Purchases and Sales Made in Q3 2024 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.49K+ 36.33% |
$298K - $334K
|
5.57K
$1.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.48KNew |
$297K - $332K
|
1.48K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.47K+ 22.9% |
$296K - $331K
|
7.91K
$1.7M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.47K+ 22.9% |
$296K - $331K
|
7.91K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.46K+ 4.24% |
$293K - $327K
|
35.8K
$7.68M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
1.45K+ 6.17% |
$292K - $326K
|
25K
$5.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.44K+ 2.88% |
$289K - $324K
|
51.5K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
1.43KNew |
$287K - $321K
|
1.43K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.42K+ 83.01% |
$285K - $318K
|
3.12K
$670K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.41K+ 72.58% |
$283K - $317K
|
3.36K
$720K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.4K+ 43.97% |
$281K - $315K
|
4.59K
$984K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.4K+ 13.92% |
$281K - $314K
|
11.5K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.4K+ 2.35% |
$281K - $314K
|
60.8K
$13M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.39K+ 7.46% |
$279K - $312K
|
20K
$4.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.38K+ 4.16% |
$278K - $310K
|
34.6K
$7.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
BUY
|
- |
1.38K+ 1.28% |
$277K - $309K
|
109K
$23.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.37K+ 3.94% |
$275K - $308K
|
36.1K
$7.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.35KNew |
$271K - $303K
|
1.35K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Truxt Investmentos Ltda.
|
BUY
|
- |
1.33KNew |
$268K - $300K
|
1.33K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.32KNew |
$266K - $297K
|
1.32K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.3KNew |
$261K - $292K
|
1.3K
$279K
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.3K+ 1.64% |
$261K - $292K
|
80.4K
$17.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
1.29KNew |
$259K - $290K
|
1.29K
$277K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.29K+ 6.33% |
$258K - $289K
|
21.6K
$4.63M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.28K+ 5.14% |
$258K - $288K
|
26.2K
$5.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.28KNew |
$257K - $287K
|
1.28K
$275K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.26K+ 696.13% |
$253K - $283K
|
1.44K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.25KNew |
$252K - $281K
|
1.25K
$269K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.25K+ 64.87% |
$251K - $281K
|
3.18K
$682K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.25K+ 13.98% |
$251K - $281K
|
10.2K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.25K+ 7.51% |
$251K - $281K
|
17.9K
$3.84M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.24K+ 21.24% |
$249K - $278K
|
7.07K
$1.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
1.24K+ 108.99% |
$248K - $278K
|
2.37K
$509K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.23K+ 10.61% |
$247K - $276K
|
12.8K
$2.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.23K+ 14.7% |
$246K - $275K
|
9.56K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.23K+ 56.12% |
$246K - $275K
|
3.41K
$731K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.22KNew |
$246K - $275K
|
1.22K
$262K
|
|
|
Oct 10, 2024
Q3 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.22KNew |
$244K - $273K
|
1.22K
$261K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.21K+ 5.23% |
$244K - $273K
|
24.4K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.21K+ 56.44% |
$242K - $271K
|
3.34K
$717K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.2K+ 61.88% |
$242K - $270K
|
3.15K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
1.2K+ 7.4% |
$241K - $270K
|
17.4K
$3.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$241K - $269K
|
1.2K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
1.19KNew |
$240K - $268K
|
1.19K
$256K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.19K+ 3.96% |
$240K - $268K
|
31.3K
$6.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.19K+ 0.57% |
$238K - $266K
|
210K
$45.1M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.17KNew |
$234K - $262K
|
1.17K
$250K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.16K+ 27.54% |
$233K - $260K
|
5.36K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.14KNew |
$230K - $257K
|
1.14K
$246K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.14K+ 95.06% |
$228K - $255K
|
2.33K
$500K
|