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
|
Lcm Capital Management Inc
|
SELL
|
- |
-455- 0.67% |
$98.3K - $110K
|
67.3K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-459- 0.43% |
$99.2K - $111K
|
107K
$24.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-463- 1.03% |
$100K - $112K
|
44.5K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-476- 31.13% |
$103K - $115K
|
1.05K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-478- 24.02% |
$103K - $116K
|
1.51K
$342K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-480- 4.61% |
$104K - $116K
|
9.93K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-483- 20.29% |
$104K - $117K
|
1.9K
$429K
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-485- 6.54% |
$105K - $118K
|
6.93K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-489- 10.07% |
$106K - $119K
|
4.37K
$987K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-496- 11.53% |
$107K - $120K
|
3.8K
$860K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 8.09% |
$108K - $121K
|
5.68K
$1.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-510- 5.94% |
$110K - $124K
|
8.08K
$1.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-518- 1.73% |
$112K - $126K
|
29.3K
$6.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-522- 2.43% |
$113K - $127K
|
21K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-537- 6.66% |
$116K - $130K
|
7.52K
$1.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-545- 17.07% |
$118K - $132K
|
2.65K
$598K
|
|
|
Feb 05, 2025
Q4 2024
|
Middleton & CO Inc
|
SELL
|
- |
-555- 8.37% |
$120K - $135K
|
6.08K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-565- 1.28% |
$122K - $137K
|
43.7K
$9.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-569- 24.71% |
$123K - $138K
|
1.73K
$392K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-584- 6.27% |
$126K - $142K
|
8.73K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-585- 2.19% |
$126K - $142K
|
26.1K
$5.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-592- 9.2% |
$128K - $144K
|
5.85K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-600- 5.52% |
$130K - $145K
|
10.3K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-605- 7.28% |
$131K - $147K
|
7.71K
$1.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-619- 0.99% |
$134K - $150K
|
61.8K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-622- 0.77% |
$134K - $151K
|
80.5K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-624- 7.45% |
$135K - $151K
|
7.75K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-629- 14.93% |
$136K - $152K
|
3.58K
$810K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-634- 18.24% |
$137K - $154K
|
2.84K
$642K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-635- 99.84% |
$137K - $154K
|
1
$226
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-640- 1.26% |
$138K - $155K
|
50.2K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-644- 3.62% |
$139K - $156K
|
17.1K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-669- 21.39% |
$145K - $162K
|
2.46K
$556K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-676- 8.01% |
$146K - $164K
|
7.77K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-679- 7.77% |
$147K - $165K
|
8.06K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-683- 4.48% |
$148K - $166K
|
14.6K
$3.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-685- 3.08% |
$148K - $166K
|
21.5K
$4.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-690- 1.87% |
$149K - $167K
|
36.3K
$8.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-701- 1.11% |
$152K - $170K
|
62.4K
$14.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-708- 1.01% |
$153K - $172K
|
69.2K
$15.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-725- 6.3% |
$157K - $176K
|
10.8K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-727- 8.88% |
$157K - $176K
|
7.46K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-734- 16.0% |
$159K - $178K
|
3.85K
$871K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-741- 1.26% |
$160K - $180K
|
58.3K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-771- 1.59% |
$167K - $187K
|
47.6K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-776- 2.77% |
$168K - $188K
|
27.3K
$6.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-786- 24.74% |
$170K - $191K
|
2.39K
$540K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-787- 1.97% |
$170K - $191K
|
39.1K
$8.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-799- 1.07% |
$173K - $194K
|
73.7K
$16.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-829- 26.25% |
$179K - $201K
|
2.33K
$526K
|