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 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
1.94K+ 2.94% |
$389K - $435K
|
67.7K
$15.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.93K+ 7.18% |
$388K - $434K
|
28.8K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 3.93% |
$381K - $426K
|
50.2K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.89K+ 14.95% |
$380K - $425K
|
14.6K
$3.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.89KNew |
$379K - $424K
|
1.89K
$431K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.88K+ 0.98% |
$378K - $422K
|
194K
$44.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.87KNew |
$375K - $419K
|
1.87K
$426K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.86K+ 10.54% |
$374K - $418K
|
19.5K
$4.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
1.86KNew |
$373K - $417K
|
1.86K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.85K+ 7716.67% |
$372K - $416K
|
1.88K
$428K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.85K+ 64.96% |
$371K - $414K
|
4.69K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.83KNew |
$367K - $410K
|
1.83K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 14.11% |
$365K - $408K
|
14.7K
$3.36M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.8K+ 61.02% |
$362K - $404K
|
4.75K
$1.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.8K+ 9.34% |
$361K - $403K
|
21K
$4.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.79K+ 8.35% |
$360K - $403K
|
23.3K
$5.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.79K+ 2.72% |
$359K - $402K
|
67.5K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.79K+ 10.65% |
$359K - $401K
|
18.5K
$4.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.79K+ 39.31% |
$359K - $401K
|
6.33K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.78K+ 24.22% |
$357K - $399K
|
9.11K
$2.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.78K+ 3.35% |
$357K - $399K
|
54.7K
$12.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.76K+ 105.69% |
$354K - $396K
|
3.43K
$784K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.76K+ 25.96% |
$353K - $395K
|
8.53K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
1.72KNew |
$345K - $385K
|
1.72K
$392K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.72K+ 1.29% |
$345K - $385K
|
135K
$30.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.7KNew |
$342K - $382K
|
1.7K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.7KNew |
$341K - $382K
|
1.7K
$388K
|
|
|
Dec 12, 2024
Q3 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
1.69KNew |
$338K - $378K
|
1.69K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.66K+ 2.7% |
$334K - $374K
|
63.2K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.65K+ 92.07% |
$331K - $370K
|
3.44K
$785K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.64K+ 1.74% |
$328K - $367K
|
95.8K
$21.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.63KNew |
$327K - $366K
|
1.63K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.62K+ 8.61% |
$326K - $365K
|
20.5K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.62K+ 19.78% |
$326K - $364K
|
9.82K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.6KNew |
$321K - $359K
|
1.6K
$365K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.6K+ 7.64% |
$321K - $359K
|
22.5K
$5.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.57K+ 44.0% |
$315K - $352K
|
5.14K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.56K+ 10.6% |
$314K - $351K
|
16.3K
$3.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.54KNew |
$310K - $347K
|
1.54K
$352K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.54KNew |
$309K - $345K
|
1.54K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.52K+ 14.65% |
$305K - $341K
|
11.9K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.51K+ 16.7% |
$304K - $340K
|
10.6K
$2.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.51K+ 2.08% |
$304K - $340K
|
74.1K
$16.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.51KNew |
$303K - $339K
|
1.51K
$345K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.5KNew |
$301K - $337K
|
1.5K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.5KNew |
$301K - $337K
|
1.5K
$342K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.49K+ 36.33% |
$298K - $334K
|
5.57K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.48KNew |
$297K - $332K
|
1.48K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.47K+ 22.9% |
$296K - $331K
|
7.91K
$1.81M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.47K+ 22.9% |
$296K - $331K
|
7.91K
$1.81M
|