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 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.07% |
$216 - $242
|
1.47K
$280K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$216 - $242
|
2.11M
$402M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1- 0.02% |
$216 - $242
|
4.28K
$814K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1- 0.04% |
$216 - $242
|
2.44K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1- 0.06% |
$216 - $242
|
1.75K
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1- -0.0% |
$216 - $242
|
43.9K
$8.35M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-1- 0.84% |
$216 - $242
|
118
$22.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-2- 0.12% |
$432 - $485
|
1.63K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2- 0.08% |
$432 - $485
|
2.49K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-2- 0.02% |
$432 - $485
|
12.7K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-3- 0.04% |
$648 - $727
|
7.44K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-3- 0.27% |
$648 - $727
|
1.11K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3- 0.31% |
$648 - $727
|
970
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3- 0.07% |
$648 - $727
|
4.15K
$790K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3- 0.22% |
$648 - $727
|
1.35K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-4- 0.14% |
$865 - $970
|
2.95K
$561K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4- 0.03% |
$865 - $970
|
12.2K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-4- 0.19% |
$865 - $970
|
2.05K
$390K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-5- 0.28% |
$1.08K - $1.21K
|
1.81K
$344K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5- 0.09% |
$1.08K - $1.21K
|
5.54K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-5- 9.09% |
$1.08K - $1.21K
|
50
$9.51K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-5- 0.07% |
$1.08K - $1.21K
|
7.13K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6- 0.32% |
$1.3K - $1.45K
|
1.89K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6- 1.9% |
$1.3K - $1.45K
|
310
$59K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-6- 0.18% |
$1.3K - $1.45K
|
3.26K
$621K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7- 0.27% |
$1.51K - $1.7K
|
2.59K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
SELL
|
- |
-7- 0.18% |
$1.51K - $1.7K
|
3.97K
$755K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-7- 0.24% |
$1.51K - $1.7K
|
2.95K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-7- 3.37% |
$1.51K - $1.7K
|
201
$38.2K
|
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-7- 0.17% |
$1.51K - $1.7K
|
4.16K
$791K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-8- 0.05% |
$1.73K - $1.94K
|
15.1K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
SELL
|
- |
-8- 0.31% |
$1.73K - $1.94K
|
2.55K
$486K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-8- 0.76% |
$1.73K - $1.94K
|
1.04K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-8- 0.4% |
$1.73K - $1.94K
|
1.99K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8- 0.57% |
$1.73K - $1.94K
|
1.41K
$267K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-9- 0.67% |
$1.95K - $2.18K
|
1.33K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-9- 0.19% |
$1.95K - $2.18K
|
4.79K
$912K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-10- 0.48% |
$2.16K - $2.42K
|
2.08K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-10- 0.49% |
$2.16K - $2.42K
|
2.02K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.66% |
$2.16K - $2.42K
|
1.5K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-10- 1.6% |
$2.16K - $2.42K
|
616
$117K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-11- 0.25% |
$2.38K - $2.67K
|
4.36K
$829K
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-11- 0.67% |
$2.38K - $2.67K
|
1.63K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-11- 0.16% |
$2.38K - $2.67K
|
6.99K
$1.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-11- 0.76% |
$2.38K - $2.67K
|
1.44K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11- 6.75% |
$2.38K - $2.67K
|
152
$28.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-13- 0.27% |
$2.81K - $3.15K
|
4.74K
$902K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-14- 0.55% |
$3.03K - $3.39K
|
2.55K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-14- 1.12% |
$3.03K - $3.39K
|
1.24K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-14- 0.04% |
$3.03K - $3.39K
|
33.5K
$6.37M
|