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 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.94% |
$2.61K - $2.92K
|
1.4K
$300K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.33% |
$2.41K - $2.7K
|
3.62K
$777K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.14% |
$2.21K - $2.47K
|
7.85K
$1.68M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.26% |
$2.21K - $2.47K
|
4.29K
$920K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11+ 0.53% |
$2.21K - $2.47K
|
2.07K
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$2.21K - $2.47K
|
5.44K
$1.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
11+ 0.08% |
$2.21K - $2.47K
|
14.6K
$3.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
10+ 0.1% |
$2.01K - $2.25K
|
9.79K
$2.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
10+ 0.13% |
$2.01K - $2.25K
|
7.45K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10+ 0.31% |
$2.01K - $2.25K
|
3.24K
$695K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.29% |
$1.81K - $2.02K
|
3.1K
$665K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$1.81K - $2.02K
|
9.32K
$2M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
9+ 0.35% |
$1.81K - $2.02K
|
2.56K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
BUY
|
- |
8+ 0.15% |
$1.61K - $1.8K
|
5.24K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
8+ 88.89% |
$1.61K - $1.8K
|
17
$3.65K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
8+ 0.37% |
$1.61K - $1.8K
|
2.15K
$462K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8+ 0.22% |
$1.61K - $1.8K
|
3.63K
$779K
|
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.34% |
$1.41K - $1.57K
|
2.1K
$450K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.14% |
$1.41K - $1.57K
|
5.14K
$1.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
7+ 0.33% |
$1.41K - $1.57K
|
2.15K
$462K
|
|
|
Oct 30, 2024
Q3 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$1.41K - $1.57K
|
1.91K
$411K
|
|
|
Nov 07, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
7+ 0.02% |
$1.41K - $1.57K
|
29K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
7+ 0.43% |
$1.41K - $1.57K
|
1.65K
$353K
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6+ 0.38% |
$1.21K - $1.35K
|
1.58K
$339K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
6+ 0.03% |
$1.21K - $1.35K
|
17.4K
$3.74M
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
BUY
|
- |
6+ 0.26% |
$1.21K - $1.35K
|
2.34K
$502K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.25% |
$1.21K - $1.35K
|
2.4K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
6+ 0.22% |
$1.21K - $1.35K
|
2.78K
$597K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.77% |
$1.21K - $1.35K
|
786
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6+ 0.26% |
$1.21K - $1.35K
|
2.31K
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5+ 0.33% |
$1K - $1.12K
|
1.52K
$326K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5+ 0.42% |
$1K - $1.12K
|
1.19K
$255K
|
|
|
Oct 23, 2024
Q3 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
5+ 0.29% |
$1K - $1.12K
|
1.7K
$365K
|
|
|
Nov 07, 2024
Q3 2024
|
Renasant Bank
|
BUY
|
- |
5+ 0.42% |
$1K - $1.12K
|
1.19K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5+ 0.09% |
$1K - $1.12K
|
5.28K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.03% |
$1K - $1.12K
|
14.5K
$3.11M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
4+ 0.23% |
$803 - $898
|
1.72K
$369K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4+ 0.05% |
$803 - $898
|
8.6K
$1.85M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
4+ 0.26% |
$803 - $898
|
1.52K
$326K
|
|
|
Nov 04, 2024
Q3 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
4+ 0.09% |
$803 - $898
|
4.34K
$931K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
4+ 0.07% |
$803 - $898
|
5.79K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.3% |
$803 - $898
|
1.32K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
4+ 0.09% |
$803 - $898
|
4.69K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3+ 1.4% |
$603 - $674
|
217
$46.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3+ 0.29% |
$603 - $674
|
1.04K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
3+ 0.16% |
$603 - $674
|
1.86K
$399K
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3+ 0.29% |
$603 - $674
|
1.02K
$219K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.18% |
$402 - $449
|
1.09K
$233K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.1% |
$402 - $449
|
1.99K
$427K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.4% |
$402 - $449
|
498
$107K
|