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 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-14- 0.55% |
$3.03K - $3.39K
|
2.55K
$500K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 1.12% |
$3.03K - $3.39K
|
1.24K
$243K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-14- 0.04% |
$3.03K - $3.39K
|
33.5K
$6.57M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 0.36% |
$3.24K - $3.64K
|
4.21K
$826K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-15- 1.16% |
$3.24K - $3.64K
|
1.28K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.74% |
$3.24K - $3.64K
|
2.01K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-15- 0.46% |
$3.24K - $3.64K
|
3.26K
$638K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.64% |
$3.24K - $3.64K
|
2.32K
$455K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-16- 0.17% |
$3.46K - $3.88K
|
9.42K
$1.85M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-16- 0.29% |
$3.46K - $3.88K
|
5.53K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-16- 0.24% |
$3.46K - $3.88K
|
6.59K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-16- 0.99% |
$3.46K - $3.88K
|
1.61K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
SELL
|
- |
-16- 1.71% |
$3.46K - $3.88K
|
921
$181K
|
|
|
Feb 18, 2025
Q4 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-16- 0.51% |
$3.46K - $3.88K
|
3.11K
$609K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-17- 0.21% |
$3.67K - $4.12K
|
8.13K
$1.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 0.32% |
$4.11K - $4.61K
|
5.88K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-19- 8.64% |
$4.11K - $4.61K
|
201
$39.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-19- 0.51% |
$4.11K - $4.61K
|
3.72K
$730K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-19- 0.61% |
$4.11K - $4.61K
|
3.09K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-19- 28.36% |
$4.11K - $4.61K
|
48
$9.41K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-20- 0.14% |
$4.32K - $4.85K
|
14.5K
$2.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.13% |
$4.32K - $4.85K
|
14.8K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-20- 1.69% |
$4.32K - $4.85K
|
1.16K
$227K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-20- 0.23% |
$4.32K - $4.85K
|
8.66K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-20- 1.78% |
$4.32K - $4.85K
|
1.1K
$216K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-20- 1.56% |
$4.32K - $4.85K
|
1.26K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-21- 0.57% |
$4.54K - $5.09K
|
3.65K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 5.07% |
$4.75K - $5.33K
|
412
$80.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-22- 6.49% |
$4.75K - $5.33K
|
317
$62.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-22- 0.1% |
$4.75K - $5.33K
|
22.8K
$4.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-24- 0.16% |
$5.19K - $5.82K
|
14.8K
$2.91M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-24- 0.15% |
$5.19K - $5.82K
|
15.6K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24- 0.33% |
$5.19K - $5.82K
|
7.19K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25- 0.58% |
$5.4K - $6.06K
|
4.25K
$834K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 3.24% |
$5.4K - $6.06K
|
747
$146K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-25- 0.32% |
$5.4K - $6.06K
|
7.82K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-26- 1.76% |
$5.62K - $6.3K
|
1.45K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-26- 2.22% |
$5.62K - $6.3K
|
1.14K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-26- 0.4% |
$5.62K - $6.3K
|
6.43K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-26- 2.3% |
$5.62K - $6.3K
|
1.1K
$216K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-27- 0.61% |
$5.84K - $6.54K
|
4.39K
$861K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-27- 13.37% |
$5.84K - $6.54K
|
175
$34.3K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-27- 0.33% |
$5.84K - $6.54K
|
8.11K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-28- 2.43% |
$6.05K - $6.79K
|
1.12K
$220K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-29- 0.42% |
$6.27K - $7.03K
|
6.86K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.2% |
$6.27K - $7.03K
|
14.2K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-30- 1.39% |
$6.48K - $7.27K
|
2.12K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-30- 0.47% |
$6.48K - $7.27K
|
6.3K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-30- 0.07% |
$6.48K - $7.27K
|
45K
$8.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-30- 16.67% |
$6.48K - $7.27K
|
150
$29.4K
|