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 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-4.05K- 17.75% |
$875K - $982K
|
18.8K
$4.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.22K- 2.46% |
$913K - $1.02M
|
167K
$37.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.24K- 59.38% |
$916K - $1.03M
|
2.9K
$655K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.28K- 23.66% |
$926K - $1.04M
|
13.8K
$3.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.53K- 0.14% |
$979K - $1.1M
|
3.13M
$706M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.75K- 17.39% |
$1.03M - $1.15M
|
22.6K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4.77K- 0.58% |
$1.03M - $1.16M
|
822K
$186M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.8K- 1.72% |
$1.25M - $1.4M
|
332K
$75M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.83K- 5.72% |
$1.26M - $1.41M
|
96.1K
$21.7M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 74.87% |
$1.26M - $1.42M
|
1.96K
$443K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.84K- 26.62% |
$1.26M - $1.42M
|
16.1K
$3.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.32K- 54.98% |
$1.37M - $1.53M
|
5.18K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.32K- 15.88% |
$1.37M - $1.53M
|
33.5K
$7.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.28K- 3.94% |
$1.57M - $1.76M
|
177K
$40.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.33K- 45.47% |
$1.58M - $1.78M
|
8.79K
$1.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-7.79K- 13.47% |
$1.68M - $1.89M
|
50.1K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-8.06K- 70.33% |
$1.74M - $1.95M
|
3.4K
$768K
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-8.18K- 54.29% |
$1.77M - $1.98M
|
6.89K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-8.37K- 1.81% |
$1.81M - $2.03M
|
453K
$102M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.5K- 11.66% |
$1.84M - $2.06M
|
64.4K
$14.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.62K- 39.87% |
$1.86M - $2.09M
|
13K
$2.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.92K- 8.25% |
$1.93M - $2.16M
|
99.3K
$22.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.45K- 7.83% |
$2.04M - $2.29M
|
111K
$25.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-9.87K- 15.68% |
$2.13M - $2.39M
|
53.1K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.97K- 7.91% |
$2.15M - $2.42M
|
116K
$26.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.4K- 73.18% |
$2.25M - $2.52M
|
3.82K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.8K- 75.86% |
$2.33M - $2.62M
|
3.43K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.9K- 99.91% |
$2.36M - $2.65M
|
10
$2.26K
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
SELL
|
- |
-12.9K- 70.92% |
$2.79M - $3.13M
|
5.3K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-13.4K- 58.94% |
$2.9M - $3.25M
|
9.33K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-13.5K- 22.94% |
$2.91M - $3.27M
|
45.3K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-13.6K- 68.61% |
$2.94M - $3.3M
|
6.23K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-14.6K- 0.38% |
$3.16M - $3.54M
|
3.86M
$873M
|
|
|
Jan 15, 2025
Q4 2024
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-15.1K- 17.05% |
$3.25M - $3.65M
|
73.3K
$16.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.2K- 98.69% |
$3.28M - $3.67M
|
201
$45.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-15.7K- 77.69% |
$3.39M - $3.8M
|
4.5K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-16.1K- 33.68% |
$3.48M - $3.9M
|
31.7K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-17.1K- 8.45% |
$3.7M - $4.15M
|
185K
$41.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 39.25% |
$3.7M - $4.15M
|
26.5K
$5.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-21.8K- 7.22% |
$4.72M - $5.29M
|
281K
$63.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.9K- 14.64% |
$4.73M - $5.3M
|
127K
$28.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-22.3K- 77.94% |
$4.83M - $5.42M
|
6.33K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-23.9K- 2.62% |
$5.17M - $5.8M
|
891K
$201M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.6K- 10.79% |
$5.31M - $5.95M
|
203K
$45.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-27.5K- 69.71% |
$5.94M - $6.67M
|
12K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-30.9K- 61.42% |
$6.68M - $7.5M
|
19.4K
$4.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-32.6K- 4.44% |
$7.05M - $7.91M
|
703K
$159M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-36.5K- 35.11% |
$7.89M - $8.85M
|
67.5K
$15.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38K- 10.16% |
$8.22M - $9.22M
|
336K
$76M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-46.6K- 93.72% |
$10.1M - $11.3M
|
3.13K
$706K
|