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
|
First Merchants Corp
|
SELL
|
- |
-4.05K- 17.75% |
$875K - $982K
|
18.8K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.13K- 0.85% |
$892K - $1M
|
483K
$106M
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-4.14K- 38.7% |
$894K - $1M
|
6.55K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.22K- 2.46% |
$913K - $1.02M
|
167K
$36.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.24K- 59.38% |
$916K - $1.03M
|
2.9K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.28K- 23.66% |
$926K - $1.04M
|
13.8K
$3.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.53K- 0.14% |
$979K - $1.1M
|
3.13M
$689M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.62K- 13.37% |
$999K - $1.12M
|
30K
$6.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.75K- 17.39% |
$1.03M - $1.15M
|
22.6K
$4.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4.77K- 0.58% |
$1.03M - $1.16M
|
822K
$181M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-4.8K- 50.85% |
$1.04M - $1.16M
|
4.64K
$1.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.83K- 13.93% |
$1.04M - $1.17M
|
29.8K
$6.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
SELL
|
- |
-4.87K- 16.19% |
$1.05M - $1.18M
|
25.2K
$5.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.9K- 1.55% |
$1.06M - $1.19M
|
311K
$68.6M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.99K- 15.54% |
$1.08M - $1.21M
|
27.1K
$5.98M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5K- 15.55% |
$1.08M - $1.21M
|
27.1K
$5.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.12K- 2.34% |
$1.11M - $1.24M
|
214K
$47.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.56K- 76.27% |
$1.2M - $1.35M
|
1.73K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-5.57K- 59.47% |
$1.2M - $1.35M
|
3.79K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.6K- 27.71% |
$1.21M - $1.36M
|
14.6K
$3.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.7K- 28.27% |
$1.23M - $1.38M
|
14.5K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.78K- 46.06% |
$1.25M - $1.4M
|
6.77K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.8K- 1.72% |
$1.25M - $1.4M
|
332K
$73.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.83K- 5.72% |
$1.26M - $1.41M
|
96.1K
$21.2M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 74.87% |
$1.26M - $1.42M
|
1.96K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.84K- 26.62% |
$1.26M - $1.42M
|
16.1K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.32K- 54.98% |
$1.37M - $1.53M
|
5.18K
$1.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.32K- 15.88% |
$1.37M - $1.53M
|
33.5K
$7.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-6.93K- 41.13% |
$1.5M - $1.68M
|
9.92K
$2.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.28K- 3.94% |
$1.57M - $1.76M
|
177K
$39.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.33K- 45.47% |
$1.58M - $1.78M
|
8.79K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-7.7K- 73.58% |
$1.66M - $1.87M
|
2.77K
$609K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-7.79K- 13.47% |
$1.68M - $1.89M
|
50.1K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-7.99K- 35.72% |
$1.73M - $1.94M
|
14.4K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-8.06K- 70.33% |
$1.74M - $1.95M
|
3.4K
$749K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-8.12K- 3.32% |
$1.76M - $1.97M
|
236K
$52.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-8.18K- 54.29% |
$1.77M - $1.98M
|
6.89K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.23K- 31.99% |
$1.78M - $2M
|
17.5K
$3.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-8.37K- 1.81% |
$1.81M - $2.03M
|
453K
$99.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.5K- 11.66% |
$1.84M - $2.06M
|
64.4K
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.59K- 4.69% |
$1.86M - $2.08M
|
175K
$38.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.62K- 39.87% |
$1.86M - $2.09M
|
13K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.92K- 8.25% |
$1.93M - $2.16M
|
99.3K
$21.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-8.94K- 32.93% |
$1.93M - $2.17M
|
18.2K
$4.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.45K- 7.83% |
$2.04M - $2.29M
|
111K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.6K- 83.96% |
$2.07M - $2.33M
|
1.83K
$404K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-9.87K- 15.68% |
$2.13M - $2.39M
|
53.1K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.97K- 7.91% |
$2.15M - $2.42M
|
116K
$25.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Engine Capital Management, LP
New York, NY |
SELL
|
- |
-10K- 27.44% |
$2.16M - $2.42M
|
26.4K
$5.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10K- 3.79% |
$2.17M - $2.43M
|
255K
$56.1M
|