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 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.12K- 2.34% |
$1.11M - $1.24M
|
214K
$44.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.56K- 76.27% |
$1.2M - $1.35M
|
1.73K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
SELL
|
- |
-5.57K- 59.47% |
$1.2M - $1.35M
|
3.79K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-5.6K- 27.71% |
$1.21M - $1.36M
|
14.6K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.7K- 28.27% |
$1.23M - $1.38M
|
14.5K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.78K- 46.06% |
$1.25M - $1.4M
|
6.77K
$1.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.8K- 1.72% |
$1.25M - $1.4M
|
332K
$69.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.83K- 5.72% |
$1.26M - $1.41M
|
96.1K
$20.1M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 74.87% |
$1.26M - $1.42M
|
1.96K
$410K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.84K- 26.62% |
$1.26M - $1.42M
|
16.1K
$3.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.32K- 54.98% |
$1.37M - $1.53M
|
5.18K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.32K- 15.88% |
$1.37M - $1.53M
|
33.5K
$7.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-6.93K- 41.13% |
$1.5M - $1.68M
|
9.92K
$2.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.28K- 3.94% |
$1.57M - $1.76M
|
177K
$37.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.33K- 45.47% |
$1.58M - $1.78M
|
8.79K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-7.7K- 73.58% |
$1.66M - $1.87M
|
2.77K
$579K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-7.79K- 13.47% |
$1.68M - $1.89M
|
50.1K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-7.99K- 35.72% |
$1.73M - $1.94M
|
14.4K
$3.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-8.06K- 70.33% |
$1.74M - $1.95M
|
3.4K
$711K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-8.12K- 3.32% |
$1.76M - $1.97M
|
236K
$49.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-8.18K- 54.29% |
$1.77M - $1.98M
|
6.89K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.23K- 31.99% |
$1.78M - $2M
|
17.5K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-8.37K- 1.81% |
$1.81M - $2.03M
|
453K
$94.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.5K- 11.66% |
$1.84M - $2.06M
|
64.4K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.59K- 4.69% |
$1.86M - $2.08M
|
175K
$36.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.62K- 39.87% |
$1.86M - $2.09M
|
13K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.92K- 8.25% |
$1.93M - $2.16M
|
99.3K
$20.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-8.94K- 32.93% |
$1.93M - $2.17M
|
18.2K
$3.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.45K- 7.83% |
$2.04M - $2.29M
|
111K
$23.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.6K- 83.96% |
$2.07M - $2.33M
|
1.83K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-9.87K- 15.68% |
$2.13M - $2.39M
|
53.1K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.97K- 7.91% |
$2.15M - $2.42M
|
116K
$24.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Engine Capital Management, LP
New York, NY |
SELL
|
- |
-10K- 27.44% |
$2.16M - $2.42M
|
26.4K
$5.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10K- 3.79% |
$2.17M - $2.43M
|
255K
$53.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.4K- 73.18% |
$2.25M - $2.52M
|
3.82K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-10.6K- 40.2% |
$2.3M - $2.58M
|
15.8K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.8K- 75.86% |
$2.33M - $2.62M
|
3.43K
$718K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.9K- 99.91% |
$2.36M - $2.65M
|
10
$2.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-11K- 25.48% |
$2.38M - $2.67M
|
32.2K
$6.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-12.9K- 70.92% |
$2.79M - $3.13M
|
5.3K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-13.4K- 31.65% |
$2.89M - $3.25M
|
28.9K
$6.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-13.4K- 55.07% |
$2.9M - $3.25M
|
10.9K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-13.4K- 58.94% |
$2.9M - $3.25M
|
9.33K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-13.5K- 22.94% |
$2.91M - $3.27M
|
45.3K
$9.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-13.6K- 68.61% |
$2.94M - $3.3M
|
6.23K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-14.3K- 2.22% |
$3.09M - $3.46M
|
629K
$132M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14.6K- 0.38% |
$3.16M - $3.54M
|
3.86M
$808M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-15.1K- 17.05% |
$3.25M - $3.65M
|
73.3K
$15.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.2K- 98.69% |
$3.28M - $3.67M
|
201
$42.1K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-15.6K- 73.05% |
$3.38M - $3.79M
|
5.77K
$1.21M
|