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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.26K- 19.19% |
$704K - $789K
|
13.7K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-3.37K- 25.21% |
$729K - $818K
|
10K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.4K- 3.08% |
$735K - $824K
|
107K
$24M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.45K- 2.82% |
$746K - $837K
|
119K
$26.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.51K- 49.75% |
$758K - $850K
|
3.54K
$792K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.61K- 4.96% |
$781K - $876K
|
69.3K
$15.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.63K- 16.94% |
$785K - $881K
|
17.8K
$3.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-3.64K- 72.92% |
$788K - $883K
|
1.35K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.71K- 10.62% |
$802K - $900K
|
31.3K
$6.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.76K- 5.43% |
$812K - $910K
|
65.4K
$14.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.8K- 9.29% |
$822K - $922K
|
37.1K
$8.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.82K- 5.66% |
$826K - $926K
|
63.7K
$14.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-3.92K- 34.54% |
$847K - $949K
|
7.43K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.94K- 61.45% |
$851K - $954K
|
2.47K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-4.02K- 24.13% |
$868K - $973K
|
12.6K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-4.05K- 17.75% |
$875K - $982K
|
18.8K
$4.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-4.22K- 2.46% |
$913K - $1.02M
|
167K
$37.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-4.24K- 59.38% |
$916K - $1.03M
|
2.9K
$648K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.28K- 23.66% |
$926K - $1.04M
|
13.8K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.53K- 0.14% |
$979K - $1.1M
|
3.13M
$699M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.75K- 17.39% |
$1.03M - $1.15M
|
22.6K
$5.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4.77K- 0.58% |
$1.03M - $1.16M
|
822K
$184M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-4.8K- 50.85% |
$1.04M - $1.16M
|
4.64K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.12K- 2.34% |
$1.11M - $1.24M
|
214K
$47.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.7K- 28.27% |
$1.23M - $1.38M
|
14.5K
$3.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-5.8K- 1.72% |
$1.25M - $1.4M
|
332K
$74.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-5.83K- 5.72% |
$1.26M - $1.41M
|
96.1K
$21.5M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.84K- 74.87% |
$1.26M - $1.42M
|
1.96K
$438K
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-5.84K- 26.62% |
$1.26M - $1.42M
|
16.1K
$3.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-6.32K- 54.98% |
$1.37M - $1.53M
|
5.18K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.32K- 15.88% |
$1.37M - $1.53M
|
33.5K
$7.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-7.28K- 3.94% |
$1.57M - $1.76M
|
177K
$39.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.33K- 45.47% |
$1.58M - $1.78M
|
8.79K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-7.7K- 73.58% |
$1.66M - $1.87M
|
2.77K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-7.79K- 13.47% |
$1.68M - $1.89M
|
50.1K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-7.99K- 35.72% |
$1.73M - $1.94M
|
14.4K
$3.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-8.06K- 70.33% |
$1.74M - $1.95M
|
3.4K
$760K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-8.12K- 3.32% |
$1.76M - $1.97M
|
236K
$52.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-8.18K- 54.29% |
$1.77M - $1.98M
|
6.89K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-8.23K- 31.99% |
$1.78M - $2M
|
17.5K
$3.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-8.37K- 1.81% |
$1.81M - $2.03M
|
453K
$101M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.5K- 11.66% |
$1.84M - $2.06M
|
64.4K
$14.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.62K- 39.87% |
$1.86M - $2.09M
|
13K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.92K- 8.25% |
$1.93M - $2.16M
|
99.3K
$22.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-8.94K- 32.93% |
$1.93M - $2.17M
|
18.2K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-9.45K- 7.83% |
$2.04M - $2.29M
|
111K
$24.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-9.87K- 15.68% |
$2.13M - $2.39M
|
53.1K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.97K- 7.91% |
$2.15M - $2.42M
|
116K
$25.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.4K- 73.18% |
$2.25M - $2.52M
|
3.82K
$853K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-10.8K- 75.86% |
$2.33M - $2.62M
|
3.43K
$768K
|