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 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
339+ 0.61% |
$73.3K - $82.2K
|
56.3K
$10.7M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
339+ 12.75% |
$73.3K - $82.2K
|
3K
$570K
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
335+ 19.54% |
$72.4K - $81.2K
|
2.05K
$390K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
331+ 4.87% |
$71.5K - $80.2K
|
7.12K
$1.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
329+ 4.57% |
$71.1K - $79.7K
|
7.54K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
326+ 1.07% |
$70.5K - $79K
|
30.7K
$5.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
319+ 2.69% |
$68.9K - $77.3K
|
12.2K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
316+ 4.71% |
$68.3K - $76.6K
|
7.03K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
312+ 34.55% |
$67.4K - $75.6K
|
1.22K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
312+ 12.33% |
$67.4K - $75.6K
|
2.84K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
308+ 7.55% |
$66.6K - $74.7K
|
4.39K
$834K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
303+ 0.64% |
$65.5K - $73.4K
|
47.9K
$9.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
301+ 11.17% |
$65.1K - $73K
|
3K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
299+ 3.79% |
$64.6K - $72.5K
|
8.19K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
297+ 22.11% |
$64.2K - $72K
|
1.64K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
295+ 0.98% |
$63.8K - $71.5K
|
30.4K
$5.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
295New |
$63.8K - $71.5K
|
295
$56.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
295+ 4.73% |
$63.8K - $71.5K
|
6.53K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
290+ 1.11% |
$62.7K - $70.3K
|
26.5K
$5.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
290+ 29.56% |
$62.7K - $70.3K
|
1.27K
$242K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
289+ 2.47% |
$62.5K - $70.1K
|
12K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
287+ 2.11% |
$62K - $69.6K
|
13.9K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
283+ 1.04% |
$61.2K - $68.6K
|
27.6K
$5.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
282+ 5.32% |
$60.9K - $68.4K
|
5.58K
$1.06M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
271+ 6.67% |
$58.6K - $65.7K
|
4.33K
$824K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
270+ 14.96% |
$58.4K - $65.4K
|
2.08K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
270+ 1.25% |
$58.4K - $65.4K
|
21.9K
$4.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
267New |
$57.7K - $64.7K
|
267
$50.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
265+ 5.62% |
$57.3K - $64.2K
|
4.98K
$947K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
261+ 1.8% |
$56.4K - $63.3K
|
14.8K
$2.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
258+ 6.37% |
$55.8K - $62.5K
|
4.31K
$820K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
252+ 16.72% |
$54.5K - $61.1K
|
1.76K
$335K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 0.85% |
$54K - $60.6K
|
29.7K
$5.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
248New |
$53.6K - $60.1K
|
248
$47.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
247+ 109.78% |
$53.4K - $59.9K
|
472
$89.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
247+ 2.08% |
$53.4K - $59.9K
|
12.1K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
245New |
$53K - $59.4K
|
245
$46.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
245New |
$53K - $59.4K
|
245
$46.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
244New |
$52.7K - $59.1K
|
244
$46.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
242+ 20.07% |
$52.3K - $58.7K
|
1.45K
$275K
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
241+ 1.43% |
$52.1K - $58.4K
|
17.1K
$3.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
239New |
$51.7K - $57.9K
|
239
$45.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
239+ 2.63% |
$51.7K - $57.9K
|
9.34K
$1.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
236+ 14.69% |
$51K - $57.2K
|
1.84K
$350K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
236+ 0.94% |
$51K - $57.2K
|
25.3K
$4.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
235New |
$50.8K - $57K
|
235
$44.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
234+ 13.72% |
$50.6K - $56.7K
|
1.94K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
234+ 19.83% |
$50.6K - $56.7K
|
1.41K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
233+ 2.21% |
$50.4K - $56.5K
|
10.8K
$2.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
230+ 11.31% |
$49.7K - $55.8K
|
2.26K
$431K
|