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 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.3KNew |
$281K - $315K
|
1.3K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
1.29KNew |
$279K - $313K
|
1.29K
$246K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.29KNew |
$279K - $313K
|
1.29K
$246K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
1.27K+ 3.21% |
$274K - $307K
|
40.8K
$7.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.26K+ 22.56% |
$272K - $305K
|
6.83K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.26KNew |
$272K - $305K
|
1.26K
$239K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.25KNew |
$271K - $304K
|
1.25K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.25K+ 22.84% |
$270K - $302K
|
6.71K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.25K+ 58.22% |
$270K - $302K
|
3.39K
$645K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
1.25K+ 71.87% |
$270K - $302K
|
2.98K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.24K+ 38.57% |
$269K - $301K
|
4.47K
$850K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
1.24KNew |
$269K - $301K
|
1.24K
$236K
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
BUY
|
- |
1.23K+ 0.44% |
$266K - $299K
|
284K
$54M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
1.23KNew |
$265K - $297K
|
1.23K
$233K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
1.22K+ 7.85% |
$264K - $296K
|
16.8K
$3.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.22K+ 5.82% |
$264K - $296K
|
22.2K
$4.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.22K+ 14.3% |
$263K - $295K
|
9.72K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
1.21KNew |
$262K - $294K
|
1.21K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
1.21K+ 6.47% |
$261K - $293K
|
19.9K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.21KNew |
$261K - $293K
|
1.21K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.2KNew |
$260K - $292K
|
1.2K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.2KNew |
$259K - $290K
|
1.2K
$228K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.19K+ 79.07% |
$258K - $289K
|
2.7K
$514K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.18K+ 11.19% |
$256K - $287K
|
11.8K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.18KNew |
$256K - $287K
|
1.18K
$225K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
1.18KNew |
$256K - $287K
|
1.18K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.18K+ 9.17% |
$254K - $285K
|
14K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
1.17K+ 0.42% |
$254K - $284K
|
282K
$53.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 19.1% |
$252K - $283K
|
7.27K
$1.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 16.02% |
$251K - $281K
|
8.4K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.16KNew |
$250K - $281K
|
1.16K
$220K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.16KNew |
$250K - $281K
|
1.16K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 4.29% |
$250K - $280K
|
28.2K
$5.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.15K+ 118.64% |
$249K - $279K
|
2.12K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
1.14KNew |
$246K - $276K
|
1.14K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
1.13KNew |
$244K - $274K
|
1.13K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
1.13KNew |
$244K - $274K
|
1.13K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.13K+ 2.87% |
$244K - $273K
|
40.4K
$7.69M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
1.13K+ 4.51% |
$244K - $273K
|
26.1K
$4.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.12K+ 47.92% |
$241K - $270K
|
3.44K
$655K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
1.12KNew |
$241K - $270K
|
1.12K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1.1KNew |
$239K - $268K
|
1.1K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.1K+ 10.81% |
$238K - $267K
|
11.3K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$238K - $267K
|
1.1K
$209K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.09K+ 3.42% |
$236K - $265K
|
33.1K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$236K - $265K
|
1.09K
$208K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.09K+ 39.5% |
$236K - $264K
|
3.85K
$733K
|
|
|
Feb 14, 2025
Q4 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
1.09K+ 19.16% |
$235K - $264K
|
6.77K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.08K+ 1.71% |
$233K - $262K
|
64.3K
$12.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.08K+ 100.47% |
$232K - $261K
|
2.15K
$408K
|