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
|
Key F Inancial Inc
|
BUY
|
- |
76+ 1.66% |
$16.4K - $18.4K
|
4.67K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
75+ 0.76% |
$16.2K - $18.2K
|
9.93K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
72+ 0.99% |
$15.6K - $17.5K
|
7.36K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
70+ 0.15% |
$15.1K - $17K
|
46.8K
$10.7M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
69+ 2.58% |
$14.9K - $16.7K
|
2.75K
$628K
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
BUY
|
- |
69+ 5.37% |
$14.9K - $16.7K
|
1.36K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
68+ 2.71% |
$14.7K - $16.5K
|
2.58K
$589K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
67+ 0.99% |
$14.5K - $16.2K
|
6.85K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
64+ 1.48% |
$13.8K - $15.5K
|
4.4K
$1.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
62+ 0.89% |
$13.4K - $15K
|
7.05K
$1.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
60+ 1.76% |
$13K - $14.5K
|
3.47K
$794K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
59+ 0.26% |
$12.8K - $14.3K
|
22.3K
$5.11M
|
|
|
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
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
52+ 0.51% |
$11.2K - $12.6K
|
10.3K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$10.8K - $12.1K
|
50
$11.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
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
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
49+ 3.11% |
$10.6K - $11.9K
|
1.63K
$372K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
48+ 0.11% |
$10.4K - $11.6K
|
42.2K
$9.65M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
45+ 1.31% |
$9.73K - $10.9K
|
3.48K
$795K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
45+ 1.61% |
$9.73K - $10.9K
|
2.84K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
45+ 0.3% |
$9.73K - $10.9K
|
15K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
44+ 1.24% |
$9.51K - $10.7K
|
3.61K
$825K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
42+ 1.28% |
$9.08K - $10.2K
|
3.31K
$758K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
39+ 0.63% |
$8.43K - $9.45K
|
6.24K
$1.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$8.43K - $9.45K
|
39
$8.92K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
39+ 0.16% |
$8.43K - $9.45K
|
24.9K
$5.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
38+ 0.71% |
$8.21K - $9.21K
|
5.4K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
36+ 1.38% |
$7.78K - $8.73K
|
2.64K
$603K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
36+ 0.3% |
$7.78K - $8.73K
|
12.2K
$2.8M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
35New |
$7.56K - $8.48K
|
35
$8K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
35+ 0.25% |
$7.56K - $8.48K
|
13.8K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
35New |
$7.56K - $8.48K
|
35
$8K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.29% |
$7.56K - $8.48K
|
12K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
34+ 0.86% |
$7.35K - $8.24K
|
4K
$915K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
34+ 14.11% |
$7.35K - $8.24K
|
275
$62.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33+ 11.91% |
$7.13K - $8K
|
310
$70.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
33+ 71.74% |
$7.13K - $8K
|
79
$18.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
32+ 0.53% |
$6.92K - $7.76K
|
6.11K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31+ 22.63% |
$6.7K - $7.51K
|
168
$38.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
30+ 2.87% |
$6.48K - $7.27K
|
1.08K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30+ 0.81% |
$6.48K - $7.27K
|
3.72K
$850K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 28.57% |
$6.48K - $7.27K
|
135
$30.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
30+ 0.19% |
$6.48K - $7.27K
|
15.6K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29+ 14.95% |
$6.27K - $7.03K
|
223
$51K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
28+ 1.81% |
$6.05K - $6.79K
|
1.57K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
27+ 0.36% |
$5.84K - $6.54K
|
7.47K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
25+ 0.42% |
$5.4K - $6.06K
|
5.98K
$1.37M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.39% |
$5.19K - $5.82K
|
6.1K
$1.4M
|