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 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-54- 1.71% |
$11.7K - $13.1K
|
3.11K
$711K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-56- 0.29% |
$12.1K - $13.6K
|
18.9K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-57- 0.14% |
$12.3K - $13.8K
|
39.3K
$9M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-57- 1.66% |
$12.3K - $13.8K
|
3.38K
$772K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-58- 1.69% |
$12.5K - $14.1K
|
3.38K
$773K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-59- 0.31% |
$12.8K - $14.3K
|
18.7K
$4.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-60- 0.19% |
$13K - $14.5K
|
32.3K
$7.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-60- 1.79% |
$13K - $14.5K
|
3.29K
$752K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-61- 3.96% |
$13.2K - $14.8K
|
1.48K
$338K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-62- 5.71% |
$13.4K - $15K
|
1.02K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-62- 1.78% |
$13.4K - $15K
|
3.42K
$782K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-63- 1.11% |
$13.6K - $15.3K
|
5.63K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-64- 0.82% |
$13.8K - $15.5K
|
7.7K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-67- 0.52% |
$14.5K - $16.2K
|
12.9K
$2.96M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-69- 3.47% |
$14.9K - $16.7K
|
1.92K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-69- 0.65% |
$14.9K - $16.7K
|
10.5K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-70- 0.85% |
$15.1K - $17K
|
8.21K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-71- 2.89% |
$15.3K - $17.2K
|
2.38K
$545K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-71- 4.62% |
$15.3K - $17.2K
|
1.47K
$335K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-71- 2.74% |
$15.3K - $17.2K
|
2.52K
$576K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-74- 3.2% |
$16K - $17.9K
|
2.24K
$511K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-74- 14.48% |
$16K - $17.9K
|
437
$99.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-74- 0.15% |
$16K - $17.9K
|
48K
$11M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-75- 3.44% |
$16.2K - $18.2K
|
2.1K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-75- 0.28% |
$16.2K - $18.2K
|
26.6K
$6.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-76- 0.12% |
$16.4K - $18.4K
|
64.4K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-77- 0.44% |
$16.6K - $18.7K
|
17.3K
$3.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-78- 1.81% |
$16.9K - $18.9K
|
4.23K
$967K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-78- 2.52% |
$16.9K - $18.9K
|
3.02K
$690K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-78- 0.36% |
$16.9K - $18.9K
|
21.3K
$4.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-78- 4.57% |
$16.9K - $18.9K
|
1.63K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-78- 0.92% |
$16.9K - $18.9K
|
8.44K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-80- 2.46% |
$17.3K - $19.4K
|
3.17K
$725K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-80- 2.52% |
$17.3K - $19.4K
|
3.1K
$708K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-80- 9.64% |
$17.3K - $19.4K
|
750
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-81- 0.62% |
$17.5K - $19.6K
|
13K
$2.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-82- 0.45% |
$17.7K - $19.9K
|
18.1K
$4.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-84- 8.28% |
$18.2K - $20.4K
|
930
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-86- 4.61% |
$18.6K - $20.8K
|
1.78K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-86- 5.66% |
$18.6K - $20.8K
|
1.43K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-86- 0.25% |
$18.6K - $20.8K
|
33.8K
$7.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-90- 4.19% |
$19.5K - $21.8K
|
2.06K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-93- 4.02% |
$20.1K - $22.5K
|
2.22K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-95- 5.13% |
$20.5K - $23K
|
1.76K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-95- 0.6% |
$20.5K - $23K
|
15.7K
$3.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-96- 3.15% |
$20.7K - $23.3K
|
2.96K
$676K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-97- 0.59% |
$21K - $23.5K
|
16.3K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-98- 4.84% |
$21.2K - $23.8K
|
1.93K
$440K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 5.29% |
$21.6K - $24.2K
|
1.79K
$410K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-100- 5.41% |
$21.6K - $24.2K
|
1.75K
$400K
|