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 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
670+ 10.94% |
$135K - $150K
|
6.79K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
669+ 28.96% |
$134K - $150K
|
2.98K
$710K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
667+ 3.63% |
$134K - $150K
|
19.1K
$4.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
664+ 5.4% |
$133K - $149K
|
13K
$3.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
656+ 0.21% |
$132K - $147K
|
313K
$74.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
656+ 21.02% |
$132K - $147K
|
3.78K
$901K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
655+ 13.19% |
$132K - $147K
|
5.62K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
655+ 0.78% |
$132K - $147K
|
84.9K
$20.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
651New |
$131K - $146K
|
651
$155K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
649+ 5.74% |
$130K - $146K
|
12K
$2.85M
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
645+ 1.45% |
$130K - $145K
|
45.1K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
632+ 14.73% |
$127K - $142K
|
4.92K
$1.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
596+ 4.95% |
$120K - $134K
|
12.6K
$3.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
584+ 1.45% |
$117K - $131K
|
41K
$9.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
581New |
$117K - $130K
|
581
$139K
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
576+ 33.88% |
$116K - $129K
|
2.28K
$543K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
572+ 11.14% |
$115K - $128K
|
5.71K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
571+ 10.26% |
$115K - $128K
|
6.13K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
568+ 4.6% |
$114K - $128K
|
12.9K
$3.08M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
564+ 6.45% |
$113K - $127K
|
9.31K
$2.22M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
562+ 20.75% |
$113K - $126K
|
3.27K
$780K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
553+ 0.43% |
$111K - $124K
|
131K
$31.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
553+ 8.51% |
$111K - $124K
|
7.05K
$1.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
549+ 1.84% |
$110K - $123K
|
30.4K
$7.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
549+ 4.7% |
$110K - $123K
|
12.2K
$2.91M
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
548+ 1.89% |
$110K - $123K
|
29.5K
$7.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
542+ 1.71% |
$109K - $122K
|
32.2K
$7.69M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
539+ 3.19% |
$108K - $121K
|
17.5K
$4.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
537+ 11.95% |
$108K - $121K
|
5.03K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
537+ 2.74% |
$108K - $121K
|
20.1K
$4.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
530+ 10.35% |
$106K - $119K
|
5.65K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
526+ 3.68% |
$106K - $118K
|
14.8K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
525+ 49.81% |
$105K - $118K
|
1.58K
$377K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
520+ 495.24% |
$104K - $117K
|
625
$149K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
520+ 84.42% |
$104K - $117K
|
1.14K
$271K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
515+ 8.5% |
$103K - $116K
|
6.58K
$1.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
514New |
$103K - $115K
|
514
$123K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
512+ 1.41% |
$103K - $115K
|
36.9K
$8.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
507+ 3.44% |
$102K - $114K
|
15.2K
$3.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
502+ 25.86% |
$101K - $113K
|
2.44K
$583K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
500+ 30.34% |
$100K - $112K
|
2.15K
$512K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
500+ 7.63% |
$100K - $112K
|
7.06K
$1.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
500+ 13.94% |
$100K - $112K
|
4.09K
$974K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
500+ 4.28% |
$100K - $112K
|
12.2K
$2.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
495+ 0.73% |
$99.4K - $111K
|
68K
$16.2M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
489+ 8.83% |
$98.2K - $110K
|
6.02K
$1.44M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
482+ 2.66% |
$96.8K - $108K
|
18.6K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
480+ 14.01% |
$96.4K - $108K
|
3.91K
$931K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
479+ 47.52% |
$96.2K - $108K
|
1.49K
$355K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
477+ 64.11% |
$95.8K - $107K
|
1.22K
$291K
|