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 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
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
909+ 2.42% |
$183K - $204K
|
38.5K
$9.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
908+ 2.85% |
$182K - $204K
|
32.8K
$7.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
907+ 11.74% |
$182K - $204K
|
8.63K
$2.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
906New |
$182K - $203K
|
906
$216K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
906New |
$182K - $203K
|
906
$216K
|
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
905+ 2.36% |
$182K - $203K
|
39.3K
$9.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
903+ 4.14% |
$181K - $203K
|
22.7K
$5.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
900+ 8.61% |
$181K - $202K
|
11.4K
$2.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
898+ 1.47% |
$180K - $202K
|
62.2K
$14.8M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
898+ 50.42% |
$180K - $202K
|
2.68K
$639K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
885+ 2.86% |
$178K - $199K
|
31.8K
$7.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
885+ 6.6% |
$178K - $199K
|
14.3K
$3.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
883+ 39.76% |
$177K - $198K
|
3.1K
$740K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
875+ 23.97% |
$176K - $197K
|
4.53K
$1.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
863+ 116.31% |
$173K - $194K
|
1.61K
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
862+ 37.0% |
$173K - $194K
|
3.19K
$761K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
855+ 36.48% |
$172K - $192K
|
3.2K
$763K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
835+ 1.05% |
$168K - $188K
|
80.6K
$19.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
828+ 50.92% |
$166K - $186K
|
2.45K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
821+ 21.66% |
$165K - $184K
|
4.61K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nantahala Capital Management, LLC
New Canaan, CT |
BUY
|
- |
815+ 53.76% |
$164K - $183K
|
2.33K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
810+ 42.88% |
$163K - $182K
|
2.7K
$644K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
799+ 114.63% |
$160K - $179K
|
1.5K
$357K
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
798+ 67.12% |
$160K - $179K
|
1.99K
$474K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
797+ 14.92% |
$160K - $179K
|
6.14K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
796+ 10.37% |
$160K - $179K
|
8.47K
$2.02M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
792+ 25.26% |
$159K - $178K
|
3.93K
$937K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
786+ 1.06% |
$158K - $177K
|
74.9K
$17.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
784+ 12.27% |
$157K - $176K
|
7.18K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
781+ 8.05% |
$157K - $175K
|
10.5K
$2.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
780+ 70.21% |
$157K - $175K
|
1.89K
$451K
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
770+ 2.76% |
$155K - $173K
|
28.6K
$6.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
753+ 79.01% |
$151K - $169K
|
1.71K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
751+ 1.51% |
$151K - $169K
|
50.4K
$12M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
745+ 4.45% |
$150K - $167K
|
17.5K
$4.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
738+ 2.88% |
$148K - $166K
|
26.3K
$6.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
737+ 18.38% |
$148K - $166K
|
4.75K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
737+ 30.82% |
$148K - $166K
|
3.13K
$746K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
723+ 5.63% |
$145K - $162K
|
13.6K
$3.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
720+ 16.28% |
$145K - $162K
|
5.14K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
716+ 4.36% |
$144K - $161K
|
17.1K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
714+ 8.61% |
$143K - $160K
|
9.01K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
710+ 3.32% |
$143K - $159K
|
22.1K
$5.26M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
709+ 2.09% |
$142K - $159K
|
34.7K
$8.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
707+ 3.92% |
$142K - $159K
|
18.7K
$4.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
706+ 30.99% |
$142K - $159K
|
2.98K
$712K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
691+ 27.44% |
$139K - $155K
|
3.21K
$765K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
683+ 0.26% |
$137K - $153K
|
263K
$62.7M
|