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 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20.9KNew |
$4.51M - $5.06M
|
20.9K
$4.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
20.8KNew |
$4.5M - $5.05M
|
20.8K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ananym Capital Management, LP
New York, NY |
BUY
|
- |
20.8KNew |
$4.49M - $5.03M
|
20.8K
$4.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
20.4KNew |
$4.41M - $4.95M
|
20.4K
$4.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 2.41% |
$4.41M - $4.94M
|
867K
$186M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
20.1KNew |
$4.35M - $4.87M
|
20.1K
$4.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
19.7KNew |
$4.25M - $4.77M
|
19.7K
$4.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.2K+ 44.95% |
$4.14M - $4.65M
|
61.8K
$13.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18.5KNew |
$4M - $4.49M
|
18.5K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.4K+ 3.49% |
$3.98M - $4.46M
|
546K
$117M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
18.3KNew |
$3.95M - $4.43M
|
18.3K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$3.94M - $4.42M
|
18.3K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
18.2KNew |
$3.93M - $4.4M
|
18.2K
$3.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
17.9K+ 3.13% |
$3.87M - $4.34M
|
589K
$127M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
17.9KNew |
$3.86M - $4.33M
|
17.9K
$3.84M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
17.7K+ 21.48% |
$3.82M - $4.29M
|
100K
$21.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
17.4K+ 30.12% |
$3.77M - $4.23M
|
75.4K
$16.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17.2KNew |
$3.72M - $4.17M
|
17.2K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
17.1KNew |
$3.69M - $4.14M
|
17.1K
$3.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
16.9KNew |
$3.64M - $4.09M
|
16.9K
$3.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16.9K+ 17.62% |
$3.64M - $4.09M
|
113K
$24.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
16.3KNew |
$3.52M - $3.95M
|
16.3K
$3.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
16.2KNew |
$3.51M - $3.93M
|
16.2K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
16.1KNew |
$3.49M - $3.91M
|
16.1K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
16KNew |
$3.46M - $3.88M
|
16K
$3.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15.9K+ 1068.86% |
$3.44M - $3.86M
|
17.4K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Katamaran Capital LLP
London, X0 |
BUY
|
- |
15.8KNew |
$3.42M - $3.84M
|
15.8K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
15.8K+ 848.87% |
$3.41M - $3.82M
|
17.6K
$3.78M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
15.6KNew |
$3.38M - $3.79M
|
15.6K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
15.3KNew |
$3.31M - $3.72M
|
15.3K
$3.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
15.2KNew |
$3.28M - $3.68M
|
15.2K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
15.1KNew |
$3.27M - $3.67M
|
15.1K
$3.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.1K+ 213.34% |
$3.25M - $3.65M
|
22.1K
$4.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
15K+ 79.72% |
$3.24M - $3.64M
|
33.8K
$7.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
14.8KNew |
$3.19M - $3.58M
|
14.8K
$3.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallo Partners, LP
Bloomfield, NJ |
BUY
|
- |
14.7KNew |
$3.18M - $3.57M
|
14.7K
$3.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
14.6K+ 3.3% |
$3.16M - $3.54M
|
457K
$98M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
14.3K+ 779.59% |
$3.1M - $3.47M
|
16.2K
$3.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
14.3KNew |
$3.09M - $3.46M
|
14.3K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$3.06M - $3.44M
|
14.2K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13.9K+ 12.83% |
$3M - $3.37M
|
122K
$26.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
13.4K+ 12.06% |
$2.9M - $3.25M
|
125K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
13.1KNew |
$2.82M - $3.17M
|
13.1K
$2.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.1K+ 102.64% |
$2.82M - $3.16M
|
25.8K
$5.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$2.81M - $3.15M
|
13K
$2.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.9K+ 36.9% |
$2.79M - $3.13M
|
47.9K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.9KNew |
$2.79M - $3.13M
|
12.9K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$2.78M - $3.12M
|
12.9K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 39.71% |
$2.63M - $2.95M
|
42.8K
$9.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 33.3% |
$2.61M - $2.93M
|
48.4K
$10.4M
|