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 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
138+ 4.47% |
$29.8K - $33.5K
|
3.22K
$691K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
138+ 2.86% |
$29.8K - $33.5K
|
4.97K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
138+ 0.97% |
$29.8K - $33.5K
|
14.4K
$3.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
136+ 0.35% |
$29.4K - $33K
|
39.3K
$8.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
135+ 3.73% |
$29.2K - $32.7K
|
3.76K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
135+ 0.23% |
$29.2K - $32.7K
|
59.6K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
135New |
$29.2K - $32.7K
|
135
$29K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
134+ 0.45% |
$29K - $32.5K
|
29.7K
$6.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
133+ 6.49% |
$28.7K - $32.2K
|
2.18K
$468K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
132+ 0.63% |
$28.5K - $32K
|
20.9K
$4.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
130+ 5.22% |
$28.1K - $31.5K
|
2.62K
$563K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
129+ 1.06% |
$27.9K - $31.3K
|
12.3K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
129New |
$27.9K - $31.3K
|
129
$27.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
128+ 0.68% |
$27.7K - $31K
|
18.9K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
128+ 8.88% |
$27.7K - $31K
|
1.57K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
128+ 6.0% |
$27.7K - $31K
|
2.26K
$485K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
125+ 1.3% |
$27K - $30.3K
|
9.76K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
125+ 12.93% |
$27K - $30.3K
|
1.09K
$234K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
124+ 0.81% |
$26.8K - $30.1K
|
15.4K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
124+ 2.88% |
$26.8K - $30.1K
|
4.43K
$951K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
123+ 1.12% |
$26.6K - $29.8K
|
11.1K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
122New |
$26.4K - $29.6K
|
122
$26.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
122New |
$26.4K - $29.6K
|
122
$26.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
117+ 1.98% |
$25.3K - $28.4K
|
6.02K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
117+ 11.07% |
$25.3K - $28.4K
|
1.17K
$252K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
117+ 4.86% |
$25.3K - $28.4K
|
2.53K
$542K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
117+ 0.45% |
$25.3K - $28.4K
|
26.2K
$5.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
115+ 0.1% |
$24.9K - $27.9K
|
113K
$24.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
114+ 3.16% |
$24.6K - $27.6K
|
3.73K
$800K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
112+ 9.16% |
$24.2K - $27.1K
|
1.34K
$287K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
111+ 1.75% |
$24K - $26.9K
|
6.44K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
111+ 1.29% |
$24K - $26.9K
|
8.71K
$1.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
111+ 1.31% |
$24K - $26.9K
|
8.56K
$1.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
111+ 1.87% |
$24K - $26.9K
|
6.05K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
110+ 6.97% |
$23.8K - $26.7K
|
1.69K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
110+ 224.49% |
$23.8K - $26.7K
|
159
$34.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
109+ 2.81% |
$23.6K - $26.4K
|
3.99K
$857K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
108+ 3.63% |
$23.3K - $26.2K
|
3.09K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
107+ 6.23% |
$23.1K - $25.9K
|
1.82K
$391K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
106+ 6.64% |
$22.9K - $25.7K
|
1.7K
$365K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
106+ 9.35% |
$22.9K - $25.7K
|
1.24K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
106+ 0.78% |
$22.9K - $25.7K
|
13.7K
$2.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
106New |
$22.9K - $25.7K
|
106
$22.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
106+ 1.6% |
$22.9K - $25.7K
|
6.75K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
105New |
$22.7K - $25.5K
|
105
$22.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 1.49% |
$22.7K - $25.5K
|
7.16K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
105+ 1.32% |
$22.7K - $25.5K
|
8.07K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
104+ 9.45% |
$22.5K - $25.2K
|
1.21K
$259K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
104+ 5.88% |
$22.5K - $25.2K
|
1.87K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
101+ 6.96% |
$21.8K - $24.5K
|
1.55K
$333K
|