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 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-164- 2.97% |
$35.4K - $39.8K
|
5.36K
$1.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-165- 1.13% |
$35.7K - $40K
|
14.5K
$3.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-166- 23.31% |
$35.9K - $40.2K
|
546
$125K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-166- 4.12% |
$35.9K - $40.2K
|
3.86K
$882K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-169- 4.4% |
$36.5K - $41K
|
3.67K
$839K
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-174- 1.65% |
$37.6K - $42.2K
|
10.4K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-174- 15.48% |
$37.6K - $42.2K
|
950
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-178- 14.98% |
$38.5K - $43.1K
|
1.01K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-180- 2.51% |
$38.9K - $43.6K
|
6.99K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-180- 0.36% |
$38.9K - $43.6K
|
50.5K
$11.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-182- 0.36% |
$39.3K - $44.1K
|
49.8K
$11.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-188- 4.39% |
$40.6K - $45.6K
|
4.1K
$937K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-189- 4.36% |
$40.8K - $45.8K
|
4.15K
$948K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-193- 3.84% |
$41.7K - $46.8K
|
4.84K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-194- 7.28% |
$41.9K - $47K
|
2.47K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-195- 12.41% |
$42.1K - $47.3K
|
1.38K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-201- 87.01% |
$43.4K - $48.7K
|
30
$6.86K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-204- 0.77% |
$44.1K - $49.4K
|
26.1K
$5.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-206- 0.35% |
$44.5K - $49.9K
|
59.1K
$13.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-208- 0.8% |
$45K - $50.4K
|
25.8K
$5.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-212- 0.65% |
$45.8K - $51.4K
|
32.2K
$7.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-213- 11.31% |
$46K - $51.6K
|
1.67K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-215- 94.71% |
$46.5K - $52.1K
|
12
$2.74K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-220- 3.35% |
$47.5K - $53.3K
|
6.34K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-223- 8.22% |
$48.2K - $54.1K
|
2.49K
$569K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-223- 22.08% |
$48.2K - $54.1K
|
787
$180K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-225- 56.68% |
$48.6K - $54.5K
|
172
$39.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-226- 5.27% |
$48.8K - $54.8K
|
4.07K
$929K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-229- 2.51% |
$49.5K - $55.5K
|
8.88K
$2.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-232- 4.47% |
$50.1K - $56.2K
|
4.96K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-234- 4.76% |
$50.6K - $56.7K
|
4.68K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-243- 5.36% |
$52.5K - $58.9K
|
4.29K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-244- 10.3% |
$52.7K - $59.1K
|
2.13K
$486K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-255- 1.99% |
$55.1K - $61.8K
|
12.6K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-259- 1.07% |
$56K - $62.8K
|
24K
$5.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-259- 1.38% |
$56K - $62.8K
|
18.5K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-267- 13.0% |
$57.7K - $64.7K
|
1.79K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-269- 3.27% |
$58.1K - $65.2K
|
7.97K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-272- 5.03% |
$58.8K - $65.9K
|
5.14K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-275- 0.99% |
$59.4K - $66.7K
|
27.6K
$6.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-279- 2.53% |
$60.3K - $67.6K
|
10.7K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-281- 4.89% |
$60.7K - $68.1K
|
5.47K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-282- 2.22% |
$60.9K - $68.4K
|
12.4K
$2.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-283- 0.42% |
$61.2K - $68.6K
|
67.7K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-296- 15.2% |
$64K - $71.8K
|
1.65K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-298- 7.53% |
$64.4K - $72.2K
|
3.66K
$836K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-304- 2.66% |
$65.7K - $73.7K
|
11.1K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-307- 0.94% |
$66.4K - $74.4K
|
32.3K
$7.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-307- 16.36% |
$66.4K - $74.4K
|
1.57K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-308- 8.13% |
$66.6K - $74.7K
|
3.48K
$796K
|