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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-619- 0.99% |
$134K - $150K
|
61.8K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-622- 0.77% |
$134K - $151K
|
80.5K
$18.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-624- 7.45% |
$135K - $151K
|
7.75K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-629- 14.93% |
$136K - $152K
|
3.58K
$819K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-635- 99.84% |
$137K - $154K
|
1
$229
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-640- 1.26% |
$138K - $155K
|
50.2K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-644- 3.62% |
$139K - $156K
|
17.1K
$3.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-676- 8.01% |
$146K - $164K
|
7.77K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-679- 7.77% |
$147K - $165K
|
8.06K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-683- 4.48% |
$148K - $166K
|
14.6K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-685- 3.08% |
$148K - $166K
|
21.5K
$4.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-690- 1.87% |
$149K - $167K
|
36.3K
$8.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-701- 1.11% |
$152K - $170K
|
62.4K
$14.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-708- 1.01% |
$153K - $172K
|
69.2K
$15.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-725- 6.3% |
$157K - $176K
|
10.8K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-727- 8.88% |
$157K - $176K
|
7.46K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-734- 16.0% |
$159K - $178K
|
3.85K
$881K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-741- 1.26% |
$160K - $180K
|
58.3K
$13.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-771- 1.59% |
$167K - $187K
|
47.6K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-776- 2.77% |
$168K - $188K
|
27.3K
$6.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-786- 24.74% |
$170K - $191K
|
2.39K
$547K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-787- 1.97% |
$170K - $191K
|
39.1K
$8.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-799- 1.07% |
$173K - $194K
|
73.7K
$16.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-830- 15.48% |
$179K - $201K
|
4.53K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-835- 2.12% |
$180K - $202K
|
38.5K
$8.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-839- 0.88% |
$181K - $203K
|
94.9K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-842- 1.15% |
$182K - $204K
|
72.1K
$16.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-863- 8.65% |
$187K - $209K
|
9.12K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-908- 7.12% |
$196K - $220K
|
11.9K
$2.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-921- 1.77% |
$199K - $223K
|
51K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-926- 4.86% |
$200K - $224K
|
18.1K
$4.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-934- 4.47% |
$202K - $226K
|
20K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-939- 2.61% |
$203K - $228K
|
35.1K
$8.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-969- 1.2% |
$209K - $235K
|
80K
$18.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-984- 2.97% |
$213K - $239K
|
32.1K
$7.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-993- 13.9% |
$215K - $241K
|
6.15K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.01K- 4.28% |
$218K - $244K
|
22.5K
$5.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.02K- 2.52% |
$220K - $247K
|
39.4K
$9.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.03K- 17.76% |
$222K - $248K
|
4.75K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 21.01% |
$223K - $250K
|
3.87K
$886K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.03K- 1.37% |
$223K - $250K
|
74.6K
$17.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.04K- 1.13% |
$225K - $252K
|
90.8K
$20.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.05K- 5.14% |
$228K - $255K
|
19.4K
$4.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 15.47% |
$237K - $265K
|
5.98K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-1.1K- 4.98% |
$238K - $267K
|
21K
$4.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.11K- 2.92% |
$239K - $268K
|
36.8K
$8.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.16K- 3.71% |
$251K - $282K
|
30.2K
$6.9M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.17K- 2.87% |
$254K - $284K
|
39.7K
$9.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.17K- 34.5% |
$254K - $285K
|
2.23K
$510K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.2K- 38.04% |
$259K - $290K
|
1.95K
$446K
|