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 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
10.5KNew |
$2.28M - $2.55M
|
10.5K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.5K+ 281.88% |
$2.28M - $2.55M
|
14.3K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.4K+ 28.21% |
$2.25M - $2.52M
|
47.3K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
10.2K+ 874.79% |
$2.21M - $2.48M
|
11.4K
$2.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
10.2KNew |
$2.21M - $2.48M
|
10.2K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10.1K+ 39.1% |
$2.18M - $2.45M
|
35.9K
$8.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10K+ 969.57% |
$2.16M - $2.43M
|
11K
$2.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.98K+ 786.05% |
$2.16M - $2.42M
|
11.2K
$2.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.36K+ 22.57% |
$2.02M - $2.27M
|
50.8K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
9.35KNew |
$2.02M - $2.27M
|
9.35K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
9.35K+ 660.1% |
$2.02M - $2.27M
|
10.8K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
9.19KNew |
$1.99M - $2.23M
|
9.19K
$2.08M
|
|
|
Feb 04, 2025
Q4 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
9K+ 50.97% |
$1.95M - $2.18M
|
26.7K
$6.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
8.78K+ 124.15% |
$1.9M - $2.13M
|
15.9K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
8.76K+ 55.8% |
$1.89M - $2.12M
|
24.4K
$5.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Postrock Partners LLC
Overland Park, OR |
BUY
|
- |
8.75KNew |
$1.89M - $2.12M
|
8.75K
$1.98M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
8.64KNew |
$1.87M - $2.09M
|
8.64K
$1.95M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
8.61K+ 506.11% |
$1.86M - $2.09M
|
10.3K
$2.33M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
8.55K+ 114.35% |
$1.85M - $2.07M
|
16K
$3.62M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.48KNew |
$1.83M - $2.06M
|
8.48K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
8.4KNew |
$1.82M - $2.04M
|
8.4K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.14K+ 45.61% |
$1.76M - $1.97M
|
26K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
7.91K+ 20.41% |
$1.71M - $1.92M
|
46.7K
$10.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
7.79K+ 2.84% |
$1.68M - $1.89M
|
282K
$63.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
7.72KNew |
$1.67M - $1.87M
|
7.72K
$1.74M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
7.56K+ 24.54% |
$1.63M - $1.83M
|
38.4K
$8.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
7.33K+ 171.53% |
$1.58M - $1.78M
|
11.6K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
7.32K+ 3.91% |
$1.58M - $1.77M
|
195K
$44M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
7.05KNew |
$1.52M - $1.71M
|
7.05K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.02K+ 3.74% |
$1.52M - $1.7M
|
194K
$43.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
7KNew |
$1.51M - $1.7M
|
7K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.82K+ 22.37% |
$1.47M - $1.65M
|
37.3K
$8.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.82KNew |
$1.47M - $1.65M
|
6.82K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.75K+ 17.39% |
$1.46M - $1.64M
|
45.6K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.67K+ 43.9% |
$1.44M - $1.62M
|
21.9K
$4.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
6.51KNew |
$1.41M - $1.58M
|
6.51K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
6.26KNew |
$1.35M - $1.52M
|
6.26K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.24K+ 10.74% |
$1.35M - $1.51M
|
64.4K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
6.12K+ 108.25% |
$1.32M - $1.48M
|
11.8K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
6.08KNew |
$1.31M - $1.47M
|
6.08K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6.05K+ 1.75% |
$1.31M - $1.47M
|
352K
$79.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
5.63KNew |
$1.22M - $1.36M
|
5.63K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
5.61K+ 0.79% |
$1.21M - $1.36M
|
715K
$162M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
5.59KNew |
$1.21M - $1.36M
|
5.59K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.55K+ 110.77% |
$1.2M - $1.35M
|
10.6K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
5.54K+ 30.48% |
$1.2M - $1.34M
|
23.7K
$5.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
5.49K+ 93.78% |
$1.19M - $1.33M
|
11.3K
$2.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.34K+ 4.58% |
$1.15M - $1.29M
|
122K
$27.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
5.33KNew |
$1.15M - $1.29M
|
5.33K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.33K+ 9.29% |
$1.15M - $1.29M
|
62.6K
$14.2M
|