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
|
Hbw Advisory Services LLC
|
BUY
|
- |
215+ 9.38% |
$46.5K - $52.1K
|
2.51K
$517K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
215+ 0.52% |
$46.5K - $52.1K
|
41.5K
$8.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
213New |
$46K - $51.6K
|
213
$44K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
213+ 7.12% |
$46K - $51.6K
|
3.2K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
212+ 6.03% |
$45.8K - $51.4K
|
3.73K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
212New |
$45.8K - $51.4K
|
212
$43.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
208New |
$45K - $50.4K
|
208
$42.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
207+ 0.57% |
$44.7K - $50.2K
|
36.2K
$7.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
207+ 7.73% |
$44.7K - $50.2K
|
2.89K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
207+ 0.69% |
$44.7K - $50.2K
|
30.2K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
206+ 6.44% |
$44.5K - $49.9K
|
3.41K
$703K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
204+ 19.34% |
$44.1K - $49.4K
|
1.26K
$260K
|
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
204+ 11.3% |
$44.1K - $49.4K
|
2.01K
$415K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
203+ 14.04% |
$43.9K - $49.2K
|
1.65K
$340K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
202+ 9.7% |
$43.7K - $49K
|
2.28K
$471K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
201+ 8.07% |
$43.4K - $48.7K
|
2.69K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
201New |
$43.4K - $48.7K
|
201
$41.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
200+ 2.07% |
$43.2K - $48.5K
|
9.86K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
200+ 11.33% |
$43.2K - $48.5K
|
1.97K
$406K
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
200+ 16.21% |
$43.2K - $48.5K
|
1.43K
$296K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
200+ 1.81% |
$43.2K - $48.5K
|
11.2K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
199+ 1.08% |
$43K - $48.2K
|
18.6K
$3.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
198+ 4.13% |
$42.8K - $48K
|
4.99K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
195+ 1.92% |
$42.1K - $47.3K
|
10.4K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
195+ 8.13% |
$42.1K - $47.3K
|
2.6K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
195New |
$42.1K - $47.3K
|
195
$40.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
193+ 5.95% |
$41.7K - $46.8K
|
3.43K
$709K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
192+ 1.19% |
$41.5K - $46.5K
|
16.4K
$3.38M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
190+ 0.25% |
$41.1K - $46.1K
|
77.4K
$16M
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
190+ 15.64% |
$41.1K - $46.1K
|
1.41K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
189+ 4.03% |
$40.8K - $45.8K
|
4.87K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
188+ 1.14% |
$40.6K - $45.6K
|
16.7K
$3.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
186+ 8.51% |
$40.2K - $45.1K
|
2.37K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
181+ 1.92% |
$39.1K - $43.9K
|
9.6K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
181+ 1.94% |
$39.1K - $43.9K
|
9.49K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
180+ 28.8% |
$38.9K - $43.6K
|
805
$166K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
179+ 1.29% |
$38.7K - $43.4K
|
14.1K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
174+ 18.71% |
$37.6K - $42.2K
|
1.1K
$228K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
173+ 3.35% |
$37.4K - $41.9K
|
5.33K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
173+ 1.35% |
$37.4K - $41.9K
|
13K
$2.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
171New |
$37K - $41.5K
|
171
$35.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
170+ 4.05% |
$36.7K - $41.2K
|
4.37K
$902K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
170+ 13.28% |
$36.7K - $41.2K
|
1.45K
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
170+ 61.59% |
$36.7K - $41.2K
|
446
$92K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167New |
$36.1K - $40.5K
|
167
$34.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
166+ 1.96% |
$35.9K - $40.2K
|
8.64K
$1.78M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
166+ 3.05% |
$35.9K - $40.2K
|
5.61K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
165New |
$35.7K - $40K
|
165
$34.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
164+ 2.7% |
$35.4K - $39.8K
|
6.24K
$1.29M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
163+ 0.49% |
$35.2K - $39.5K
|
33.5K
$6.9M
|