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 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
34+ 0.86% |
$7.35K - $8.24K
|
4K
$859K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
34+ 14.11% |
$7.35K - $8.24K
|
275
$59K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33+ 11.91% |
$7.13K - $8K
|
310
$66.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
33+ 71.74% |
$7.13K - $8K
|
79
$17K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
32+ 0.53% |
$6.92K - $7.76K
|
6.11K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
32+ 246.15% |
$6.92K - $7.76K
|
45
$9.66K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31+ 22.63% |
$6.7K - $7.51K
|
168
$36.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
31+ 0.34% |
$6.7K - $7.51K
|
9.21K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 1.63% |
$6.7K - $7.51K
|
1.93K
$414K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
30+ 2.87% |
$6.48K - $7.27K
|
1.08K
$231K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30+ 0.81% |
$6.48K - $7.27K
|
3.72K
$797K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 28.57% |
$6.48K - $7.27K
|
135
$29K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
30+ 0.19% |
$6.48K - $7.27K
|
15.6K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
30New |
$6.48K - $7.27K
|
30
$6.44K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29+ 14.95% |
$6.27K - $7.03K
|
223
$47.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
29+ 2.67% |
$6.27K - $7.03K
|
1.12K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
28+ 1.81% |
$6.05K - $6.79K
|
1.57K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28+ 0.02% |
$6.05K - $6.79K
|
135K
$29M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
27+ 0.36% |
$5.84K - $6.54K
|
7.47K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
27New |
$5.84K - $6.54K
|
27
$5.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
27+ 8.63% |
$5.84K - $6.54K
|
340
$73K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
25+ 0.42% |
$5.4K - $6.06K
|
5.98K
$1.28M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.39% |
$5.19K - $5.82K
|
6.1K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24+ 0.8% |
$5.19K - $5.82K
|
3.02K
$647K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
24+ 1.3% |
$5.19K - $5.82K
|
1.87K
$402K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
22+ 0.74% |
$4.75K - $5.33K
|
2.99K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22+ 0.17% |
$4.75K - $5.33K
|
12.9K
$2.77M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
21+ 0.2% |
$4.54K - $5.09K
|
10.6K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
20+ 0.68% |
$4.32K - $4.85K
|
2.98K
$640K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
20+ 1.17% |
$4.32K - $4.85K
|
1.74K
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20New |
$4.32K - $4.85K
|
20
$4.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
20+ 0.19% |
$4.32K - $4.85K
|
10.4K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
19+ 0.79% |
$4.11K - $4.61K
|
2.42K
$518K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
19+ 1.69% |
$4.11K - $4.61K
|
1.15K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
19+ 0.59% |
$4.11K - $4.61K
|
3.23K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
19+ 1.37% |
$4.11K - $4.61K
|
1.4K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 0.2% |
$4.11K - $4.61K
|
9.33K
$2M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
18+ 1.34% |
$3.89K - $4.36K
|
1.36K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 0.78% |
$3.89K - $4.36K
|
2.32K
$498K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
18+ 0.22% |
$3.89K - $4.36K
|
8.35K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
17+ 0.52% |
$3.67K - $4.12K
|
3.3K
$708K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 0.32% |
$3.46K - $3.88K
|
5.01K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
16New |
$3.46K - $3.88K
|
16
$3.43K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
16New |
$3.46K - $3.88K
|
16
$3.43K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.31% |
$3.24K - $3.64K
|
4.89K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 1.54% |
$3.24K - $3.64K
|
989
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
15+ 0.18% |
$3.24K - $3.64K
|
8.54K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15+ 0.63% |
$3.24K - $3.64K
|
2.39K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15+ 0.25% |
$3.24K - $3.64K
|
5.9K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
15+ 0.41% |
$3.24K - $3.64K
|
3.65K
$783K
|