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 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-300- 34.25% |
$60.3K - $67.4K
|
576
$131K
|
|
|
Nov 06, 2024
Q3 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-300- 24.0% |
$60.3K - $67.4K
|
950
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-303- 9.31% |
$60.9K - $68.1K
|
2.95K
$674K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-304- 2.55% |
$61.1K - $68.3K
|
11.6K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
SELL
|
- |
-308- 23.37% |
$61.9K - $69.2K
|
1.01K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-310- 1.08% |
$62.3K - $69.6K
|
28.3K
$6.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-319- 1.12% |
$64.1K - $71.6K
|
28.2K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-323- 2.85% |
$64.9K - $72.5K
|
11K
$2.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
SELL
|
- |
-327- 20.01% |
$65.7K - $73.4K
|
1.31K
$298K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-329- 1.39% |
$66.1K - $73.9K
|
23.3K
$5.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-332- 45.54% |
$66.7K - $74.6K
|
397
$90.6K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-333- 5.98% |
$66.9K - $74.8K
|
5.24K
$1.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-339- 4.44% |
$68.1K - $76.1K
|
7.29K
$1.66M
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-340- 0.19% |
$68.3K - $76.4K
|
175K
$39.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-341- 15.46% |
$68.5K - $76.6K
|
1.87K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-342- 26.55% |
$68.7K - $76.8K
|
946
$216K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-345- 4.61% |
$69.3K - $77.5K
|
7.14K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-346- 1.79% |
$69.5K - $77.7K
|
19K
$4.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-349- 2.64% |
$70.1K - $78.4K
|
12.9K
$2.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-350- 14.96% |
$70.3K - $78.6K
|
1.99K
$454K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-353- 3.88% |
$70.9K - $79.3K
|
8.74K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-354- 1.92% |
$71.1K - $79.5K
|
18.1K
$4.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-355- 13.97% |
$71.3K - $79.7K
|
2.19K
$499K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-357- 6.44% |
$71.7K - $80.2K
|
5.19K
$1.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-359- 14.02% |
$72.1K - $80.6K
|
2.2K
$502K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-359- 0.69% |
$72.1K - $80.6K
|
51.9K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-365- 1.67% |
$73.3K - $82K
|
21.5K
$4.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-367- 2.87% |
$73.7K - $82.4K
|
12.4K
$2.83M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-375- 25.42% |
$75.3K - $84.2K
|
1.1K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-377- 9.29% |
$75.7K - $84.7K
|
3.68K
$841K
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-382- 6.3% |
$76.7K - $85.8K
|
5.68K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-382- 20.66% |
$76.7K - $85.8K
|
1.47K
$335K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-389- 4.94% |
$78.1K - $87.4K
|
7.48K
$1.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-394- 8.58% |
$79.1K - $88.5K
|
4.2K
$959K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-394- 2.31% |
$79.1K - $88.5K
|
16.7K
$3.81M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-397- 3.14% |
$79.7K - $89.2K
|
12.2K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-397- 22.54% |
$79.7K - $89.2K
|
1.36K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-412- 1.58% |
$82.8K - $92.5K
|
25.7K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-412- 1.54% |
$82.8K - $92.5K
|
26.3K
$6M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-418- 0.71% |
$84K - $93.9K
|
58.8K
$13.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-421- 2.79% |
$84.6K - $94.6K
|
14.7K
$3.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-423- 9.0% |
$85K - $95K
|
4.28K
$976K
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-426- 1.07% |
$85.6K - $95.7K
|
39.5K
$9.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-427- 0.83% |
$85.8K - $95.9K
|
50.8K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-427- 53.51% |
$85.8K - $95.9K
|
371
$84.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-429- 7.84% |
$86.2K - $96.4K
|
5.04K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-438- 4.94% |
$88K - $98.4K
|
8.43K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-439- 3.86% |
$88.2K - $98.6K
|
10.9K
$2.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-442- 21.31% |
$88.8K - $99.3K
|
1.63K
$373K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-443- 0.63% |
$89K - $99.5K
|
69.9K
$16M
|