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 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-33- 10.03% |
$7.13K - $8K
|
296
$57.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-33- 0.1% |
$7.13K - $8K
|
33.5K
$6.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33- 0.44% |
$7.13K - $8K
|
7.53K
$1.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-34- 1.65% |
$7.35K - $8.24K
|
2.03K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-34- 0.83% |
$7.35K - $8.24K
|
4.05K
$787K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-34- 2.04% |
$7.35K - $8.24K
|
1.64K
$318K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-35- 1.93% |
$7.56K - $8.48K
|
1.78K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 0.41% |
$7.56K - $8.48K
|
8.6K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-35- 1.64% |
$7.56K - $8.48K
|
2.09K
$406K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-35- 0.36% |
$7.56K - $8.48K
|
9.68K
$1.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-35- 0.67% |
$7.56K - $8.48K
|
5.16K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-35- 3.66% |
$7.56K - $8.48K
|
921
$179K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-36- 0.8% |
$7.78K - $8.73K
|
4.45K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-37- 0.7% |
$8K - $8.97K
|
5.25K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-37- 2.21% |
$8K - $8.97K
|
1.64K
$318K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-38- 0.1% |
$8.21K - $9.21K
|
39.8K
$7.73M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-39- 2.19% |
$8.43K - $9.45K
|
1.74K
$338K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-39- 0.11% |
$8.43K - $9.45K
|
34K
$6.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-40- 7.29% |
$8.65K - $9.7K
|
509
$98.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40- 1.35% |
$8.65K - $9.7K
|
2.92K
$568K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-40- 1.28% |
$8.65K - $9.7K
|
3.08K
$599K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-41- 2.59% |
$8.86K - $9.94K
|
1.54K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-42- 1.2% |
$9.08K - $10.2K
|
3.45K
$670K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-42- 1.33% |
$9.08K - $10.2K
|
3.12K
$605K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-42- 1.9% |
$9.08K - $10.2K
|
2.17K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-42- 0.14% |
$9.08K - $10.2K
|
30.9K
$5.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-43- 3.62% |
$9.29K - $10.4K
|
1.14K
$222K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-43- 0.66% |
$9.29K - $10.4K
|
6.49K
$1.26M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-43- 0.58% |
$9.29K - $10.4K
|
7.33K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-44- 0.16% |
$9.51K - $10.7K
|
27.3K
$5.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-45- 6.74% |
$9.73K - $10.9K
|
623
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
SELL
|
- |
-45- 0.46% |
$9.73K - $10.9K
|
9.68K
$1.88M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-45- 1.68% |
$9.73K - $10.9K
|
2.64K
$512K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.66% |
$9.73K - $10.9K
|
6.82K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-46- 2.8% |
$9.94K - $11.2K
|
1.6K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-46- 1.06% |
$9.94K - $11.2K
|
4.29K
$833K
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-46- 1.09% |
$9.94K - $11.2K
|
4.16K
$808K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-47- 0.59% |
$10.2K - $11.4K
|
7.96K
$1.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-47- 1.5% |
$10.2K - $11.4K
|
3.09K
$600K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-47- 2.06% |
$10.2K - $11.4K
|
2.23K
$433K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-47- 10.42% |
$10.2K - $11.4K
|
404
$78.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-48- 2.46% |
$10.4K - $11.6K
|
1.9K
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-48- 0.35% |
$10.4K - $11.6K
|
13.5K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-48- 0.15% |
$10.4K - $11.6K
|
31.6K
$6.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-49- 0.3% |
$10.6K - $11.9K
|
16.1K
$3.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
SELL
|
- |
-50- 0.04% |
$10.8K - $12.1K
|
131K
$25.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-50- 1.28% |
$10.8K - $12.1K
|
3.86K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 6.82% |
$10.8K - $12.1K
|
683
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-50- 0.39% |
$10.8K - $12.1K
|
12.8K
$2.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-50- 0.15% |
$10.8K - $12.1K
|
33.6K
$6.52M
|