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 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
171New |
$37K - $41.5K
|
171
$32.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
170+ 4.05% |
$36.7K - $41.2K
|
4.37K
$831K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
170+ 13.28% |
$36.7K - $41.2K
|
1.45K
$276K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
170+ 61.59% |
$36.7K - $41.2K
|
446
$84.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
167New |
$36.1K - $40.5K
|
167
$31.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
166+ 1.96% |
$35.9K - $40.2K
|
8.64K
$1.64M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
166+ 3.05% |
$35.9K - $40.2K
|
5.61K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
165New |
$35.7K - $40K
|
165
$31.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
164+ 2.7% |
$35.4K - $39.8K
|
6.24K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
163+ 0.49% |
$35.2K - $39.5K
|
33.5K
$6.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
162+ 7.66% |
$35K - $39.3K
|
2.28K
$433K
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
162+ 16.55% |
$35K - $39.3K
|
1.14K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
161+ 6.05% |
$34.8K - $39K
|
2.82K
$537K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
160New |
$34.6K - $38.8K
|
160
$30.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
159+ 0.45% |
$34.4K - $38.5K
|
35.4K
$6.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
157+ 49.37% |
$33.9K - $38.1K
|
475
$90.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
150New |
$32.4K - $36.4K
|
150
$28.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
150New |
$32.4K - $36.4K
|
150
$28.5K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
150+ 9.23% |
$32.4K - $36.4K
|
1.78K
$338K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
149+ 2.37% |
$32.2K - $36.1K
|
6.45K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
147New |
$31.8K - $35.6K
|
147
$28K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
146New |
$31.6K - $35.4K
|
146
$27.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
145+ 14.31% |
$31.3K - $35.1K
|
1.16K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
140+ 12.87% |
$30.3K - $33.9K
|
1.23K
$234K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
138+ 4.01% |
$29.8K - $33.5K
|
3.58K
$680K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
138New |
$29.8K - $33.5K
|
138
$26.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
138+ 4.47% |
$29.8K - $33.5K
|
3.22K
$613K
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
138+ 2.86% |
$29.8K - $33.5K
|
4.97K
$945K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
138+ 0.97% |
$29.8K - $33.5K
|
14.4K
$2.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
136+ 0.35% |
$29.4K - $33K
|
39.3K
$7.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
135+ 3.73% |
$29.2K - $32.7K
|
3.76K
$715K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
135+ 0.23% |
$29.2K - $32.7K
|
59.6K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
135New |
$29.2K - $32.7K
|
135
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
134+ 0.45% |
$29K - $32.5K
|
29.7K
$5.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
133+ 6.49% |
$28.7K - $32.2K
|
2.18K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
132+ 0.63% |
$28.5K - $32K
|
20.9K
$3.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
130+ 5.22% |
$28.1K - $31.5K
|
2.62K
$499K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
129+ 1.06% |
$27.9K - $31.3K
|
12.3K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
129New |
$27.9K - $31.3K
|
129
$24.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
128+ 0.68% |
$27.7K - $31K
|
18.9K
$3.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
128+ 8.88% |
$27.7K - $31K
|
1.57K
$299K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
128+ 6.0% |
$27.7K - $31K
|
2.26K
$430K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
125+ 1.3% |
$27K - $30.3K
|
9.76K
$1.86M
|
|
|
Feb 10, 2025
Q4 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
125+ 12.93% |
$27K - $30.3K
|
1.09K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
124+ 0.81% |
$26.8K - $30.1K
|
15.4K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
124+ 2.88% |
$26.8K - $30.1K
|
4.43K
$843K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
123+ 1.12% |
$26.6K - $29.8K
|
11.1K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
122New |
$26.4K - $29.6K
|
122
$23.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
122New |
$26.4K - $29.6K
|
122
$23.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
117+ 1.98% |
$25.3K - $28.4K
|
6.02K
$1.14M
|