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
$4.78B
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.11MNew |
$457M - $513M
|
2.11M
$478M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.39M+ 45890.54% |
$301M - $337M
|
1.39M
$315M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
734K+ 21916.2% |
$159M - $178M
|
738K
$167M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
440K+ 18.13% |
$95.1M - $107M
|
2.87M
$648M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
432K+ 3859.75% |
$93.4M - $105M
|
443K
$100M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
352K+ 4.36% |
$76.2M - $85.4M
|
8.44M
$1.91B
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
335K+ 9991.03% |
$72.4M - $81.3M
|
339K
$76.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
272K+ 4.03% |
$58.8M - $65.9M
|
7.01M
$1.59B
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
266K+ 43892.56% |
$57.4M - $64.4M
|
266K
$60.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
256KNew |
$55.3M - $62M
|
256K
$57.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
232K+ 312.44% |
$50.2M - $56.3M
|
306K
$69.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
199K+ 2.6% |
$43.1M - $48.4M
|
7.88M
$1.78B
|
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
173KNew |
$37.3M - $41.9M
|
173K
$39M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
169K+ 59.48% |
$36.6M - $41.1M
|
454K
$103M
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
145KNew |
$31.3M - $35.1M
|
145K
$32.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
139KNew |
$30.1M - $33.8M
|
139K
$31.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
126KNew |
$27.2M - $30.5M
|
126K
$28.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Rovida Investment Management LTD
Grand Cayman, E9 |
BUY
|
- |
90KNew |
$19.5M - $21.8M
|
90K
$20.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
87.5KNew |
$18.9M - $21.2M
|
87.5K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
84.5K+ 756.16% |
$18.3M - $20.5M
|
95.6K
$21.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
82.9K+ 5.54% |
$17.9M - $20.1M
|
1.58M
$357M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
82.9K+ 5.54% |
$17.9M - $20.1M
|
1.58M
$357M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81.4K+ 12.68% |
$17.6M - $19.7M
|
723K
$163M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
79.1K+ 88.83% |
$17.1M - $19.2M
|
168K
$38M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.4K+ 11.18% |
$16.9M - $19M
|
780K
$176M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
73.3KNew |
$15.8M - $17.8M
|
73.3K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73KNew |
$15.8M - $17.7M
|
73K
$16.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71.9K+ 140.16% |
$15.5M - $17.4M
|
123K
$27.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65KNew |
$14M - $15.8M
|
65K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
60KNew |
$13M - $14.6M
|
60K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
59.5K+ 201.86% |
$12.9M - $14.4M
|
89K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
56.1K+ 32.15% |
$12.1M - $13.6M
|
231K
$52.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
55.2KNew |
$11.9M - $13.4M
|
55.2K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
52.9K+ 3.77% |
$11.4M - $12.8M
|
1.45M
$329M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
49.1KNew |
$10.6M - $11.9M
|
49.1K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
47.1K+ 163.26% |
$10.2M - $11.4M
|
75.9K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
45.2K+ 718.86% |
$9.76M - $10.9M
|
51.4K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
42.9KNew |
$9.27M - $10.4M
|
42.9K
$9.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42.5K+ 517.57% |
$9.2M - $10.3M
|
50.8K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
42.1K+ 666.21% |
$9.1M - $10.2M
|
48.4K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
39.4KNew |
$8.53M - $9.56M
|
39.4K
$8.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
38.2KNew |
$8.26M - $9.26M
|
38.2K
$8.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.2K+ 169.59% |
$8.25M - $9.25M
|
60.7K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.5K+ 27.68% |
$8.1M - $9.09M
|
173K
$39.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
36K+ 282.76% |
$7.79M - $8.73M
|
48.8K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
34.9KNew |
$7.53M - $8.45M
|
34.9K
$7.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
33.3K+ 46.95% |
$7.19M - $8.07M
|
104K
$23.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.1K+ 178.88% |
$7.15M - $8.02M
|
51.6K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.4K+ 220.1% |
$7M - $7.85M
|
47.1K
$10.6M
|