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
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-235- 3.28% |
$50.8K - $57K
|
6.94K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-243- 5.36% |
$52.5K - $58.9K
|
4.29K
$920K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-244- 10.3% |
$52.7K - $59.1K
|
2.13K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-245- 1.69% |
$53K - $59.4K
|
14.2K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-248- 10.39% |
$53.6K - $60.1K
|
2.14K
$459K
|
|
|
Feb 12, 2025
Q4 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-249- 0.97% |
$53.8K - $60.4K
|
25.5K
$5.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-255- 1.99% |
$55.1K - $61.8K
|
12.6K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-259- 1.07% |
$56K - $62.8K
|
24K
$5.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-259- 1.38% |
$56K - $62.8K
|
18.5K
$3.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-259- 0.52% |
$56K - $62.8K
|
50K
$10.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-267- 13.0% |
$57.7K - $64.7K
|
1.79K
$384K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-269- 3.27% |
$58.1K - $65.2K
|
7.97K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-271Closed |
$58.6K - $65.7K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-272- 5.03% |
$58.8K - $65.9K
|
5.14K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-275- 0.99% |
$59.4K - $66.7K
|
27.6K
$5.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-278- 13.85% |
$60.1K - $67.4K
|
1.73K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-279- 2.53% |
$60.3K - $67.6K
|
10.7K
$2.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-281- 4.89% |
$60.7K - $68.1K
|
5.47K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-282- 2.22% |
$60.9K - $68.4K
|
12.4K
$2.67M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-283- 0.42% |
$61.2K - $68.6K
|
67.7K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-287- 0.68% |
$62K - $69.6K
|
42K
$9.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-292- 2.17% |
$63.1K - $70.8K
|
13.2K
$2.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-296- 15.2% |
$64K - $71.8K
|
1.65K
$355K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-298- 7.53% |
$64.4K - $72.2K
|
3.66K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-300- 1.93% |
$64.8K - $72.7K
|
15.2K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-304- 2.66% |
$65.7K - $73.7K
|
11.1K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-307- 0.94% |
$66.4K - $74.4K
|
32.3K
$6.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-307- 16.36% |
$66.4K - $74.4K
|
1.57K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-308- 8.13% |
$66.6K - $74.7K
|
3.48K
$747K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-311- 4.59% |
$67.2K - $75.4K
|
6.46K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-312- 2.92% |
$67.4K - $75.6K
|
10.4K
$2.22M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-315- 18.28% |
$68.1K - $76.4K
|
1.41K
$302K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-316- 1.88% |
$68.3K - $76.6K
|
16.5K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-318- 3.66% |
$68.7K - $77.1K
|
8.37K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-318- 1.32% |
$68.7K - $77.1K
|
23.7K
$5.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-322- 4.27% |
$69.6K - $78.1K
|
7.22K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-325- 2.11% |
$70.2K - $78.8K
|
15K
$3.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-326- 12.56% |
$70.5K - $79K
|
2.27K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-327- 0.45% |
$70.7K - $79.3K
|
72.9K
$15.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-332- 0.49% |
$71.8K - $80.5K
|
67.5K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-337- 9.64% |
$72.8K - $81.7K
|
3.16K
$678K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-337- 2.46% |
$72.8K - $81.7K
|
13.4K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-349- 15.12% |
$75.4K - $84.6K
|
1.96K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-355- 4.5% |
$76.7K - $86.1K
|
7.53K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-359- 12.49% |
$77.6K - $87K
|
2.52K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-359- 0.48% |
$77.6K - $87K
|
73.7K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-360- 7.65% |
$77.8K - $87.3K
|
4.35K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-361- 3.18% |
$78K - $87.5K
|
11K
$2.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-370- 15.27% |
$80K - $89.7K
|
2.05K
$441K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-371- 14.06% |
$80.2K - $89.9K
|
2.27K
$487K
|