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
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 9.09% |
$1.08K - $1.21K
|
50
$11.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6- 0.32% |
$1.3K - $1.45K
|
1.89K
$428K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7- 3.37% |
$1.51K - $1.7K
|
201
$45.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7- 0.27% |
$1.51K - $1.7K
|
2.59K
$585K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-7- 0.24% |
$1.51K - $1.7K
|
2.95K
$667K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
SELL
|
- |
-7- 0.18% |
$1.51K - $1.7K
|
3.97K
$898K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-8- 0.05% |
$1.73K - $1.94K
|
15.1K
$3.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 0.67% |
$1.95K - $2.18K
|
1.33K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-9- 0.19% |
$1.95K - $2.18K
|
4.79K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-10- 0.49% |
$2.16K - $2.42K
|
2.02K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-10- 0.48% |
$2.16K - $2.42K
|
2.08K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-11- 0.76% |
$2.38K - $2.67K
|
1.44K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 0.25% |
$2.38K - $2.67K
|
4.36K
$986K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-11- 0.16% |
$2.38K - $2.67K
|
6.99K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-11- 0.67% |
$2.38K - $2.67K
|
1.63K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-14- 0.55% |
$3.03K - $3.39K
|
2.55K
$577K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 1.12% |
$3.03K - $3.39K
|
1.24K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-15- 1.16% |
$3.24K - $3.64K
|
1.28K
$289K
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 0.36% |
$3.24K - $3.64K
|
4.21K
$953K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.74% |
$3.24K - $3.64K
|
2.01K
$455K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-16- 0.29% |
$3.46K - $3.88K
|
5.53K
$1.25M
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-16- 0.17% |
$3.46K - $3.88K
|
9.42K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-17- 0.21% |
$3.67K - $4.12K
|
8.13K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19- 0.32% |
$4.11K - $4.61K
|
5.88K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-20- 0.13% |
$4.32K - $4.85K
|
14.8K
$3.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-20- 1.69% |
$4.32K - $4.85K
|
1.16K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-22- 6.49% |
$4.75K - $5.33K
|
317
$71.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 5.07% |
$4.75K - $5.33K
|
412
$93.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-24- 0.16% |
$5.19K - $5.82K
|
14.8K
$3.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-25- 0.32% |
$5.4K - $6.06K
|
7.82K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25- 0.58% |
$5.4K - $6.06K
|
4.25K
$963K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 3.24% |
$5.4K - $6.06K
|
747
$169K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-26- 2.22% |
$5.62K - $6.3K
|
1.14K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-26- 1.76% |
$5.62K - $6.3K
|
1.45K
$329K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-27- 0.61% |
$5.84K - $6.54K
|
4.39K
$995K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-28- 2.43% |
$6.05K - $6.79K
|
1.12K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-29- 0.42% |
$6.27K - $7.03K
|
6.86K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-30- 1.39% |
$6.48K - $7.27K
|
2.12K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-32- 0.92% |
$6.92K - $7.76K
|
3.44K
$779K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-32- 2.54% |
$6.92K - $7.76K
|
1.23K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-33- 0.1% |
$7.13K - $8K
|
33.5K
$7.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33- 0.44% |
$7.13K - $8K
|
7.53K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-33- 10.03% |
$7.13K - $8K
|
296
$67K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-34- 1.65% |
$7.35K - $8.24K
|
2.03K
$460K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 0.41% |
$7.56K - $8.48K
|
8.6K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-35- 1.93% |
$7.56K - $8.48K
|
1.78K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-36- 0.8% |
$7.78K - $8.73K
|
4.45K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-37- 0.7% |
$8K - $8.97K
|
5.25K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-39- 2.19% |
$8.43K - $9.45K
|
1.74K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-40- 7.29% |
$8.65K - $9.7K
|
509
$115K
|