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 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
440K+ 18.13% |
$95.1M - $107M
|
2.87M
$655M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
432K+ 3859.75% |
$93.4M - $105M
|
443K
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
169K+ 59.48% |
$36.6M - $41.1M
|
454K
$104M
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
145KNew |
$31.3M - $35.1M
|
145K
$33M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
87.5KNew |
$18.9M - $21.2M
|
87.5K
$20M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
84.5K+ 756.16% |
$18.3M - $20.5M
|
95.6K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73KNew |
$15.8M - $17.7M
|
73K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65KNew |
$14M - $15.8M
|
65K
$14.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
60KNew |
$13M - $14.6M
|
60K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
55.2KNew |
$11.9M - $13.4M
|
55.2K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
45.2K+ 718.86% |
$9.76M - $10.9M
|
51.4K
$11.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
38.2KNew |
$8.26M - $9.26M
|
38.2K
$8.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.2K+ 169.59% |
$8.25M - $9.25M
|
60.7K
$13.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
34.9KNew |
$7.53M - $8.45M
|
34.9K
$7.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.3K+ 10.02% |
$5.69M - $6.38M
|
289K
$65.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
25.1KNew |
$5.43M - $6.09M
|
25.1K
$5.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
21.1K+ 20.31% |
$4.56M - $5.11M
|
125K
$28.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18.5KNew |
$4M - $4.49M
|
18.5K
$4.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17.2KNew |
$3.72M - $4.17M
|
17.2K
$3.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
15.2KNew |
$3.28M - $3.68M
|
15.2K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.1K+ 102.64% |
$2.82M - $3.16M
|
25.8K
$5.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.9KNew |
$2.79M - $3.13M
|
12.9K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 39.71% |
$2.63M - $2.95M
|
42.8K
$9.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
11.8KNew |
$2.55M - $2.86M
|
11.8K
$2.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$2.3M - $2.58M
|
10.6K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$2.28M - $2.55M
|
10.5K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
9.35KNew |
$2.02M - $2.27M
|
9.35K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
8.76K+ 55.8% |
$1.89M - $2.12M
|
24.4K
$5.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
8.64KNew |
$1.87M - $2.09M
|
8.64K
$1.97M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.61K+ 506.11% |
$1.86M - $2.09M
|
10.3K
$2.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
8.55K+ 114.35% |
$1.85M - $2.07M
|
16K
$3.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.14K+ 45.61% |
$1.76M - $1.97M
|
26K
$5.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.91K+ 20.41% |
$1.71M - $1.92M
|
46.7K
$10.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.33K+ 171.53% |
$1.58M - $1.78M
|
11.6K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.32K+ 3.91% |
$1.58M - $1.77M
|
195K
$44.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.82KNew |
$1.47M - $1.65M
|
6.82K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.24K+ 10.74% |
$1.35M - $1.51M
|
64.4K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
6.08KNew |
$1.31M - $1.47M
|
6.08K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.61K+ 0.79% |
$1.21M - $1.36M
|
715K
$163M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
5.54K+ 30.48% |
$1.2M - $1.34M
|
23.7K
$5.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
BUY
|
- |
5.01KNew |
$1.08M - $1.21M
|
5.01K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.98K+ 25.8% |
$1.08M - $1.21M
|
24.3K
$5.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.96KNew |
$1.07M - $1.2M
|
4.96K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.89K+ 43.57% |
$1.06M - $1.19M
|
16.1K
$3.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.83K+ 27.9% |
$1.04M - $1.17M
|
22.1K
$5.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
4.69KNew |
$1.01M - $1.14M
|
4.69K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.34K+ 23.77% |
$939K - $1.05M
|
22.6K
$5.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.01K+ 89.59% |
$867K - $973K
|
8.49K
$1.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$800K - $897K
|
3.7K
$845K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.7KNew |
$799K - $896K
|
3.7K
$844K
|