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 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.1MNew |
$4.57B - $5.13B
|
21.1M
$4.85B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.11MNew |
$457M - $513M
|
2.11M
$485M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
734K+ 21916.2% |
$159M - $178M
|
738K
$169M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
440K+ 18.13% |
$95.1M - $107M
|
2.87M
$658M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
432K+ 3859.75% |
$93.4M - $105M
|
443K
$102M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
352K+ 4.36% |
$76.2M - $85.4M
|
8.44M
$1.94B
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
232K+ 312.44% |
$50.2M - $56.3M
|
306K
$70.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
199K+ 2.6% |
$43.1M - $48.4M
|
7.88M
$1.81B
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
173KNew |
$37.3M - $41.9M
|
173K
$39.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
169K+ 59.48% |
$36.6M - $41.1M
|
454K
$104M
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
145KNew |
$31.3M - $35.1M
|
145K
$33.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
139KNew |
$30.1M - $33.8M
|
139K
$32M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
87.5KNew |
$18.9M - $21.2M
|
87.5K
$20.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
84.5K+ 756.16% |
$18.3M - $20.5M
|
95.6K
$21.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
82.9K+ 5.54% |
$17.9M - $20.1M
|
1.58M
$362M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
82.9K+ 5.54% |
$17.9M - $20.1M
|
1.58M
$362M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
79.1K+ 88.83% |
$17.1M - $19.2M
|
168K
$38.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
73.3KNew |
$15.8M - $17.8M
|
73.3K
$16.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73KNew |
$15.8M - $17.7M
|
73K
$16.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71.9K+ 140.16% |
$15.5M - $17.4M
|
123K
$28.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65KNew |
$14M - $15.8M
|
65K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
60KNew |
$13M - $14.6M
|
60K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
59.5K+ 201.86% |
$12.9M - $14.4M
|
89K
$20.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
56.1K+ 32.15% |
$12.1M - $13.6M
|
231K
$52.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
55.2KNew |
$11.9M - $13.4M
|
55.2K
$12.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
52.9K+ 3.77% |
$11.4M - $12.8M
|
1.45M
$334M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
47.1K+ 163.26% |
$10.2M - $11.4M
|
75.9K
$17.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
45.2K+ 718.86% |
$9.76M - $10.9M
|
51.4K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42.5K+ 517.57% |
$9.2M - $10.3M
|
50.8K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
42.1K+ 666.21% |
$9.1M - $10.2M
|
48.4K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
38.2KNew |
$8.26M - $9.26M
|
38.2K
$8.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.2K+ 169.59% |
$8.25M - $9.25M
|
60.7K
$13.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.5K+ 27.68% |
$8.1M - $9.09M
|
173K
$39.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
36K+ 282.76% |
$7.79M - $8.73M
|
48.8K
$11.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
34.9KNew |
$7.53M - $8.45M
|
34.9K
$8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.1K+ 178.88% |
$7.15M - $8.02M
|
51.6K
$11.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.4K+ 220.1% |
$7M - $7.85M
|
47.1K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
28KNew |
$6.06M - $6.8M
|
28K
$6.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
27KNew |
$5.83M - $6.53M
|
27K
$6.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
26.9K+ 69.29% |
$5.81M - $6.52M
|
65.7K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.3K+ 10.02% |
$5.69M - $6.38M
|
289K
$66.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26.2KNew |
$5.66M - $6.35M
|
26.2K
$6.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
25.1KNew |
$5.43M - $6.09M
|
25.1K
$5.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
23.6KNew |
$5.09M - $5.71M
|
23.6K
$5.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
21.1K+ 20.31% |
$4.56M - $5.11M
|
125K
$28.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
20.9KNew |
$4.51M - $5.06M
|
20.9K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
20.8KNew |
$4.5M - $5.05M
|
20.8K
$4.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
19.7KNew |
$4.25M - $4.77M
|
19.7K
$4.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.2K+ 44.95% |
$4.14M - $4.65M
|
61.8K
$14.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18.5KNew |
$4M - $4.49M
|
18.5K
$4.25M
|