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 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-75- 4.56% |
$15.1K - $16.8K
|
1.57K
$358K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-75- 21.37% |
$15.1K - $16.8K
|
276
$63K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-76- 3.7% |
$15.3K - $17.1K
|
1.98K
$451K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-76- 0.92% |
$15.3K - $17.1K
|
8.14K
$1.86M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-78- 0.85% |
$15.7K - $17.5K
|
9.11K
$2.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-78- 3.67% |
$15.7K - $17.5K
|
2.05K
$468K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.91% |
$15.7K - $17.5K
|
8.51K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-78- 6.36% |
$15.7K - $17.5K
|
1.15K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-79- 1.09% |
$15.9K - $17.7K
|
7.17K
$1.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-79- 3.1% |
$15.9K - $17.7K
|
2.47K
$564K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-80- 4.83% |
$16.1K - $18K
|
1.58K
$360K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-81- 1.15% |
$16.3K - $18.2K
|
6.99K
$1.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-81- 4.12% |
$16.3K - $18.2K
|
1.89K
$431K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-81- 5.15% |
$16.3K - $18.2K
|
1.49K
$340K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-82- 1.93% |
$16.5K - $18.4K
|
4.16K
$949K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-82- 2.02% |
$16.5K - $18.4K
|
3.97K
$907K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-84- 1.93% |
$16.9K - $18.9K
|
4.27K
$976K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-84- 2.44% |
$16.9K - $18.9K
|
3.35K
$766K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-84- 0.47% |
$16.9K - $18.9K
|
17.7K
$4.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-84- 3.48% |
$16.9K - $18.9K
|
2.33K
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-85- 0.87% |
$17.1K - $19.1K
|
9.66K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-85- 2.91% |
$17.1K - $19.1K
|
2.84K
$648K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-86- 1.49% |
$17.3K - $19.3K
|
5.7K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-86- 14.03% |
$17.3K - $19.3K
|
527
$120K
|
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-86- 0.63% |
$17.3K - $19.3K
|
13.5K
$3.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-86- 0.98% |
$17.3K - $19.3K
|
8.68K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-87- 5.85% |
$17.5K - $19.5K
|
1.4K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-87- 0.21% |
$17.5K - $19.5K
|
41.3K
$9.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-87- 3.08% |
$17.5K - $19.5K
|
2.74K
$625K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 1.26% |
$17.5K - $19.5K
|
6.8K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-88- 0.26% |
$17.7K - $19.8K
|
34.2K
$7.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-91- 3.35% |
$18.3K - $20.4K
|
2.63K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-93- 1.93% |
$18.7K - $20.9K
|
4.72K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-93- 0.2% |
$18.7K - $20.9K
|
47.1K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93- 0.56% |
$18.7K - $20.9K
|
16.6K
$3.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-94- 3.53% |
$18.9K - $21.1K
|
2.57K
$586K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-96- 0.49% |
$19.3K - $21.6K
|
19.4K
$4.42M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-98- 5.04% |
$19.7K - $22K
|
1.85K
$422K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-98- 6.35% |
$19.7K - $22K
|
1.45K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-98- 0.28% |
$19.7K - $22K
|
35.3K
$8.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-99- 1.56% |
$19.9K - $22.2K
|
6.23K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-99- 2.6% |
$19.9K - $22.2K
|
3.71K
$847K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-99- 0.47% |
$19.9K - $22.2K
|
21K
$4.79M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-100- 1.46% |
$20.1K - $22.5K
|
6.76K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 0.71% |
$20.1K - $22.5K
|
14K
$3.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-100- 2.17% |
$20.1K - $22.5K
|
4.52K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-100- 7.94% |
$20.1K - $22.5K
|
1.16K
$265K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-101- 1.58% |
$20.3K - $22.7K
|
6.31K
$1.44M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-103- 2.69% |
$20.7K - $23.1K
|
3.73K
$851K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-103- 4.23% |
$20.7K - $23.1K
|
2.33K
$533K
|