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 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-830- 15.48% |
$179K - $201K
|
4.53K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-835- 2.12% |
$180K - $202K
|
38.5K
$8.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-839- 0.88% |
$181K - $203K
|
94.9K
$21.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-842- 1.15% |
$182K - $204K
|
72.1K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-863- 8.65% |
$187K - $209K
|
9.12K
$2.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-900- 2.29% |
$195K - $218K
|
38.4K
$8.68M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-908- 7.12% |
$196K - $220K
|
11.9K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-921- 1.77% |
$199K - $223K
|
51K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-926- 4.86% |
$200K - $224K
|
18.1K
$4.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-934- 4.47% |
$202K - $226K
|
20K
$4.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-939- 2.61% |
$203K - $228K
|
35.1K
$7.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-967- 0.98% |
$209K - $234K
|
97.9K
$22.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-969- 1.2% |
$209K - $235K
|
80K
$18.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-984- 2.97% |
$213K - $239K
|
32.1K
$7.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-993- 13.9% |
$215K - $241K
|
6.15K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.01K- 4.28% |
$218K - $244K
|
22.5K
$5.09M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.02K- 2.52% |
$220K - $247K
|
39.4K
$8.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1.02K- 10.33% |
$220K - $247K
|
8.85K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.03K- 17.76% |
$222K - $248K
|
4.75K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 21.01% |
$223K - $250K
|
3.87K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.03K- 1.37% |
$223K - $250K
|
74.6K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.04K- 1.13% |
$225K - $252K
|
90.8K
$20.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.05K- 5.14% |
$228K - $255K
|
19.4K
$4.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.1K- 15.47% |
$237K - $265K
|
5.98K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-1.1K- 4.98% |
$238K - $267K
|
21K
$4.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.11K- 2.92% |
$239K - $268K
|
36.8K
$8.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.13K- 47.93% |
$245K - $275K
|
1.23K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.16K- 3.71% |
$251K - $282K
|
30.2K
$6.82M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-1.17K- 2.87% |
$254K - $284K
|
39.7K
$8.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.17K- 34.5% |
$254K - $285K
|
2.23K
$504K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-1.2K- 38.04% |
$259K - $290K
|
1.95K
$441K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.25K- 0.68% |
$271K - $304K
|
183K
$41.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.27K- 4.06% |
$274K - $307K
|
30K
$6.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.3K- 7.17% |
$281K - $315K
|
16.8K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.31K- 7.76% |
$282K - $317K
|
15.5K
$3.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.33K- 4.96% |
$287K - $321K
|
25.4K
$5.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.38K- 26.0% |
$299K - $335K
|
3.93K
$889K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.4K- 5.03% |
$302K - $339K
|
26.4K
$5.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.46K- 1.23% |
$315K - $353K
|
117K
$26.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-1.47K- 12.88% |
$317K - $355K
|
9.91K
$2.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.54K- 29.7% |
$333K - $374K
|
3.65K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.57K- 2.23% |
$340K - $381K
|
68.8K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-1.58K- 3.51% |
$342K - $383K
|
43.5K
$9.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.58K- 4.77% |
$342K - $383K
|
31.6K
$7.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.6K- 87.67% |
$346K - $388K
|
225
$50.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-1.61K- 8.83% |
$348K - $390K
|
16.6K
$3.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.61K- 21.75% |
$348K - $391K
|
5.8K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.66K- 7.71% |
$359K - $402K
|
19.9K
$4.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.67K- 3.9% |
$360K - $404K
|
41K
$9.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.71K- 9.75% |
$370K - $415K
|
15.8K
$3.58M
|