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 06, 2024
Q3 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
29.1KNew |
$5.85M - $6.54M
|
29.1K
$6.64M
|
|
Nov 14, 2024
Q3 2024
|
Albar Capital LTD
London, X0 |
BUY
|
- |
27.6KNew |
$5.54M - $6.19M
|
27.6K
$6.29M
|
|
Oct 24, 2024
Q3 2024
|
Amarillo National Bank
|
BUY
|
- |
26.9K+ 25.73% |
$5.4M - $6.04M
|
131K
$30M
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
26K+ 28269.57% |
$5.22M - $5.84M
|
26.1K
$5.96M
|
|
Oct 31, 2024
Q3 2024
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
25.3KNew |
$5.08M - $5.68M
|
25.3K
$5.78M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25KNew |
$5.02M - $5.62M
|
25K
$5.71M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.5K+ 583.86% |
$4.91M - $5.49M
|
28.6K
$6.54M
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
24.2K+ 92.69% |
$4.87M - $5.44M
|
50.4K
$11.5M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23.9K+ 71.43% |
$4.8M - $5.36M
|
57.3K
$13.1M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
22.6K+ 1425.88% |
$4.55M - $5.09M
|
24.2K
$5.53M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
22.4K+ 46.34% |
$4.51M - $5.04M
|
70.9K
$16.2M
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
22K+ 1095.18% |
$4.42M - $4.95M
|
24K
$5.49M
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
21.8K+ 8.2% |
$4.37M - $4.89M
|
287K
$65.5M
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
21.6KNew |
$4.34M - $4.85M
|
21.6K
$4.93M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
21.6KNew |
$4.34M - $4.85M
|
21.6K
$4.93M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.9K+ 75.4% |
$4.19M - $4.69M
|
48.6K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
20.2KNew |
$4.06M - $4.54M
|
20.2K
$4.61M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.1K+ 15.43% |
$4.03M - $4.51M
|
150K
$34.3M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
19.9KNew |
$3.99M - $4.46M
|
19.9K
$4.53M
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
19.8KNew |
$3.98M - $4.45M
|
19.8K
$4.52M
|
|
Nov 06, 2024
Q3 2024
|
Royce & Associates LP
|
BUY
|
- |
19.7KNew |
$3.96M - $4.42M
|
19.7K
$4.5M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18.7K+ 1492.51% |
$3.76M - $4.21M
|
20K
$4.56M
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
18.7KNew |
$3.75M - $4.19M
|
18.7K
$4.26M
|
|
Nov 12, 2024
Q3 2024
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
BUY
|
- |
18.4KNew |
$3.71M - $4.14M
|
18.4K
$4.21M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18.4K+ 178.84% |
$3.69M - $4.13M
|
28.7K
$6.55M
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
18.3K+ 9.7% |
$3.68M - $4.11M
|
207K
$47.2M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
18.3K+ 3.59% |
$3.67M - $4.11M
|
528K
$120M
|
|
Nov 12, 2024
Q3 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
18.2KNew |
$3.66M - $4.09M
|
18.2K
$4.16M
|
|
Nov 12, 2024
Q3 2024
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
18K+ 10.43% |
$3.62M - $4.04M
|
191K
$43.5M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.8KNew |
$3.57M - $3.99M
|
17.8K
$4.06M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
17.7K+ 1.28% |
$3.56M - $3.98M
|
1.4M
$320M
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
17.7K+ 502.81% |
$3.56M - $3.98M
|
21.2K
$4.85M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.2K+ 2.54% |
$3.46M - $3.86M
|
693K
$158M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.1KNew |
$3.43M - $3.84M
|
17.1K
$3.9M
|
|
Nov 14, 2024
Q3 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
17K+ 25.76% |
$3.42M - $3.82M
|
83K
$19M
|
|
Nov 01, 2024
Q3 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16.8KNew |
$3.38M - $3.78M
|
16.8K
$3.84M
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
16.3K+ 836.96% |
$3.28M - $3.67M
|
18.3K
$4.17M
|
|
Nov 05, 2024
Q3 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
16KNew |
$3.21M - $3.59M
|
16K
$3.65M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
15.9K+ 865.07% |
$3.2M - $3.58M
|
17.8K
$4.06M
|
|
Nov 14, 2024
Q3 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
15.5K+ 463.46% |
$3.11M - $3.48M
|
18.8K
$4.3M
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
15.3KNew |
$3.08M - $3.44M
|
15.3K
$3.5M
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
15.2K+ 9096.41% |
$3.05M - $3.41M
|
15.4K
$3.51M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
15.1K+ 56.94% |
$3.03M - $3.39M
|
41.6K
$9.5M
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
14.6K+ 178.12% |
$2.93M - $3.28M
|
22.8K
$5.2M
|
|
Nov 13, 2024
Q3 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
14KNew |
$2.81M - $3.14M
|
14K
$3.2M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14K+ 55.0% |
$2.8M - $3.14M
|
39.3K
$8.98M
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
13.8K+ 310.35% |
$2.78M - $3.1M
|
18.3K
$4.17M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 10.61% |
$2.76M - $3.09M
|
143K
$32.7M
|
|
Nov 04, 2024
Q3 2024
|
Maso Capital Partners LTD
Hong Kong, K3 |
BUY
|
- |
13.6KNew |
$2.73M - $3.05M
|
13.6K
$3.1M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.6K+ 54.37% |
$2.73M - $3.05M
|
38.6K
$8.81M
|