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 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-939- 2.61% |
$203K - $228K
|
35.1K
$7.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-960- 3.65% |
$207K - $233K
|
25.3K
$5.73M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-976- 4.06% |
$211K - $237K
|
23.1K
$5.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-984- 2.97% |
$213K - $239K
|
32.1K
$7.27M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-992- 14.81% |
$214K - $240K
|
5.71K
$1.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-993- 13.9% |
$215K - $241K
|
6.15K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-1.01K- 5.88% |
$217K - $244K
|
16.1K
$3.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.01K- 4.28% |
$218K - $244K
|
22.5K
$5.1M
|
|
|
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
$876K
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.05K- 0.77% |
$226K - $253K
|
135K
$30.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.05K- 5.14% |
$228K - $255K
|
19.4K
$4.4M
|
|
|
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 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.12K- 0.18% |
$241K - $270K
|
634K
$143M
|
|
|
Feb 11, 2025
Q4 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.13K- 47.93% |
$245K - $275K
|
1.23K
$279K
|
|
|
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
$8.98M
|
|
|
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 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.23K- 16.12% |
$266K - $298K
|
6.4K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.25K- 0.68% |
$271K - $304K
|
183K
$41.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.27K- 4.06% |
$274K - $307K
|
30K
$6.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.29K- 0.19% |
$278K - $312K
|
685K
$155M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.3K- 7.17% |
$281K - $315K
|
16.8K
$3.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.3K- 49.11% |
$281K - $315K
|
1.35K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.31K- 7.76% |
$282K - $317K
|
15.5K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.31K- 5.28% |
$282K - $317K
|
23.4K
$5.3M
|
|
|
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
$5.97M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.49K- 5.45% |
$322K - $361K
|
25.8K
$5.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.5K- 12.88% |
$324K - $364K
|
10.1K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.54K- 0.65% |
$333K - $373K
|
237K
$53.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.54K- 29.7% |
$333K - $374K
|
3.65K
$825K
|
|
|
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
$9.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.58K- 4.77% |
$342K - $383K
|
31.6K
$7.14M
|
|
|
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
|