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 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
450+ 26.22% |
$97.3K - $109K
|
2.17K
$404K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
447New |
$96.6K - $108K
|
447
$83.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
443New |
$95.7K - $107K
|
443
$82.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
437+ 13.61% |
$94.4K - $106K
|
3.65K
$680K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
437+ 16.19% |
$94.4K - $106K
|
3.14K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
435+ 35.63% |
$94K - $105K
|
1.66K
$309K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
431+ 1724.0% |
$93.2K - $104K
|
456
$85K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
430+ 5.0% |
$92.9K - $104K
|
9.03K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
426+ 18.18% |
$92.1K - $103K
|
2.77K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
423+ 53.82% |
$91.4K - $103K
|
1.21K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
421+ 10.72% |
$91K - $102K
|
4.35K
$811K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
420+ 7.0% |
$90.8K - $102K
|
6.42K
$1.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
420New |
$90.8K - $102K
|
420
$78.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
418+ 62.67% |
$90.3K - $101K
|
1.09K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
414+ 14.69% |
$89.5K - $100K
|
3.23K
$603K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
414+ 3.54% |
$89.5K - $100K
|
12.1K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
409+ 1.27% |
$88.4K - $99.1K
|
32.7K
$6.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
409+ 43.42% |
$88.4K - $99.1K
|
1.35K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
402+ 4.97% |
$86.9K - $97.4K
|
8.5K
$1.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
401+ 20.0% |
$86.7K - $97.2K
|
2.41K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
400+ 13.4% |
$86.5K - $97K
|
3.38K
$631K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
400+ 32.21% |
$86.5K - $97K
|
1.64K
$306K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
399+ 18.13% |
$86.2K - $96.7K
|
2.6K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
398+ 4.79% |
$86K - $96.5K
|
8.71K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
397New |
$85.8K - $96.2K
|
397
$74K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
395+ 15.28% |
$85.4K - $95.7K
|
2.98K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
392+ 7.55% |
$84.7K - $95K
|
5.58K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
389+ 1.41% |
$84.1K - $94.3K
|
27.9K
$5.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
384+ 8.08% |
$83K - $93.1K
|
5.13K
$957K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
380New |
$82.1K - $92.1K
|
380
$70.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
378+ 8.24% |
$81.7K - $91.6K
|
4.97K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
375+ 0.83% |
$81K - $90.9K
|
45.5K
$8.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
374+ 7.62% |
$80.8K - $90.7K
|
5.29K
$986K
|
|
|
Feb 10, 2025
Q4 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
373+ 5.26% |
$80.6K - $90.4K
|
7.46K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
369+ 0.91% |
$79.8K - $89.4K
|
40.9K
$7.63M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
368New |
$79.5K - $89.2K
|
368
$68.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
368+ 10.1% |
$79.5K - $89.2K
|
4.01K
$748K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
368+ 0.49% |
$79.5K - $89.2K
|
75.3K
$14M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
367+ 7.73% |
$79.3K - $89K
|
5.11K
$953K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
365+ 2.25% |
$78.9K - $88.5K
|
16.6K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
364+ 7.89% |
$78.7K - $88.2K
|
4.98K
$928K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
363+ 1.05% |
$78.5K - $88K
|
35.1K
$6.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
358+ 15.08% |
$77.4K - $86.8K
|
2.73K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
352New |
$76.1K - $85.3K
|
352
$65.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
351+ 190.76% |
$75.9K - $85.1K
|
535
$99.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
351+ 0.94% |
$75.9K - $85.1K
|
37.8K
$7.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
350+ 250.0% |
$75.6K - $84.8K
|
490
$91.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
344+ 4.62% |
$74.3K - $83.4K
|
7.79K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
344+ 67.58% |
$74.3K - $83.4K
|
853
$159K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
339+ 0.61% |
$73.3K - $82.2K
|
56.3K
$10.5M
|