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 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-104- 5.2% |
$20.9K - $23.4K
|
1.9K
$433K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-105- 2.75% |
$21.1K - $23.6K
|
3.71K
$847K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-108- 0.35% |
$21.7K - $24.3K
|
30.8K
$7.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-110- 5.92% |
$22.1K - $24.7K
|
1.75K
$399K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-112- 0.98% |
$22.5K - $25.2K
|
11.4K
$2.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-112- 3.41% |
$22.5K - $25.2K
|
3.18K
$725K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-113- 5.17% |
$22.7K - $25.4K
|
2.07K
$473K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-115- 2.08% |
$23.1K - $25.8K
|
5.41K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-115- 6.4% |
$23.1K - $25.8K
|
1.68K
$384K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-115- 17.14% |
$23.1K - $25.8K
|
556
$127K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-116- 9.34% |
$23.3K - $26.1K
|
1.13K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-116- 0.68% |
$23.3K - $26.1K
|
17K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-116- 0.9% |
$23.3K - $26.1K
|
12.7K
$2.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-118- 5.58% |
$23.7K - $26.5K
|
2K
$455K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-118- 2.65% |
$23.7K - $26.5K
|
4.34K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-118- 1.76% |
$23.7K - $26.5K
|
6.58K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-120- 3.46% |
$24.1K - $27K
|
3.35K
$765K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-120- 0.3% |
$24.1K - $27K
|
39.4K
$8.99M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-121- 2.01% |
$24.3K - $27.2K
|
5.9K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-122- 10.74% |
$24.5K - $27.4K
|
1.01K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-123- 6.96% |
$24.7K - $27.6K
|
1.65K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-123- 3.22% |
$24.7K - $27.6K
|
3.7K
$845K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-124- 4.21% |
$24.9K - $27.9K
|
2.82K
$644K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-124- 18.42% |
$24.9K - $27.9K
|
549
$125K
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
SELL
|
- |
-125- 2.51% |
$25.1K - $28.1K
|
4.85K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-125- 4.97% |
$25.1K - $28.1K
|
2.39K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-125- 2.45% |
$25.1K - $28.1K
|
4.98K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-126- 1.67% |
$25.3K - $28.3K
|
7.41K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-127- 0.78% |
$25.5K - $28.5K
|
16.2K
$3.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-128- 20.38% |
$25.7K - $28.7K
|
500
$114K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-128- 0.83% |
$25.7K - $28.7K
|
15.2K
$3.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-128- 7.92% |
$25.7K - $28.7K
|
1.49K
$340K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-129- 3.58% |
$25.9K - $29K
|
3.47K
$793K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-130- 4.59% |
$26.1K - $29.2K
|
2.7K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-130- 1.55% |
$26.1K - $29.2K
|
8.28K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-130- 8.06% |
$26.1K - $29.2K
|
1.48K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-131- 3.22% |
$26.3K - $29.4K
|
3.94K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-131- 29.5% |
$26.3K - $29.4K
|
313
$71.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-132- 3.18% |
$26.5K - $29.6K
|
4.03K
$919K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-132- 11.75% |
$26.5K - $29.6K
|
991
$226K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-133- 3.69% |
$26.7K - $29.9K
|
3.48K
$793K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-135- 2.38% |
$27.1K - $30.3K
|
5.54K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-135- 1.78% |
$27.1K - $30.3K
|
7.45K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-136- 4.19% |
$27.3K - $30.5K
|
3.11K
$709K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-137- 0.72% |
$27.5K - $30.8K
|
18.8K
$4.29M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-138- 1.65% |
$27.7K - $31K
|
8.23K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-140- 4.52% |
$28.1K - $31.4K
|
2.95K
$674K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-143- 3.27% |
$28.7K - $32.1K
|
4.23K
$966K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-144- 1.73% |
$28.9K - $32.3K
|
8.19K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-144- 4.36% |
$28.9K - $32.3K
|
3.16K
$721K
|