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
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
69+ 4.86% |
$13.9K - $15.5K
|
1.49K
$340K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
68+ 10.41% |
$13.7K - $15.3K
|
721
$165K
|
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
67+ 3.32% |
$13.5K - $15K
|
2.09K
$477K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
67+ 0.3% |
$13.5K - $15K
|
22.3K
$5.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
66+ 2.98% |
$13.3K - $14.8K
|
2.28K
$521K
|
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
66+ 3.06% |
$13.3K - $14.8K
|
2.22K
$507K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
63+ 116.67% |
$12.7K - $14.1K
|
117
$26.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
62+ 1.42% |
$12.5K - $13.9K
|
4.42K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
60+ 2.19% |
$12.1K - $13.5K
|
2.8K
$638K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
60+ 3.98% |
$12.1K - $13.5K
|
1.57K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
59+ 0.37% |
$11.9K - $13.3K
|
15.8K
$3.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
58+ 1.48% |
$11.7K - $13K
|
3.97K
$906K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
BUY
|
- |
57+ 1.96% |
$11.4K - $12.8K
|
2.96K
$676K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
BUY
|
- |
56+ 2.01% |
$11.2K - $12.6K
|
2.85K
$650K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
56+ 3.14% |
$11.2K - $12.6K
|
1.84K
$420K
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
55+ 0.37% |
$11K - $12.4K
|
14.8K
$3.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
55+ 0.28% |
$11K - $12.4K
|
19.6K
$4.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
54+ 4.8% |
$10.8K - $12.1K
|
1.18K
$269K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
54+ 3.76% |
$10.8K - $12.1K
|
1.49K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
53+ 47.32% |
$10.6K - $11.9K
|
165
$37.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
53+ 0.33% |
$10.6K - $11.9K
|
16.2K
$3.7M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
53+ 3.07% |
$10.6K - $11.9K
|
1.78K
$406K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
52+ 0.61% |
$10.4K - $11.7K
|
8.6K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
50+ 2.41% |
$10K - $11.2K
|
2.13K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
50+ 0.98% |
$10K - $11.2K
|
5.18K
$1.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
48+ 0.45% |
$9.64K - $10.8K
|
10.8K
$2.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
47New |
$9.44K - $10.6K
|
47
$10.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
47+ 0.05% |
$9.44K - $10.6K
|
98.8K
$22.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
47+ 0.73% |
$9.44K - $10.6K
|
6.45K
$1.47M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
47+ 6.75% |
$9.44K - $10.6K
|
743
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
46+ 2.3% |
$9.24K - $10.3K
|
2.05K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
45+ 1.71% |
$9.04K - $10.1K
|
2.68K
$612K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
44+ 0.14% |
$8.84K - $9.88K
|
30.5K
$6.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
44+ 0.29% |
$8.84K - $9.88K
|
15.4K
$3.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
43+ 12.29% |
$8.64K - $9.66K
|
393
$89.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
40+ 1.45% |
$8.03K - $8.98K
|
2.79K
$638K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
40+ 3.76% |
$8.03K - $8.98K
|
1.1K
$252K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
40+ 0.55% |
$8.03K - $8.98K
|
7.37K
$1.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
39+ 2.06% |
$7.83K - $8.76K
|
1.93K
$441K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
39+ 2.56% |
$7.83K - $8.76K
|
1.56K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
39+ 0.33% |
$7.83K - $8.76K
|
12K
$2.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
37+ 0.51% |
$7.43K - $8.31K
|
7.34K
$1.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
36+ 0.03% |
$7.23K - $8.09K
|
118K
$27M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.62% |
$7.23K - $8.09K
|
5.81K
$1.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
31+ 0.4% |
$6.23K - $6.96K
|
7.85K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
31+ 0.32% |
$6.23K - $6.96K
|
9.72K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.69% |
$6.03K - $6.74K
|
1.81K
$412K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
30+ 0.96% |
$6.03K - $6.74K
|
3.17K
$723K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
30+ 40.0% |
$6.03K - $6.74K
|
105
$24K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 7.16% |
$5.83K - $6.51K
|
434
$99.1K
|