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 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.09K+ 2.97% |
$219K - $245K
|
37.8K
$9M
|
|
|
Nov 13, 2024
Q3 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
1.08KNew |
$218K - $243K
|
1.08K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.08K+ 9.08% |
$216K - $242K
|
12.9K
$3.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
1.07KNew |
$215K - $240K
|
1.07K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.07K+ 2.7% |
$214K - $239K
|
40.6K
$9.67M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.06KNew |
$212K - $237K
|
1.06K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.05K+ 9.23% |
$211K - $236K
|
12.4K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.04K+ 9.81% |
$210K - $234K
|
11.7K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.04K+ 25.16% |
$210K - $234K
|
5.19K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$209K - $233K
|
1.04K
$248K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.03KNew |
$207K - $232K
|
1.03K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.03KNew |
$207K - $232K
|
1.03K
$246K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.03K+ 17.11% |
$207K - $232K
|
7.06K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.03KNew |
$206K - $230K
|
1.03K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.01K+ 54.81% |
$204K - $228K
|
2.86K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.01KNew |
$203K - $227K
|
1.01K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
1KNew |
$201K - $225K
|
1K
$239K
|
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
1K+ 2.72% |
$201K - $225K
|
37.9K
$9.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
1K+ 312.15% |
$201K - $225K
|
1.32K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
999+ 12.65% |
$201K - $224K
|
8.9K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
983New |
$197K - $221K
|
983
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
980+ 8.39% |
$197K - $220K
|
12.7K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
967New |
$194K - $217K
|
967
$231K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
966+ 3.9% |
$194K - $217K
|
25.7K
$6.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
961+ 28.86% |
$193K - $216K
|
4.29K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
961New |
$193K - $216K
|
961
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
961New |
$193K - $216K
|
961
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
960+ 3.3% |
$193K - $216K
|
30K
$7.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
960+ 3.38% |
$193K - $216K
|
29.4K
$7.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
954New |
$192K - $214K
|
954
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
950New |
$191K - $213K
|
950
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
949+ 5.45% |
$191K - $213K
|
18.4K
$4.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
944New |
$190K - $212K
|
944
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
942New |
$189K - $212K
|
942
$225K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
942New |
$189K - $212K
|
942
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
941New |
$189K - $211K
|
941
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
937New |
$188K - $210K
|
937
$223K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
936New |
$188K - $210K
|
936
$223K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
932+ 84.65% |
$187K - $209K
|
2.03K
$485K
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
931+ 5476.47% |
$187K - $209K
|
948
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
930New |
$187K - $209K
|
930
$222K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
926New |
$186K - $208K
|
926
$221K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
926New |
$186K - $208K
|
926
$221K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
925+ 9.48% |
$186K - $208K
|
10.7K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$186K - $208K
|
924
$220K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
922New |
$185K - $207K
|
922
$220K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
919New |
$185K - $206K
|
919
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
914New |
$184K - $205K
|
914
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
912New |
$183K - $205K
|
912
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
909New |
$183K - $204K
|
909
$217K
|