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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.93KNew |
$634K - $711K
|
2.93K
$629K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.93K+ 2.11% |
$632K - $709K
|
142K
$30.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.89K+ 144.4% |
$624K - $700K
|
4.89K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.88KNew |
$623K - $698K
|
2.88K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
2.87KNew |
$621K - $696K
|
2.87K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.86K+ 7.81% |
$618K - $694K
|
39.5K
$8.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.86KNew |
$617K - $692K
|
2.86K
$613K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.86K+ 36.46% |
$617K - $692K
|
10.7K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.83K+ 19.79% |
$612K - $686K
|
17.1K
$3.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
2.81KNew |
$608K - $682K
|
2.81K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.79K+ 3.73% |
$603K - $676K
|
77.6K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.78KNew |
$601K - $675K
|
2.78K
$597K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.77K+ 294.26% |
$598K - $671K
|
3.71K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.74K+ 14.67% |
$592K - $664K
|
21.4K
$4.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
2.73KNew |
$591K - $663K
|
2.73K
$587K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.73K+ 54.59% |
$590K - $662K
|
7.73K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.72KNew |
$587K - $658K
|
2.72K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.63K+ 1.64% |
$568K - $638K
|
163K
$35M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
2.61KNew |
$565K - $633K
|
2.61K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 12.28% |
$564K - $632K
|
23.9K
$5.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.61K+ 12.93% |
$564K - $632K
|
22.8K
$4.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.61K+ 22.23% |
$563K - $631K
|
14.3K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.6K+ 30.48% |
$562K - $631K
|
11.1K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.6K+ 256.31% |
$562K - $630K
|
3.61K
$775K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.6K+ 113.1% |
$562K - $630K
|
4.9K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2.59KNew |
$561K - $629K
|
2.59K
$557K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.56KNew |
$553K - $620K
|
2.56K
$549K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.53KNew |
$548K - $614K
|
2.53K
$544K
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
2.53KNew |
$547K - $613K
|
2.53K
$543K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.53K+ 7.17% |
$546K - $612K
|
37.7K
$8.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.51KNew |
$542K - $608K
|
2.51K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.44KNew |
$527K - $591K
|
2.44K
$523K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.44K+ 7.61% |
$527K - $591K
|
34.5K
$7.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.42K+ 15.1% |
$524K - $587K
|
18.5K
$3.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
2.42K+ 235.64% |
$523K - $587K
|
3.45K
$740K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.42K+ 5.61% |
$522K - $586K
|
45.5K
$9.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.4K+ 37.4% |
$519K - $582K
|
8.82K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.4KNew |
$519K - $582K
|
2.4K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.39K+ 0.76% |
$516K - $579K
|
315K
$67.7M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.39K+ 13.1% |
$516K - $579K
|
20.6K
$4.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.36K+ 11.02% |
$510K - $572K
|
23.8K
$5.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.34KNew |
$506K - $567K
|
2.34K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.33K+ 11.59% |
$504K - $565K
|
22.4K
$4.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.32K+ 24.2% |
$501K - $562K
|
11.9K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.31K+ 53.22% |
$500K - $561K
|
6.66K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 6.0% |
$500K - $560K
|
40.9K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.31KNew |
$499K - $560K
|
2.31K
$496K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.31K+ 207.65% |
$499K - $559K
|
3.42K
$734K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.29KNew |
$494K - $554K
|
2.29K
$491K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.28K+ 207.55% |
$493K - $553K
|
3.38K
$726K
|