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 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
117+ 11.07% |
$25.3K - $28.4K
|
1.17K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
117+ 4.86% |
$25.3K - $28.4K
|
2.53K
$481K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
117+ 0.45% |
$25.3K - $28.4K
|
26.2K
$4.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
115+ 0.1% |
$24.9K - $27.9K
|
113K
$21.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
114+ 3.16% |
$24.6K - $27.6K
|
3.73K
$709K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
112+ 9.16% |
$24.2K - $27.1K
|
1.34K
$254K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
111+ 1.75% |
$24K - $26.9K
|
6.44K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
111+ 1.29% |
$24K - $26.9K
|
8.71K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
111+ 1.31% |
$24K - $26.9K
|
8.56K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
111+ 1.87% |
$24K - $26.9K
|
6.05K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
110+ 6.97% |
$23.8K - $26.7K
|
1.69K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
110+ 224.49% |
$23.8K - $26.7K
|
159
$30.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
109+ 2.81% |
$23.6K - $26.4K
|
3.99K
$759K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
108+ 3.63% |
$23.3K - $26.2K
|
3.09K
$587K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
107+ 6.23% |
$23.1K - $25.9K
|
1.82K
$347K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
107+ 891.67% |
$23.1K - $25.9K
|
119
$22.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
106+ 6.64% |
$22.9K - $25.7K
|
1.7K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
106+ 9.35% |
$22.9K - $25.7K
|
1.24K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
106+ 0.78% |
$22.9K - $25.7K
|
13.7K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
106New |
$22.9K - $25.7K
|
106
$20.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
106+ 1.6% |
$22.9K - $25.7K
|
6.75K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
105New |
$22.7K - $25.5K
|
105
$20K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 1.49% |
$22.7K - $25.5K
|
7.16K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
105+ 1.32% |
$22.7K - $25.5K
|
8.07K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
104+ 9.45% |
$22.5K - $25.2K
|
1.21K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
104+ 5.88% |
$22.5K - $25.2K
|
1.87K
$356K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
101+ 6.96% |
$21.8K - $24.5K
|
1.55K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
100+ 8.38% |
$21.6K - $24.2K
|
1.29K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
100+ 4.84% |
$21.6K - $24.2K
|
2.17K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
100+ 2.19% |
$21.6K - $24.2K
|
4.67K
$888K
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
99+ 1.99% |
$21.4K - $24K
|
5.08K
$966K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
99+ 1.01% |
$21.4K - $24K
|
9.9K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
98+ 5.16% |
$21.2K - $23.8K
|
2K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
98+ 7.15% |
$21.2K - $23.8K
|
1.47K
$279K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
96+ 5.06% |
$20.7K - $23.3K
|
1.99K
$379K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
96+ 0.43% |
$20.7K - $23.3K
|
22.5K
$4.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
95+ 2.79% |
$20.5K - $23K
|
3.51K
$667K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
92+ 1.11% |
$19.9K - $22.3K
|
8.37K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
91+ 7.55% |
$19.7K - $22.1K
|
1.3K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
91+ 1.47% |
$19.7K - $22.1K
|
6.27K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
90+ 1.88% |
$19.5K - $21.8K
|
4.89K
$930K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
90+ 2.68% |
$19.5K - $21.8K
|
3.44K
$655K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
86+ 1.61% |
$18.6K - $20.8K
|
5.43K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
86+ 7.71% |
$18.6K - $20.8K
|
1.2K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
85+ 1.29% |
$18.4K - $20.6K
|
6.67K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
85+ 2.88% |
$18.4K - $20.6K
|
3.04K
$578K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
85+ 0.73% |
$18.4K - $20.6K
|
11.7K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
82New |
$17.7K - $19.9K
|
82
$15.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
78+ 2.42% |
$16.9K - $18.9K
|
3.31K
$629K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
78+ 6.69% |
$16.9K - $18.9K
|
1.24K
$237K
|