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 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
757New |
$164K - $183K
|
757
$171K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
744+ 40.48% |
$161K - $180K
|
2.58K
$585K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
729+ 65.44% |
$158K - $177K
|
1.84K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
690+ 7.05% |
$149K - $167K
|
10.5K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
685+ 10.31% |
$148K - $166K
|
7.33K
$1.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
677+ 205.15% |
$146K - $164K
|
1.01K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
665+ 1546.51% |
$144K - $161K
|
708
$160K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
664+ 221.33% |
$144K - $161K
|
964
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
650New |
$140K - $158K
|
650
$147K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
650+ 1.83% |
$140K - $158K
|
36.2K
$8.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
649+ 21.84% |
$140K - $157K
|
3.62K
$820K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
644+ 1.23% |
$139K - $156K
|
53.1K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
644+ 27.76% |
$139K - $156K
|
2.96K
$671K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
640+ 6.64% |
$138K - $155K
|
10.3K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
632+ 2.13% |
$137K - $153K
|
30.2K
$6.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
627+ 33.58% |
$136K - $152K
|
2.49K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
618+ 12.15% |
$134K - $150K
|
5.71K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
608+ 1.58% |
$131K - $147K
|
39.1K
$8.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
607+ 3.78% |
$131K - $147K
|
16.7K
$3.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
601+ 1.96% |
$130K - $146K
|
31.3K
$7.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
598+ 3322.22% |
$129K - $145K
|
616
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
570+ 1.45% |
$123K - $138K
|
39.9K
$9.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
568New |
$123K - $138K
|
568
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
561+ 12.29% |
$121K - $136K
|
5.12K
$1.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
558+ 4.41% |
$121K - $135K
|
13.2K
$2.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
552+ 12.87% |
$119K - $134K
|
4.84K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
550+ 4.85% |
$119K - $133K
|
11.9K
$2.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
540+ 6.5% |
$117K - $131K
|
8.85K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
534+ 4.12% |
$115K - $129K
|
13.5K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
530+ 1.14% |
$115K - $128K
|
47K
$10.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
525+ 13.44% |
$113K - $127K
|
4.43K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
525+ 4.52% |
$113K - $127K
|
12.1K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
518+ 22.71% |
$112K - $126K
|
2.8K
$634K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
516+ 2.78% |
$112K - $125K
|
19.1K
$4.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
506+ 44.94% |
$109K - $123K
|
1.63K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
504+ 19.64% |
$109K - $122K
|
3.07K
$695K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
504+ 4.44% |
$109K - $122K
|
11.8K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
501+ 4.98% |
$108K - $121K
|
10.6K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
499+ 24.08% |
$108K - $121K
|
2.57K
$582K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
499+ 5.95% |
$108K - $121K
|
8.89K
$2.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
498+ 43.15% |
$108K - $121K
|
1.65K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
496+ 37.29% |
$107K - $120K
|
1.83K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
487+ 7.12% |
$105K - $118K
|
7.33K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
452+ 41.35% |
$97.7K - $110K
|
1.55K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
452+ 12.24% |
$97.7K - $110K
|
4.15K
$939K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
451+ 34.35% |
$97.5K - $109K
|
1.76K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
450+ 26.22% |
$97.3K - $109K
|
2.17K
$491K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
431+ 1724.0% |
$93.2K - $104K
|
456
$103K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
430+ 5.0% |
$92.9K - $104K
|
9.03K
$2.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
426+ 18.18% |
$92.1K - $103K
|
2.77K
$627K
|