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 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-33- 10.03% |
$7.13K - $8K
|
296
$67.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-33- 0.1% |
$7.13K - $8K
|
33.5K
$7.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-34- 1.65% |
$7.35K - $8.24K
|
2.03K
$463K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-35- 0.41% |
$7.56K - $8.48K
|
8.6K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-35- 1.93% |
$7.56K - $8.48K
|
1.78K
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-40- 1.35% |
$8.65K - $9.7K
|
2.92K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-40- 7.29% |
$8.65K - $9.7K
|
509
$116K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-41- 2.59% |
$8.86K - $9.94K
|
1.54K
$352K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
SELL
|
- |
-42- 1.33% |
$9.08K - $10.2K
|
3.12K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-42- 1.9% |
$9.08K - $10.2K
|
2.17K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-42- 1.2% |
$9.08K - $10.2K
|
3.45K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-46- 2.8% |
$9.94K - $11.2K
|
1.6K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-47- 0.59% |
$10.2K - $11.4K
|
7.96K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-47- 1.5% |
$10.2K - $11.4K
|
3.09K
$706K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-47- 2.06% |
$10.2K - $11.4K
|
2.23K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-48- 2.46% |
$10.4K - $11.6K
|
1.9K
$434K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-52- 3.16% |
$11.2K - $12.6K
|
1.6K
$364K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-54- 1.71% |
$11.7K - $13.1K
|
3.11K
$710K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-57- 0.14% |
$12.3K - $13.8K
|
39.3K
$8.98M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-59- 0.31% |
$12.8K - $14.3K
|
18.7K
$4.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-62- 5.71% |
$13.4K - $15K
|
1.02K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-63- 1.11% |
$13.6K - $15.3K
|
5.63K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-64- 0.82% |
$13.8K - $15.5K
|
7.7K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-67- 0.52% |
$14.5K - $16.2K
|
12.9K
$2.95M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-69- 3.47% |
$14.9K - $16.7K
|
1.92K
$438K
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-70- 0.85% |
$15.1K - $17K
|
8.21K
$1.87M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-71- 2.89% |
$15.3K - $17.2K
|
2.38K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-71- 4.62% |
$15.3K - $17.2K
|
1.47K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-75- 3.44% |
$16.2K - $18.2K
|
2.1K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-78- 4.57% |
$16.9K - $18.9K
|
1.63K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-78- 2.52% |
$16.9K - $18.9K
|
3.02K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-78- 1.81% |
$16.9K - $18.9K
|
4.23K
$966K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-78- 0.92% |
$16.9K - $18.9K
|
8.44K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-78- 0.36% |
$16.9K - $18.9K
|
21.3K
$4.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-80- 2.46% |
$17.3K - $19.4K
|
3.17K
$724K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-82- 0.45% |
$17.7K - $19.9K
|
18.1K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-86- 5.66% |
$18.6K - $20.8K
|
1.43K
$327K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-86- 4.61% |
$18.6K - $20.8K
|
1.78K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-90- 4.19% |
$19.5K - $21.8K
|
2.06K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-95- 0.6% |
$20.5K - $23K
|
15.7K
$3.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-95- 5.13% |
$20.5K - $23K
|
1.76K
$401K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-96- 3.15% |
$20.7K - $23.3K
|
2.96K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-98- 4.84% |
$21.2K - $23.8K
|
1.93K
$440K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-104- 11.85% |
$22.5K - $25.2K
|
774
$177K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-110- 3.68% |
$23.8K - $26.7K
|
2.88K
$657K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
SELL
|
- |
-112- 1.64% |
$24.2K - $27.1K
|
6.71K
$1.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-115- 0.87% |
$24.9K - $27.9K
|
13.1K
$2.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-115- 0.52% |
$24.9K - $27.9K
|
22.2K
$5.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-119- 2.31% |
$25.7K - $28.8K
|
5.04K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-122- 7.68% |
$26.4K - $29.6K
|
1.47K
$335K
|