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 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
401+ 20.0% |
$86.7K - $97.2K
|
2.41K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
400+ 13.4% |
$86.5K - $97K
|
3.38K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
400+ 32.21% |
$86.5K - $97K
|
1.64K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
399+ 18.13% |
$86.2K - $96.7K
|
2.6K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
398+ 4.79% |
$86K - $96.5K
|
8.71K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
397New |
$85.8K - $96.2K
|
397
$90.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
395+ 15.28% |
$85.4K - $95.7K
|
2.98K
$681K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
384+ 8.08% |
$83K - $93.1K
|
5.13K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
378+ 8.24% |
$81.7K - $91.6K
|
4.97K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
375+ 0.83% |
$81K - $90.9K
|
45.5K
$10.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
374+ 7.62% |
$80.8K - $90.7K
|
5.29K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
368New |
$79.5K - $89.2K
|
368
$84.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
368+ 10.1% |
$79.5K - $89.2K
|
4.01K
$917K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
367+ 7.73% |
$79.3K - $89K
|
5.11K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
365+ 2.25% |
$78.9K - $88.5K
|
16.6K
$3.8M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
363+ 1.05% |
$78.5K - $88K
|
35.1K
$8.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
358+ 15.08% |
$77.4K - $86.8K
|
2.73K
$625K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
344+ 4.62% |
$74.3K - $83.4K
|
7.79K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
344+ 67.58% |
$74.3K - $83.4K
|
853
$195K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
339+ 0.61% |
$73.3K - $82.2K
|
56.3K
$12.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
335+ 19.54% |
$72.4K - $81.2K
|
2.05K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
326+ 1.07% |
$70.5K - $79K
|
30.7K
$7.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
319+ 2.69% |
$68.9K - $77.3K
|
12.2K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
316+ 4.71% |
$68.3K - $76.6K
|
7.03K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
312+ 34.55% |
$67.4K - $75.6K
|
1.22K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
312+ 12.33% |
$67.4K - $75.6K
|
2.84K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
303+ 0.64% |
$65.5K - $73.4K
|
47.9K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
301+ 11.17% |
$65.1K - $73K
|
3K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
297+ 22.11% |
$64.2K - $72K
|
1.64K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
295+ 0.98% |
$63.8K - $71.5K
|
30.4K
$6.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
295New |
$63.8K - $71.5K
|
295
$67.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
295+ 4.73% |
$63.8K - $71.5K
|
6.53K
$1.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
290+ 1.11% |
$62.7K - $70.3K
|
26.5K
$6.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
290+ 29.56% |
$62.7K - $70.3K
|
1.27K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
289+ 2.47% |
$62.5K - $70.1K
|
12K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
283+ 1.04% |
$61.2K - $68.6K
|
27.6K
$6.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
270+ 14.96% |
$58.4K - $65.4K
|
2.08K
$474K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
270+ 1.25% |
$58.4K - $65.4K
|
21.9K
$5M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
265+ 5.62% |
$57.3K - $64.2K
|
4.98K
$1.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
258+ 6.37% |
$55.8K - $62.5K
|
4.31K
$986K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
252+ 16.72% |
$54.5K - $61.1K
|
1.76K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 0.85% |
$54K - $60.6K
|
29.7K
$6.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
248New |
$53.6K - $60.1K
|
248
$56.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
247+ 109.78% |
$53.4K - $59.9K
|
472
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
242+ 20.07% |
$52.3K - $58.7K
|
1.45K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
241+ 1.43% |
$52.1K - $58.4K
|
17.1K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
239New |
$51.7K - $57.9K
|
239
$54.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
236+ 14.69% |
$51K - $57.2K
|
1.84K
$421K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
236+ 0.94% |
$51K - $57.2K
|
25.3K
$5.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
234+ 13.72% |
$50.6K - $56.7K
|
1.94K
$444K
|