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 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.61K+ 150.52% |
$1.86M - $2.09M
|
14.3K
$3.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
8.55K+ 114.35% |
$1.85M - $2.07M
|
16K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.48KNew |
$1.83M - $2.06M
|
8.48K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
8.47K+ 15.87% |
$1.83M - $2.05M
|
61.9K
$13.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.4KNew |
$1.82M - $2.04M
|
8.4K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
8.37KNew |
$1.81M - $2.03M
|
8.37K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
8.36KNew |
$1.81M - $2.03M
|
8.36K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.14K+ 45.61% |
$1.76M - $1.97M
|
26K
$5.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
8.13KNew |
$1.76M - $1.97M
|
8.13K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
8.08KNew |
$1.75M - $1.96M
|
8.08K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
8.05K+ 11.82% |
$1.74M - $1.95M
|
76.1K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
7.94KNew |
$1.72M - $1.92M
|
7.94K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.91K+ 20.41% |
$1.71M - $1.92M
|
46.7K
$10M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.79K+ 2.84% |
$1.68M - $1.89M
|
282K
$60.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.72KNew |
$1.67M - $1.87M
|
7.72K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
7.6KNew |
$1.64M - $1.84M
|
7.6K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.58K+ 25.95% |
$1.64M - $1.84M
|
36.8K
$7.9M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
7.56K+ 24.54% |
$1.63M - $1.83M
|
38.4K
$8.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
7.44KNew |
$1.61M - $1.8M
|
7.44K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.33K+ 171.53% |
$1.58M - $1.78M
|
11.6K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.32K+ 3.91% |
$1.58M - $1.77M
|
195K
$41.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
7.29K+ 444.42% |
$1.58M - $1.77M
|
8.93K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.25KNew |
$1.57M - $1.76M
|
7.25K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
7.21KNew |
$1.56M - $1.75M
|
7.21K
$1.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.05KNew |
$1.52M - $1.71M
|
7.05K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.02K+ 3.74% |
$1.52M - $1.7M
|
194K
$41.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
7KNew |
$1.51M - $1.7M
|
7K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
6.92K+ 783.58% |
$1.5M - $1.68M
|
7.8K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.82K+ 22.37% |
$1.47M - $1.65M
|
37.3K
$8.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.82KNew |
$1.47M - $1.65M
|
6.82K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.75K+ 17.39% |
$1.46M - $1.64M
|
45.6K
$9.78M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.67K+ 43.9% |
$1.44M - $1.62M
|
21.9K
$4.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
6.62KNew |
$1.43M - $1.6M
|
6.62K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
6.51KNew |
$1.41M - $1.58M
|
6.51K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.44K+ 16.36% |
$1.39M - $1.56M
|
45.8K
$9.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
6.26KNew |
$1.35M - $1.52M
|
6.26K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.24K+ 10.74% |
$1.35M - $1.51M
|
64.4K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
6.2KNew |
$1.34M - $1.5M
|
6.2K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.12K+ 108.25% |
$1.32M - $1.48M
|
11.8K
$2.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
6.08KNew |
$1.31M - $1.47M
|
6.08K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6.05K+ 1.75% |
$1.31M - $1.47M
|
352K
$75.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.83K+ 20.59% |
$1.26M - $1.41M
|
34.2K
$7.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
5.63KNew |
$1.22M - $1.36M
|
5.63K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.61K+ 0.79% |
$1.21M - $1.36M
|
715K
$153M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.59KNew |
$1.21M - $1.36M
|
5.59K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.55K+ 110.77% |
$1.2M - $1.35M
|
10.6K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
5.54K+ 30.48% |
$1.2M - $1.34M
|
23.7K
$5.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
5.49K+ 93.78% |
$1.19M - $1.33M
|
11.3K
$2.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
5.48K+ 65.28% |
$1.18M - $1.33M
|
13.9K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.34K+ 4.58% |
$1.15M - $1.29M
|
122K
$26.1M
|