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
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
660+ 31.34% |
$143K - $160K
|
2.77K
$594K
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
655+ 19.22% |
$142K - $159K
|
4.06K
$872K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
654+ 28.73% |
$141K - $159K
|
2.93K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
654+ 4.14% |
$141K - $159K
|
16.5K
$3.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
651+ 3.72% |
$141K - $158K
|
18.1K
$3.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
650New |
$140K - $158K
|
650
$139K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
650+ 1.83% |
$140K - $158K
|
36.2K
$7.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
649+ 21.84% |
$140K - $157K
|
3.62K
$777K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
644+ 27.76% |
$139K - $156K
|
2.96K
$636K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
644+ 1.23% |
$139K - $156K
|
53.1K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
640+ 6.64% |
$138K - $155K
|
10.3K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
632+ 2.13% |
$137K - $153K
|
30.2K
$6.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
627+ 33.58% |
$136K - $152K
|
2.49K
$535K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
618+ 12.15% |
$134K - $150K
|
5.71K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
615New |
$133K - $149K
|
615
$132K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
608+ 1.58% |
$131K - $147K
|
39.1K
$8.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
607+ 3.78% |
$131K - $147K
|
16.7K
$3.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
601+ 1.96% |
$130K - $146K
|
31.3K
$6.71M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
600+ 23.53% |
$130K - $145K
|
3.15K
$676K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
598+ 3322.22% |
$129K - $145K
|
616
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
597+ 1.04% |
$129K - $145K
|
58.1K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
595+ 10.79% |
$129K - $144K
|
6.11K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
588+ 1.48% |
$127K - $143K
|
40.3K
$8.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
585+ 17.3% |
$126K - $142K
|
3.97K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
585New |
$126K - $142K
|
585
$126K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
570+ 1.45% |
$123K - $138K
|
39.9K
$8.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
568New |
$123K - $138K
|
568
$122K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
566+ 7.89% |
$122K - $137K
|
7.74K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
561+ 12.29% |
$121K - $136K
|
5.12K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
558+ 4.41% |
$121K - $135K
|
13.2K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
553New |
$120K - $134K
|
553
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
552+ 12.87% |
$119K - $134K
|
4.84K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
550+ 4.85% |
$119K - $133K
|
11.9K
$2.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
550+ 0.23% |
$119K - $133K
|
238K
$51.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
550+ 20.21% |
$119K - $133K
|
3.27K
$702K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
543New |
$117K - $132K
|
543
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
542+ 41.47% |
$117K - $131K
|
1.85K
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
540+ 6.5% |
$117K - $131K
|
8.85K
$1.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
536+ 160.0% |
$116K - $130K
|
871
$187K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
534+ 4.12% |
$115K - $129K
|
13.5K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
531+ 20.29% |
$115K - $129K
|
3.15K
$676K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
530+ 1.14% |
$115K - $128K
|
47K
$10.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
530+ 4.1% |
$115K - $128K
|
13.5K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
528+ 6.59% |
$114K - $128K
|
8.54K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
527+ 33.31% |
$114K - $128K
|
2.11K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 13.44% |
$113K - $127K
|
4.43K
$951K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
525+ 4.52% |
$113K - $127K
|
12.1K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
522+ 5.6% |
$113K - $127K
|
9.85K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
518+ 22.71% |
$112K - $126K
|
2.8K
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
517+ 146.88% |
$112K - $125K
|
869
$186K
|