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 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.35KNew |
$725K - $813K
|
3.35K
$767K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.34K+ 584.76% |
$722K - $809K
|
3.91K
$894K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.32K+ 16.83% |
$718K - $805K
|
23.1K
$5.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.25K+ 109.87% |
$703K - $788K
|
6.21K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.18K+ 52.93% |
$687K - $771K
|
9.19K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.18KNew |
$687K - $770K
|
3.18K
$727K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.08K+ 5.63% |
$666K - $747K
|
57.8K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
3.06KNew |
$660K - $741K
|
3.06K
$699K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3K+ 81.64% |
$649K - $728K
|
6.68K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3KNew |
$649K - $727K
|
3K
$686K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.96K+ 5.17% |
$640K - $718K
|
60.3K
$13.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.93KNew |
$634K - $711K
|
2.93K
$670K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.93K+ 2.11% |
$632K - $709K
|
142K
$32.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.77K+ 294.26% |
$598K - $671K
|
3.71K
$848K
|
|
|
Jan 30, 2025
Q4 2024
|
Vista Finance, LLC
|
BUY
|
- |
2.73KNew |
$591K - $663K
|
2.73K
$625K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.73K+ 54.59% |
$590K - $662K
|
7.73K
$1.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.72KNew |
$587K - $658K
|
2.72K
$621K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.63K+ 1.64% |
$568K - $638K
|
163K
$37.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
2.61KNew |
$565K - $633K
|
2.61K
$597K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 12.28% |
$564K - $632K
|
23.9K
$5.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.61K+ 22.23% |
$563K - $631K
|
14.3K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.6K+ 256.31% |
$562K - $630K
|
3.61K
$826K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.56KNew |
$553K - $620K
|
2.56K
$585K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.53KNew |
$548K - $614K
|
2.53K
$579K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.53K+ 7.17% |
$546K - $612K
|
37.7K
$8.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.44KNew |
$527K - $591K
|
2.44K
$558K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.39K+ 0.76% |
$516K - $579K
|
315K
$72.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.32K+ 24.2% |
$501K - $562K
|
11.9K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.31K+ 53.22% |
$500K - $561K
|
6.66K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.31K+ 207.65% |
$499K - $559K
|
3.42K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.29KNew |
$494K - $554K
|
2.29K
$523K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.28K+ 0.93% |
$493K - $553K
|
249K
$56.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.26K+ 6.22% |
$489K - $548K
|
38.6K
$8.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.22K+ 2.6% |
$480K - $538K
|
87.7K
$20.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.18KNew |
$472K - $529K
|
2.18K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.17K+ 5.8% |
$469K - $526K
|
39.6K
$9.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.16K+ 5.19% |
$467K - $524K
|
43.8K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.13KNew |
$461K - $517K
|
2.13K
$488K
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.12KNew |
$458K - $513K
|
2.12K
$484K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.11K+ 1.62% |
$456K - $512K
|
133K
$30.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.08K+ 11.38% |
$450K - $504K
|
20.4K
$4.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.08K+ 42.02% |
$450K - $504K
|
7.03K
$1.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.08K+ 265.86% |
$449K - $504K
|
2.86K
$654K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.05KNew |
$442K - $496K
|
2.05K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.04K+ 33.24% |
$440K - $493K
|
8.16K
$1.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.01KNew |
$435K - $488K
|
2.01K
$460K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2K+ 29.65% |
$433K - $486K
|
8.76K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.97K+ 1.73% |
$425K - $476K
|
116K
$26.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.93K+ 61.65% |
$416K - $467K
|
5.05K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.93K+ 12.56% |
$416K - $467K
|
17.3K
$3.94M
|