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 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-101- 0.91% |
$21.8K - $24.5K
|
11K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-104- 11.85% |
$22.5K - $25.2K
|
774
$166K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-104- 1.38% |
$22.5K - $25.2K
|
7.45K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-106- 1.89% |
$22.9K - $25.7K
|
5.51K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-108- 1.12% |
$23.3K - $26.2K
|
9.55K
$2.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-110- 3.68% |
$23.8K - $26.7K
|
2.88K
$617K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-112- 1.64% |
$24.2K - $27.1K
|
6.71K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-112- 1.35% |
$24.2K - $27.1K
|
8.21K
$1.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-115- 0.87% |
$24.9K - $27.9K
|
13.1K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-115- 0.52% |
$24.9K - $27.9K
|
22.2K
$4.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-116- 3.13% |
$25.1K - $28.1K
|
3.59K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-117- 23.17% |
$25.3K - $28.4K
|
388
$83.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-119- 2.31% |
$25.7K - $28.8K
|
5.04K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-119- 6.63% |
$25.7K - $28.8K
|
1.68K
$360K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-121- 2.91% |
$26.2K - $29.3K
|
4.03K
$865K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-122- 7.68% |
$26.4K - $29.6K
|
1.47K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-123- 17.47% |
$26.6K - $29.8K
|
581
$125K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-124- 1.72% |
$26.8K - $30.1K
|
7.07K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-125- 0.71% |
$27K - $30.3K
|
17.6K
$3.78M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-126- 10.98% |
$27.2K - $30.5K
|
1.02K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-126- 5.85% |
$27.2K - $30.5K
|
2.03K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-126- 22.95% |
$27.2K - $30.5K
|
423
$90.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-126- 7.73% |
$27.2K - $30.5K
|
1.51K
$323K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-129- 5.8% |
$27.9K - $31.3K
|
2.1K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-130- 2.03% |
$28.1K - $31.5K
|
6.27K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-130- 0.76% |
$28.1K - $31.5K
|
17K
$3.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-131- 11.23% |
$28.3K - $31.8K
|
1.04K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-131- 3.78% |
$28.3K - $31.8K
|
3.33K
$715K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-133- 1.61% |
$28.7K - $32.2K
|
8.12K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-133- 6.93% |
$28.7K - $32.2K
|
1.79K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-135- 5.37% |
$29.2K - $32.7K
|
2.38K
$510K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-137- 7.25% |
$29.6K - $33.2K
|
1.75K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-140- 0.73% |
$30.3K - $33.9K
|
19K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-140- 2.22% |
$30.3K - $33.9K
|
6.17K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-140- 2.48% |
$30.3K - $33.9K
|
5.51K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-140- 0.63% |
$30.3K - $33.9K
|
21.9K
$4.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-141- 10.09% |
$30.5K - $34.2K
|
1.26K
$270K
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-144- 3.86% |
$31.1K - $34.9K
|
3.59K
$769K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-144- 3.01% |
$31.1K - $34.9K
|
4.64K
$996K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-145- 4.68% |
$31.3K - $35.1K
|
2.95K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-147- 23.3% |
$31.8K - $35.6K
|
484
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-150- 0.95% |
$32.4K - $36.4K
|
15.7K
$3.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-151- 1.95% |
$32.6K - $36.6K
|
7.58K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-152- 39.07% |
$32.9K - $36.8K
|
237
$50.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-154- 1.78% |
$33.3K - $37.3K
|
8.51K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-154- 6.45% |
$33.3K - $37.3K
|
2.23K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-155- 9.66% |
$33.5K - $37.6K
|
1.45K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-157- 0.57% |
$33.9K - $38.1K
|
27.3K
$5.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-157- 1.03% |
$33.9K - $38.1K
|
15.1K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-160- 4.31% |
$34.6K - $38.8K
|
3.55K
$762K
|