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 05, 2024
Q3 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-4- 0.03% |
$803 - $898
|
13.6K
$3.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.12% |
$803 - $898
|
3.24K
$740K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.12% |
$803 - $898
|
3.36K
$766K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5- 0.1% |
$1K - $1.12K
|
4.79K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-5- 0.8% |
$1K - $1.12K
|
620
$142K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5- 0.02% |
$1K - $1.12K
|
22.5K
$5.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5- 0.33% |
$1K - $1.12K
|
1.51K
$345K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-5- 0.18% |
$1K - $1.12K
|
2.76K
$630K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-5- 0.06% |
$1K - $1.12K
|
8.53K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-5- 0.15% |
$1K - $1.12K
|
3.26K
$744K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5- 0.03% |
$1K - $1.12K
|
14.8K
$3.39M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-5- 0.18% |
$1K - $1.12K
|
2.79K
$636K
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-6- 0.35% |
$1.21K - $1.35K
|
1.71K
$391K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-6- 0.59% |
$1.21K - $1.35K
|
1.01K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7- 0.03% |
$1.41K - $1.57K
|
21.9K
$5.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-8- 0.16% |
$1.61K - $1.8K
|
4.91K
$1.12M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-8- 0.16% |
$1.61K - $1.8K
|
4.85K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-8- 0.07% |
$1.61K - $1.8K
|
11.9K
$2.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-8- 0.47% |
$1.61K - $1.8K
|
1.69K
$386K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9- 0.61% |
$1.81K - $2.02K
|
1.47K
$334K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-9- 0.87% |
$1.81K - $2.02K
|
1.03K
$234K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9- 0.62% |
$1.81K - $2.02K
|
1.44K
$329K
|
|
|
Nov 05, 2024
Q3 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-9- 0.21% |
$1.81K - $2.02K
|
4.21K
$960K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-10- 0.54% |
$2.01K - $2.25K
|
1.86K
$424K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-10- 0.9% |
$2.01K - $2.25K
|
1.1K
$252K
|
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-10- 0.15% |
$2.01K - $2.25K
|
6.84K
$1.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-10- 0.91% |
$2.01K - $2.25K
|
1.09K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-10- 0.66% |
$2.01K - $2.25K
|
1.51K
$344K
|
|
|
Nov 14, 2024
Q3 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-10- 0.35% |
$2.01K - $2.25K
|
2.86K
$652K
|
|
|
Nov 14, 2024
Q3 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
SELL
|
- |
-10- 0.13% |
$2.01K - $2.25K
|
7.56K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-11- 0.81% |
$2.21K - $2.47K
|
1.35K
$308K
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-11- 0.35% |
$2.21K - $2.47K
|
3.12K
$713K
|
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13- 0.26% |
$2.61K - $2.92K
|
5K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-13- 0.21% |
$2.61K - $2.92K
|
6.05K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.17% |
$2.81K - $3.14K
|
8.06K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-14- 0.39% |
$2.81K - $3.14K
|
3.54K
$808K
|
|
|
Oct 16, 2024
Q3 2024
|
Cultivar Capital, Inc.
Denton, TX |
SELL
|
- |
-15- 0.49% |
$3.01K - $3.37K
|
3.03K
$692K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-15- 3.22% |
$3.01K - $3.37K
|
451
$103K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-15- 0.94% |
$3.01K - $3.37K
|
1.58K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-15- 1.33% |
$3.01K - $3.37K
|
1.11K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-15- 0.57% |
$3.01K - $3.37K
|
2.6K
$594K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-15- 0.23% |
$3.01K - $3.37K
|
6.6K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-16- 3.1% |
$3.21K - $3.59K
|
500
$114K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-17- 1.44% |
$3.41K - $3.82K
|
1.17K
$266K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-18- 0.39% |
$3.62K - $4.04K
|
4.56K
$1.04M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-18- 0.16% |
$3.62K - $4.04K
|
11.3K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-18- 0.21% |
$3.62K - $4.04K
|
8.52K
$1.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-18- 1.52% |
$3.62K - $4.04K
|
1.17K
$267K
|
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
SELL
|
- |
-18- 0.44% |
$3.62K - $4.04K
|
4.03K
$921K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-19- 1.34% |
$3.82K - $4.27K
|
1.39K
$318K
|