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 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
420New |
$90.8K - $102K
|
420
$95.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
420+ 7.0% |
$90.8K - $102K
|
6.42K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
418+ 62.67% |
$90.3K - $101K
|
1.09K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
414+ 14.69% |
$89.5K - $100K
|
3.23K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
414+ 3.54% |
$89.5K - $100K
|
12.1K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
409+ 1.27% |
$88.4K - $99.1K
|
32.7K
$7.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
402+ 4.97% |
$86.9K - $97.4K
|
8.5K
$1.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
401+ 20.0% |
$86.7K - $97.2K
|
2.41K
$545K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
400+ 13.4% |
$86.5K - $97K
|
3.38K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
398+ 4.79% |
$86K - $96.5K
|
8.71K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
397New |
$85.8K - $96.2K
|
397
$89.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
395+ 15.28% |
$85.4K - $95.7K
|
2.98K
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
384+ 8.08% |
$83K - $93.1K
|
5.13K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
378+ 8.24% |
$81.7K - $91.6K
|
4.97K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
375+ 0.83% |
$81K - $90.9K
|
45.5K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
374+ 7.62% |
$80.8K - $90.7K
|
5.29K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
368New |
$79.5K - $89.2K
|
368
$83.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
368+ 10.1% |
$79.5K - $89.2K
|
4.01K
$908K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
365+ 2.25% |
$78.9K - $88.5K
|
16.6K
$3.76M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
363+ 1.05% |
$78.5K - $88K
|
35.1K
$7.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
358+ 15.08% |
$77.4K - $86.8K
|
2.73K
$619K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
344+ 4.62% |
$74.3K - $83.4K
|
7.79K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
339+ 0.61% |
$73.3K - $82.2K
|
56.3K
$12.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
335+ 19.54% |
$72.4K - $81.2K
|
2.05K
$464K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
326+ 1.07% |
$70.5K - $79K
|
30.7K
$6.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
312+ 34.55% |
$67.4K - $75.6K
|
1.22K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
303+ 0.64% |
$65.5K - $73.4K
|
47.9K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Asio Capital, LLC
|
BUY
|
- |
297+ 22.11% |
$64.2K - $72K
|
1.64K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
295New |
$63.8K - $71.5K
|
295
$66.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
295+ 0.98% |
$63.8K - $71.5K
|
30.4K
$6.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
290+ 29.56% |
$62.7K - $70.3K
|
1.27K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
290+ 1.11% |
$62.7K - $70.3K
|
26.5K
$6.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
289+ 2.47% |
$62.5K - $70.1K
|
12K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
283+ 1.04% |
$61.2K - $68.6K
|
27.6K
$6.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
270+ 14.96% |
$58.4K - $65.4K
|
2.08K
$470K
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
270+ 1.25% |
$58.4K - $65.4K
|
21.9K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
265+ 5.62% |
$57.3K - $64.2K
|
4.98K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
258+ 6.37% |
$55.8K - $62.5K
|
4.31K
$976K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
252+ 16.72% |
$54.5K - $61.1K
|
1.76K
$398K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
250+ 0.85% |
$54K - $60.6K
|
29.7K
$6.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
248New |
$53.6K - $60.1K
|
248
$56.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
247+ 109.78% |
$53.4K - $59.9K
|
472
$107K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
242+ 20.07% |
$52.3K - $58.7K
|
1.45K
$328K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
239New |
$51.7K - $57.9K
|
239
$54.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
236+ 14.69% |
$51K - $57.2K
|
1.84K
$417K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
230+ 11.31% |
$49.7K - $55.8K
|
2.26K
$513K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
230+ 8.23% |
$49.7K - $55.8K
|
3.02K
$685K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
224+ 57.14% |
$48.4K - $54.3K
|
616
$140K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
220+ 9.9% |
$47.5K - $53.3K
|
2.44K
$553K
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
216+ 4.2% |
$46.7K - $52.4K
|
5.36K
$1.21M
|