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 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.02% |
$216 - $242
|
5.24K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.07% |
$216 - $242
|
1.4K
$319K
|
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$216 - $242
|
4.38K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 3.85% |
$216 - $242
|
27
$6.17K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.22% |
$216 - $242
|
453
$104K
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1+ 1.14% |
$216 - $242
|
89
$20.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1+ 0.08% |
$216 - $242
|
1.32K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1- 0.02% |
$216 - $242
|
4.28K
$978K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1- 0.04% |
$216 - $242
|
2.44K
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2- 0.12% |
$432 - $485
|
1.63K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2- 0.08% |
$432 - $485
|
2.49K
$569K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3- 0.04% |
$648 - $727
|
7.44K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-3- 0.27% |
$648 - $727
|
1.11K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.31% |
$648 - $727
|
970
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 0.07% |
$648 - $727
|
4.15K
$950K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3- 0.22% |
$648 - $727
|
1.35K
$308K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4- 0.14% |
$865 - $970
|
2.95K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4- 0.03% |
$865 - $970
|
12.2K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.28% |
$1.08K - $1.21K
|
1.81K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5- 0.09% |
$1.08K - $1.21K
|
5.54K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 9.09% |
$1.08K - $1.21K
|
50
$11.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5- 0.07% |
$1.08K - $1.21K
|
7.13K
$1.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6- 0.32% |
$1.3K - $1.45K
|
1.89K
$432K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7- 0.27% |
$1.51K - $1.7K
|
2.59K
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
SELL
|
- |
-7- 0.18% |
$1.51K - $1.7K
|
3.97K
$907K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-7- 0.24% |
$1.51K - $1.7K
|
2.95K
$674K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7- 3.37% |
$1.51K - $1.7K
|
201
$46K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-8- 0.05% |
$1.73K - $1.94K
|
15.1K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-8- 0.31% |
$1.73K - $1.94K
|
2.55K
$584K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 0.67% |
$1.95K - $2.18K
|
1.33K
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-9- 0.19% |
$1.95K - $2.18K
|
4.79K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-10- 0.48% |
$2.16K - $2.42K
|
2.08K
$474K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-10- 0.49% |
$2.16K - $2.42K
|
2.02K
$462K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 0.25% |
$2.38K - $2.67K
|
4.36K
$996K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-11- 0.67% |
$2.38K - $2.67K
|
1.63K
$374K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-11- 0.16% |
$2.38K - $2.67K
|
6.99K
$1.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-11- 0.76% |
$2.38K - $2.67K
|
1.44K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-14- 0.55% |
$3.03K - $3.39K
|
2.55K
$583K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 1.12% |
$3.03K - $3.39K
|
1.24K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-14- 0.04% |
$3.03K - $3.39K
|
33.5K
$7.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 0.36% |
$3.24K - $3.64K
|
4.21K
$963K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-15- 1.16% |
$3.24K - $3.64K
|
1.28K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.74% |
$3.24K - $3.64K
|
2.01K
$459K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-16- 0.17% |
$3.46K - $3.88K
|
9.42K
$2.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-16- 0.29% |
$3.46K - $3.88K
|
5.53K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-17- 0.21% |
$3.67K - $4.12K
|
8.13K
$1.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 0.32% |
$4.11K - $4.61K
|
5.88K
$1.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-19- 8.64% |
$4.11K - $4.61K
|
201
$46K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.13% |
$4.32K - $4.85K
|
14.8K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-20- 1.69% |
$4.32K - $4.85K
|
1.16K
$265K
|