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
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
5.33KNew |
$1.15M - $1.29M
|
5.33K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.33K+ 9.29% |
$1.15M - $1.29M
|
62.6K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.21K+ 13.81% |
$1.13M - $1.26M
|
43K
$9.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.14K+ 29.95% |
$1.11M - $1.24M
|
22.3K
$4.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.06K+ 7.23% |
$1.09M - $1.23M
|
75K
$16.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
5.01KNew |
$1.08M - $1.21M
|
5.01K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.98K+ 25.8% |
$1.08M - $1.21M
|
24.3K
$5.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.96KNew |
$1.07M - $1.2M
|
4.96K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.92K+ 16.11% |
$1.06M - $1.19M
|
35.5K
$7.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.89K+ 43.57% |
$1.06M - $1.19M
|
16.1K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
4.83KNew |
$1.04M - $1.17M
|
4.83K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.83K+ 27.9% |
$1.04M - $1.17M
|
22.1K
$4.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.8K+ 12.43% |
$1.04M - $1.16M
|
43.4K
$9.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Mittelman Wealth Management
Andover, MA |
BUY
|
- |
4.76KNew |
$1.03M - $1.15M
|
4.76K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
4.75K+ 32.84% |
$1.03M - $1.15M
|
19.2K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.7K+ 5.63% |
$1.02M - $1.14M
|
88.2K
$18.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.69KNew |
$1.01M - $1.14M
|
4.69K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.66K+ 1.56% |
$1.01M - $1.13M
|
302K
$64.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
4.64KNew |
$1M - $1.12M
|
4.64K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
4.6KNew |
$994K - $1.11M
|
4.6K
$987K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
4.58KNew |
$989K - $1.11M
|
4.58K
$982K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
4.55K+ 50.12% |
$983K - $1.1M
|
13.6K
$2.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
4.47K+ 1.7% |
$965K - $1.08M
|
267K
$57.4M
|
|
|
Feb 05, 2025
Q4 2024
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
4.4K+ 17.39% |
$951K - $1.07M
|
29.7K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.4K+ 66.87% |
$951K - $1.07M
|
11K
$2.36M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
4.37KNew |
$945K - $1.06M
|
4.37K
$939K
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
4.37KNew |
$945K - $1.06M
|
4.37K
$938K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
4.37KNew |
$945K - $1.06M
|
4.37K
$938K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.34K+ 23.77% |
$939K - $1.05M
|
22.6K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
4.34KNew |
$937K - $1.05M
|
4.34K
$931K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.32K+ 5.91% |
$933K - $1.05M
|
77.3K
$16.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
4.25KNew |
$919K - $1.03M
|
4.25K
$912K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.23K+ 11.14% |
$914K - $1.02M
|
42.2K
$9.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.19KNew |
$905K - $1.02M
|
4.19K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.17K+ 165.71% |
$900K - $1.01M
|
6.68K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.06K+ 32.22% |
$877K - $983K
|
16.6K
$3.57M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.01K+ 89.59% |
$867K - $973K
|
8.49K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$865K - $970K
|
4K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4KNew |
$865K - $970K
|
4K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.98K+ 39.56% |
$860K - $965K
|
14K
$3.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.93K+ 11.98% |
$849K - $952K
|
36.7K
$7.88M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.92K+ 105.67% |
$846K - $949K
|
7.62K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.87K+ 7.65% |
$837K - $939K
|
54.5K
$11.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.86K+ 11.68% |
$835K - $937K
|
36.9K
$7.93M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.86KNew |
$833K - $934K
|
3.86K
$827K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.85KNew |
$832K - $933K
|
3.85K
$826K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 13.85% |
$830K - $931K
|
31.6K
$6.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
3.84KNew |
$830K - $931K
|
3.84K
$824K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.82K+ 9.84% |
$826K - $927K
|
42.7K
$9.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.82K+ 31.24% |
$826K - $926K
|
16K
$3.44M
|