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 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
270+ 1.25% |
$58.4K - $65.4K
|
21.9K
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
267New |
$57.7K - $64.7K
|
267
$57.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
265+ 5.62% |
$57.3K - $64.2K
|
4.98K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
261+ 1.8% |
$56.4K - $63.3K
|
14.8K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
258+ 6.37% |
$55.8K - $62.5K
|
4.31K
$925K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
252+ 16.72% |
$54.5K - $61.1K
|
1.76K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 0.85% |
$54K - $60.6K
|
29.7K
$6.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
248New |
$53.6K - $60.1K
|
248
$53.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
247+ 109.78% |
$53.4K - $59.9K
|
472
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
247+ 2.08% |
$53.4K - $59.9K
|
12.1K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
245New |
$53K - $59.4K
|
245
$52.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
245New |
$53K - $59.4K
|
245
$52.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
244New |
$52.7K - $59.1K
|
244
$52.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
242+ 20.07% |
$52.3K - $58.7K
|
1.45K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
241+ 1.43% |
$52.1K - $58.4K
|
17.1K
$3.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
239New |
$51.7K - $57.9K
|
239
$51.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
239+ 2.63% |
$51.7K - $57.9K
|
9.34K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
236+ 14.69% |
$51K - $57.2K
|
1.84K
$395K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
236+ 0.94% |
$51K - $57.2K
|
25.3K
$5.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
235New |
$50.8K - $57K
|
235
$50.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
234+ 13.72% |
$50.6K - $56.7K
|
1.94K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
234+ 19.83% |
$50.6K - $56.7K
|
1.41K
$303K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
233+ 2.21% |
$50.4K - $56.5K
|
10.8K
$2.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
230+ 11.31% |
$49.7K - $55.8K
|
2.26K
$486K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
230+ 8.23% |
$49.7K - $55.8K
|
3.02K
$649K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
BUY
|
- |
230+ 4.14% |
$49.7K - $55.8K
|
5.79K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
229+ 0.82% |
$49.5K - $55.5K
|
28.3K
$6.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
225+ 7.19% |
$48.6K - $54.5K
|
3.35K
$720K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
225+ 114.8% |
$48.6K - $54.5K
|
421
$90.4K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
224+ 57.14% |
$48.4K - $54.3K
|
616
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
224+ 1.02% |
$48.4K - $54.3K
|
22.1K
$4.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
220+ 9.9% |
$47.5K - $53.3K
|
2.44K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
217+ 7.2% |
$46.9K - $52.6K
|
3.23K
$693K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
216+ 4.2% |
$46.7K - $52.4K
|
5.36K
$1.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
215+ 9.38% |
$46.5K - $52.1K
|
2.51K
$538K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
215+ 0.52% |
$46.5K - $52.1K
|
41.5K
$8.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
213New |
$46K - $51.6K
|
213
$45.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
213+ 7.12% |
$46K - $51.6K
|
3.2K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
212+ 6.03% |
$45.8K - $51.4K
|
3.73K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
212New |
$45.8K - $51.4K
|
212
$45.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
208New |
$45K - $50.4K
|
208
$44.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
207+ 0.57% |
$44.7K - $50.2K
|
36.2K
$7.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
207+ 7.73% |
$44.7K - $50.2K
|
2.89K
$619K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
207+ 0.69% |
$44.7K - $50.2K
|
30.2K
$6.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
206+ 6.44% |
$44.5K - $49.9K
|
3.41K
$731K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
204+ 19.34% |
$44.1K - $49.4K
|
1.26K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
204+ 11.3% |
$44.1K - $49.4K
|
2.01K
$431K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
203+ 14.04% |
$43.9K - $49.2K
|
1.65K
$354K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
202+ 9.7% |
$43.7K - $49K
|
2.28K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
201+ 8.07% |
$43.4K - $48.7K
|
2.69K
$578K
|