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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
15+ 14.42% |
$3.24K - $3.64K
|
119
$25.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
15+ 0.16% |
$3.24K - $3.64K
|
9.44K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 0.39% |
$3.03K - $3.39K
|
3.57K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.29% |
$3.03K - $3.39K
|
4.82K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$2.81K - $3.15K
|
5.13K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
13+ 0.22% |
$2.81K - $3.15K
|
5.86K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.75% |
$2.81K - $3.15K
|
1.74K
$374K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
13+ 0.38% |
$2.81K - $3.15K
|
3.45K
$740K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
13+ 0.38% |
$2.81K - $3.15K
|
3.42K
$734K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 0.73% |
$2.81K - $3.15K
|
1.78K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
12+ 0.57% |
$2.59K - $2.91K
|
2.1K
$451K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12+ 0.59% |
$2.59K - $2.91K
|
2.06K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.88% |
$2.38K - $2.67K
|
1.25K
$269K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11+ 0.13% |
$2.38K - $2.67K
|
8.78K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
11+ 0.11% |
$2.38K - $2.67K
|
10.5K
$2.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11+ 0.13% |
$2.38K - $2.67K
|
8.44K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11+ 0.36% |
$2.38K - $2.67K
|
3.05K
$655K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.35% |
$2.16K - $2.42K
|
2.87K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.14% |
$2.16K - $2.42K
|
7K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
10+ 0.84% |
$2.16K - $2.42K
|
1.2K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 0.38% |
$2.16K - $2.42K
|
2.64K
$566K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.6% |
$1.95K - $2.18K
|
1.5K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.29% |
$1.95K - $2.18K
|
3.12K
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9New |
$1.95K - $2.18K
|
9
$1.93K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
9+ 0.28% |
$1.95K - $2.18K
|
3.25K
$697K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.18% |
$1.95K - $2.18K
|
5.14K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
9+ 0.27% |
$1.95K - $2.18K
|
3.36K
$720K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9+ 0.47% |
$1.95K - $2.18K
|
1.92K
$413K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.73K - $1.94K
|
8
$1.72K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$1.73K - $1.94K
|
6.55K
$1.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
8+ 0.8% |
$1.73K - $1.94K
|
1.01K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8+ 0.13% |
$1.73K - $1.94K
|
6.06K
$1.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
8+ 0.14% |
$1.73K - $1.94K
|
5.54K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
8+ 0.21% |
$1.73K - $1.94K
|
3.74K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
8+ 0.31% |
$1.73K - $1.94K
|
2.57K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7+ 0.4% |
$1.51K - $1.7K
|
1.77K
$379K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 3.89% |
$1.51K - $1.7K
|
187
$40.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7+ 0.24% |
$1.51K - $1.7K
|
2.89K
$621K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 2.73% |
$1.51K - $1.7K
|
263
$56.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.33% |
$1.51K - $1.7K
|
2.1K
$451K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.12% |
$1.3K - $1.45K
|
5.14K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
6+ 2.7% |
$1.3K - $1.45K
|
228
$48.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.26% |
$1.3K - $1.45K
|
2.35K
$503K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$1.3K - $1.45K
|
5.45K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6+ 0.19% |
$1.3K - $1.45K
|
3.17K
$681K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$1.3K - $1.45K
|
5.45K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.38% |
$1.3K - $1.45K
|
1.61K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.11% |
$1.3K - $1.45K
|
5.29K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6+ 0.37% |
$1.3K - $1.45K
|
1.65K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.32% |
$1.08K - $1.21K
|
1.58K
$340K
|