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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 3.24% |
$5.4K - $6.06K
|
747
$160K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-25- 0.32% |
$5.4K - $6.06K
|
7.82K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-26- 1.76% |
$5.62K - $6.3K
|
1.45K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-26- 2.22% |
$5.62K - $6.3K
|
1.14K
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-26- 0.4% |
$5.62K - $6.3K
|
6.43K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-26- 2.3% |
$5.62K - $6.3K
|
1.1K
$237K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-27- 0.61% |
$5.84K - $6.54K
|
4.39K
$943K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-27- 13.37% |
$5.84K - $6.54K
|
175
$37.6K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-27- 0.33% |
$5.84K - $6.54K
|
8.11K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-28- 2.43% |
$6.05K - $6.79K
|
1.12K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-29- 0.42% |
$6.27K - $7.03K
|
6.86K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.2% |
$6.27K - $7.03K
|
14.2K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-30- 1.39% |
$6.48K - $7.27K
|
2.12K
$455K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30- 0.47% |
$6.48K - $7.27K
|
6.3K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-30- 0.07% |
$6.48K - $7.27K
|
45K
$9.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-30- 16.67% |
$6.48K - $7.27K
|
150
$32.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-30- 0.55% |
$6.48K - $7.27K
|
5.45K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-32- 2.54% |
$6.92K - $7.76K
|
1.23K
$264K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-32- 0.92% |
$6.92K - $7.76K
|
3.44K
$738K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-33- 10.03% |
$7.13K - $8K
|
296
$63.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-33- 0.1% |
$7.13K - $8K
|
33.5K
$7.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33- 0.44% |
$7.13K - $8K
|
7.53K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-34- 1.65% |
$7.35K - $8.24K
|
2.03K
$435K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-34- 0.83% |
$7.35K - $8.24K
|
4.05K
$870K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-34- 2.04% |
$7.35K - $8.24K
|
1.64K
$351K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-35- 1.93% |
$7.56K - $8.48K
|
1.78K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 0.41% |
$7.56K - $8.48K
|
8.6K
$1.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-35- 1.64% |
$7.56K - $8.48K
|
2.09K
$449K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-35- 0.36% |
$7.56K - $8.48K
|
9.68K
$2.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-35- 0.67% |
$7.56K - $8.48K
|
5.16K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-35- 3.66% |
$7.56K - $8.48K
|
921
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-36- 0.8% |
$7.78K - $8.73K
|
4.45K
$955K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-37- 0.7% |
$8K - $8.97K
|
5.25K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-37- 2.21% |
$8K - $8.97K
|
1.64K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-38- 0.1% |
$8.21K - $9.21K
|
39.8K
$8.55M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-39- 2.19% |
$8.43K - $9.45K
|
1.74K
$374K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-39- 0.11% |
$8.43K - $9.45K
|
34K
$7.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-40- 7.29% |
$8.65K - $9.7K
|
509
$109K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40- 1.35% |
$8.65K - $9.7K
|
2.92K
$628K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-40- 1.28% |
$8.65K - $9.7K
|
3.08K
$662K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-41- 2.59% |
$8.86K - $9.94K
|
1.54K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-42- 1.2% |
$9.08K - $10.2K
|
3.45K
$741K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-42- 1.33% |
$9.08K - $10.2K
|
3.12K
$669K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-42- 1.9% |
$9.08K - $10.2K
|
2.17K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-42- 0.14% |
$9.08K - $10.2K
|
30.9K
$6.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-43- 3.62% |
$9.29K - $10.4K
|
1.14K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-43- 0.66% |
$9.29K - $10.4K
|
6.49K
$1.39M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-43- 0.58% |
$9.29K - $10.4K
|
7.33K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44- 0.16% |
$9.51K - $10.7K
|
27.3K
$5.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-45- 6.74% |
$9.73K - $10.9K
|
623
$134K
|