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 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
201New |
$43.4K - $48.7K
|
201
$43.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
200+ 2.07% |
$43.2K - $48.5K
|
9.86K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
200+ 11.33% |
$43.2K - $48.5K
|
1.97K
$422K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
200+ 16.21% |
$43.2K - $48.5K
|
1.43K
$308K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
200+ 1.81% |
$43.2K - $48.5K
|
11.2K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
199+ 1.08% |
$43K - $48.2K
|
18.6K
$3.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
198+ 4.13% |
$42.8K - $48K
|
4.99K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
195+ 1.92% |
$42.1K - $47.3K
|
10.4K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
195+ 8.13% |
$42.1K - $47.3K
|
2.6K
$557K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
195New |
$42.1K - $47.3K
|
195
$41.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
193+ 5.95% |
$41.7K - $46.8K
|
3.43K
$737K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
192+ 1.19% |
$41.5K - $46.5K
|
16.4K
$3.51M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
190+ 0.25% |
$41.1K - $46.1K
|
77.4K
$16.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
190+ 15.64% |
$41.1K - $46.1K
|
1.41K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
189+ 4.03% |
$40.8K - $45.8K
|
4.87K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
188+ 1.14% |
$40.6K - $45.6K
|
16.7K
$3.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
186+ 8.51% |
$40.2K - $45.1K
|
2.37K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
181+ 1.92% |
$39.1K - $43.9K
|
9.6K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
181+ 1.94% |
$39.1K - $43.9K
|
9.49K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
180+ 28.8% |
$38.9K - $43.6K
|
805
$173K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
179+ 1.29% |
$38.7K - $43.4K
|
14.1K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
174+ 18.71% |
$37.6K - $42.2K
|
1.1K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
173+ 3.35% |
$37.4K - $41.9K
|
5.33K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
173+ 1.35% |
$37.4K - $41.9K
|
13K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
171New |
$37K - $41.5K
|
171
$36.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
170+ 4.05% |
$36.7K - $41.2K
|
4.37K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
170+ 13.28% |
$36.7K - $41.2K
|
1.45K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
170+ 61.59% |
$36.7K - $41.2K
|
446
$95.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167New |
$36.1K - $40.5K
|
167
$35.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
166+ 1.96% |
$35.9K - $40.2K
|
8.64K
$1.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
166+ 3.05% |
$35.9K - $40.2K
|
5.61K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
165New |
$35.7K - $40K
|
165
$35.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
164+ 2.7% |
$35.4K - $39.8K
|
6.24K
$1.34M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
163+ 0.49% |
$35.2K - $39.5K
|
33.5K
$7.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
162+ 7.66% |
$35K - $39.3K
|
2.28K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
162+ 16.55% |
$35K - $39.3K
|
1.14K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
161+ 6.05% |
$34.8K - $39K
|
2.82K
$606K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
160New |
$34.6K - $38.8K
|
160
$34.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
159+ 0.45% |
$34.4K - $38.5K
|
35.4K
$7.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
157+ 49.37% |
$33.9K - $38.1K
|
475
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
150New |
$32.4K - $36.4K
|
150
$32.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
150New |
$32.4K - $36.4K
|
150
$32.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
150+ 9.23% |
$32.4K - $36.4K
|
1.78K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
149+ 2.37% |
$32.2K - $36.1K
|
6.45K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
147New |
$31.8K - $35.6K
|
147
$31.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
146New |
$31.6K - $35.4K
|
146
$31.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
145+ 14.31% |
$31.3K - $35.1K
|
1.16K
$249K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
140+ 12.87% |
$30.3K - $33.9K
|
1.23K
$264K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
138+ 4.01% |
$29.8K - $33.5K
|
3.58K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
138New |
$29.8K - $33.5K
|
138
$29.6K
|