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 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-43- 1.24% |
$8.64K - $9.66K
|
3.43K
$784K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-43- 1.63% |
$8.64K - $9.66K
|
2.59K
$591K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-44- 2.94% |
$8.84K - $9.88K
|
1.45K
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-45- 2.2% |
$9.04K - $10.1K
|
2K
$457K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-45- 2.17% |
$9.04K - $10.1K
|
2.03K
$464K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-46- 0.55% |
$9.24K - $10.3K
|
8.31K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-46- 0.74% |
$9.24K - $10.3K
|
6.18K
$1.41M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-47- 46.08% |
$9.44K - $10.6K
|
55
$12.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-48- 0.76% |
$9.64K - $10.8K
|
6.23K
$1.42M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-48- 4.54% |
$9.64K - $10.8K
|
1.01K
$231K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-48- 1.58% |
$9.64K - $10.8K
|
2.99K
$683K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-49- 3.95% |
$9.84K - $11K
|
1.19K
$272K
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 0.96% |
$10K - $11.2K
|
5.16K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 81.97% |
$10K - $11.2K
|
11
$2.51K
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-50- 0.15% |
$10K - $11.2K
|
33.5K
$7.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-51- 3.59% |
$10.2K - $11.5K
|
1.37K
$313K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-51- 0.88% |
$10.2K - $11.5K
|
5.75K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-52- 4.66% |
$10.4K - $11.7K
|
1.07K
$243K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-52- 12.9% |
$10.4K - $11.7K
|
351
$80.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53- 16.36% |
$10.6K - $11.9K
|
271
$61.9K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-53- 2.37% |
$10.6K - $11.9K
|
2.18K
$497K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-55- 1.17% |
$11K - $12.4K
|
4.64K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-56- 2.79% |
$11.2K - $12.6K
|
1.95K
$445K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58- 2.65% |
$11.7K - $13K
|
2.13K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-58- 3.47% |
$11.7K - $13K
|
1.62K
$369K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-60- 4.54% |
$12.1K - $13.5K
|
1.26K
$288K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-60- 2.84% |
$12.1K - $13.5K
|
2.05K
$469K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-60- 0.07% |
$12.1K - $13.5K
|
91.8K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-60- 2.22% |
$12.1K - $13.5K
|
2.65K
$605K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-63- 0.75% |
$12.7K - $14.1K
|
8.28K
$1.89M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 1.27% |
$12.7K - $14.1K
|
4.9K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-63- 1.57% |
$12.7K - $14.1K
|
3.96K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-63- 15.75% |
$12.7K - $14.1K
|
337
$76.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-64- 0.37% |
$12.9K - $14.4K
|
17.3K
$3.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-65- 0.38% |
$13.1K - $14.6K
|
17.1K
$3.91M
|
|
|
Nov 25, 2024
Q3 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-65- 1.48% |
$13.1K - $14.6K
|
4.33K
$989K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-66- 1.75% |
$13.3K - $14.8K
|
3.72K
$848K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 3.51% |
$13.3K - $14.8K
|
1.81K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-66- 1.77% |
$13.3K - $14.8K
|
3.67K
$837K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-67- 1.04% |
$13.5K - $15K
|
6.41K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-67- 0.45% |
$13.5K - $15K
|
14.9K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-69- 3.19% |
$13.9K - $15.5K
|
2.1K
$478K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-70- 0.56% |
$14.1K - $15.7K
|
12.3K
$2.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-71- 6.76% |
$14.3K - $15.9K
|
979
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-71- 5.4% |
$14.3K - $15.9K
|
1.24K
$284K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-72- 3.66% |
$14.5K - $16.2K
|
1.9K
$433K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-73- 0.19% |
$14.7K - $16.4K
|
38.8K
$8.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-73- 2.4% |
$14.7K - $16.4K
|
2.96K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-74- 0.54% |
$14.9K - $16.6K
|
13.6K
$3.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-75- 4.38% |
$15.1K - $16.8K
|
1.64K
$373K
|