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 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
100+ 8.38% |
$21.6K - $24.2K
|
1.29K
$277K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 4.84% |
$21.6K - $24.2K
|
2.17K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
100+ 2.19% |
$21.6K - $24.2K
|
4.67K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
99+ 1.99% |
$21.4K - $24K
|
5.08K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
99+ 1.01% |
$21.4K - $24K
|
9.9K
$2.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
98+ 5.16% |
$21.2K - $23.8K
|
2K
$429K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
98+ 7.15% |
$21.2K - $23.8K
|
1.47K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
96+ 5.06% |
$20.7K - $23.3K
|
1.99K
$428K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
96+ 0.43% |
$20.7K - $23.3K
|
22.5K
$4.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
95+ 2.79% |
$20.5K - $23K
|
3.51K
$752K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
92+ 1.11% |
$19.9K - $22.3K
|
8.37K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
91+ 7.55% |
$19.7K - $22.1K
|
1.3K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
91+ 1.47% |
$19.7K - $22.1K
|
6.27K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
90+ 1.88% |
$19.5K - $21.8K
|
4.89K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
90+ 2.68% |
$19.5K - $21.8K
|
3.44K
$739K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
86+ 1.61% |
$18.6K - $20.8K
|
5.43K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
86+ 7.71% |
$18.6K - $20.8K
|
1.2K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
85+ 1.29% |
$18.4K - $20.6K
|
6.67K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
85+ 2.88% |
$18.4K - $20.6K
|
3.04K
$652K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
85+ 0.73% |
$18.4K - $20.6K
|
11.7K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
82New |
$17.7K - $19.9K
|
82
$17.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
78+ 2.42% |
$16.9K - $18.9K
|
3.31K
$710K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
78+ 6.69% |
$16.9K - $18.9K
|
1.24K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
78+ 1.61% |
$16.9K - $18.9K
|
4.93K
$1.06M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
77+ 26.19% |
$16.6K - $18.7K
|
371
$79.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
76+ 1.66% |
$16.4K - $18.4K
|
4.67K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
75+ 0.76% |
$16.2K - $18.2K
|
9.93K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
75+ 8.82% |
$16.2K - $18.2K
|
925
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
72+ 0.99% |
$15.6K - $17.5K
|
7.36K
$1.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
72New |
$15.6K - $17.5K
|
72
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
72+ 1.26% |
$15.6K - $17.5K
|
5.78K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
70+ 0.15% |
$15.1K - $17K
|
46.8K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
70+ 0.25% |
$15.1K - $17K
|
28.4K
$6.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
70+ 0.25% |
$15.1K - $17K
|
27.6K
$5.91M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
69+ 2.58% |
$14.9K - $16.7K
|
2.75K
$590K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
69+ 5.37% |
$14.9K - $16.7K
|
1.36K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
68+ 2.71% |
$14.7K - $16.5K
|
2.58K
$553K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
67+ 0.99% |
$14.5K - $16.2K
|
6.85K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
67+ 4.15% |
$14.5K - $16.2K
|
1.68K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
65New |
$14K - $15.8K
|
65
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
65+ 0.44% |
$14K - $15.8K
|
14.9K
$3.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
64+ 1.48% |
$13.8K - $15.5K
|
4.4K
$943K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
64+ 2.55% |
$13.8K - $15.5K
|
2.57K
$552K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
62+ 0.89% |
$13.4K - $15K
|
7.05K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
62+ 1.2% |
$13.4K - $15K
|
5.24K
$1.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
62+ 0.03% |
$13.4K - $15K
|
191K
$40.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
61+ 0.31% |
$13.2K - $14.8K
|
19.7K
$4.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
60+ 1.76% |
$13K - $14.5K
|
3.47K
$745K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$13K - $14.5K
|
60
$12.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
59+ 0.26% |
$12.8K - $14.3K
|
22.3K
$4.79M
|