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
|
Krs Capital Management, LLC
|
BUY
|
- |
220+ 9.9% |
$47.5K - $53.3K
|
2.44K
$557K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
215+ 9.38% |
$46.5K - $52.1K
|
2.51K
$572K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
204+ 19.34% |
$44.1K - $49.4K
|
1.26K
$287K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
202+ 9.7% |
$43.7K - $49K
|
2.28K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
200+ 2.07% |
$43.2K - $48.5K
|
9.86K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
198+ 4.13% |
$42.8K - $48K
|
4.99K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
195+ 1.92% |
$42.1K - $47.3K
|
10.4K
$2.37M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
192+ 1.19% |
$41.5K - $46.5K
|
16.4K
$3.74M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
190+ 0.25% |
$41.1K - $46.1K
|
77.4K
$17.7M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
180+ 28.8% |
$38.9K - $43.6K
|
805
$184K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
173+ 3.35% |
$37.4K - $41.9K
|
5.33K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
166+ 1.96% |
$35.9K - $40.2K
|
8.64K
$1.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
166+ 3.05% |
$35.9K - $40.2K
|
5.61K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
162+ 7.66% |
$35K - $39.3K
|
2.28K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
162+ 16.55% |
$35K - $39.3K
|
1.14K
$260K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
150New |
$32.4K - $36.4K
|
150
$34.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
147New |
$31.8K - $35.6K
|
147
$33.6K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
138+ 4.01% |
$29.8K - $33.5K
|
3.58K
$816K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
138New |
$29.8K - $33.5K
|
138
$31.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
136+ 0.35% |
$29.4K - $33K
|
39.3K
$8.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
135+ 3.73% |
$29.2K - $32.7K
|
3.76K
$858K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
128+ 0.68% |
$27.7K - $31K
|
18.9K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
128+ 8.88% |
$27.7K - $31K
|
1.57K
$358K
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
122New |
$26.4K - $29.6K
|
122
$27.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
117+ 1.98% |
$25.3K - $28.4K
|
6.02K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
115+ 0.1% |
$24.9K - $27.9K
|
113K
$25.8M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
112+ 9.16% |
$24.2K - $27.1K
|
1.34K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
111+ 1.29% |
$24K - $26.9K
|
8.71K
$1.99M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
111+ 1.75% |
$24K - $26.9K
|
6.44K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
106+ 6.64% |
$22.9K - $25.7K
|
1.7K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
105New |
$22.7K - $25.5K
|
105
$24K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
101+ 6.96% |
$21.8K - $24.5K
|
1.55K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
98+ 5.16% |
$21.2K - $23.8K
|
2K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
96+ 5.06% |
$20.7K - $23.3K
|
1.99K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
96+ 0.43% |
$20.7K - $23.3K
|
22.5K
$5.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
95+ 2.79% |
$20.5K - $23K
|
3.51K
$800K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
91+ 7.55% |
$19.7K - $22.1K
|
1.3K
$296K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
90+ 1.88% |
$19.5K - $21.8K
|
4.89K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
86+ 1.61% |
$18.6K - $20.8K
|
5.43K
$1.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
78+ 2.42% |
$16.9K - $18.9K
|
3.31K
$755K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
78+ 6.69% |
$16.9K - $18.9K
|
1.24K
$284K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
77+ 26.19% |
$16.6K - $18.7K
|
371
$84.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
70+ 0.15% |
$15.1K - $17K
|
46.8K
$10.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
69+ 5.37% |
$14.9K - $16.7K
|
1.36K
$309K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
69+ 2.58% |
$14.9K - $16.7K
|
2.75K
$627K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
58+ 49.57% |
$12.5K - $14.1K
|
175
$40K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55+ 9.82% |
$11.9K - $13.3K
|
615
$140K
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$10.8K - $12.1K
|
50
$11.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
49New |
$10.6K - $11.9K
|
49
$11.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
48+ 0.11% |
$10.4K - $11.6K
|
42.2K
$9.63M
|