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 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-51- 0.88% |
$10.2K - $11.5K
|
5.75K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-52- 4.66% |
$10.4K - $11.7K
|
1.07K
$245K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-52- 12.9% |
$10.4K - $11.7K
|
351
$80.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53- 16.36% |
$10.6K - $11.9K
|
271
$62.4K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-53- 2.37% |
$10.6K - $11.9K
|
2.18K
$502K
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-55- 1.17% |
$11K - $12.4K
|
4.64K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-56- 2.79% |
$11.2K - $12.6K
|
1.95K
$449K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58- 2.65% |
$11.7K - $13K
|
2.13K
$491K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-58- 3.47% |
$11.7K - $13K
|
1.62K
$372K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-60- 4.54% |
$12.1K - $13.5K
|
1.26K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-60- 2.84% |
$12.1K - $13.5K
|
2.05K
$473K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-60- 0.07% |
$12.1K - $13.5K
|
91.8K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-60- 2.22% |
$12.1K - $13.5K
|
2.65K
$610K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-63- 0.75% |
$12.7K - $14.1K
|
8.28K
$1.91M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-63- 1.27% |
$12.7K - $14.1K
|
4.9K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-63- 1.57% |
$12.7K - $14.1K
|
3.96K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-63- 15.75% |
$12.7K - $14.1K
|
337
$77.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-64- 0.37% |
$12.9K - $14.4K
|
17.3K
$3.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-65- 0.38% |
$13.1K - $14.6K
|
17.1K
$3.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-66- 1.75% |
$13.3K - $14.8K
|
3.72K
$856K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 3.51% |
$13.3K - $14.8K
|
1.81K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-66- 1.77% |
$13.3K - $14.8K
|
3.67K
$844K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-67- 1.04% |
$13.5K - $15K
|
6.41K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-67- 0.45% |
$13.5K - $15K
|
14.9K
$3.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-69- 3.19% |
$13.9K - $15.5K
|
2.1K
$483K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-70- 0.56% |
$14.1K - $15.7K
|
12.3K
$2.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-71- 6.76% |
$14.3K - $15.9K
|
979
$225K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-71- 5.4% |
$14.3K - $15.9K
|
1.24K
$286K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-72- 3.66% |
$14.5K - $16.2K
|
1.9K
$437K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-73- 0.19% |
$14.7K - $16.4K
|
38.8K
$8.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-73- 2.4% |
$14.7K - $16.4K
|
2.96K
$683K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-74- 0.54% |
$14.9K - $16.6K
|
13.6K
$3.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-75- 4.38% |
$15.1K - $16.8K
|
1.64K
$377K
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-75- 4.56% |
$15.1K - $16.8K
|
1.57K
$361K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-75- 21.37% |
$15.1K - $16.8K
|
276
$63.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-76- 3.7% |
$15.3K - $17.1K
|
1.98K
$455K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-76- 0.92% |
$15.3K - $17.1K
|
8.14K
$1.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-78- 0.85% |
$15.7K - $17.5K
|
9.11K
$2.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-78- 3.67% |
$15.7K - $17.5K
|
2.05K
$472K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-78- 0.91% |
$15.7K - $17.5K
|
8.51K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-78- 6.36% |
$15.7K - $17.5K
|
1.15K
$264K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-79- 1.09% |
$15.9K - $17.7K
|
7.17K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-79- 3.1% |
$15.9K - $17.7K
|
2.47K
$569K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-80- 4.83% |
$16.1K - $18K
|
1.58K
$363K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-81- 1.15% |
$16.3K - $18.2K
|
6.99K
$1.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-81- 4.12% |
$16.3K - $18.2K
|
1.89K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-81- 5.15% |
$16.3K - $18.2K
|
1.49K
$343K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-82- 1.93% |
$16.5K - $18.4K
|
4.16K
$957K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-82- 2.02% |
$16.5K - $18.4K
|
3.97K
$915K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-84- 1.93% |
$16.9K - $18.9K
|
4.27K
$984K
|