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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-8.94K- 32.93% |
$1.93M - $2.17M
|
18.2K
$4.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.45K- 7.83% |
$2.04M - $2.29M
|
111K
$25.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.6K- 83.96% |
$2.07M - $2.33M
|
1.83K
$415K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-9.87K- 15.68% |
$2.13M - $2.39M
|
53.1K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.97K- 7.91% |
$2.15M - $2.42M
|
116K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Engine Capital Management, LP
New York, NY |
SELL
|
- |
-10K- 27.44% |
$2.16M - $2.42M
|
26.4K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10K- 3.79% |
$2.17M - $2.43M
|
255K
$57.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.4K- 73.18% |
$2.25M - $2.52M
|
3.82K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-10.6K- 40.2% |
$2.3M - $2.58M
|
15.8K
$3.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.8K- 75.86% |
$2.33M - $2.62M
|
3.43K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.9K- 99.91% |
$2.36M - $2.65M
|
10
$2.26K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-11K- 25.48% |
$2.38M - $2.67M
|
32.2K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-12.9K- 70.92% |
$2.79M - $3.13M
|
5.3K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-13.4K- 31.65% |
$2.89M - $3.25M
|
28.9K
$6.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-13.4K- 55.07% |
$2.9M - $3.25M
|
10.9K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-13.4K- 58.94% |
$2.9M - $3.25M
|
9.33K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-13.5K- 22.94% |
$2.91M - $3.27M
|
45.3K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-13.6K- 68.61% |
$2.94M - $3.3M
|
6.23K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.3K- 2.22% |
$3.09M - $3.46M
|
629K
$142M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14.6K- 0.38% |
$3.16M - $3.54M
|
3.86M
$874M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-15.1K- 17.05% |
$3.25M - $3.65M
|
73.3K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.2K- 98.69% |
$3.28M - $3.67M
|
201
$45.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-15.7K- 77.69% |
$3.39M - $3.8M
|
4.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15.8K- 5.52% |
$3.42M - $3.84M
|
271K
$61.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-16.1K- 33.68% |
$3.48M - $3.9M
|
31.7K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-17.1K- 8.45% |
$3.7M - $4.15M
|
185K
$41.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 39.25% |
$3.7M - $4.15M
|
26.5K
$5.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-17.4K- 8.26% |
$3.76M - $4.21M
|
193K
$43.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.4K- 15.17% |
$4.19M - $4.7M
|
108K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-20.7K- 0.31% |
$4.48M - $5.03M
|
6.71M
$1.52B
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-21.8K- 7.22% |
$4.72M - $5.29M
|
281K
$63.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.9K- 14.64% |
$4.73M - $5.3M
|
127K
$28.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-22.3K- 77.94% |
$4.83M - $5.42M
|
6.33K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-23.9K- 2.62% |
$5.17M - $5.8M
|
891K
$201M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-24K- 98.46% |
$5.19M - $5.83M
|
377
$85.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-24.4K- 3.76% |
$5.27M - $5.91M
|
624K
$141M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.6K- 10.79% |
$5.31M - $5.95M
|
203K
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-25.5K- 41.0% |
$5.51M - $6.18M
|
36.7K
$8.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-25.9K- 30.17% |
$5.6M - $6.28M
|
60K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-26.4K- 26.03% |
$5.71M - $6.41M
|
75.1K
$17M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-27K- 20.45% |
$5.84M - $6.54M
|
105K
$23.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-27.5K- 69.71% |
$5.94M - $6.67M
|
12K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-27.8K- 2.98% |
$6.01M - $6.75M
|
908K
$205M
|
|
|
Feb 14, 2025
Q4 2024
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-30K- 29.22% |
$6.49M - $7.28M
|
72.7K
$16.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-30.9K- 61.42% |
$6.68M - $7.5M
|
19.4K
$4.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-32.6K- 4.44% |
$7.05M - $7.91M
|
703K
$159M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-32.7K- 26.25% |
$7.07M - $7.93M
|
91.9K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-32.8K- 17.11% |
$7.08M - $7.95M
|
159K
$35.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-35.2K- 59.12% |
$7.61M - $8.53M
|
24.3K
$5.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-36.5K- 35.11% |
$7.89M - $8.85M
|
67.5K
$15.3M
|