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 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
110+ 15.49% |
$22.1K - $24.7K
|
820
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
110+ 4.99% |
$22.1K - $24.7K
|
2.32K
$529K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
109+ 1.62% |
$21.9K - $24.5K
|
6.84K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
107New |
$21.5K - $24K
|
107
$24.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
107New |
$21.5K - $24K
|
107
$24.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
106+ 2.61% |
$21.3K - $23.8K
|
4.17K
$951K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
104+ 1.22% |
$20.9K - $23.4K
|
8.63K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
104New |
$20.9K - $23.4K
|
104
$23.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
103+ 5.63% |
$20.7K - $23.1K
|
1.93K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
102+ 1.33% |
$20.5K - $22.9K
|
7.8K
$1.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
102+ 11.18% |
$20.5K - $22.9K
|
1.01K
$231K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
100+ 1.7% |
$20.1K - $22.5K
|
6K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
100New |
$20.1K - $22.5K
|
100
$22.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
100New |
$20.1K - $22.5K
|
100
$22.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
100+ 8.1% |
$20.1K - $22.5K
|
1.33K
$305K
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
100+ 5.69% |
$20.1K - $22.5K
|
1.86K
$424K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
99+ 7.98% |
$19.9K - $22.2K
|
1.34K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
99+ 0.12% |
$19.9K - $22.2K
|
80.9K
$18.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
96+ 4.37% |
$19.3K - $21.6K
|
2.29K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
96+ 0.55% |
$19.3K - $21.6K
|
17.4K
$3.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
94+ 42.34% |
$18.9K - $21.1K
|
316
$72.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
93+ 0.21% |
$18.7K - $20.9K
|
45K
$10.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
91+ 0.65% |
$18.3K - $20.4K
|
14.1K
$3.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
91+ 0.95% |
$18.3K - $20.4K
|
9.66K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
91+ 3.79% |
$18.3K - $20.4K
|
2.49K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
91+ 0.61% |
$18.3K - $20.4K
|
14.9K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
90+ 1.55% |
$18.1K - $20.2K
|
5.9K
$1.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
89+ 19.6% |
$17.9K - $20K
|
543
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.75% |
$17.9K - $20K
|
11.9K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
BUY
|
- |
87+ 3.48% |
$17.5K - $19.5K
|
2.59K
$591K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
85+ 0.53% |
$17.1K - $19.1K
|
16.2K
$3.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
85+ 6.0% |
$17.1K - $19.1K
|
1.5K
$343K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
85+ 2.36% |
$17.1K - $19.1K
|
3.69K
$843K
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
83+ 0.89% |
$16.7K - $18.6K
|
9.42K
$2.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
81+ 0.8% |
$16.3K - $18.2K
|
10.2K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
81+ 1.55% |
$16.3K - $18.2K
|
5.3K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
80+ 10.67% |
$16.1K - $18K
|
830
$189K
|
|
|
Oct 16, 2024
Q3 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
80+ 5.32% |
$16.1K - $18K
|
1.59K
$362K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
80New |
$16.1K - $18K
|
80
$18.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
79+ 5.53% |
$15.9K - $17.7K
|
1.51K
$344K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
79+ 0.97% |
$15.9K - $17.7K
|
8.25K
$1.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
77+ 4.41% |
$15.5K - $17.3K
|
1.83K
$417K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
76+ 5.19% |
$15.3K - $17.1K
|
1.54K
$352K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
75+ 3.11% |
$15.1K - $16.8K
|
2.49K
$568K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
75+ 5.35% |
$15.1K - $16.8K
|
1.48K
$337K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
75+ 0.51% |
$15.1K - $16.8K
|
14.9K
$3.39M
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
72+ 0.16% |
$14.5K - $16.2K
|
44.3K
$10.1M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
71+ 4.0% |
$14.3K - $15.9K
|
1.85K
$422K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
69+ 1.7% |
$13.9K - $15.5K
|
4.14K
$944K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
69+ 2.01% |
$13.9K - $15.5K
|
3.5K
$798K
|