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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.93K+ 11.98% |
$849K - $952K
|
36.7K
$6.99M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.92K+ 105.67% |
$846K - $949K
|
7.62K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.87K+ 7.65% |
$837K - $939K
|
54.5K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.86K+ 11.68% |
$835K - $937K
|
36.9K
$7.03M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.86KNew |
$833K - $934K
|
3.86K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.85KNew |
$832K - $933K
|
3.85K
$732K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 13.85% |
$830K - $931K
|
31.6K
$6.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
3.84KNew |
$830K - $931K
|
3.84K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.82K+ 9.84% |
$826K - $927K
|
42.7K
$8.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.82K+ 31.24% |
$826K - $926K
|
16K
$3.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3.81K+ 21.84% |
$823K - $923K
|
21.2K
$4.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.78K+ 5.43% |
$816K - $915K
|
73.4K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.78KNew |
$816K - $915K
|
3.78K
$718K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.7KNew |
$800K - $897K
|
3.7K
$704K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
3.7KNew |
$799K - $896K
|
3.7K
$703K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.66K+ 2.44% |
$792K - $888K
|
154K
$29.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.63K+ 205.44% |
$784K - $879K
|
5.39K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
3.62KNew |
$783K - $878K
|
3.62K
$689K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.61K+ 25.3% |
$781K - $876K
|
17.9K
$3.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.6K+ 38.08% |
$778K - $873K
|
13.1K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
3.6K+ 51.78% |
$778K - $873K
|
10.6K
$2.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.6K+ 6.63% |
$777K - $872K
|
57.8K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.55K+ 2.57% |
$767K - $861K
|
142K
$26.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.55K+ 8.39% |
$767K - $860K
|
45.8K
$8.72M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
3.48KNew |
$753K - $844K
|
3.48K
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.46K+ 38.69% |
$747K - $838K
|
12.4K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
3.43K+ 19.2% |
$742K - $832K
|
21.3K
$4.05M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.43KNew |
$741K - $831K
|
3.43K
$652K
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.43K+ 43.34% |
$741K - $831K
|
11.3K
$2.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.4K+ 0.77% |
$735K - $825K
|
444K
$84.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
3.4KNew |
$735K - $825K
|
3.4K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.4KNew |
$735K - $824K
|
3.4K
$647K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.4KNew |
$734K - $823K
|
3.4K
$646K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
3.39KNew |
$733K - $822K
|
3.39K
$645K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.39KNew |
$732K - $821K
|
3.39K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
3.38KNew |
$731K - $820K
|
3.38K
$644K
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
3.36K+ 1.91% |
$727K - $815K
|
179K
$34.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
3.35KNew |
$725K - $813K
|
3.35K
$638K
|
|
|
Feb 07, 2025
Q4 2024
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
3.35KNew |
$724K - $813K
|
3.35K
$638K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.34K+ 584.76% |
$722K - $809K
|
3.91K
$744K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3.32K+ 16.83% |
$718K - $805K
|
23.1K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
3.32K+ 3.65% |
$718K - $805K
|
94.2K
$17.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.31KNew |
$715K - $801K
|
3.31K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.28K+ 14.33% |
$710K - $796K
|
26.2K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.27K+ 76.16% |
$707K - $793K
|
7.57K
$1.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.25K+ 109.87% |
$703K - $788K
|
6.21K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.24K+ 35.94% |
$700K - $785K
|
12.2K
$2.33M
|
|
|
Mar 06, 2025
Q4 2024
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.2KNew |
$692K - $776K
|
3.2K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.19K+ 49.4% |
$689K - $773K
|
9.64K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
3.18K+ 52.93% |
$687K - $771K
|
9.19K
$1.75M
|