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 21, 2025
Q4 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-17.1K- 8.45% |
$3.7M - $4.15M
|
185K
$41.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17.1K- 39.25% |
$3.7M - $4.15M
|
26.5K
$5.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.4K- 15.17% |
$4.19M - $4.7M
|
108K
$24.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-21.8K- 7.22% |
$4.72M - $5.29M
|
281K
$62.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-21.9K- 14.64% |
$4.73M - $5.3M
|
127K
$28.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-22.3K- 77.94% |
$4.83M - $5.42M
|
6.33K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-23.9K- 2.62% |
$5.17M - $5.8M
|
891K
$199M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24.6K- 10.79% |
$5.31M - $5.95M
|
203K
$45.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-25.9K- 30.17% |
$5.6M - $6.28M
|
60K
$13.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-27K- 20.45% |
$5.84M - $6.54M
|
105K
$23.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-27.5K- 69.71% |
$5.94M - $6.67M
|
12K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-30.9K- 61.42% |
$6.68M - $7.5M
|
19.4K
$4.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-32.6K- 4.44% |
$7.05M - $7.91M
|
703K
$157M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-32.7K- 26.25% |
$7.07M - $7.93M
|
91.9K
$20.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-35.2K- 59.12% |
$7.61M - $8.53M
|
24.3K
$5.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-36.5K- 35.11% |
$7.89M - $8.85M
|
67.5K
$15.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-38K- 10.16% |
$8.22M - $9.22M
|
336K
$75.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-45.8K- 7.37% |
$9.89M - $11.1M
|
575K
$129M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-46.6K- 93.72% |
$10.1M - $11.3M
|
3.13K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-46.8K- 42.08% |
$10.1M - $11.3M
|
64.4K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-51.2K- 11.92% |
$11.1M - $12.4M
|
378K
$84.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-55.5K- 56.16% |
$12M - $13.4M
|
43.3K
$9.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Ttp Investments, Inc.
|
SELL
|
- |
-56.4K- 57.01% |
$12.2M - $13.7M
|
42.5K
$9.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-62.5K- 14.4% |
$13.5M - $15.2M
|
372K
$83.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-67.1K- 78.45% |
$14.5M - $16.3M
|
18.4K
$4.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-67.6K- 32.73% |
$14.6M - $16.4M
|
139K
$31.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-68.9K- 50.28% |
$14.9M - $16.7M
|
68.1K
$15.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-73.5K- 36.19% |
$15.9M - $17.8M
|
130K
$29M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-82.6K- 59.03% |
$17.9M - $20M
|
57.3K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-92K- 90.15% |
$19.9M - $22.3M
|
10.1K
$2.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-93.2K- 44.41% |
$20.2M - $22.6M
|
117K
$26.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-95K- 81.41% |
$20.5M - $23M
|
21.7K
$4.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-97.5K- 21.4% |
$21.1M - $23.6M
|
358K
$80.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-105K- 60.15% |
$22.7M - $25.5M
|
69.7K
$15.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-139K- 7.5% |
$29.9M - $33.6M
|
1.71M
$382M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-182K- 65.31% |
$39.4M - $44.2M
|
97K
$21.7M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-262K- 8.62% |
$56.6M - $63.5M
|
2.78M
$621M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-292K- 95.39% |
$63.2M - $70.9M
|
14.1K
$3.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-422K- 32.93% |
$91.3M - $102M
|
860K
$192M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-532K- 12.33% |
$115M - $129M
|
3.78M
$846M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-734K- 99.52% |
$159M - $178M
|
3.54K
$792K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-844K- 55.52% |
$183M - $205M
|
677K
$151M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.82M- 99.54% |
$609M - $684M
|
12.9K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.17M- 27.06% |
$1.33B - $1.5B
|
16.6M
$3.72B
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-21M- 99.19% |
$4.53B - $5.08B
|
170K
$38.1M
|