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 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
392+ 7.55% |
$84.7K - $95K
|
5.58K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
389+ 1.41% |
$84.1K - $94.3K
|
27.9K
$6M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
384+ 8.08% |
$83K - $93.1K
|
5.13K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
380New |
$82.1K - $92.1K
|
380
$81.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
378+ 8.24% |
$81.7K - $91.6K
|
4.97K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
375+ 0.83% |
$81K - $90.9K
|
45.5K
$9.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
374+ 7.62% |
$80.8K - $90.7K
|
5.29K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
373+ 5.26% |
$80.6K - $90.4K
|
7.46K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
369+ 0.91% |
$79.8K - $89.4K
|
40.9K
$8.78M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
368New |
$79.5K - $89.2K
|
368
$79K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
368+ 10.1% |
$79.5K - $89.2K
|
4.01K
$861K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
368+ 0.49% |
$79.5K - $89.2K
|
75.3K
$16.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
367+ 7.73% |
$79.3K - $89K
|
5.11K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
365+ 2.25% |
$78.9K - $88.5K
|
16.6K
$3.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
364+ 7.89% |
$78.7K - $88.2K
|
4.98K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
363+ 1.05% |
$78.5K - $88K
|
35.1K
$7.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
358+ 15.08% |
$77.4K - $86.8K
|
2.73K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
352New |
$76.1K - $85.3K
|
352
$75.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
351+ 190.76% |
$75.9K - $85.1K
|
535
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
351+ 0.94% |
$75.9K - $85.1K
|
37.8K
$8.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
350+ 250.0% |
$75.6K - $84.8K
|
490
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
344+ 4.62% |
$74.3K - $83.4K
|
7.79K
$1.67M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
344+ 67.58% |
$74.3K - $83.4K
|
853
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
339+ 0.61% |
$73.3K - $82.2K
|
56.3K
$12.1M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
339+ 12.75% |
$73.3K - $82.2K
|
3K
$643K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
335+ 19.54% |
$72.4K - $81.2K
|
2.05K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
331+ 4.87% |
$71.5K - $80.2K
|
7.12K
$1.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
329+ 4.57% |
$71.1K - $79.7K
|
7.54K
$1.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
326+ 1.07% |
$70.5K - $79K
|
30.7K
$6.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
319+ 2.69% |
$68.9K - $77.3K
|
12.2K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
316+ 4.71% |
$68.3K - $76.6K
|
7.03K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
312+ 34.55% |
$67.4K - $75.6K
|
1.22K
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
312+ 12.33% |
$67.4K - $75.6K
|
2.84K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
308+ 7.55% |
$66.6K - $74.7K
|
4.39K
$941K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
303+ 0.64% |
$65.5K - $73.4K
|
47.9K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
301+ 11.17% |
$65.1K - $73K
|
3K
$643K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
299+ 3.79% |
$64.6K - $72.5K
|
8.19K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
297+ 22.11% |
$64.2K - $72K
|
1.64K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
295+ 0.98% |
$63.8K - $71.5K
|
30.4K
$6.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
295New |
$63.8K - $71.5K
|
295
$63.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
295+ 4.73% |
$63.8K - $71.5K
|
6.53K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
290+ 1.11% |
$62.7K - $70.3K
|
26.5K
$5.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
290+ 29.56% |
$62.7K - $70.3K
|
1.27K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
289+ 2.47% |
$62.5K - $70.1K
|
12K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
287+ 2.11% |
$62K - $69.6K
|
13.9K
$2.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
283+ 1.04% |
$61.2K - $68.6K
|
27.6K
$5.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
282+ 5.32% |
$60.9K - $68.4K
|
5.58K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
270+ 14.96% |
$58.4K - $65.4K
|
2.08K
$445K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
270+ 1.25% |
$58.4K - $65.4K
|
21.9K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
267New |
$57.7K - $64.7K
|
267
$57.3K
|