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 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-45- 0.46% |
$9.73K - $10.9K
|
9.68K
$2.08M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 1.68% |
$9.73K - $10.9K
|
2.64K
$566K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-46- 2.8% |
$9.94K - $11.2K
|
1.6K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-46- 1.06% |
$9.94K - $11.2K
|
4.29K
$920K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-46- 1.09% |
$9.94K - $11.2K
|
4.16K
$893K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-47- 0.59% |
$10.2K - $11.4K
|
7.96K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-47- 1.5% |
$10.2K - $11.4K
|
3.09K
$663K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-47- 2.06% |
$10.2K - $11.4K
|
2.23K
$479K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-47- 10.42% |
$10.2K - $11.4K
|
404
$86.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-48- 2.46% |
$10.4K - $11.6K
|
1.9K
$408K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-48- 0.35% |
$10.4K - $11.6K
|
13.5K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-48- 0.15% |
$10.4K - $11.6K
|
31.6K
$6.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-49- 0.3% |
$10.6K - $11.9K
|
16.1K
$3.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-50- 0.04% |
$10.8K - $12.1K
|
131K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-50- 1.28% |
$10.8K - $12.1K
|
3.86K
$828K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 6.82% |
$10.8K - $12.1K
|
683
$147K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.39% |
$10.8K - $12.1K
|
12.8K
$2.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-50- 0.15% |
$10.8K - $12.1K
|
33.6K
$7.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-51- 0.41% |
$11K - $12.4K
|
12.4K
$2.65M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-51- 0.13% |
$11K - $12.4K
|
37.8K
$8.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-52- 3.16% |
$11.2K - $12.6K
|
1.6K
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-52- 3.48% |
$11.2K - $12.6K
|
1.44K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-53- 2.75% |
$11.5K - $12.8K
|
1.88K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-53- 0.25% |
$11.5K - $12.8K
|
21.6K
$4.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-53- 0.14% |
$11.5K - $12.8K
|
38.9K
$8.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-53- 4.77% |
$11.5K - $12.8K
|
1.06K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-53- 0.4% |
$11.5K - $12.8K
|
13.3K
$2.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-54- 1.71% |
$11.7K - $13.1K
|
3.11K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-54- 3.2% |
$11.7K - $13.1K
|
1.64K
$351K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-56- 0.29% |
$12.1K - $13.6K
|
18.9K
$4.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-56- 0.61% |
$12.1K - $13.6K
|
9.1K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-57- 0.14% |
$12.3K - $13.8K
|
39.3K
$8.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-57- 1.66% |
$12.3K - $13.8K
|
3.38K
$725K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-58- 1.69% |
$12.5K - $14.1K
|
3.38K
$726K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-59- 0.31% |
$12.8K - $14.3K
|
18.7K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-59- 4.83% |
$12.8K - $14.3K
|
1.16K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-60- 0.19% |
$13K - $14.5K
|
32.3K
$6.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-60- 1.79% |
$13K - $14.5K
|
3.29K
$706K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 3.2% |
$13K - $14.5K
|
1.81K
$389K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-61- 3.96% |
$13.2K - $14.8K
|
1.48K
$317K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-61- 5.52% |
$13.2K - $14.8K
|
1.04K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-62- 5.71% |
$13.4K - $15K
|
1.02K
$220K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-62- 1.78% |
$13.4K - $15K
|
3.42K
$734K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-62- 0.64% |
$13.4K - $15K
|
9.6K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-63- 1.11% |
$13.6K - $15.3K
|
5.63K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-64- 0.82% |
$13.8K - $15.5K
|
7.7K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-64- 0.8% |
$13.8K - $15.5K
|
7.9K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 4.43% |
$14.3K - $16K
|
1.43K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-66- 2.51% |
$14.3K - $16K
|
2.56K
$550K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-67- 0.52% |
$14.5K - $16.2K
|
12.9K
$2.78M
|