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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.66K+ 2.44% |
$792K - $888K
|
154K
$35.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.6K+ 38.08% |
$778K - $873K
|
13.1K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.55K+ 2.57% |
$767K - $861K
|
142K
$32.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.39KNew |
$732K - $821K
|
3.39K
$773K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.34K+ 584.76% |
$722K - $809K
|
3.91K
$893K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.32K+ 16.83% |
$718K - $805K
|
23.1K
$5.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.25K+ 109.87% |
$703K - $788K
|
6.21K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.18K+ 52.93% |
$687K - $771K
|
9.19K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.18KNew |
$687K - $770K
|
3.18K
$726K
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
3.06KNew |
$660K - $741K
|
3.06K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
3KNew |
$649K - $727K
|
3K
$685K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
2.77K+ 294.26% |
$598K - $671K
|
3.71K
$847K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.72KNew |
$587K - $658K
|
2.72K
$620K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
2.63K+ 1.64% |
$568K - $638K
|
163K
$37.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.61K+ 12.28% |
$564K - $632K
|
23.9K
$5.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
2.61K+ 22.23% |
$563K - $631K
|
14.3K
$3.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.6K+ 256.31% |
$562K - $630K
|
3.61K
$825K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
2.44KNew |
$527K - $591K
|
2.44K
$557K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
2.39K+ 0.76% |
$516K - $579K
|
315K
$72M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.32K+ 24.2% |
$501K - $562K
|
11.9K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
2.31K+ 207.65% |
$499K - $559K
|
3.42K
$780K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.28K+ 0.93% |
$493K - $553K
|
249K
$56.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.22K+ 2.6% |
$480K - $538K
|
87.7K
$20M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.16K+ 5.19% |
$467K - $524K
|
43.8K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.08K+ 11.38% |
$450K - $504K
|
20.4K
$4.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2K+ 29.65% |
$433K - $486K
|
8.76K
$2M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
1.97K+ 1.73% |
$425K - $476K
|
116K
$26.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.93K+ 61.65% |
$416K - $467K
|
5.05K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.91KNew |
$413K - $463K
|
1.91K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.84K+ 9.84% |
$397K - $446K
|
20.5K
$4.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
1.83K+ 25.38% |
$396K - $444K
|
9.05K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.79KNew |
$388K - $435K
|
1.79K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.79KNew |
$387K - $434K
|
1.79K
$409K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.77KNew |
$382K - $429K
|
1.77K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
1.76KNew |
$381K - $427K
|
1.76K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.72K+ 115.47% |
$371K - $416K
|
3.2K
$731K
|
|
|
Jan 22, 2025
Q4 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
1.63K+ 2.62% |
$353K - $396K
|
63.9K
$14.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.63KNew |
$352K - $395K
|
1.63K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
1.59K+ 8.74% |
$344K - $386K
|
19.8K
$4.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.59K+ 4.52% |
$343K - $385K
|
36.8K
$8.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.59KNew |
$343K - $385K
|
1.59K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.58K+ 1.96% |
$340K - $382K
|
82K
$18.7M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.55KNew |
$335K - $376K
|
1.55K
$354K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.48KNew |
$321K - $360K
|
1.48K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.46K+ 7.32% |
$316K - $354K
|
21.4K
$4.89M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
1.44K+ 27.5% |
$311K - $349K
|
6.68K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.43K+ 13.25% |
$309K - $347K
|
12.2K
$2.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.41K+ 55.44% |
$304K - $341K
|
3.95K
$901K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1.41K+ 6.85% |
$304K - $341K
|
21.9K
$5.01M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
1.39KNew |
$301K - $337K
|
1.39K
$318K
|