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 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
18.3KNew |
$3.95M - $4.43M
|
18.3K
$4.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
17.9K+ 3.13% |
$3.87M - $4.34M
|
589K
$135M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
17.4K+ 30.12% |
$3.77M - $4.23M
|
75.4K
$17.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17.2KNew |
$3.72M - $4.17M
|
17.2K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
16.9K+ 17.62% |
$3.64M - $4.09M
|
113K
$25.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
16.3KNew |
$3.52M - $3.95M
|
16.3K
$3.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
16.1KNew |
$3.49M - $3.91M
|
16.1K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
15.2KNew |
$3.28M - $3.68M
|
15.2K
$3.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
15.1K+ 213.34% |
$3.25M - $3.65M
|
22.1K
$5.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
15K+ 79.72% |
$3.24M - $3.64M
|
33.8K
$7.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
14.8KNew |
$3.19M - $3.58M
|
14.8K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
14.3KNew |
$3.09M - $3.46M
|
14.3K
$3.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$3.06M - $3.44M
|
14.2K
$3.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13.9K+ 12.83% |
$3M - $3.37M
|
122K
$27.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.1K+ 102.64% |
$2.82M - $3.16M
|
25.8K
$5.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$2.81M - $3.15M
|
13K
$2.97M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.9KNew |
$2.79M - $3.13M
|
12.9K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 39.71% |
$2.63M - $2.95M
|
42.8K
$9.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.9KNew |
$2.57M - $2.88M
|
11.9K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
11.8KNew |
$2.55M - $2.86M
|
11.8K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$2.43M - $2.72M
|
11.2K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
11.2K+ 125.2% |
$2.43M - $2.72M
|
20.2K
$4.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10.7KNew |
$2.3M - $2.58M
|
10.7K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$2.3M - $2.58M
|
10.6K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$2.28M - $2.55M
|
10.5K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 281.88% |
$2.28M - $2.55M
|
14.3K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.4K+ 28.21% |
$2.25M - $2.52M
|
47.3K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10.1K+ 39.1% |
$2.18M - $2.45M
|
35.9K
$8.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10K+ 969.57% |
$2.16M - $2.43M
|
11K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.98K+ 786.05% |
$2.16M - $2.42M
|
11.2K
$2.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.36K+ 22.57% |
$2.02M - $2.27M
|
50.8K
$11.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
9.35KNew |
$2.02M - $2.27M
|
9.35K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
9.19KNew |
$1.99M - $2.23M
|
9.19K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
9K+ 50.97% |
$1.95M - $2.18M
|
26.7K
$6.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8.78K+ 124.15% |
$1.9M - $2.13M
|
15.9K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
8.76K+ 55.8% |
$1.89M - $2.12M
|
24.4K
$5.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
8.64KNew |
$1.87M - $2.09M
|
8.64K
$1.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.61K+ 506.11% |
$1.86M - $2.09M
|
10.3K
$2.36M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
8.55K+ 114.35% |
$1.85M - $2.07M
|
16K
$3.67M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.48KNew |
$1.83M - $2.06M
|
8.48K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.4KNew |
$1.82M - $2.04M
|
8.4K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.14K+ 45.61% |
$1.76M - $1.97M
|
26K
$5.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.91K+ 20.41% |
$1.71M - $1.92M
|
46.7K
$10.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.72KNew |
$1.67M - $1.87M
|
7.72K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.33K+ 171.53% |
$1.58M - $1.78M
|
11.6K
$2.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.32K+ 3.91% |
$1.58M - $1.77M
|
195K
$44.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.02K+ 3.74% |
$1.52M - $1.7M
|
194K
$44.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
7KNew |
$1.51M - $1.7M
|
7K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.82K+ 22.37% |
$1.47M - $1.65M
|
37.3K
$8.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.82KNew |
$1.47M - $1.65M
|
6.82K
$1.56M
|