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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-77- 3.56% |
$16.6K - $18.7K
|
2.09K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-78- 1.81% |
$16.9K - $18.9K
|
4.23K
$821K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-78- 2.52% |
$16.9K - $18.9K
|
3.02K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-78- 0.36% |
$16.9K - $18.9K
|
21.3K
$4.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-78- 4.57% |
$16.9K - $18.9K
|
1.63K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-78- 0.92% |
$16.9K - $18.9K
|
8.44K
$1.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-80- 2.46% |
$17.3K - $19.4K
|
3.17K
$615K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-80- 2.52% |
$17.3K - $19.4K
|
3.1K
$601K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-80- 9.64% |
$17.3K - $19.4K
|
750
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-80- 2.16% |
$17.3K - $19.4K
|
3.62K
$703K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-81- 0.62% |
$17.5K - $19.6K
|
13K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-82- 0.45% |
$17.7K - $19.9K
|
18.1K
$3.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-84- 8.28% |
$18.2K - $20.4K
|
930
$181K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-86- 4.61% |
$18.6K - $20.8K
|
1.78K
$345K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-86- 5.66% |
$18.6K - $20.8K
|
1.43K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-86- 0.25% |
$18.6K - $20.8K
|
33.8K
$6.56M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-87- 2.78% |
$18.8K - $21.1K
|
3.04K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-90- 4.19% |
$19.5K - $21.8K
|
2.06K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-91- 0.27% |
$19.7K - $22.1K
|
34.1K
$6.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-91- 2.26% |
$19.7K - $22.1K
|
3.94K
$765K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-93- 4.02% |
$20.1K - $22.5K
|
2.22K
$432K
|
|
|
Feb 11, 2025
Q4 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
SELL
|
- |
-93- 45.81% |
$20.1K - $22.5K
|
110
$21.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-95- 5.13% |
$20.5K - $23K
|
1.76K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-95- 0.6% |
$20.5K - $23K
|
15.7K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-96- 3.15% |
$20.7K - $23.3K
|
2.96K
$574K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-97- 0.59% |
$21K - $23.5K
|
16.3K
$3.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-98- 4.84% |
$21.2K - $23.8K
|
1.93K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-98- 3.15% |
$21.2K - $23.8K
|
3.01K
$584K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-98- 1.1% |
$21.2K - $23.8K
|
8.8K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-100- 5.29% |
$21.6K - $24.2K
|
1.79K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-100- 5.41% |
$21.6K - $24.2K
|
1.75K
$339K
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-100- 9.62% |
$21.6K - $24.2K
|
939
$182K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-100- 20.0% |
$21.6K - $24.2K
|
400
$77.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-100- 0.63% |
$21.6K - $24.2K
|
15.8K
$3.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-101- 0.91% |
$21.8K - $24.5K
|
11K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-104- 11.85% |
$22.5K - $25.2K
|
774
$150K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-104- 1.38% |
$22.5K - $25.2K
|
7.45K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-106- 1.89% |
$22.9K - $25.7K
|
5.51K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-108- 1.12% |
$23.3K - $26.2K
|
9.55K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-110- 3.68% |
$23.8K - $26.7K
|
2.88K
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-112- 1.64% |
$24.2K - $27.1K
|
6.71K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-112- 1.35% |
$24.2K - $27.1K
|
8.21K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-115- 0.87% |
$24.9K - $27.9K
|
13.1K
$2.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-115- 0.52% |
$24.9K - $27.9K
|
22.2K
$4.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-116- 3.13% |
$25.1K - $28.1K
|
3.59K
$698K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-117- 23.17% |
$25.3K - $28.4K
|
388
$75.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-119- 2.31% |
$25.7K - $28.8K
|
5.04K
$979K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-119- 6.63% |
$25.7K - $28.8K
|
1.68K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-121- 2.91% |
$26.2K - $29.3K
|
4.03K
$782K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-122- 7.68% |
$26.4K - $29.6K
|
1.47K
$285K
|