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 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-38.3K- 96.96% |
$7.58M - $8.79M
|
1.2K
$264K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-38.8K- 75.16% |
$7.68M - $8.91M
|
12.8K
$2.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-39.2K- 81.02% |
$7.77M - $9.02M
|
9.2K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-41.5K- 83.04% |
$8.22M - $9.53M
|
8.47K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-42K- 63.2% |
$8.32M - $9.65M
|
24.4K
$5.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-44.5K- 58.57% |
$8.81M - $10.2M
|
31.4K
$6.93M
|
|
|
May 14, 2025
Q1 2025
|
Broadwood Capital Inc
New York, NY |
SELL
|
- |
-45K- 8.66% |
$8.91M - $10.3M
|
475K
$105M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-46.1K- 35.6% |
$9.13M - $10.6M
|
83.4K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47.1K- 34.56% |
$9.33M - $10.8M
|
89.2K
$19.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
SELL
|
- |
-48.4K- 87.74% |
$9.59M - $11.1M
|
6.77K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-49.1K- 95.42% |
$9.72M - $11.3M
|
2.36K
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-50.3K- 35.52% |
$9.96M - $11.6M
|
91.3K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-50.8K- 90.15% |
$10.1M - $11.7M
|
5.55K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-51.6K- 56.19% |
$10.2M - $11.9M
|
40.3K
$8.87M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-52K- 96.96% |
$10.3M - $11.9M
|
1.63K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-53.3K- 93.03% |
$10.6M - $12.3M
|
4K
$880K
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-56.8K- 94.8% |
$11.3M - $13.1M
|
3.12K
$688K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58.1K- 8.84% |
$11.5M - $13.4M
|
600K
$132M
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-58.2K- 66.76% |
$11.5M - $13.4M
|
29K
$6.38M
|
|
|
May 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-58.3K- 75.6% |
$11.6M - $13.4M
|
18.8K
$4.15M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-58.8K- 51.08% |
$11.7M - $13.5M
|
56.3K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-60.4K- 62.29% |
$12M - $13.9M
|
36.6K
$8.06M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-60.5K- 96.96% |
$12M - $13.9M
|
1.89K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-64.2K- 83.01% |
$12.7M - $14.7M
|
13.1K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Perbak Capital Partners LLP
London, X0 |
SELL
|
- |
-64.7K- 94.34% |
$12.8M - $14.9M
|
3.88K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Nantahala Capital Management, LLC
New Canaan, CT |
SELL
|
- |
-68.5K- 70.14% |
$13.6M - $15.7M
|
29.2K
$6.42M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-68.7K- 9.69% |
$13.6M - $15.8M
|
640K
$141M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-68.7K- 20.47% |
$13.6M - $15.8M
|
267K
$58.8M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-69.1K- 19.93% |
$13.7M - $15.9M
|
277K
$61.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-71.3K- 2.28% |
$14.1M - $16.4M
|
3.05M
$673M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-75.9K- 98.12% |
$15M - $17.4M
|
1.46K
$321K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-76.2K- 56.43% |
$15.1M - $17.5M
|
58.8K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-77.7K- 25.38% |
$15.4M - $17.9M
|
229K
$50.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-82.6K- 86.33% |
$16.4M - $19M
|
13.1K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-83.1K- 78.22% |
$16.5M - $19.1M
|
23.1K
$5.09M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-89.6K- 11.49% |
$17.8M - $20.6M
|
690K
$152M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-111K- 64.09% |
$22M - $25.5M
|
62.1K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-118K- 1.68% |
$23.3M - $27.1M
|
6.9M
$1.52B
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
SELL
|
- |
-122K- 76.7% |
$24.2M - $28.1M
|
37.2K
$8.19M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
SELL
|
- |
-124K- 98.27% |
$24.5M - $28.4M
|
2.17K
$479K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-125K- 73.24% |
$24.7M - $28.7M
|
45.6K
$10.1M
|
|
|
May 07, 2025
Q1 2025
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-130K- 68.36% |
$25.8M - $29.9M
|
60.3K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-137K- 95.29% |
$27.2M - $31.5M
|
6.78K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-148K- 10.18% |
$29.3M - $34M
|
1.31M
$288M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-149K- 8.71% |
$29.5M - $34.2M
|
1.56M
$344M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-152K- 21.01% |
$30.1M - $34.9M
|
571K
$126M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-155K- 21.18% |
$30.7M - $35.7M
|
578K
$127M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-155K- 24.93% |
$30.8M - $35.7M
|
468K
$103M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-161K- 55.67% |
$31.9M - $37.1M
|
128K
$28.3M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-165K- 92.66% |
$32.7M - $37.9M
|
13.1K
$2.88M
|