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 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
138+ 4.47% |
$29.8K - $33.5K
|
3.22K
$737K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
136+ 0.35% |
$29.4K - $33K
|
39.3K
$8.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
135+ 3.73% |
$29.2K - $32.7K
|
3.76K
$859K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
135+ 0.23% |
$29.2K - $32.7K
|
59.6K
$13.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
133+ 6.49% |
$28.7K - $32.2K
|
2.18K
$499K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
132+ 0.63% |
$28.5K - $32K
|
20.9K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
129+ 1.06% |
$27.9K - $31.3K
|
12.3K
$2.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
128+ 0.68% |
$27.7K - $31K
|
18.9K
$4.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
128+ 8.88% |
$27.7K - $31K
|
1.57K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
128+ 6.0% |
$27.7K - $31K
|
2.26K
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
125+ 1.3% |
$27K - $30.3K
|
9.76K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
124+ 0.81% |
$26.8K - $30.1K
|
15.4K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
123+ 1.12% |
$26.6K - $29.8K
|
11.1K
$2.54M
|
|
|
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
$1.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
117+ 11.07% |
$25.3K - $28.4K
|
1.17K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
117+ 4.86% |
$25.3K - $28.4K
|
2.53K
$578K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
117+ 0.45% |
$25.3K - $28.4K
|
26.2K
$5.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
115+ 0.1% |
$24.9K - $27.9K
|
113K
$25.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
114+ 3.16% |
$24.6K - $27.6K
|
3.73K
$852K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
112+ 9.16% |
$24.2K - $27.1K
|
1.34K
$305K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
111+ 1.75% |
$24K - $26.9K
|
6.44K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
111+ 1.29% |
$24K - $26.9K
|
8.71K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
109+ 2.81% |
$23.6K - $26.4K
|
3.99K
$913K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
107+ 6.23% |
$23.1K - $25.9K
|
1.82K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
106+ 6.64% |
$22.9K - $25.7K
|
1.7K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
106+ 9.35% |
$22.9K - $25.7K
|
1.24K
$284K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
105New |
$22.7K - $25.5K
|
105
$24K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 1.49% |
$22.7K - $25.5K
|
7.16K
$1.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
104+ 9.45% |
$22.5K - $25.2K
|
1.21K
$276K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
101+ 6.96% |
$21.8K - $24.5K
|
1.55K
$355K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
100+ 8.38% |
$21.6K - $24.2K
|
1.29K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 4.84% |
$21.6K - $24.2K
|
2.17K
$495K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
99+ 1.99% |
$21.4K - $24K
|
5.08K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
99+ 1.01% |
$21.4K - $24K
|
9.9K
$2.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
98+ 5.16% |
$21.2K - $23.8K
|
2K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
98+ 7.15% |
$21.2K - $23.8K
|
1.47K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
96+ 5.06% |
$20.7K - $23.3K
|
1.99K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
96+ 0.43% |
$20.7K - $23.3K
|
22.5K
$5.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
95+ 2.79% |
$20.5K - $23K
|
3.51K
$802K
|
|
|
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 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
90+ 2.68% |
$19.5K - $21.8K
|
3.44K
$787K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
86+ 1.61% |
$18.6K - $20.8K
|
5.43K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
85+ 1.29% |
$18.4K - $20.6K
|
6.67K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
85+ 2.88% |
$18.4K - $20.6K
|
3.04K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
78+ 2.42% |
$16.9K - $18.9K
|
3.31K
$756K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
78+ 6.69% |
$16.9K - $18.9K
|
1.24K
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
78+ 1.61% |
$16.9K - $18.9K
|
4.93K
$1.13M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
77+ 26.19% |
$16.6K - $18.7K
|
371
$84.8K
|