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 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.74K- 4.86% |
$376K - $422K
|
34K
$7.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.77K- 3.92% |
$382K - $428K
|
43.2K
$9.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.83K- 21.49% |
$396K - $444K
|
6.68K
$1.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.88K- 51.06% |
$406K - $456K
|
1.8K
$407K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.88K- 42.6% |
$407K - $457K
|
2.54K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.9K- 21.7% |
$411K - $461K
|
6.86K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.97K- 63.6% |
$427K - $478K
|
1.13K
$255K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.98K- 25.67% |
$427K - $479K
|
5.72K
$1.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-2K- 6.87% |
$432K - $485K
|
27.1K
$6.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.02K- 31.36% |
$437K - $490K
|
4.43K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.1K- 16.36% |
$455K - $510K
|
10.8K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.12K- 30.99% |
$458K - $514K
|
4.72K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-2.13K- 46.75% |
$459K - $515K
|
2.42K
$547K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2.18K- 24.17% |
$471K - $528K
|
6.84K
$1.55M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.19K- 3.1% |
$473K - $531K
|
68.5K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.2K- 1.23% |
$474K - $532K
|
177K
$40M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.44K- 39.05% |
$526K - $590K
|
3.8K
$859K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.55K- 8.19% |
$552K - $619K
|
28.6K
$6.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-2.58K- 64.33% |
$558K - $626K
|
1.43K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.73K- 28.5% |
$589K - $661K
|
6.84K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-2.73K- 5.42% |
$590K - $662K
|
47.7K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-2.79K- 19.82% |
$604K - $677K
|
11.3K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
SELL
|
- |
-2.8K- 25.93% |
$605K - $679K
|
8K
$1.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-2.9K- 4.77% |
$626K - $702K
|
57.9K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-2.9K- 36.62% |
$627K - $703K
|
5.02K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-2.97K- 36.21% |
$641K - $719K
|
5.23K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.02K- 14.49% |
$652K - $732K
|
17.8K
$4.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.05K- 4.25% |
$660K - $740K
|
68.7K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.15K- 5.35% |
$680K - $763K
|
55.7K
$12.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.17K- 4.95% |
$684K - $768K
|
60.8K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.22K- 1.55% |
$697K - $781K
|
205K
$46.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.23K- 3.15% |
$697K - $782K
|
99.2K
$22.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.26K- 19.19% |
$704K - $789K
|
13.7K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-3.37K- 25.21% |
$729K - $818K
|
10K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.4K- 3.08% |
$735K - $824K
|
107K
$24.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.45K- 2.82% |
$746K - $837K
|
119K
$26.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.51K- 49.75% |
$758K - $850K
|
3.54K
$800K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.61K- 4.96% |
$781K - $876K
|
69.3K
$15.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.63K- 16.94% |
$785K - $881K
|
17.8K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.64K- 72.92% |
$788K - $883K
|
1.35K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.76K- 5.43% |
$812K - $910K
|
65.4K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.8K- 9.29% |
$822K - $922K
|
37.1K
$8.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.82K- 5.66% |
$826K - $926K
|
63.7K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.92K- 34.54% |
$847K - $949K
|
7.43K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.94K- 61.45% |
$851K - $954K
|
2.47K
$558K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.02K- 24.13% |
$868K - $973K
|
12.6K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-4.05K- 17.75% |
$875K - $982K
|
18.8K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.22K- 2.46% |
$913K - $1.02M
|
167K
$37.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.24K- 59.38% |
$916K - $1.03M
|
2.9K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.28K- 23.66% |
$926K - $1.04M
|
13.8K
$3.12M
|