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 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
28+ 2.56% |
$5.62K - $6.29K
|
1.12K
$256K
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
28+ 0.36% |
$5.62K - $6.29K
|
7.83K
$1.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
27+ 17.65% |
$5.42K - $6.06K
|
180
$41.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
26+ 0.38% |
$5.22K - $5.84K
|
6.89K
$1.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
25New |
$5.02K - $5.62K
|
25
$5.71K
|
|
|
Nov 13, 2024
Q3 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25+ 2.05% |
$5.02K - $5.62K
|
1.24K
$284K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
24+ 0.36% |
$4.82K - $5.39K
|
6.71K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
24+ 0.32% |
$4.82K - $5.39K
|
7.45K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24+ 0.09% |
$4.82K - $5.39K
|
26.8K
$6.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
23+ 1.45% |
$4.62K - $5.17K
|
1.61K
$368K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23+ 1.91% |
$4.62K - $5.17K
|
1.23K
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
22+ 1.31% |
$4.42K - $4.94K
|
1.71K
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
21+ 1.35% |
$4.22K - $4.72K
|
1.57K
$359K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
20+ 0.29% |
$4.02K - $4.49K
|
7K
$1.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
20+ 0.08% |
$4.02K - $4.49K
|
25.1K
$5.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
20+ 3.75% |
$4.02K - $4.49K
|
553
$126K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 10.42% |
$4.02K - $4.49K
|
212
$48.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19+ 9.45% |
$3.82K - $4.27K
|
220
$50.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
19+ 25.33% |
$3.82K - $4.27K
|
94
$21.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
19+ 0.21% |
$3.82K - $4.27K
|
8.87K
$2.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
18+ 0.2% |
$3.62K - $4.04K
|
9.1K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
18+ 0.36% |
$3.62K - $4.04K
|
5.06K
$1.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
18+ 0.9% |
$3.62K - $4.04K
|
2.03K
$463K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
17+ 0.35% |
$3.41K - $3.82K
|
4.87K
$1.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.09% |
$3.41K - $3.82K
|
18.2K
$4.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
17+ 0.13% |
$3.41K - $3.82K
|
13.1K
$2.98M
|
|
|
Oct 31, 2024
Q3 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
17+ 0.41% |
$3.41K - $3.82K
|
4.21K
$962K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
17+ 1.41% |
$3.41K - $3.82K
|
1.22K
$279K
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
16+ 0.17% |
$3.21K - $3.59K
|
9.43K
$2.15M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
16+ 0.2% |
$3.21K - $3.59K
|
8K
$1.83M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
16+ 0.37% |
$3.21K - $3.59K
|
4.3K
$982K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16+ 0.33% |
$3.21K - $3.59K
|
4.8K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
16+ 7.11% |
$3.21K - $3.59K
|
241
$55K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
15+ 0.58% |
$3.01K - $3.37K
|
2.59K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
15+ 0.5% |
$3.01K - $3.37K
|
3.02K
$688K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
15+ 0.44% |
$3.01K - $3.37K
|
3.41K
$778K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
15+ 0.19% |
$3.01K - $3.37K
|
7.97K
$1.82M
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
14+ 0.13% |
$2.81K - $3.14K
|
10.6K
$2.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14+ 2.56% |
$2.81K - $3.14K
|
560
$128K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.27% |
$2.81K - $3.14K
|
5.12K
$1.17M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
14+ 4.36% |
$2.81K - $3.14K
|
335
$76.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
13+ 0.27% |
$2.61K - $2.92K
|
4.76K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
13+ 0.66% |
$2.61K - $2.92K
|
1.97K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
13New |
$2.61K - $2.92K
|
13
$2.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.94% |
$2.61K - $2.92K
|
1.4K
$319K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.33% |
$2.41K - $2.7K
|
3.62K
$827K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 0.14% |
$2.21K - $2.47K
|
7.85K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
11+ 0.26% |
$2.21K - $2.47K
|
4.29K
$979K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11+ 0.53% |
$2.21K - $2.47K
|
2.07K
$473K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$2.21K - $2.47K
|
5.44K
$1.24M
|