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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-421- 2.79% |
$84.6K - $94.6K
|
14.7K
$3.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-423- 9.0% |
$85K - $95K
|
4.28K
$918K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-426- 1.07% |
$85.6K - $95.7K
|
39.5K
$8.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-427- 0.83% |
$85.8K - $95.9K
|
50.8K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-427- 53.51% |
$85.8K - $95.9K
|
371
$79.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-429- 7.84% |
$86.2K - $96.4K
|
5.04K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-438- 4.94% |
$88K - $98.4K
|
8.43K
$1.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-439- 3.86% |
$88.2K - $98.6K
|
10.9K
$2.35M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-442- 21.31% |
$88.8K - $99.3K
|
1.63K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-443- 0.63% |
$89K - $99.5K
|
69.9K
$15M
|
|
|
Oct 11, 2024
Q3 2024
|
M. Kraus & CO
|
SELL
|
- |
-450- 12.41% |
$90.4K - $101K
|
3.18K
$681K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-461- 44.67% |
$92.6K - $104K
|
571
$123K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-461- 36.36% |
$92.6K - $104K
|
807
$173K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-466- 13.05% |
$93.6K - $105K
|
3.11K
$667K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-468- 6.62% |
$94K - $105K
|
6.6K
$1.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-484- 27.41% |
$97.2K - $109K
|
1.28K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-484- 8.03% |
$97.2K - $109K
|
5.54K
$1.19M
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-488- 7.6% |
$98K - $110K
|
5.94K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-499- 6.47% |
$100K - $112K
|
7.22K
$1.55M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-505- 1.24% |
$101K - $113K
|
40.2K
$8.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-506- 4.55% |
$102K - $114K
|
10.6K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-506- 16.66% |
$102K - $114K
|
2.53K
$543K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-511- 3.18% |
$103K - $115K
|
15.6K
$3.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-530- 7.61% |
$106K - $119K
|
6.44K
$1.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-540- 12.33% |
$108K - $121K
|
3.84K
$824K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-540- 23.42% |
$108K - $121K
|
1.77K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-540- 2.92% |
$108K - $121K
|
18K
$3.86M
|
|
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-550- 16.81% |
$110K - $124K
|
2.72K
$584K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-551- 11.21% |
$111K - $124K
|
4.37K
$937K
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-552- 2.52% |
$111K - $124K
|
21.4K
$4.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-554- 0.75% |
$111K - $124K
|
73K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-564- 3.19% |
$113K - $127K
|
17.1K
$3.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-568- 2.49% |
$114K - $128K
|
22.3K
$4.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-573- 5.42% |
$115K - $129K
|
10K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-577- 1.67% |
$116K - $130K
|
33.9K
$7.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-581- 6.99% |
$117K - $130K
|
7.73K
$1.66M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-588- 0.8% |
$118K - $132K
|
72.9K
$15.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-588- 10.67% |
$118K - $132K
|
4.93K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-590- 10.2% |
$119K - $133K
|
5.19K
$1.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-594- 11.59% |
$119K - $133K
|
4.53K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-595- 8.48% |
$120K - $134K
|
6.42K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-598- 6.44% |
$120K - $134K
|
8.69K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-600- 4.9% |
$121K - $135K
|
11.6K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-611- 3.25% |
$123K - $137K
|
18.2K
$3.9M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-619- 3.29% |
$124K - $139K
|
18.2K
$3.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-620- 27.34% |
$125K - $139K
|
1.65K
$354K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-621- 16.14% |
$125K - $139K
|
3.23K
$693K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-634- 6.16% |
$127K - $142K
|
9.67K
$2.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-636- 30.89% |
$128K - $143K
|
1.42K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-638- 9.54% |
$128K - $143K
|
6.05K
$1.3M
|