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
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
24+ 0.39% |
$5.19K - $5.82K
|
6.1K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
24+ 0.8% |
$5.19K - $5.82K
|
3.02K
$574K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
24+ 1.3% |
$5.19K - $5.82K
|
1.87K
$356K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
22+ 0.74% |
$4.75K - $5.33K
|
2.99K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
22+ 0.17% |
$4.75K - $5.33K
|
12.9K
$2.46M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
21+ 0.2% |
$4.54K - $5.09K
|
10.6K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
20+ 0.68% |
$4.32K - $4.85K
|
2.98K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
BUY
|
- |
20+ 1.17% |
$4.32K - $4.85K
|
1.74K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
20New |
$4.32K - $4.85K
|
20
$3.81K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
20+ 0.19% |
$4.32K - $4.85K
|
10.4K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
19+ 0.79% |
$4.11K - $4.61K
|
2.42K
$459K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
19+ 1.69% |
$4.11K - $4.61K
|
1.15K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
19+ 0.59% |
$4.11K - $4.61K
|
3.23K
$614K
|
|
|
Feb 14, 2025
Q4 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
19+ 1.37% |
$4.11K - $4.61K
|
1.4K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
19+ 0.2% |
$4.11K - $4.61K
|
9.33K
$1.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
18+ 1.34% |
$3.89K - $4.36K
|
1.36K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 0.78% |
$3.89K - $4.36K
|
2.32K
$442K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
18+ 0.22% |
$3.89K - $4.36K
|
8.35K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
17+ 0.52% |
$3.67K - $4.12K
|
3.3K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
16+ 0.32% |
$3.46K - $3.88K
|
5.01K
$953K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
16New |
$3.46K - $3.88K
|
16
$3.04K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
16New |
$3.46K - $3.88K
|
16
$3.04K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.31% |
$3.24K - $3.64K
|
4.89K
$930K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15+ 1.54% |
$3.24K - $3.64K
|
989
$188K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
15+ 0.18% |
$3.24K - $3.64K
|
8.54K
$1.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
15+ 0.63% |
$3.24K - $3.64K
|
2.39K
$454K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
15+ 0.25% |
$3.24K - $3.64K
|
5.9K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
15+ 0.41% |
$3.24K - $3.64K
|
3.65K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
15+ 14.42% |
$3.24K - $3.64K
|
119
$22.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
15+ 0.16% |
$3.24K - $3.64K
|
9.44K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14+ 0.39% |
$3.03K - $3.39K
|
3.57K
$680K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
14+ 0.29% |
$3.03K - $3.39K
|
4.82K
$917K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.25% |
$2.81K - $3.15K
|
5.13K
$976K
|
|
|
Jan 15, 2025
Q4 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
13+ 0.22% |
$2.81K - $3.15K
|
5.86K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
13+ 0.75% |
$2.81K - $3.15K
|
1.74K
$332K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
13+ 0.38% |
$2.81K - $3.15K
|
3.45K
$656K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
13+ 0.38% |
$2.81K - $3.15K
|
3.42K
$650K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 0.73% |
$2.81K - $3.15K
|
1.78K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
12+ 0.57% |
$2.59K - $2.91K
|
2.1K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12+ 0.59% |
$2.59K - $2.91K
|
2.06K
$392K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
11+ 0.88% |
$2.38K - $2.67K
|
1.25K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
11+ 0.13% |
$2.38K - $2.67K
|
8.78K
$1.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
11+ 0.11% |
$2.38K - $2.67K
|
10.5K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
11+ 0.13% |
$2.38K - $2.67K
|
8.44K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11+ 0.36% |
$2.38K - $2.67K
|
3.05K
$581K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.35% |
$2.16K - $2.42K
|
2.87K
$546K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.14% |
$2.16K - $2.42K
|
7K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
10+ 0.84% |
$2.16K - $2.42K
|
1.2K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
10+ 0.38% |
$2.16K - $2.42K
|
2.64K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.6% |
$1.95K - $2.18K
|
1.5K
$285K
|