
5.99K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.34K+ 3.57% |
$463K - $537K
|
67.8K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.31K+ 2.53% |
$458K - $531K
|
93.5K
$19.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.31K+ 3.37% |
$458K - $531K
|
70.8K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Bellevue Group Ag
Kuesnacht, V8 |
BUY
|
- |
2.3KNew |
$456K - $529K
|
2.3K
$481K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.27KNew |
$449K - $521K
|
2.27K
$474K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.26KNew |
$448K - $520K
|
2.26K
$474K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.26K+ 115.79% |
$447K - $519K
|
4.21K
$880K
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.24K+ 5.3% |
$443K - $514K
|
44.4K
$9.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.24K+ 10.19% |
$443K - $514K
|
24.2K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.22K+ 29.28% |
$439K - $509K
|
9.78K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.18K+ 97.54% |
$432K - $502K
|
4.42K
$925K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
2.18K+ 9.86% |
$432K - $501K
|
24.3K
$5.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.11K+ 8.87% |
$417K - $484K
|
25.8K
$5.41M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.1K+ 12.65% |
$417K - $483K
|
18.7K
$3.92M
|
|
|
May 15, 2025
Q1 2025
|
Blackstone Inc
New York, NY |
BUY
|
- |
2.09KNew |
$414K - $480K
|
2.09K
$437K
|