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 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.42K+ 5.61% |
$522K - $586K
|
45.5K
$8.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.4K+ 37.4% |
$519K - $582K
|
8.82K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
2.4KNew |
$519K - $582K
|
2.4K
$457K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.39K+ 0.76% |
$516K - $579K
|
315K
$60M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.39K+ 13.1% |
$516K - $579K
|
20.6K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.36K+ 11.02% |
$510K - $572K
|
23.8K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
2.34KNew |
$506K - $567K
|
2.34K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.33K+ 11.59% |
$504K - $565K
|
22.4K
$4.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.32K+ 24.2% |
$501K - $562K
|
11.9K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
2.31K+ 53.22% |
$500K - $561K
|
6.66K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 6.0% |
$500K - $560K
|
40.9K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
2.31KNew |
$499K - $560K
|
2.31K
$440K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.31K+ 207.65% |
$499K - $559K
|
3.42K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.29KNew |
$494K - $554K
|
2.29K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.28K+ 207.55% |
$493K - $553K
|
3.38K
$644K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.28K+ 0.93% |
$493K - $553K
|
249K
$47.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.26K+ 6.22% |
$489K - $548K
|
38.6K
$7.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.26K+ 5.52% |
$489K - $548K
|
43.2K
$8.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.25KNew |
$486K - $545K
|
2.25K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.25K+ 21.5% |
$486K - $545K
|
12.7K
$2.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.24KNew |
$484K - $542K
|
2.24K
$426K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.22K+ 2.6% |
$480K - $538K
|
87.7K
$16.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.22K+ 2.6% |
$480K - $538K
|
87.7K
$16.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
2.18KNew |
$472K - $529K
|
2.18K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.18K+ 10.92% |
$472K - $529K
|
22.2K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
2.18KNew |
$471K - $528K
|
2.18K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2.17K+ 5.8% |
$469K - $526K
|
39.6K
$7.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.16K+ 5.19% |
$467K - $524K
|
43.8K
$8.33M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
2.16KNew |
$467K - $524K
|
2.16K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
2.16KNew |
$466K - $523K
|
2.16K
$410K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.13KNew |
$461K - $517K
|
2.13K
$406K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.13K+ 54.61% |
$460K - $516K
|
6.02K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
2.12KNew |
$458K - $513K
|
2.12K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.11K+ 1.62% |
$456K - $512K
|
133K
$25.2M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
2.1K+ 8.02% |
$454K - $509K
|
28.3K
$5.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
2.1KNew |
$454K - $509K
|
2.1K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.08K+ 11.38% |
$450K - $504K
|
20.4K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.08K+ 42.02% |
$450K - $504K
|
7.03K
$1.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.08K+ 265.86% |
$449K - $504K
|
2.86K
$544K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
2.05KNew |
$443K - $497K
|
2.05K
$390K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.05KNew |
$442K - $496K
|
2.05K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.04K+ 33.24% |
$440K - $493K
|
8.16K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.01KNew |
$435K - $488K
|
2.01K
$383K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2K+ 29.65% |
$433K - $486K
|
8.76K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$432K - $484K
|
2K
$380K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.98K+ 25.23% |
$427K - $479K
|
9.8K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.97K+ 1.73% |
$425K - $476K
|
116K
$22M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.95K+ 22.0% |
$421K - $472K
|
10.8K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.95KNew |
$420K - $471K
|
1.95K
$370K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.94KNew |
$419K - $470K
|
1.94K
$369K
|