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
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-84- 2.44% |
$16.9K - $18.9K
|
3.35K
$772K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-84- 0.47% |
$16.9K - $18.9K
|
17.7K
$4.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-84- 3.48% |
$16.9K - $18.9K
|
2.33K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-85- 0.87% |
$17.1K - $19.1K
|
9.66K
$2.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-85- 2.91% |
$17.1K - $19.1K
|
2.84K
$653K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-86- 1.49% |
$17.3K - $19.3K
|
5.7K
$1.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-86- 14.03% |
$17.3K - $19.3K
|
527
$121K
|
|
|
Oct 28, 2024
Q3 2024
|
Addis & Hill, Inc
Wayne, PA |
SELL
|
- |
-86- 0.63% |
$17.3K - $19.3K
|
13.5K
$3.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-86- 0.98% |
$17.3K - $19.3K
|
8.68K
$2M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
SELL
|
- |
-87- 5.85% |
$17.5K - $19.5K
|
1.4K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-87- 0.21% |
$17.5K - $19.5K
|
41.3K
$9.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-87- 3.08% |
$17.5K - $19.5K
|
2.74K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-87- 1.26% |
$17.5K - $19.5K
|
6.8K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-88- 0.26% |
$17.7K - $19.8K
|
34.2K
$7.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-91- 3.35% |
$18.3K - $20.4K
|
2.63K
$605K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-93- 1.93% |
$18.7K - $20.9K
|
4.72K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-93- 0.2% |
$18.7K - $20.9K
|
47.1K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-93- 0.56% |
$18.7K - $20.9K
|
16.6K
$3.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-94- 3.53% |
$18.9K - $21.1K
|
2.57K
$591K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-96- 0.49% |
$19.3K - $21.6K
|
19.4K
$4.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-98- 5.04% |
$19.7K - $22K
|
1.85K
$426K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-98- 6.35% |
$19.7K - $22K
|
1.45K
$333K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-98- 0.28% |
$19.7K - $22K
|
35.3K
$8.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-99- 1.56% |
$19.9K - $22.2K
|
6.23K
$1.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-99- 2.6% |
$19.9K - $22.2K
|
3.71K
$854K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-99- 0.47% |
$19.9K - $22.2K
|
21K
$4.83M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-100- 1.46% |
$20.1K - $22.5K
|
6.76K
$1.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 0.71% |
$20.1K - $22.5K
|
14K
$3.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-100- 2.17% |
$20.1K - $22.5K
|
4.52K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-100- 7.94% |
$20.1K - $22.5K
|
1.16K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-101- 1.58% |
$20.3K - $22.7K
|
6.31K
$1.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-103- 2.69% |
$20.7K - $23.1K
|
3.73K
$859K
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-103- 4.23% |
$20.7K - $23.1K
|
2.33K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-104- 5.2% |
$20.9K - $23.4K
|
1.9K
$437K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-105- 2.75% |
$21.1K - $23.6K
|
3.71K
$855K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-108- 0.35% |
$21.7K - $24.3K
|
30.8K
$7.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-110- 5.92% |
$22.1K - $24.7K
|
1.75K
$402K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-112- 0.98% |
$22.5K - $25.2K
|
11.4K
$2.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-112- 3.41% |
$22.5K - $25.2K
|
3.18K
$732K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-113- 5.17% |
$22.7K - $25.4K
|
2.07K
$478K
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-115- 2.08% |
$23.1K - $25.8K
|
5.41K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-115- 6.4% |
$23.1K - $25.8K
|
1.68K
$388K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-115- 17.14% |
$23.1K - $25.8K
|
556
$128K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-116- 9.34% |
$23.3K - $26.1K
|
1.13K
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-116- 0.68% |
$23.3K - $26.1K
|
17K
$3.91M
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-116- 0.9% |
$23.3K - $26.1K
|
12.7K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-118- 5.58% |
$23.7K - $26.5K
|
2K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-118- 2.65% |
$23.7K - $26.5K
|
4.34K
$998K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-118- 1.76% |
$23.7K - $26.5K
|
6.58K
$1.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-120- 3.46% |
$24.1K - $27K
|
3.35K
$772K
|