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 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-2.97K- 36.21% |
$641K - $719K
|
5.23K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-3.02K- 14.49% |
$652K - $732K
|
17.8K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-3.05K- 4.25% |
$660K - $740K
|
68.7K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.11K- 86.16% |
$673K - $755K
|
500
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-3.12K- 41.7% |
$674K - $756K
|
4.36K
$912K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.15K- 5.35% |
$680K - $763K
|
55.7K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.17K- 4.95% |
$684K - $768K
|
60.8K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-3.18K- 2.31% |
$687K - $770K
|
134K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 24.97% |
$689K - $773K
|
9.59K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.22K- 1.55% |
$697K - $781K
|
205K
$42.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.23K- 3.15% |
$697K - $782K
|
99.2K
$20.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.26K- 19.19% |
$704K - $789K
|
13.7K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-3.37K- 25.21% |
$729K - $818K
|
10K
$2.09M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.4K- 5.45% |
$735K - $824K
|
58.9K
$12.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.4K- 3.08% |
$735K - $824K
|
107K
$22.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-3.43K- 3.71% |
$740K - $830K
|
88.8K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.45K- 2.82% |
$746K - $837K
|
119K
$24.9M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.46K- 22.46% |
$748K - $839K
|
12K
$2.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-3.5K- 72.31% |
$757K - $849K
|
1.34K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.51K- 49.75% |
$758K - $850K
|
3.54K
$741K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.61K- 4.96% |
$781K - $876K
|
69.3K
$14.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.63K- 16.94% |
$785K - $881K
|
17.8K
$3.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.64K- 72.92% |
$788K - $883K
|
1.35K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.71K- 10.62% |
$802K - $900K
|
31.3K
$6.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.76K- 5.43% |
$812K - $910K
|
65.4K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.8K- 9.29% |
$822K - $922K
|
37.1K
$7.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.82K- 5.66% |
$826K - $926K
|
63.7K
$13.3M
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-3.85K- 8.69% |
$833K - $934K
|
40.5K
$8.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.87K- 41.0% |
$836K - $938K
|
5.57K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.9K- 27.9% |
$842K - $944K
|
10.1K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.92K- 34.54% |
$847K - $949K
|
7.43K
$1.55M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-3.92K- 6.36% |
$848K - $951K
|
57.8K
$12.1M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.94K- 61.45% |
$851K - $954K
|
2.47K
$517K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.02K- 24.13% |
$868K - $973K
|
12.6K
$2.64M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-4.05K- 17.75% |
$875K - $982K
|
18.8K
$3.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.13K- 0.85% |
$892K - $1M
|
483K
$101M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.14K- 38.7% |
$894K - $1M
|
6.55K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.22K- 2.46% |
$913K - $1.02M
|
167K
$35M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.24K- 59.38% |
$916K - $1.03M
|
2.9K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.28K- 23.66% |
$926K - $1.04M
|
13.8K
$2.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.53K- 0.14% |
$979K - $1.1M
|
3.13M
$654M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.62K- 13.37% |
$999K - $1.12M
|
30K
$6.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.75K- 17.39% |
$1.03M - $1.15M
|
22.6K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4.77K- 0.58% |
$1.03M - $1.16M
|
822K
$172M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-4.8K- 50.85% |
$1.04M - $1.16M
|
4.64K
$971K
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.83K- 13.93% |
$1.04M - $1.17M
|
29.8K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
SELL
|
- |
-4.87K- 16.19% |
$1.05M - $1.18M
|
25.2K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.9K- 1.55% |
$1.06M - $1.19M
|
311K
$65.2M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.99K- 15.54% |
$1.08M - $1.21M
|
27.1K
$5.68M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5K- 15.55% |
$1.08M - $1.21M
|
27.1K
$5.68M
|