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 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.48% |
$1.08K - $1.21K
|
1.04K
$223K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5+ 0.18% |
$1.08K - $1.21K
|
2.79K
$598K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5+ 0.25% |
$1.08K - $1.21K
|
1.99K
$427K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.08K - $1.21K
|
5.05K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
5New |
$1.08K - $1.21K
|
5
$1.07K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.45% |
$1.08K - $1.21K
|
1.11K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.29% |
$1.08K - $1.21K
|
1.71K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5+ 0.15% |
$1.08K - $1.21K
|
3.43K
$735K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.26% |
$865 - $970
|
1.53K
$327K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 12.12% |
$865 - $970
|
37
$7.94K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.05% |
$865 - $970
|
7.95K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.08% |
$865 - $970
|
4.77K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4+ 0.23% |
$865 - $970
|
1.72K
$370K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.3% |
$865 - $970
|
1.33K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$865 - $970
|
1.89K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3+ 0.15% |
$648 - $727
|
2K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.19% |
$648 - $727
|
1.6K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3+ 0.26% |
$648 - $727
|
1.14K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$648 - $727
|
1.13K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.18% |
$648 - $727
|
1.69K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3+ 0.29% |
$648 - $727
|
1.02K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3+ 0.1% |
$648 - $727
|
3.04K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
3+ 0.12% |
$648 - $727
|
2.47K
$531K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.29% |
$648 - $727
|
1.04K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3+ 0.27% |
$648 - $727
|
1.13K
$242K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3+ 0.11% |
$648 - $727
|
2.68K
$575K
|
|
|
Feb 11, 2025
Q4 2024
|
Mill Capital Management, LLC
|
BUY
|
- |
3+ 0.83% |
$648 - $727
|
365
$78.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3+ 0.2% |
$648 - $727
|
1.49K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
3New |
$648 - $727
|
3
$644
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
2+ 0.14% |
$432 - $485
|
1.4K
$301K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$432 - $485
|
928
$199K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2+ 0.14% |
$432 - $485
|
1.47K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.1% |
$432 - $485
|
1.99K
$428K
|
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
2+ 0.22% |
$432 - $485
|
916
$197K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.18% |
$432 - $485
|
1.1K
$235K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
BUY
|
- |
2+ 0.08% |
$432 - $485
|
2.63K
$565K
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$432 - $485
|
1.33K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2+ 0.13% |
$432 - $485
|
1.5K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2+ 0.36% |
$432 - $485
|
555
$119K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$432 - $485
|
38.3K
$8.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.1% |
$216 - $242
|
1.05K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.02% |
$216 - $242
|
6.23K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.07% |
$216 - $242
|
1.5K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.2% |
$216 - $242
|
499
$107K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.04% |
$216 - $242
|
2.63K
$564K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$216 - $242
|
962
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$216 - $242
|
6.84K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1+ 0.03% |
$216 - $242
|
3.81K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1+ 0.05% |
$216 - $242
|
2.12K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1+ 0.1% |
$216 - $242
|
1.03K
$220K
|