Purchases and Sales Made in Q4 2024 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
507+ 1.77% |
$110K - $123K
|
29.1K
$6.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
506+ 44.94% |
$109K - $123K
|
1.63K
$350K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
506+ 7.06% |
$109K - $123K
|
7.67K
$1.65M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
504+ 4.44% |
$109K - $122K
|
11.8K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
504+ 19.64% |
$109K - $122K
|
3.07K
$659K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
503+ 1.79% |
$109K - $122K
|
28.7K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
502+ 16.44% |
$108K - $122K
|
3.56K
$763K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
501+ 4.98% |
$108K - $121K
|
10.6K
$2.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
500+ 18.25% |
$108K - $121K
|
3.24K
$695K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
499+ 24.08% |
$108K - $121K
|
2.57K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
499+ 5.95% |
$108K - $121K
|
8.89K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
498+ 43.15% |
$108K - $121K
|
1.65K
$355K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
496+ 37.29% |
$107K - $120K
|
1.83K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
488New |
$105K - $118K
|
488
$105K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
487+ 7.12% |
$105K - $118K
|
7.33K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
486+ 1.88% |
$105K - $118K
|
26.4K
$5.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
481+ 47.62% |
$104K - $117K
|
1.49K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
480+ 0.5% |
$104K - $116K
|
96.7K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
478+ 25.16% |
$103K - $116K
|
2.38K
$510K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
466+ 1.74% |
$101K - $113K
|
27.3K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
461+ 11.39% |
$99.6K - $112K
|
4.51K
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
452+ 41.35% |
$97.7K - $110K
|
1.55K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
452+ 12.24% |
$97.7K - $110K
|
4.15K
$890K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
451+ 34.35% |
$97.5K - $109K
|
1.76K
$379K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
450+ 26.22% |
$97.3K - $109K
|
2.17K
$465K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
447New |
$96.6K - $108K
|
447
$95.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
443New |
$95.7K - $107K
|
443
$95.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
437+ 13.61% |
$94.4K - $106K
|
3.65K
$783K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
437+ 16.19% |
$94.4K - $106K
|
3.14K
$673K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
435+ 35.63% |
$94K - $105K
|
1.66K
$355K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
431+ 1724.0% |
$93.2K - $104K
|
456
$97.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
430+ 5.0% |
$92.9K - $104K
|
9.03K
$1.94M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
426+ 18.18% |
$92.1K - $103K
|
2.77K
$594K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
423+ 53.82% |
$91.4K - $103K
|
1.21K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
421+ 10.72% |
$91K - $102K
|
4.35K
$933K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
420+ 7.0% |
$90.8K - $102K
|
6.42K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
420New |
$90.8K - $102K
|
420
$90.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
418+ 62.67% |
$90.3K - $101K
|
1.09K
$233K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
414+ 14.69% |
$89.5K - $100K
|
3.23K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
414+ 3.54% |
$89.5K - $100K
|
12.1K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
409+ 1.27% |
$88.4K - $99.1K
|
32.7K
$7.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
409+ 43.42% |
$88.4K - $99.1K
|
1.35K
$290K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
402+ 4.97% |
$86.9K - $97.4K
|
8.5K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
401+ 20.0% |
$86.7K - $97.2K
|
2.41K
$516K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
400+ 13.4% |
$86.5K - $97K
|
3.38K
$726K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
400+ 32.21% |
$86.5K - $97K
|
1.64K
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
399+ 18.13% |
$86.2K - $96.7K
|
2.6K
$558K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
398+ 4.79% |
$86K - $96.5K
|
8.71K
$1.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
397New |
$85.8K - $96.2K
|
397
$85.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
395+ 15.28% |
$85.4K - $95.7K
|
2.98K
$640K
|