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 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
568New |
$123K - $138K
|
568
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
566+ 7.89% |
$122K - $137K
|
7.74K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
561+ 12.29% |
$121K - $136K
|
5.12K
$975K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
560New |
$121K - $136K
|
560
$107K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
558+ 4.41% |
$121K - $135K
|
13.2K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
553New |
$120K - $134K
|
553
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
552+ 12.87% |
$119K - $134K
|
4.84K
$921K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
550+ 4.85% |
$119K - $133K
|
11.9K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
550+ 0.23% |
$119K - $133K
|
238K
$45.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
550+ 20.21% |
$119K - $133K
|
3.27K
$622K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
543New |
$117K - $132K
|
543
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
542+ 41.47% |
$117K - $131K
|
1.85K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
540+ 6.5% |
$117K - $131K
|
8.85K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
536+ 160.0% |
$116K - $130K
|
871
$166K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
534+ 4.12% |
$115K - $129K
|
13.5K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
531+ 20.29% |
$115K - $129K
|
3.15K
$599K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
530+ 1.14% |
$115K - $128K
|
47K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
530+ 4.1% |
$115K - $128K
|
13.5K
$2.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
528+ 6.59% |
$114K - $128K
|
8.54K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
527+ 33.31% |
$114K - $128K
|
2.11K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 13.44% |
$113K - $127K
|
4.43K
$843K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
525+ 4.52% |
$113K - $127K
|
12.1K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
522+ 5.6% |
$113K - $127K
|
9.85K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
518+ 22.71% |
$112K - $126K
|
2.8K
$533K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
517+ 146.88% |
$112K - $125K
|
869
$165K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
516+ 2.78% |
$112K - $125K
|
19.1K
$3.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
507+ 42.18% |
$110K - $123K
|
1.71K
$325K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
507+ 1.77% |
$110K - $123K
|
29.1K
$5.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
506+ 44.94% |
$109K - $123K
|
1.63K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
506+ 7.06% |
$109K - $123K
|
7.67K
$1.46M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
504+ 4.44% |
$109K - $122K
|
11.8K
$2.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
504+ 19.64% |
$109K - $122K
|
3.07K
$584K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
503+ 1.79% |
$109K - $122K
|
28.7K
$5.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
502+ 16.44% |
$108K - $122K
|
3.56K
$677K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
501+ 4.98% |
$108K - $121K
|
10.6K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
500+ 18.25% |
$108K - $121K
|
3.24K
$616K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
499+ 24.08% |
$108K - $121K
|
2.57K
$489K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
499+ 5.95% |
$108K - $121K
|
8.89K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
498+ 43.15% |
$108K - $121K
|
1.65K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
496+ 37.29% |
$107K - $120K
|
1.83K
$347K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
488New |
$105K - $118K
|
488
$92.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
487+ 7.12% |
$105K - $118K
|
7.33K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
486+ 1.88% |
$105K - $118K
|
26.4K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
481+ 47.62% |
$104K - $117K
|
1.49K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
480+ 0.5% |
$104K - $116K
|
96.7K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
478+ 25.16% |
$103K - $116K
|
2.38K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
466+ 1.74% |
$101K - $113K
|
27.3K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
461+ 11.39% |
$99.6K - $112K
|
4.51K
$858K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
452+ 41.35% |
$97.7K - $110K
|
1.55K
$294K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
452+ 12.24% |
$97.7K - $110K
|
4.15K
$789K
|