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 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
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-311- 4.59% |
$67.2K - $75.4K
|
6.46K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-312- 2.92% |
$67.4K - $75.6K
|
10.4K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-315- 18.28% |
$68.1K - $76.4K
|
1.41K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-318- 3.66% |
$68.7K - $77.1K
|
8.37K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-325- 2.11% |
$70.2K - $78.8K
|
15K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-326- 12.56% |
$70.5K - $79K
|
2.27K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-327- 0.45% |
$70.7K - $79.3K
|
72.9K
$16.7M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-332- 0.49% |
$71.8K - $80.5K
|
67.5K
$15.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-337- 9.64% |
$72.8K - $81.7K
|
3.16K
$722K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-337- 2.46% |
$72.8K - $81.7K
|
13.4K
$3.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-349- 15.12% |
$75.4K - $84.6K
|
1.96K
$448K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-355- 4.5% |
$76.7K - $86.1K
|
7.53K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-359- 12.49% |
$77.6K - $87K
|
2.52K
$575K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-359- 0.48% |
$77.6K - $87K
|
73.7K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-360- 7.65% |
$77.8K - $87.3K
|
4.35K
$994K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-370- 15.27% |
$80K - $89.7K
|
2.05K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-371- 14.06% |
$80.2K - $89.9K
|
2.27K
$518K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-380- 3.0% |
$82.1K - $92.1K
|
12.3K
$2.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-388- 2.64% |
$83.9K - $94.1K
|
14.3K
$3.27M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-390- 3.7% |
$84.3K - $94.5K
|
10.1K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-394- 10.0% |
$85.2K - $95.5K
|
3.55K
$811K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-410- 2.19% |
$88.6K - $99.4K
|
18.3K
$4.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-416- 8.02% |
$89.9K - $101K
|
4.77K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-433- 11.72% |
$93.6K - $105K
|
3.26K
$746K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-433- 2.71% |
$93.6K - $105K
|
15.5K
$3.55M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-439- 3.86% |
$94.9K - $106K
|
10.9K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-445- 3.58% |
$96.2K - $108K
|
12K
$2.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-445- 10.52% |
$96.2K - $108K
|
3.79K
$865K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-455- 0.67% |
$98.3K - $110K
|
67.3K
$15.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-459- 0.43% |
$99.2K - $111K
|
107K
$24.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-463- 1.03% |
$100K - $112K
|
44.5K
$10.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-476- 31.13% |
$103K - $115K
|
1.05K
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-478- 24.02% |
$103K - $116K
|
1.51K
$346K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-480- 4.61% |
$104K - $116K
|
9.93K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-483- 20.29% |
$104K - $117K
|
1.9K
$434K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-485- 6.54% |
$105K - $118K
|
6.93K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-489- 10.07% |
$106K - $119K
|
4.37K
$998K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-496- 11.53% |
$107K - $120K
|
3.8K
$870K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 8.09% |
$108K - $121K
|
5.68K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-510- 5.94% |
$110K - $124K
|
8.08K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-518- 1.73% |
$112K - $126K
|
29.3K
$6.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-522- 2.43% |
$113K - $127K
|
21K
$4.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-545- 17.07% |
$118K - $132K
|
2.65K
$605K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-555- 8.37% |
$120K - $135K
|
6.08K
$1.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-565- 1.28% |
$122K - $137K
|
43.7K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-569- 24.71% |
$123K - $138K
|
1.73K
$396K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-585- 2.19% |
$126K - $142K
|
26.1K
$5.97M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-592- 9.2% |
$128K - $144K
|
5.85K
$1.34M
|