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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
48+ 5.06% |
$10.4K - $11.6K
|
996
$189K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
48+ 0.27% |
$10.4K - $11.6K
|
18K
$3.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
45+ 1.31% |
$9.73K - $10.9K
|
3.48K
$662K
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
45+ 1.61% |
$9.73K - $10.9K
|
2.84K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
45+ 0.3% |
$9.73K - $10.9K
|
15K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
45+ 0.82% |
$9.73K - $10.9K
|
5.53K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
45+ 2.87% |
$9.73K - $10.9K
|
1.61K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
44+ 1.24% |
$9.51K - $10.7K
|
3.61K
$686K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
42+ 1.28% |
$9.08K - $10.2K
|
3.31K
$630K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
41+ 1.1% |
$8.86K - $9.94K
|
3.76K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
40+ 1.19% |
$8.65K - $9.7K
|
3.41K
$649K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
40+ 18.87% |
$8.65K - $9.7K
|
252
$47.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
BUY
|
- |
39+ 0.63% |
$8.43K - $9.45K
|
6.24K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$8.43K - $9.45K
|
39
$7.42K
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
39+ 0.16% |
$8.43K - $9.45K
|
24.9K
$4.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
39+ 0.16% |
$8.43K - $9.45K
|
24.1K
$4.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
39+ 0.71% |
$8.43K - $9.45K
|
5.54K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
38+ 0.71% |
$8.21K - $9.21K
|
5.4K
$1.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
38New |
$8.21K - $9.21K
|
38
$7.23K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
36+ 1.38% |
$7.78K - $8.73K
|
2.64K
$502K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
36+ 0.3% |
$7.78K - $8.73K
|
12.2K
$2.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
36+ 1.65% |
$7.78K - $8.73K
|
2.22K
$423K
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
36+ 3.11% |
$7.78K - $8.73K
|
1.2K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
36+ 0.78% |
$7.78K - $8.73K
|
4.67K
$889K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
35New |
$7.56K - $8.48K
|
35
$6.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
35+ 0.25% |
$7.56K - $8.48K
|
13.8K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
35New |
$7.56K - $8.48K
|
35
$6.66K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
35+ 0.29% |
$7.56K - $8.48K
|
12K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
34+ 0.86% |
$7.35K - $8.24K
|
4K
$761K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
34+ 14.11% |
$7.35K - $8.24K
|
275
$52.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33+ 11.91% |
$7.13K - $8K
|
310
$59K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
33+ 71.74% |
$7.13K - $8K
|
79
$15K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
32+ 0.53% |
$6.92K - $7.76K
|
6.11K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
32+ 246.15% |
$6.92K - $7.76K
|
45
$8.56K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
31+ 22.63% |
$6.7K - $7.51K
|
168
$32K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
31+ 0.34% |
$6.7K - $7.51K
|
9.21K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
31+ 1.63% |
$6.7K - $7.51K
|
1.93K
$367K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
30+ 2.87% |
$6.48K - $7.27K
|
1.08K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
30+ 0.81% |
$6.48K - $7.27K
|
3.72K
$707K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 28.57% |
$6.48K - $7.27K
|
135
$25.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
30+ 0.19% |
$6.48K - $7.27K
|
15.6K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
30New |
$6.48K - $7.27K
|
30
$5.71K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
29+ 14.95% |
$6.27K - $7.03K
|
223
$42.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
29+ 2.67% |
$6.27K - $7.03K
|
1.12K
$213K
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
28+ 1.81% |
$6.05K - $6.79K
|
1.57K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
28+ 0.02% |
$6.05K - $6.79K
|
135K
$25.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
27+ 0.36% |
$5.84K - $6.54K
|
7.47K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
27New |
$5.84K - $6.54K
|
27
$5.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
27+ 8.63% |
$5.84K - $6.54K
|
340
$64.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
25+ 0.42% |
$5.4K - $6.06K
|
5.98K
$1.14M
|