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 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-162- 10.85% |
$35K - $39.3K
|
1.33K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-162- 3.0% |
$35K - $39.3K
|
5.24K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-163- 76.53% |
$35.2K - $39.5K
|
50
$10.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-163- 10.6% |
$35.2K - $39.5K
|
1.38K
$295K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-164- 2.97% |
$35.4K - $39.8K
|
5.36K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-165- 1.13% |
$35.7K - $40K
|
14.5K
$3.11M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-166- 23.31% |
$35.9K - $40.2K
|
546
$117K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-166- 4.12% |
$35.9K - $40.2K
|
3.86K
$828K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-169- 4.4% |
$36.5K - $41K
|
3.67K
$788K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-171- 2.94% |
$37K - $41.5K
|
5.64K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-173- 2.24% |
$37.4K - $41.9K
|
7.56K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-174- 1.65% |
$37.6K - $42.2K
|
10.4K
$2.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-174- 15.48% |
$37.6K - $42.2K
|
950
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-174- 12.76% |
$37.6K - $42.2K
|
1.19K
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-174- 0.79% |
$37.6K - $42.2K
|
21.9K
$4.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-178- 14.98% |
$38.5K - $43.1K
|
1.01K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-180- 2.51% |
$38.9K - $43.6K
|
6.99K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-180- 0.36% |
$38.9K - $43.6K
|
50.5K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-182- 0.36% |
$39.3K - $44.1K
|
49.8K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-182- 5.45% |
$39.3K - $44.1K
|
3.16K
$678K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-186- 1.57% |
$40.2K - $45.1K
|
11.6K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-188- 4.39% |
$40.6K - $45.6K
|
4.1K
$879K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-189- 4.36% |
$40.8K - $45.8K
|
4.15K
$890K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-191- 10.83% |
$41.3K - $46.3K
|
1.57K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-193- 3.84% |
$41.7K - $46.8K
|
4.84K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-194- 7.28% |
$41.9K - $47K
|
2.47K
$531K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-195- 12.41% |
$42.1K - $47.3K
|
1.38K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-195- 3.85% |
$42.1K - $47.3K
|
4.87K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-196- 3.24% |
$42.4K - $47.5K
|
5.86K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-199- 2.54% |
$43K - $48.2K
|
7.65K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-201- 87.01% |
$43.4K - $48.7K
|
30
$6.44K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-204- 0.77% |
$44.1K - $49.4K
|
26.1K
$5.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-205- 8.36% |
$44.3K - $49.7K
|
2.25K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-206- 0.35% |
$44.5K - $49.9K
|
59.1K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-208- 0.8% |
$45K - $50.4K
|
25.8K
$5.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-212- 0.65% |
$45.8K - $51.4K
|
32.2K
$6.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-213- 11.31% |
$46K - $51.6K
|
1.67K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-215- 94.71% |
$46.5K - $52.1K
|
12
$2.58K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-220- 3.35% |
$47.5K - $53.3K
|
6.34K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-222- 2.22% |
$48K - $53.8K
|
9.78K
$2.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-223- 8.22% |
$48.2K - $54.1K
|
2.49K
$534K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-223- 22.08% |
$48.2K - $54.1K
|
787
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-223- 8.85% |
$48.2K - $54.1K
|
2.3K
$493K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-224- 0.7% |
$48.4K - $54.3K
|
31.6K
$6.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-225- 56.68% |
$48.6K - $54.5K
|
172
$36.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-226- 5.27% |
$48.8K - $54.8K
|
4.07K
$872K
|
|
|
Feb 11, 2025
Q4 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-228- 8.61% |
$49.3K - $55.3K
|
2.42K
$519K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-229- 2.51% |
$49.5K - $55.5K
|
8.88K
$1.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-232- 4.47% |
$50.1K - $56.2K
|
4.96K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-234- 4.76% |
$50.6K - $56.7K
|
4.68K
$1.01M
|