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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
734K+ 21916.2% |
$159M - $178M
|
738K
$167M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
440K+ 18.13% |
$95.1M - $107M
|
2.87M
$650M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
432K+ 3859.75% |
$93.4M - $105M
|
443K
$100M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
199K+ 2.6% |
$43.1M - $48.4M
|
7.88M
$1.78B
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
169K+ 59.48% |
$36.6M - $41.1M
|
454K
$103M
|
|
|
Jan 13, 2025
Q4 2024
|
Reinhart Partners, Inc.
|
BUY
|
- |
145KNew |
$31.3M - $35.1M
|
145K
$32.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
139KNew |
$30.1M - $33.8M
|
139K
$31.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
87.5KNew |
$18.9M - $21.2M
|
87.5K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
84.5K+ 756.16% |
$18.3M - $20.5M
|
95.6K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
82.9K+ 5.54% |
$17.9M - $20.1M
|
1.58M
$358M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
79.1K+ 88.83% |
$17.1M - $19.2M
|
168K
$38.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
73KNew |
$15.8M - $17.7M
|
73K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
65KNew |
$14M - $15.8M
|
65K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
60KNew |
$13M - $14.6M
|
60K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
59.5K+ 201.86% |
$12.9M - $14.4M
|
89K
$20.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
56.1K+ 32.15% |
$12.1M - $13.6M
|
231K
$52.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
55.2KNew |
$11.9M - $13.4M
|
55.2K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
52.9K+ 3.77% |
$11.4M - $12.8M
|
1.45M
$329M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
47.1K+ 163.26% |
$10.2M - $11.4M
|
75.9K
$17.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
45.2K+ 718.86% |
$9.76M - $10.9M
|
51.4K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42.5K+ 517.57% |
$9.2M - $10.3M
|
50.8K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
42.1K+ 666.21% |
$9.1M - $10.2M
|
48.4K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
38.2KNew |
$8.26M - $9.26M
|
38.2K
$8.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38.2K+ 169.59% |
$8.25M - $9.25M
|
60.7K
$13.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
36K+ 282.76% |
$7.79M - $8.73M
|
48.8K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Hansen & Associates Financial Group, Inc.
Sacramento, CA |
BUY
|
- |
34.9KNew |
$7.53M - $8.45M
|
34.9K
$7.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.4K+ 220.1% |
$7M - $7.85M
|
47.1K
$10.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
28KNew |
$6.06M - $6.8M
|
28K
$6.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
27KNew |
$5.83M - $6.53M
|
27K
$6.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
26.3K+ 10.02% |
$5.69M - $6.38M
|
289K
$65.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26.2KNew |
$5.66M - $6.35M
|
26.2K
$5.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
25.1KNew |
$5.43M - $6.09M
|
25.1K
$5.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
23.6KNew |
$5.09M - $5.71M
|
23.6K
$5.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Consolidated Investment Group LLC
|
BUY
|
- |
21.1K+ 20.31% |
$4.56M - $5.11M
|
125K
$28.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
20.8KNew |
$4.5M - $5.05M
|
20.8K
$4.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
19.7KNew |
$4.25M - $4.77M
|
19.7K
$4.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
19.2K+ 44.95% |
$4.14M - $4.65M
|
61.8K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
18.5KNew |
$4M - $4.49M
|
18.5K
$4.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
18.3KNew |
$3.95M - $4.43M
|
18.3K
$4.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
17.9K+ 3.13% |
$3.87M - $4.34M
|
589K
$133M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
17.4K+ 30.12% |
$3.77M - $4.23M
|
75.4K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
17.2KNew |
$3.72M - $4.17M
|
17.2K
$3.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
16.3KNew |
$3.52M - $3.95M
|
16.3K
$3.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
15.2KNew |
$3.28M - $3.68M
|
15.2K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
14.8KNew |
$3.19M - $3.58M
|
14.8K
$3.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
14.3KNew |
$3.09M - $3.46M
|
14.3K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
13.9K+ 12.83% |
$3M - $3.37M
|
122K
$27.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
13.1K+ 102.64% |
$2.82M - $3.16M
|
25.8K
$5.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
12.9KNew |
$2.79M - $3.13M
|
12.9K
$2.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
12.2K+ 39.71% |
$2.63M - $2.95M
|
42.8K
$9.69M
|