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 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
259+ 8.92% |
$52K - $58.2K
|
3.16K
$723K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
258+ 11.26% |
$51.8K - $57.9K
|
2.55K
$583K
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
257+ 5.6% |
$51.6K - $57.7K
|
4.85K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
256+ 2.35% |
$51.4K - $57.5K
|
11.2K
$2.55M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
255+ 3.11% |
$51.2K - $57.3K
|
8.44K
$1.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
255+ 5.61% |
$51.2K - $57.3K
|
4.8K
$1.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
255+ 1.35% |
$51.2K - $57.3K
|
19.2K
$4.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
253+ 0.86% |
$50.8K - $56.8K
|
29.6K
$6.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
251+ 2.0% |
$50.4K - $56.4K
|
12.8K
$2.93M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
249+ 3.81% |
$50K - $55.9K
|
6.79K
$1.55M
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
247+ 11.78% |
$49.6K - $55.5K
|
2.34K
$536K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
247+ 0.55% |
$49.6K - $55.5K
|
45K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
246+ 55.41% |
$49.4K - $55.3K
|
690
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
246+ 4.06% |
$49.4K - $55.3K
|
6.3K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
245+ 0.88% |
$49.2K - $55K
|
28.1K
$6.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
243+ 8.19% |
$48.8K - $54.6K
|
3.21K
$734K
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
242+ 2.9% |
$48.6K - $54.4K
|
8.59K
$1.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
239+ 2.21% |
$48K - $53.7K
|
11K
$2.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
238+ 10.07% |
$47.8K - $53.5K
|
2.6K
$595K
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
237+ 16.49% |
$47.6K - $53.2K
|
1.67K
$383K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
235+ 7.79% |
$47.2K - $52.8K
|
3.25K
$743K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
235+ 2.1% |
$47.2K - $52.8K
|
11.4K
$2.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
234+ 0.52% |
$47K - $52.6K
|
45K
$10.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
231+ 13.98% |
$46.4K - $51.9K
|
1.88K
$431K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
227+ 9.13% |
$45.6K - $51K
|
2.71K
$620K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
226+ 0.38% |
$45.4K - $50.8K
|
59.4K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
224+ 2.38% |
$45K - $50.3K
|
9.63K
$2.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
221+ 3.28% |
$44.4K - $49.6K
|
6.95K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
215+ 1.61% |
$43.2K - $48.3K
|
13.5K
$3.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
214+ 0.3% |
$43K - $48.1K
|
70.9K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
212+ 4.0% |
$42.6K - $47.6K
|
5.52K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
210+ 0.23% |
$42.2K - $47.2K
|
90.5K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
210+ 3.0% |
$42.2K - $47.2K
|
7.21K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
210+ 5.47% |
$42.2K - $47.2K
|
4.05K
$926K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
207+ 10.46% |
$41.6K - $46.5K
|
2.19K
$500K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
206+ 0.19% |
$41.4K - $46.3K
|
108K
$24.7M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
205+ 0.91% |
$41.2K - $46K
|
22.7K
$5.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
204+ 0.35% |
$41K - $45.8K
|
57.9K
$13.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
203New |
$40.8K - $45.6K
|
203
$46.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
202+ 3.55% |
$40.6K - $45.4K
|
5.89K
$1.35M
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
200+ 7.26% |
$40.2K - $44.9K
|
2.96K
$676K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
200+ 19.67% |
$40.2K - $44.9K
|
1.22K
$278K
|
|
|
Oct 18, 2024
Q3 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
200+ 1.89% |
$40.2K - $44.9K
|
10.8K
$2.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
200+ 38.1% |
$40.2K - $44.9K
|
725
$166K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
200+ 3.2% |
$40.2K - $44.9K
|
6.45K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
199+ 9.44% |
$40K - $44.7K
|
2.31K
$528K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
190+ 0.64% |
$38.2K - $42.7K
|
30.1K
$6.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
187+ 2.54% |
$37.6K - $42K
|
7.55K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
185+ 8.32% |
$37.2K - $41.6K
|
2.41K
$551K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
184+ 30.77% |
$37K - $41.3K
|
782
$179K
|