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 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.67K+ 126.08% |
$361K - $404K
|
2.99K
$659K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.64K+ 110.38% |
$354K - $397K
|
3.12K
$688K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1.63K+ 2.62% |
$353K - $396K
|
63.9K
$14.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.63KNew |
$352K - $395K
|
1.63K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.62K+ 151.21% |
$350K - $393K
|
2.69K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 6.48% |
$350K - $393K
|
26.6K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.62K+ 98.42% |
$350K - $393K
|
3.27K
$720K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.62KNew |
$350K - $393K
|
1.62K
$357K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.61K+ 20.91% |
$348K - $390K
|
9.3K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
1.61KNew |
$347K - $390K
|
1.61K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.61K+ 46.37% |
$347K - $389K
|
5.07K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.6KNew |
$346K - $388K
|
1.6K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.59K+ 8.74% |
$344K - $386K
|
19.8K
$4.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.59KNew |
$344K - $386K
|
1.59K
$351K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.59K+ 4.52% |
$343K - $385K
|
36.8K
$8.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.59KNew |
$343K - $385K
|
1.59K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.58K+ 49.22% |
$341K - $383K
|
4.79K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.58K+ 32.56% |
$341K - $383K
|
6.43K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.58K+ 1.96% |
$340K - $382K
|
82K
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.57KNew |
$338K - $379K
|
1.57K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.56K+ 25.41% |
$337K - $378K
|
7.7K
$1.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
1.56KNew |
$337K - $377K
|
1.56K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.55KNew |
$335K - $376K
|
1.55K
$341K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
1.54KNew |
$333K - $373K
|
1.54K
$339K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
1.54KNew |
$332K - $372K
|
1.54K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.51K+ 2.13% |
$326K - $366K
|
72.4K
$16M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.51KNew |
$325K - $365K
|
1.51K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.5KNew |
$325K - $364K
|
1.5K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.5K+ 2.53% |
$324K - $364K
|
60.9K
$13.4M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.5KNew |
$324K - $363K
|
1.5K
$330K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.5K+ 22.73% |
$323K - $362K
|
8.07K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.49K+ 10.98% |
$322K - $361K
|
15.1K
$3.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.48KNew |
$321K - $360K
|
1.48K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.47K+ 1.62% |
$317K - $356K
|
92K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
1.47K+ 1.76% |
$317K - $355K
|
84.5K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.46K+ 7.32% |
$316K - $354K
|
21.4K
$4.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.46KNew |
$315K - $353K
|
1.46K
$321K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.46K+ 5.23% |
$315K - $353K
|
29.3K
$6.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 117.96% |
$312K - $350K
|
2.67K
$588K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
1.44K+ 27.5% |
$311K - $349K
|
6.68K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.44K+ 0.2% |
$311K - $349K
|
733K
$161M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.44KNew |
$310K - $348K
|
1.44K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.43K+ 13.25% |
$309K - $347K
|
12.2K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.43K+ 11.71% |
$309K - $347K
|
13.7K
$3.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
1.43KNew |
$308K - $346K
|
1.43K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.43KNew |
$308K - $345K
|
1.43K
$314K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.41KNew |
$305K - $342K
|
1.41K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.41K+ 55.44% |
$304K - $341K
|
3.95K
$869K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.41K+ 6.85% |
$304K - $341K
|
21.9K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.4KNew |
$302K - $338K
|
1.4K
$308K
|