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 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24+ 0.8% |
$5.19K - $5.82K
|
3.02K
$689K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
24+ 1.3% |
$5.19K - $5.82K
|
1.87K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
22+ 0.74% |
$4.75K - $5.33K
|
2.99K
$684K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
21+ 0.2% |
$4.54K - $5.09K
|
10.6K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
20+ 0.68% |
$4.32K - $4.85K
|
2.98K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
20+ 1.17% |
$4.32K - $4.85K
|
1.74K
$397K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20New |
$4.32K - $4.85K
|
20
$4.57K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
19+ 0.79% |
$4.11K - $4.61K
|
2.42K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
19+ 1.69% |
$4.11K - $4.61K
|
1.15K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
18+ 1.34% |
$3.89K - $4.36K
|
1.36K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 0.78% |
$3.89K - $4.36K
|
2.32K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
17+ 0.52% |
$3.67K - $4.12K
|
3.3K
$754K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.31% |
$3.24K - $3.64K
|
4.89K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 1.54% |
$3.24K - $3.64K
|
989
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
15+ 0.18% |
$3.24K - $3.64K
|
8.54K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15+ 0.63% |
$3.24K - $3.64K
|
2.39K
$546K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15+ 0.25% |
$3.24K - $3.64K
|
5.9K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
15+ 0.41% |
$3.24K - $3.64K
|
3.65K
$834K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 0.39% |
$3.03K - $3.39K
|
3.57K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$2.81K - $3.15K
|
5.13K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
13+ 0.22% |
$2.81K - $3.15K
|
5.86K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.75% |
$2.81K - $3.15K
|
1.74K
$399K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
13+ 0.38% |
$2.81K - $3.15K
|
3.45K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
13+ 0.38% |
$2.81K - $3.15K
|
3.42K
$782K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 0.73% |
$2.81K - $3.15K
|
1.78K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
12+ 0.57% |
$2.59K - $2.91K
|
2.1K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12+ 0.59% |
$2.59K - $2.91K
|
2.06K
$471K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.88% |
$2.38K - $2.67K
|
1.25K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11+ 0.13% |
$2.38K - $2.67K
|
8.78K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
11+ 0.11% |
$2.38K - $2.67K
|
10.5K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11+ 0.13% |
$2.38K - $2.67K
|
8.44K
$1.93M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.35% |
$2.16K - $2.42K
|
2.87K
$656K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.14% |
$2.16K - $2.42K
|
7K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
10+ 0.84% |
$2.16K - $2.42K
|
1.2K
$275K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.6% |
$1.95K - $2.18K
|
1.5K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.29% |
$1.95K - $2.18K
|
3.12K
$713K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9New |
$1.95K - $2.18K
|
9
$2.06K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
9+ 0.28% |
$1.95K - $2.18K
|
3.25K
$743K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.18% |
$1.95K - $2.18K
|
5.14K
$1.18M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.73K - $1.94K
|
8
$1.83K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$1.73K - $1.94K
|
6.55K
$1.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
8+ 0.8% |
$1.73K - $1.94K
|
1.01K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8+ 0.13% |
$1.73K - $1.94K
|
6.06K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7+ 0.4% |
$1.51K - $1.7K
|
1.77K
$404K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 3.89% |
$1.51K - $1.7K
|
187
$42.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.12% |
$1.3K - $1.45K
|
5.14K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
6+ 2.7% |
$1.3K - $1.45K
|
228
$52.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.26% |
$1.3K - $1.45K
|
2.35K
$536K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$1.3K - $1.45K
|
5.45K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.32% |
$1.08K - $1.21K
|
1.58K
$362K
|