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 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-51- 0.41% |
$11K - $12.4K
|
12.4K
$2.4M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-51- 0.13% |
$11K - $12.4K
|
37.8K
$7.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-52- 3.16% |
$11.2K - $12.6K
|
1.6K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-52- 3.48% |
$11.2K - $12.6K
|
1.44K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-53- 2.75% |
$11.5K - $12.8K
|
1.88K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-53- 0.25% |
$11.5K - $12.8K
|
21.6K
$4.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-53- 0.14% |
$11.5K - $12.8K
|
38.9K
$7.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-53- 4.77% |
$11.5K - $12.8K
|
1.06K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-53- 0.4% |
$11.5K - $12.8K
|
13.3K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-54- 1.71% |
$11.7K - $13.1K
|
3.11K
$604K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-54- 3.2% |
$11.7K - $13.1K
|
1.64K
$317K
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-56- 0.29% |
$12.1K - $13.6K
|
18.9K
$3.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-56- 0.61% |
$12.1K - $13.6K
|
9.1K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-57- 0.14% |
$12.3K - $13.8K
|
39.3K
$7.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-57- 1.66% |
$12.3K - $13.8K
|
3.38K
$656K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-58- 1.69% |
$12.5K - $14.1K
|
3.38K
$656K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-59- 0.31% |
$12.8K - $14.3K
|
18.7K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-59- 4.83% |
$12.8K - $14.3K
|
1.16K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-60- 0.19% |
$13K - $14.5K
|
32.3K
$6.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-60- 1.79% |
$13K - $14.5K
|
3.29K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 3.2% |
$13K - $14.5K
|
1.81K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-61- 3.96% |
$13.2K - $14.8K
|
1.48K
$287K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-61- 5.52% |
$13.2K - $14.8K
|
1.04K
$203K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-62- 5.71% |
$13.4K - $15K
|
1.02K
$199K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-62- 1.78% |
$13.4K - $15K
|
3.42K
$664K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-62- 0.64% |
$13.4K - $15K
|
9.6K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-63- 1.11% |
$13.6K - $15.3K
|
5.63K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-64- 0.82% |
$13.8K - $15.5K
|
7.7K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-64- 0.8% |
$13.8K - $15.5K
|
7.9K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 4.43% |
$14.3K - $16K
|
1.43K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-66- 2.51% |
$14.3K - $16K
|
2.56K
$497K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-67- 0.52% |
$14.5K - $16.2K
|
12.9K
$2.51M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-68- 1.37% |
$14.7K - $16.5K
|
4.9K
$952K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-69- 3.47% |
$14.9K - $16.7K
|
1.92K
$373K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-69- 0.65% |
$14.9K - $16.7K
|
10.5K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-69- 1.1% |
$14.9K - $16.7K
|
6.2K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-70- 0.85% |
$15.1K - $17K
|
8.21K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-70- 4.77% |
$15.1K - $17K
|
1.4K
$271K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 1.98% |
$15.1K - $17K
|
3.47K
$674K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-71- 2.89% |
$15.3K - $17.2K
|
2.38K
$463K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-71- 4.62% |
$15.3K - $17.2K
|
1.47K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
SELL
|
- |
-71- 2.74% |
$15.3K - $17.2K
|
2.52K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-74- 3.2% |
$16K - $17.9K
|
2.24K
$434K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-74- 14.48% |
$16K - $17.9K
|
437
$84.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-74- 0.15% |
$16K - $17.9K
|
48K
$9.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-74- 1.28% |
$16K - $17.9K
|
5.72K
$1.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-75- 3.44% |
$16.2K - $18.2K
|
2.1K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-75- 0.28% |
$16.2K - $18.2K
|
26.6K
$5.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-76- 0.12% |
$16.4K - $18.4K
|
64.4K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-77- 0.44% |
$16.6K - $18.7K
|
17.3K
$3.36M
|