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 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-78- 2.52% |
$16.9K - $18.9K
|
3.02K
$684K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-78- 0.36% |
$16.9K - $18.9K
|
21.3K
$4.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-78- 4.57% |
$16.9K - $18.9K
|
1.63K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-80- 2.52% |
$17.3K - $19.4K
|
3.1K
$701K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-80- 9.64% |
$17.3K - $19.4K
|
750
$170K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-80- 2.46% |
$17.3K - $19.4K
|
3.17K
$718K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-81- 0.62% |
$17.5K - $19.6K
|
13K
$2.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-82- 0.45% |
$17.7K - $19.9K
|
18.1K
$4.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-86- 4.61% |
$18.6K - $20.8K
|
1.78K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-86- 0.25% |
$18.6K - $20.8K
|
33.8K
$7.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-86- 5.66% |
$18.6K - $20.8K
|
1.43K
$325K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-90- 4.19% |
$19.5K - $21.8K
|
2.06K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-93- 4.02% |
$20.1K - $22.5K
|
2.22K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-95- 0.6% |
$20.5K - $23K
|
15.7K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-95- 5.13% |
$20.5K - $23K
|
1.76K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-96- 3.15% |
$20.7K - $23.3K
|
2.96K
$669K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-98- 4.84% |
$21.2K - $23.8K
|
1.93K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 5.29% |
$21.6K - $24.2K
|
1.79K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-104- 1.38% |
$22.5K - $25.2K
|
7.45K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-104- 11.85% |
$22.5K - $25.2K
|
774
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-110- 3.68% |
$23.8K - $26.7K
|
2.88K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-112- 1.64% |
$24.2K - $27.1K
|
6.71K
$1.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-115- 0.87% |
$24.9K - $27.9K
|
13.1K
$2.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-115- 0.52% |
$24.9K - $27.9K
|
22.2K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-119- 2.31% |
$25.7K - $28.8K
|
5.04K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-122- 7.68% |
$26.4K - $29.6K
|
1.47K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-123- 17.47% |
$26.6K - $29.8K
|
581
$132K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-124- 1.72% |
$26.8K - $30.1K
|
7.07K
$1.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-126- 10.98% |
$27.2K - $30.5K
|
1.02K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-126- 22.95% |
$27.2K - $30.5K
|
423
$95.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-126- 5.85% |
$27.2K - $30.5K
|
2.03K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-130- 2.03% |
$28.1K - $31.5K
|
6.27K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-133- 1.61% |
$28.7K - $32.2K
|
8.12K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-140- 2.22% |
$30.3K - $33.9K
|
6.17K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-140- 2.48% |
$30.3K - $33.9K
|
5.51K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-140- 0.73% |
$30.3K - $33.9K
|
19K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-144- 3.86% |
$31.1K - $34.9K
|
3.59K
$812K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-147- 23.3% |
$31.8K - $35.6K
|
484
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-150- 0.95% |
$32.4K - $36.4K
|
15.7K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-151- 1.95% |
$32.6K - $36.6K
|
7.58K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-154- 1.78% |
$33.3K - $37.3K
|
8.51K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-154- 6.45% |
$33.3K - $37.3K
|
2.23K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-155- 9.66% |
$33.5K - $37.6K
|
1.45K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-157- 0.57% |
$33.9K - $38.1K
|
27.3K
$6.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-157- 1.03% |
$33.9K - $38.1K
|
15.1K
$3.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-160- 4.31% |
$34.6K - $38.8K
|
3.55K
$804K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-164- 2.97% |
$35.4K - $39.8K
|
5.36K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-165- 1.13% |
$35.7K - $40K
|
14.5K
$3.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-166- 23.31% |
$35.9K - $40.2K
|
546
$124K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-166- 4.12% |
$35.9K - $40.2K
|
3.86K
$874K
|