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 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
$408K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.91K- 3.28% |
$413K - $463K
|
56.3K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.97K- 19.76% |
$426K - $478K
|
8K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.97K- 63.6% |
$427K - $478K
|
1.13K
$256K
|
|
|
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
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-2.01K- 2.6% |
$434K - $487K
|
75.2K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.02K- 31.36% |
$437K - $490K
|
4.43K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.1K- 24.56% |
$453K - $508K
|
6.44K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-2.1K- 4.99% |
$454K - $510K
|
40K
$9.05M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.14K- 8.17% |
$462K - $518K
|
24K
$5.43M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.19K- 12.83% |
$474K - $531K
|
14.9K
$3.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.2K- 1.23% |
$474K - $532K
|
177K
$40M
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-2.35K- 27.23% |
$508K - $570K
|
6.28K
$1.42M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.69K- 1.08% |
$582K - $652K
|
246K
$55.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.72K- 5.81% |
$587K - $659K
|
44K
$9.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.73K- 28.5% |
$589K - $661K
|
6.84K
$1.55M
|
|
|
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
$2.56M
|
|
|
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
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.91K- 74.03% |
$629K - $706K
|
1.02K
$231K
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-3.18K- 2.31% |
$687K - $770K
|
134K
$30.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 24.97% |
$689K - $773K
|
9.59K
$2.17M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.4K- 5.45% |
$735K - $824K
|
58.9K
$13.3M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-3.5K- 72.31% |
$757K - $849K
|
1.34K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.51K- 49.75% |
$758K - $850K
|
3.54K
$801K
|