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 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-279- 2.53% |
$60.3K - $67.6K
|
10.7K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-281- 4.89% |
$60.7K - $68.1K
|
5.47K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-282- 2.22% |
$60.9K - $68.4K
|
12.4K
$2.41M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-283- 0.42% |
$61.2K - $68.6K
|
67.7K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-287- 0.68% |
$62K - $69.6K
|
42K
$8.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-292- 2.17% |
$63.1K - $70.8K
|
13.2K
$2.56M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-296- 15.2% |
$64K - $71.8K
|
1.65K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-298- 7.53% |
$64.4K - $72.2K
|
3.66K
$710K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-300- 1.93% |
$64.8K - $72.7K
|
15.2K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-304- 2.66% |
$65.7K - $73.7K
|
11.1K
$2.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-307- 0.94% |
$66.4K - $74.4K
|
32.3K
$6.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-307- 16.36% |
$66.4K - $74.4K
|
1.57K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-308- 8.13% |
$66.6K - $74.7K
|
3.48K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-311- 4.59% |
$67.2K - $75.4K
|
6.46K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-312- 2.92% |
$67.4K - $75.6K
|
10.4K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-315- 18.28% |
$68.1K - $76.4K
|
1.41K
$273K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-316- 1.88% |
$68.3K - $76.6K
|
16.5K
$3.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-318- 3.66% |
$68.7K - $77.1K
|
8.37K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-318- 1.32% |
$68.7K - $77.1K
|
23.7K
$4.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-322- 4.27% |
$69.6K - $78.1K
|
7.22K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-325- 2.11% |
$70.2K - $78.8K
|
15K
$2.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-326- 12.56% |
$70.5K - $79K
|
2.27K
$441K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-327- 0.45% |
$70.7K - $79.3K
|
72.9K
$14.1M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-332- 0.49% |
$71.8K - $80.5K
|
67.5K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-337- 9.64% |
$72.8K - $81.7K
|
3.16K
$613K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-337- 2.46% |
$72.8K - $81.7K
|
13.4K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-349- 15.12% |
$75.4K - $84.6K
|
1.96K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-355- 4.5% |
$76.7K - $86.1K
|
7.53K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-359- 12.49% |
$77.6K - $87K
|
2.52K
$488K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-359- 0.48% |
$77.6K - $87K
|
73.7K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-360- 7.65% |
$77.8K - $87.3K
|
4.35K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-361- 3.18% |
$78K - $87.5K
|
11K
$2.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-370- 15.27% |
$80K - $89.7K
|
2.05K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-371- 14.06% |
$80.2K - $89.9K
|
2.27K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-375- 19.31% |
$81K - $90.9K
|
1.57K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-380- 3.0% |
$82.1K - $92.1K
|
12.3K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-381- 0.45% |
$82.3K - $92.4K
|
84.5K
$16.4M
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-387- 17.61% |
$83.6K - $93.8K
|
1.81K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-388- 2.64% |
$83.9K - $94.1K
|
14.3K
$2.78M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-390- 3.7% |
$84.3K - $94.5K
|
10.1K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-394- 10.0% |
$85.2K - $95.5K
|
3.55K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-395- 21.25% |
$85.4K - $95.7K
|
1.46K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-396- 17.62% |
$85.6K - $96K
|
1.85K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-408- 6.32% |
$88.2K - $98.9K
|
6.05K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-410- 2.19% |
$88.6K - $99.4K
|
18.3K
$3.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-416- 8.02% |
$89.9K - $101K
|
4.77K
$926K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-425- 1.21% |
$91.9K - $103K
|
34.8K
$6.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-433- 11.72% |
$93.6K - $105K
|
3.26K
$633K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-433- 2.71% |
$93.6K - $105K
|
15.5K
$3.02M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-437- 6.13% |
$94.4K - $106K
|
6.69K
$1.3M
|