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 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
233+ 2.21% |
$50.4K - $56.5K
|
10.8K
$2.46M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
230+ 11.31% |
$49.7K - $55.8K
|
2.26K
$517K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
230+ 8.23% |
$49.7K - $55.8K
|
3.02K
$691K
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
BUY
|
- |
230+ 4.14% |
$49.7K - $55.8K
|
5.79K
$1.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
225+ 7.19% |
$48.6K - $54.5K
|
3.35K
$767K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
224+ 57.14% |
$48.4K - $54.3K
|
616
$141K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
220+ 9.9% |
$47.5K - $53.3K
|
2.44K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
216+ 4.2% |
$46.7K - $52.4K
|
5.36K
$1.23M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
215+ 9.38% |
$46.5K - $52.1K
|
2.51K
$573K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
215+ 0.52% |
$46.5K - $52.1K
|
41.5K
$9.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
212+ 6.03% |
$45.8K - $51.4K
|
3.73K
$852K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
207+ 0.57% |
$44.7K - $50.2K
|
36.2K
$8.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
207+ 7.73% |
$44.7K - $50.2K
|
2.89K
$660K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
207+ 0.69% |
$44.7K - $50.2K
|
30.2K
$6.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
204+ 19.34% |
$44.1K - $49.4K
|
1.26K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
204+ 11.3% |
$44.1K - $49.4K
|
2.01K
$459K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
202+ 9.7% |
$43.7K - $49K
|
2.28K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
201+ 8.07% |
$43.4K - $48.7K
|
2.69K
$616K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
201New |
$43.4K - $48.7K
|
201
$46K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
200+ 2.07% |
$43.2K - $48.5K
|
9.86K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
200+ 11.33% |
$43.2K - $48.5K
|
1.97K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
200+ 16.21% |
$43.2K - $48.5K
|
1.43K
$328K
|
|
|
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 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
195+ 8.13% |
$42.1K - $47.3K
|
2.6K
$593K
|
|
|
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
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
190+ 15.64% |
$41.1K - $46.1K
|
1.41K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
186+ 8.51% |
$40.2K - $45.1K
|
2.37K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
181+ 1.94% |
$39.1K - $43.9K
|
9.49K
$2.17M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
180+ 28.8% |
$38.9K - $43.6K
|
805
$184K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
179+ 1.29% |
$38.7K - $43.4K
|
14.1K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
174+ 18.71% |
$37.6K - $42.2K
|
1.1K
$252K
|
|
|
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 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
171New |
$37K - $41.5K
|
171
$39.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
170+ 4.05% |
$36.7K - $41.2K
|
4.37K
$999K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
170+ 13.28% |
$36.7K - $41.2K
|
1.45K
$332K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
170+ 61.59% |
$36.7K - $41.2K
|
446
$102K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
166+ 1.96% |
$35.9K - $40.2K
|
8.64K
$1.98M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
166+ 3.05% |
$35.9K - $40.2K
|
5.61K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
164+ 2.7% |
$35.4K - $39.8K
|
6.24K
$1.43M
|
|
|
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
$261K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
161+ 6.05% |
$34.8K - $39K
|
2.82K
$646K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
160New |
$34.6K - $38.8K
|
160
$36.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
150New |
$32.4K - $36.4K
|
150
$34.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
147New |
$31.8K - $35.6K
|
147
$33.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
146New |
$31.6K - $35.4K
|
146
$33.4K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
138+ 4.01% |
$29.8K - $33.5K
|
3.58K
$818K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
138New |
$29.8K - $33.5K
|
138
$31.6K
|