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 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
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
BUY
|
- |
475+ 17.91% |
$95.4K - $107K
|
3.13K
$746K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
472+ 18.89% |
$94.8K - $106K
|
2.97K
$708K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
467+ 2.15% |
$93.8K - $105K
|
22.2K
$5.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
463+ 22.66% |
$93K - $104K
|
2.51K
$598K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
459+ 52.7% |
$92.2K - $103K
|
1.33K
$317K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
458+ 6.59% |
$92K - $103K
|
7.41K
$1.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
458+ 14.99% |
$92K - $103K
|
3.51K
$838K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
457+ 25.52% |
$91.8K - $103K
|
2.25K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
456+ 6.27% |
$91.6K - $102K
|
7.73K
$1.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
456+ 12.59% |
$91.6K - $102K
|
4.08K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Rk Capital Management, LLC
Denver, CO |
BUY
|
- |
453New |
$91K - $102K
|
453
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
447+ 24.16% |
$89.8K - $100K
|
2.3K
$548K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
447+ 0.21% |
$89.8K - $100K
|
216K
$51.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
438+ 4.34% |
$88K - $98.4K
|
10.5K
$2.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
432+ 1.23% |
$86.8K - $97K
|
35.6K
$8.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
432+ 4.72% |
$86.8K - $97K
|
9.58K
$2.29M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
429+ 19.5% |
$86.2K - $96.4K
|
2.63K
$627K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
429+ 14.39% |
$86.2K - $96.4K
|
3.41K
$813K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
417+ 82.9% |
$83.8K - $93.7K
|
920
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
416+ 6.79% |
$83.6K - $93.4K
|
6.54K
$1.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
415+ 1.16% |
$83.4K - $93.2K
|
36K
$8.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
413+ 9.44% |
$83K - $92.8K
|
4.79K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
413+ 0.12% |
$83K - $92.8K
|
346K
$82.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
408+ 21.52% |
$82K - $91.6K
|
2.3K
$549K
|
|
|
Oct 08, 2024
Q3 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
407+ 2.53% |
$81.8K - $91.4K
|
16.5K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
400+ 17.23% |
$80.3K - $89.8K
|
2.72K
$649K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
400+ 19.26% |
$80.3K - $89.8K
|
2.48K
$591K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
399+ 4.32% |
$80.1K - $89.6K
|
9.64K
$2.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
398+ 3.8% |
$79.9K - $89.4K
|
10.9K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
395+ 4.99% |
$79.3K - $88.7K
|
8.31K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
395+ 19.27% |
$79.3K - $88.7K
|
2.45K
$583K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
392+ 10.17% |
$78.7K - $88K
|
4.25K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
388+ 7.65% |
$77.9K - $87.1K
|
5.46K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
387+ 16.77% |
$77.7K - $86.9K
|
2.7K
$643K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
382+ 9.76% |
$76.7K - $85.8K
|
4.3K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
379+ 15.9% |
$76.1K - $85.1K
|
2.76K
$659K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
379+ 1.18% |
$76.1K - $85.1K
|
32.4K
$7.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
379+ 9.64% |
$76.1K - $85.1K
|
4.31K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
376+ 5.53% |
$75.5K - $84.4K
|
7.17K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
373+ 11.19% |
$74.9K - $83.8K
|
3.71K
$884K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
370New |
$74.3K - $83.1K
|
370
$88.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Geneva Partners, LLC
|
BUY
|
- |
369+ 6.99% |
$74.1K - $82.9K
|
5.65K
$1.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
367+ 9.31% |
$73.7K - $82.4K
|
4.31K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
367+ 3.6% |
$73.7K - $82.4K
|
10.6K
$2.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
362+ 0.65% |
$72.7K - $81.3K
|
56K
$13.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
361+ 5.28% |
$72.5K - $81.1K
|
7.19K
$1.72M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
360+ 16.71% |
$72.3K - $80.9K
|
2.51K
$599K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
360+ 1.04% |
$72.3K - $80.9K
|
35K
$8.35M
|