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 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
9+ 0.29% |
$1.95K - $2.18K
|
3.12K
$594K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
9New |
$1.95K - $2.18K
|
9
$1.71K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
9+ 0.28% |
$1.95K - $2.18K
|
3.25K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
9+ 0.18% |
$1.95K - $2.18K
|
5.14K
$979K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
9+ 0.27% |
$1.95K - $2.18K
|
3.36K
$639K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
9+ 0.47% |
$1.95K - $2.18K
|
1.92K
$366K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
8New |
$1.73K - $1.94K
|
8
$1.52K
|
|
|
Jan 15, 2025
Q4 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
8+ 0.12% |
$1.73K - $1.94K
|
6.55K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
8+ 0.8% |
$1.73K - $1.94K
|
1.01K
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8+ 0.13% |
$1.73K - $1.94K
|
6.06K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
8+ 0.14% |
$1.73K - $1.94K
|
5.54K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
8+ 0.21% |
$1.73K - $1.94K
|
3.74K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
8+ 0.31% |
$1.73K - $1.94K
|
2.57K
$488K
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7+ 0.4% |
$1.51K - $1.7K
|
1.77K
$336K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 3.89% |
$1.51K - $1.7K
|
187
$35.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7+ 0.24% |
$1.51K - $1.7K
|
2.89K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
7+ 2.73% |
$1.51K - $1.7K
|
263
$50K
|
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.33% |
$1.51K - $1.7K
|
2.1K
$400K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.12% |
$1.3K - $1.45K
|
5.14K
$978K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
6+ 2.7% |
$1.3K - $1.45K
|
228
$43.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.26% |
$1.3K - $1.45K
|
2.35K
$446K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$1.3K - $1.45K
|
5.45K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6+ 0.19% |
$1.3K - $1.45K
|
3.17K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
6+ 0.11% |
$1.3K - $1.45K
|
5.45K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.38% |
$1.3K - $1.45K
|
1.61K
$306K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
6+ 0.11% |
$1.3K - $1.45K
|
5.29K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
6+ 0.37% |
$1.3K - $1.45K
|
1.65K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
5+ 0.32% |
$1.08K - $1.21K
|
1.58K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 0.92% |
$1.08K - $1.21K
|
548
$104K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.48% |
$1.08K - $1.21K
|
1.04K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
5+ 0.18% |
$1.08K - $1.21K
|
2.79K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5+ 0.25% |
$1.08K - $1.21K
|
1.99K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.08K - $1.21K
|
5.05K
$961K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
5New |
$1.08K - $1.21K
|
5
$951
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.45% |
$1.08K - $1.21K
|
1.11K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.29% |
$1.08K - $1.21K
|
1.71K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5+ 0.15% |
$1.08K - $1.21K
|
3.43K
$652K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.26% |
$865 - $970
|
1.53K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 12.12% |
$865 - $970
|
37
$7.04K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4+ 0.05% |
$865 - $970
|
7.95K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4+ 0.08% |
$865 - $970
|
4.77K
$907K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4+ 0.23% |
$865 - $970
|
1.72K
$328K
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.3% |
$865 - $970
|
1.33K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
4+ 0.21% |
$865 - $970
|
1.89K
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
3+ 0.15% |
$648 - $727
|
2K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3+ 0.19% |
$648 - $727
|
1.6K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
3+ 0.26% |
$648 - $727
|
1.14K
$217K
|
|
|
Jan 17, 2025
Q4 2024
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
3+ 0.27% |
$648 - $727
|
1.13K
$215K
|
|
|
Jan 17, 2025
Q4 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3+ 0.18% |
$648 - $727
|
1.69K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3+ 0.29% |
$648 - $727
|
1.02K
$195K
|