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 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
35New |
$7.56K - $8.48K
|
35
$7.93K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
34+ 0.86% |
$7.35K - $8.24K
|
4K
$906K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33+ 11.91% |
$7.13K - $8K
|
310
$70.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31+ 22.63% |
$6.7K - $7.51K
|
168
$38K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30+ 0.81% |
$6.48K - $7.27K
|
3.72K
$842K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
30+ 2.87% |
$6.48K - $7.27K
|
1.08K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 28.57% |
$6.48K - $7.27K
|
135
$30.6K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29+ 14.95% |
$6.27K - $7.03K
|
223
$50.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
28+ 1.81% |
$6.05K - $6.79K
|
1.57K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
25+ 0.42% |
$5.4K - $6.06K
|
5.98K
$1.35M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.39% |
$5.19K - $5.82K
|
6.1K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
24+ 1.3% |
$5.19K - $5.82K
|
1.87K
$424K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24+ 0.8% |
$5.19K - $5.82K
|
3.02K
$683K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
22+ 0.74% |
$4.75K - $5.33K
|
2.99K
$678K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
21+ 0.2% |
$4.54K - $5.09K
|
10.6K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
20+ 1.17% |
$4.32K - $4.85K
|
1.74K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
20+ 0.68% |
$4.32K - $4.85K
|
2.98K
$675K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
19+ 0.79% |
$4.11K - $4.61K
|
2.42K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 0.78% |
$3.89K - $4.36K
|
2.32K
$526K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
18+ 1.34% |
$3.89K - $4.36K
|
1.36K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
15+ 0.41% |
$3.24K - $3.64K
|
3.65K
$826K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15+ 0.63% |
$3.24K - $3.64K
|
2.39K
$540K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 1.54% |
$3.24K - $3.64K
|
989
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.31% |
$3.24K - $3.64K
|
4.89K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15+ 0.25% |
$3.24K - $3.64K
|
5.9K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
15+ 0.18% |
$3.24K - $3.64K
|
8.54K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 0.39% |
$3.03K - $3.39K
|
3.57K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.75% |
$2.81K - $3.15K
|
1.74K
$395K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
13+ 0.22% |
$2.81K - $3.15K
|
5.86K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$2.81K - $3.15K
|
5.13K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
13+ 0.38% |
$2.81K - $3.15K
|
3.45K
$781K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
12+ 0.57% |
$2.59K - $2.91K
|
2.1K
$476K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12+ 0.59% |
$2.59K - $2.91K
|
2.06K
$467K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11+ 0.13% |
$2.38K - $2.67K
|
8.78K
$1.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.88% |
$2.38K - $2.67K
|
1.25K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
11+ 0.11% |
$2.38K - $2.67K
|
10.5K
$2.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.35% |
$2.16K - $2.42K
|
2.87K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.14% |
$2.16K - $2.42K
|
7K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
10+ 0.84% |
$2.16K - $2.42K
|
1.2K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
9+ 0.28% |
$1.95K - $2.18K
|
3.25K
$736K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.6% |
$1.95K - $2.18K
|
1.5K
$339K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.29% |
$1.95K - $2.18K
|
3.12K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9New |
$1.95K - $2.18K
|
9
$2.04K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$1.73K - $1.94K
|
6.55K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.73K - $1.94K
|
8
$1.81K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7+ 0.4% |
$1.51K - $1.7K
|
1.77K
$400K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
6+ 2.7% |
$1.3K - $1.45K
|
228
$51.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.12% |
$1.3K - $1.45K
|
5.14K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$1.3K - $1.45K
|
5.45K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.26% |
$1.3K - $1.45K
|
2.35K
$531K
|