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 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-22- 5.07% |
$4.75K - $5.33K
|
412
$93.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-22- 6.49% |
$4.75K - $5.33K
|
317
$71.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-22- 0.1% |
$4.75K - $5.33K
|
22.8K
$5.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-24- 0.16% |
$5.19K - $5.82K
|
14.8K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-24- 0.15% |
$5.19K - $5.82K
|
15.6K
$3.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24- 0.33% |
$5.19K - $5.82K
|
7.19K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25- 0.58% |
$5.4K - $6.06K
|
4.25K
$961K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-25- 3.24% |
$5.4K - $6.06K
|
747
$169K
|
|
|
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 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-26- 1.76% |
$5.62K - $6.3K
|
1.45K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-26- 2.22% |
$5.62K - $6.3K
|
1.14K
$258K
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-27- 0.61% |
$5.84K - $6.54K
|
4.39K
$993K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-29- 0.2% |
$6.27K - $7.03K
|
14.2K
$3.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-30- 1.39% |
$6.48K - $7.27K
|
2.12K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-32- 2.54% |
$6.92K - $7.76K
|
1.23K
$278K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-32- 0.92% |
$6.92K - $7.76K
|
3.44K
$778K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-33- 10.03% |
$7.13K - $8K
|
296
$66.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-33- 0.1% |
$7.13K - $8K
|
33.5K
$7.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33- 0.44% |
$7.13K - $8K
|
7.53K
$1.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-34- 1.65% |
$7.35K - $8.24K
|
2.03K
$459K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-34- 0.83% |
$7.35K - $8.24K
|
4.05K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-35- 1.93% |
$7.56K - $8.48K
|
1.78K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 0.41% |
$7.56K - $8.48K
|
8.6K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-35- 1.64% |
$7.56K - $8.48K
|
2.09K
$473K
|
|
|
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
$393K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-40- 7.29% |
$8.65K - $9.7K
|
509
$115K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40- 1.35% |
$8.65K - $9.7K
|
2.92K
$661K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-40- 1.28% |
$8.65K - $9.7K
|
3.08K
$697K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-41- 2.59% |
$8.86K - $9.94K
|
1.54K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-42- 1.2% |
$9.08K - $10.2K
|
3.45K
$780K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-42- 1.33% |
$9.08K - $10.2K
|
3.12K
$704K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-42- 1.9% |
$9.08K - $10.2K
|
2.17K
$489K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44- 0.16% |
$9.51K - $10.7K
|
27.3K
$6.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-45- 6.74% |
$9.73K - $10.9K
|
623
$141K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-46- 2.8% |
$9.94K - $11.2K
|
1.6K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-46- 1.06% |
$9.94K - $11.2K
|
4.29K
$969K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-47- 0.59% |
$10.2K - $11.4K
|
7.96K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-47- 1.5% |
$10.2K - $11.4K
|
3.09K
$699K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-47- 2.06% |
$10.2K - $11.4K
|
2.23K
$504K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-47- 10.42% |
$10.2K - $11.4K
|
404
$91.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-48- 2.46% |
$10.4K - $11.6K
|
1.9K
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-48- 0.35% |
$10.4K - $11.6K
|
13.5K
$3.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-48- 0.15% |
$10.4K - $11.6K
|
31.6K
$7.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-50- 0.04% |
$10.8K - $12.1K
|
131K
$29.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-50- 1.28% |
$10.8K - $12.1K
|
3.86K
$872K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-51- 0.41% |
$11K - $12.4K
|
12.4K
$2.79M
|