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 13, 2024
Q3 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
350+ 1.46% |
$70.3K - $78.6K
|
24.4K
$5.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
343+ 14.78% |
$68.9K - $77K
|
2.66K
$635K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
341+ 3.51% |
$68.5K - $76.6K
|
10.1K
$2.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
335+ 1.73% |
$67.3K - $75.2K
|
19.7K
$4.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
332+ 14.4% |
$66.7K - $74.6K
|
2.64K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
325+ 2.36% |
$65.3K - $73K
|
14.1K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
322+ 12.24% |
$64.7K - $72.3K
|
2.95K
$704K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
317+ 24.12% |
$63.7K - $71.2K
|
1.63K
$389K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
316+ 8.46% |
$63.5K - $71K
|
4.05K
$966K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
309+ 2.5% |
$62.1K - $69.4K
|
12.7K
$3.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
307+ 9.44% |
$61.7K - $69K
|
3.56K
$848K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
304+ 91.57% |
$61.1K - $68.3K
|
636
$152K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
304+ 1.28% |
$61.1K - $68.3K
|
24.1K
$5.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
303+ 1.0% |
$60.9K - $68.1K
|
30.7K
$7.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
301+ 2.23% |
$60.5K - $67.6K
|
13.8K
$3.29M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
300+ 26.5% |
$60.3K - $67.4K
|
1.43K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
300+ 3.33% |
$60.3K - $67.4K
|
9.31K
$2.22M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
299+ 0.76% |
$60.1K - $67.2K
|
39.8K
$9.49M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
294+ 8.36% |
$59.1K - $66K
|
3.81K
$909K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
293+ 20.0% |
$58.9K - $65.8K
|
1.76K
$419K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
293+ 10.04% |
$58.9K - $65.8K
|
3.21K
$765K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
293+ 1.45% |
$58.9K - $65.8K
|
20.5K
$4.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
287+ 3.78% |
$57.6K - $64.5K
|
7.89K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
285+ 0.92% |
$57.2K - $64K
|
31.2K
$7.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
285+ 4.17% |
$57.2K - $64K
|
7.12K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
283+ 17.62% |
$56.8K - $63.6K
|
1.89K
$450K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
282+ 5.57% |
$56.6K - $63.3K
|
5.34K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
282+ 0.6% |
$56.6K - $63.3K
|
47.6K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
280+ 6.53% |
$56.2K - $62.9K
|
4.57K
$1.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
279+ 46.27% |
$56K - $62.7K
|
882
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
279+ 2.16% |
$56K - $62.7K
|
13.2K
$3.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
277New |
$55.6K - $62.2K
|
277
$66.1K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
272+ 8.84% |
$54.6K - $61.1K
|
3.35K
$798K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
271+ 13.62% |
$54.4K - $60.9K
|
2.26K
$539K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
268+ 21.88% |
$53.8K - $60.2K
|
1.49K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
265+ 4.56% |
$53.2K - $59.5K
|
6.07K
$1.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
BUY
|
- |
262+ 4.41% |
$52.6K - $58.8K
|
6.21K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
262+ 7.09% |
$52.6K - $58.8K
|
3.96K
$944K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
262+ 4.0% |
$52.6K - $58.8K
|
6.81K
$1.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
259+ 25.22% |
$52K - $58.2K
|
1.29K
$307K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
259+ 8.92% |
$52K - $58.2K
|
3.16K
$754K
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
258+ 11.26% |
$51.8K - $57.9K
|
2.55K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
257+ 5.6% |
$51.6K - $57.7K
|
4.85K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
256+ 2.35% |
$51.4K - $57.5K
|
11.2K
$2.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
255+ 3.11% |
$51.2K - $57.3K
|
8.44K
$2.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
255+ 5.61% |
$51.2K - $57.3K
|
4.8K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
255+ 1.35% |
$51.2K - $57.3K
|
19.2K
$4.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
253+ 0.86% |
$50.8K - $56.8K
|
29.6K
$7.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
251+ 2.0% |
$50.4K - $56.4K
|
12.8K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
249+ 3.81% |
$50K - $55.9K
|
6.79K
$1.62M
|