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
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
44.8K+ 27.63% |
$9.68M - $10.9M
|
207K
$44.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
42.9KNew |
$9.27M - $10.4M
|
42.9K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
42.7K+ 87.81% |
$9.22M - $10.3M
|
91.2K
$19.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42.5K+ 517.57% |
$9.2M - $10.3M
|
50.8K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
42.1K+ 666.21% |
$9.1M - $10.2M
|
48.4K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
41K+ 292.86% |
$8.86M - $9.94M
|
55K
$11.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
40KNew |
$8.65M - $9.7M
|
40K
$8.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
39.4KNew |
$8.53M - $9.56M
|
39.4K
$8.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
38.8K+ 32.08% |
$8.38M - $9.4M
|
160K
$34.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
38.3K+ 317.62% |
$8.27M - $9.28M
|
50.3K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
38.2KNew |
$8.26M - $9.26M
|
38.2K
$8.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.2K+ 169.59% |
$8.25M - $9.25M
|
60.7K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38K+ 5.66% |
$8.21M - $9.21M
|
709K
$152M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.5K+ 27.68% |
$8.1M - $9.09M
|
173K
$37.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
36K+ 282.76% |
$7.79M - $8.73M
|
48.8K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
36K+ 118.32% |
$7.78M - $8.73M
|
66.4K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
35.5K+ 5148.41% |
$7.68M - $8.61M
|
36.2K
$7.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35.5K+ 7.19% |
$7.68M - $8.61M
|
530K
$114M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
34.9KNew |
$7.53M - $8.45M
|
34.9K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
33.5KNew |
$7.24M - $8.12M
|
33.5K
$7.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
33.3K+ 46.95% |
$7.19M - $8.07M
|
104K
$22.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.1K+ 178.88% |
$7.15M - $8.02M
|
51.6K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.7K+ 5.83% |
$7.07M - $7.93M
|
593K
$127M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
32.6K+ 544.13% |
$7.06M - $7.91M
|
38.6K
$8.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.4K+ 220.1% |
$7M - $7.85M
|
47.1K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
30.5KNew |
$6.6M - $7.4M
|
30.5K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
30.3K+ 129.76% |
$6.55M - $7.34M
|
53.6K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
29.9K+ 104.47% |
$6.47M - $7.25M
|
58.6K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
28.9K+ 156.55% |
$6.24M - $7M
|
47.3K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
28.5KNew |
$6.17M - $6.92M
|
28.5K
$6.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
28.3K+ 0.36% |
$6.13M - $6.87M
|
7.93M
$1.7B
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
28KNew |
$6.06M - $6.8M
|
28K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
27.8K+ 76.61% |
$6.01M - $6.74M
|
64.1K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
27KNew |
$5.83M - $6.53M
|
27K
$5.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
26.9K+ 69.29% |
$5.81M - $6.52M
|
65.7K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.3K+ 10.02% |
$5.69M - $6.38M
|
289K
$62M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26.2KNew |
$5.66M - $6.35M
|
26.2K
$5.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
25.1KNew |
$5.43M - $6.09M
|
25.1K
$5.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
24.9KNew |
$5.38M - $6.03M
|
24.9K
$5.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
24.6KNew |
$5.32M - $5.97M
|
24.6K
$5.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
23.8K+ 6.41% |
$5.14M - $5.76M
|
395K
$84.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
23.6KNew |
$5.09M - $5.71M
|
23.6K
$5.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
23.5KNew |
$5.08M - $5.7M
|
23.5K
$5.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22.8K+ 576.78% |
$4.93M - $5.53M
|
26.8K
$5.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
22.6KNew |
$4.89M - $5.49M
|
22.6K
$4.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
22.3KNew |
$4.83M - $5.41M
|
22.3K
$4.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.4K+ 2.16% |
$4.62M - $5.18M
|
1.01M
$216M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
21.3K+ 20.08% |
$4.59M - $5.15M
|
127K
$27.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
21.2K+ 297.96% |
$4.58M - $5.14M
|
28.3K
$6.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
21.1K+ 20.31% |
$4.56M - $5.11M
|
125K
$26.8M
|