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 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
157New |
$31.5K - $35.3K
|
157
$36.2K
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
155+ 6.3% |
$31.1K - $34.8K
|
2.62K
$603K
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
154+ 0.46% |
$30.9K - $34.6K
|
33.5K
$7.72M
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
153+ 0.58% |
$30.7K - $34.4K
|
26.4K
$6.09M
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
149+ 1.36% |
$29.9K - $33.5K
|
11.1K
$2.55M
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
146+ 0.46% |
$29.3K - $32.8K
|
32.1K
$7.39M
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
143+ 13.11% |
$28.7K - $32.1K
|
1.23K
$284K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
142New |
$28.5K - $31.9K
|
142
$32.7K
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
141+ 0.4% |
$28.3K - $31.7K
|
35K
$8.05M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
140+ 0.75% |
$28.1K - $31.4K
|
18.7K
$4.3M
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
140+ 5.78% |
$28.1K - $31.4K
|
2.56K
$590K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
139+ 11.46% |
$27.9K - $31.2K
|
1.35K
$311K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
137+ 155.68% |
$27.5K - $30.8K
|
225
$51.8K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137+ 3.08% |
$27.5K - $30.8K
|
4.59K
$1.06M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
137New |
$27.5K - $30.8K
|
137
$31.6K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
136+ 176.62% |
$27.3K - $30.5K
|
213
$49.1K
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
135+ 8.54% |
$27.1K - $30.3K
|
1.72K
$395K
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
135+ 8.74% |
$27.1K - $30.3K
|
1.68K
$387K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
129+ 0.19% |
$25.9K - $29K
|
67.8K
$15.6M
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
129+ 12.96% |
$25.9K - $29K
|
1.12K
$259K
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
127+ 2.65% |
$25.5K - $28.5K
|
4.92K
$1.13M
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
127+ 0.34% |
$25.5K - $28.5K
|
37.5K
$8.63M
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
126+ 0.99% |
$25.3K - $28.3K
|
12.8K
$2.95M
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
124+ 0.34% |
$24.9K - $27.9K
|
36.3K
$8.37M
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
122New |
$24.5K - $27.4K
|
122
$28.1K
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
121+ 10.69% |
$24.3K - $27.2K
|
1.25K
$289K
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
121+ 161.33% |
$24.3K - $27.2K
|
196
$45.1K
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
120+ 0.55% |
$24.1K - $27K
|
22.1K
$5.09M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 0.07% |
$23.9K - $26.7K
|
171K
$39.5M
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
118+ 10.85% |
$23.7K - $26.5K
|
1.21K
$278K
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
118+ 1.84% |
$23.7K - $26.5K
|
6.53K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
118+ 1.92% |
$23.7K - $26.5K
|
6.27K
$1.44M
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
117New |
$23.5K - $26.3K
|
117
$26.9K
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
117New |
$23.5K - $26.3K
|
117
$26.9K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
117+ 9.97% |
$23.5K - $26.3K
|
1.29K
$297K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
115+ 6.14% |
$23.1K - $25.8K
|
1.99K
$458K
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
112+ 0.7% |
$22.5K - $25.2K
|
16.1K
$3.7M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
111+ 6.51% |
$22.3K - $24.9K
|
1.82K
$418K
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
110+ 15.49% |
$22.1K - $24.7K
|
820
$189K
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
110+ 4.99% |
$22.1K - $24.7K
|
2.32K
$533K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
109+ 1.62% |
$21.9K - $24.5K
|
6.84K
$1.58M
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
107New |
$21.5K - $24K
|
107
$24.6K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
107New |
$21.5K - $24K
|
107
$24.6K
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
106+ 2.61% |
$21.3K - $23.8K
|
4.17K
$960K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
104+ 1.22% |
$20.9K - $23.4K
|
8.63K
$1.99M
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
104New |
$20.9K - $23.4K
|
104
$24K
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
103+ 5.63% |
$20.7K - $23.1K
|
1.93K
$445K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
102+ 1.33% |
$20.5K - $22.9K
|
7.8K
$1.8M
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
102+ 11.18% |
$20.5K - $22.9K
|
1.01K
$234K
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
100+ 1.7% |
$20.1K - $22.5K
|
6K
$1.38M
|