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
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-635- 99.84% |
$137K - $154K
|
1
$215
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-640- 1.26% |
$138K - $155K
|
50.2K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-644- 3.62% |
$139K - $156K
|
17.1K
$3.69M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-669- 21.39% |
$145K - $162K
|
2.46K
$529K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
SELL
|
- |
-669- 4.58% |
$145K - $162K
|
13.9K
$3M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-676- 8.01% |
$146K - $164K
|
7.77K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-679- 7.77% |
$147K - $165K
|
8.06K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-682- 40.12% |
$147K - $165K
|
1.02K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-683- 4.48% |
$148K - $166K
|
14.6K
$3.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-685- 3.08% |
$148K - $166K
|
21.5K
$4.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-690- 1.87% |
$149K - $167K
|
36.3K
$7.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-701- 1.11% |
$152K - $170K
|
62.4K
$13.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-708- 1.01% |
$153K - $172K
|
69.2K
$14.9M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-722- 5.33% |
$156K - $175K
|
12.8K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-725- 6.3% |
$157K - $176K
|
10.8K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-727- 8.88% |
$157K - $176K
|
7.46K
$1.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-734- 16.0% |
$159K - $178K
|
3.85K
$830K
|
|
|
Feb 14, 2025
Q4 2024
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-736- 6.83% |
$159K - $178K
|
10K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-741- 1.26% |
$160K - $180K
|
58.3K
$12.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-771- 1.59% |
$167K - $187K
|
47.6K
$10.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-776- 2.77% |
$168K - $188K
|
27.3K
$5.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-786- 24.74% |
$170K - $191K
|
2.39K
$515K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-787- 1.97% |
$170K - $191K
|
39.1K
$8.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-793- 3.09% |
$171K - $192K
|
24.9K
$5.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-799- 1.07% |
$173K - $194K
|
73.7K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-819- 3.63% |
$177K - $199K
|
21.7K
$4.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-829- 26.25% |
$179K - $201K
|
2.33K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-830- 15.48% |
$179K - $201K
|
4.53K
$976K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-835- 2.12% |
$180K - $202K
|
38.5K
$8.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-839- 0.88% |
$181K - $203K
|
94.9K
$20.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-842- 1.15% |
$182K - $204K
|
72.1K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-863- 8.65% |
$187K - $209K
|
9.12K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-900- 2.29% |
$195K - $218K
|
38.4K
$8.27M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-908- 7.12% |
$196K - $220K
|
11.9K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-921- 1.77% |
$199K - $223K
|
51K
$11M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-926- 4.86% |
$200K - $224K
|
18.1K
$3.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-932- 1.67% |
$201K - $226K
|
54.9K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-934- 4.47% |
$202K - $226K
|
20K
$4.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-939- 2.61% |
$203K - $228K
|
35.1K
$7.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-960- 3.65% |
$207K - $233K
|
25.3K
$5.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-967- 0.98% |
$209K - $234K
|
97.9K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-969- 1.2% |
$209K - $235K
|
80K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-976- 4.06% |
$211K - $237K
|
23.1K
$4.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-984- 2.97% |
$213K - $239K
|
32.1K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-992- 14.81% |
$214K - $240K
|
5.71K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-993- 13.9% |
$215K - $241K
|
6.15K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-1.01K- 5.88% |
$217K - $244K
|
16.1K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.01K- 4.28% |
$218K - $244K
|
22.5K
$4.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-1.02K- 2.52% |
$220K - $247K
|
39.4K
$8.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-1.02K- 10.33% |
$220K - $247K
|
8.85K
$1.91M
|