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
|
1900 Wealth Management LLC
|
SELL
|
- |
-5- 0.09% |
$1.08K - $1.21K
|
5.54K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 9.09% |
$1.08K - $1.21K
|
50
$11K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5- 0.07% |
$1.08K - $1.21K
|
7.13K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6- 0.32% |
$1.3K - $1.45K
|
1.89K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6- 1.9% |
$1.3K - $1.45K
|
310
$68.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-6- 0.18% |
$1.3K - $1.45K
|
3.26K
$719K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7- 0.27% |
$1.51K - $1.7K
|
2.59K
$570K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
SELL
|
- |
-7- 0.18% |
$1.51K - $1.7K
|
3.97K
$874K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-7- 0.24% |
$1.51K - $1.7K
|
2.95K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7- 3.37% |
$1.51K - $1.7K
|
201
$44.3K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-7- 0.17% |
$1.51K - $1.7K
|
4.16K
$916K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-8- 0.05% |
$1.73K - $1.94K
|
15.1K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-8- 0.31% |
$1.73K - $1.94K
|
2.55K
$562K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-8- 0.76% |
$1.73K - $1.94K
|
1.04K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-8- 0.4% |
$1.73K - $1.94K
|
1.99K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8- 0.57% |
$1.73K - $1.94K
|
1.41K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 0.67% |
$1.95K - $2.18K
|
1.33K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-9- 0.19% |
$1.95K - $2.18K
|
4.79K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-10- 0.48% |
$2.16K - $2.42K
|
2.08K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-10- 0.49% |
$2.16K - $2.42K
|
2.02K
$445K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.66% |
$2.16K - $2.42K
|
1.5K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10- 1.6% |
$2.16K - $2.42K
|
616
$136K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 0.25% |
$2.38K - $2.67K
|
4.36K
$959K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-11- 0.67% |
$2.38K - $2.67K
|
1.63K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-11- 0.16% |
$2.38K - $2.67K
|
6.99K
$1.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-11- 0.76% |
$2.38K - $2.67K
|
1.44K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11- 6.75% |
$2.38K - $2.67K
|
152
$33.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-13- 0.27% |
$2.81K - $3.15K
|
4.74K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-14- 0.55% |
$3.03K - $3.39K
|
2.55K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 1.12% |
$3.03K - $3.39K
|
1.24K
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-14- 0.04% |
$3.03K - $3.39K
|
33.5K
$7.38M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 0.36% |
$3.24K - $3.64K
|
4.21K
$928K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-15- 1.16% |
$3.24K - $3.64K
|
1.28K
$281K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.74% |
$3.24K - $3.64K
|
2.01K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-15- 0.46% |
$3.24K - $3.64K
|
3.26K
$717K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.64% |
$3.24K - $3.64K
|
2.32K
$511K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-16- 0.17% |
$3.46K - $3.88K
|
9.42K
$2.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-16- 0.29% |
$3.46K - $3.88K
|
5.53K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.24% |
$3.46K - $3.88K
|
6.59K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-16- 0.99% |
$3.46K - $3.88K
|
1.61K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-16- 1.71% |
$3.46K - $3.88K
|
921
$203K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-16- 0.51% |
$3.46K - $3.88K
|
3.11K
$685K
|
|
|
May 19, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-16- 0.51% |
$3.46K - $3.88K
|
3.11K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-17- 0.21% |
$3.67K - $4.12K
|
8.13K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 0.32% |
$4.11K - $4.61K
|
5.88K
$1.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-19- 8.64% |
$4.11K - $4.61K
|
201
$44.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-19- 0.51% |
$4.11K - $4.61K
|
3.72K
$820K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-19- 0.61% |
$4.11K - $4.61K
|
3.09K
$681K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-19- 28.36% |
$4.11K - $4.61K
|
48
$10.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-20- 0.14% |
$4.32K - $4.85K
|
14.5K
$3.2M
|