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 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
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-104- 11.85% |
$22.5K - $25.2K
|
774
$177K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-104- 1.38% |
$22.5K - $25.2K
|
7.45K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-106- 1.89% |
$22.9K - $25.7K
|
5.51K
$1.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-108- 1.12% |
$23.3K - $26.2K
|
9.55K
$2.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-110- 3.68% |
$23.8K - $26.7K
|
2.88K
$658K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-112- 1.64% |
$24.2K - $27.1K
|
6.71K
$1.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-115- 0.87% |
$24.9K - $27.9K
|
13.1K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-115- 0.52% |
$24.9K - $27.9K
|
22.2K
$5.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-117- 23.17% |
$25.3K - $28.4K
|
388
$88.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-119- 2.31% |
$25.7K - $28.8K
|
5.04K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-121- 2.91% |
$26.2K - $29.3K
|
4.03K
$922K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-122- 7.68% |
$26.4K - $29.6K
|
1.47K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-123- 17.47% |
$26.6K - $29.8K
|
581
$133K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-124- 1.72% |
$26.8K - $30.1K
|
7.07K
$1.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-125- 0.71% |
$27K - $30.3K
|
17.6K
$4.02M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-126- 10.98% |
$27.2K - $30.5K
|
1.02K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-126- 5.85% |
$27.2K - $30.5K
|
2.03K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-126- 22.95% |
$27.2K - $30.5K
|
423
$96.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-126- 7.73% |
$27.2K - $30.5K
|
1.51K
$344K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-130- 2.03% |
$28.1K - $31.5K
|
6.27K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-131- 11.23% |
$28.3K - $31.8K
|
1.04K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-133- 1.61% |
$28.7K - $32.2K
|
8.12K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-140- 0.73% |
$30.3K - $33.9K
|
19K
$4.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-140- 2.22% |
$30.3K - $33.9K
|
6.17K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-140- 2.48% |
$30.3K - $33.9K
|
5.51K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-140- 0.63% |
$30.3K - $33.9K
|
21.9K
$5.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-144- 3.86% |
$31.1K - $34.9K
|
3.59K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-144- 3.01% |
$31.1K - $34.9K
|
4.64K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-147- 23.3% |
$31.8K - $35.6K
|
484
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-150- 0.95% |
$32.4K - $36.4K
|
15.7K
$3.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-151- 1.95% |
$32.6K - $36.6K
|
7.58K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-152- 39.07% |
$32.9K - $36.8K
|
237
$54.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-154- 1.78% |
$33.3K - $37.3K
|
8.51K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-154- 6.45% |
$33.3K - $37.3K
|
2.23K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-155- 9.66% |
$33.5K - $37.6K
|
1.45K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-157- 0.57% |
$33.9K - $38.1K
|
27.3K
$6.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-157- 1.03% |
$33.9K - $38.1K
|
15.1K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-160- 4.31% |
$34.6K - $38.8K
|
3.55K
$812K
|