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 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-130- 4.59% |
$26.1K - $29.2K
|
2.7K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-130- 1.55% |
$26.1K - $29.2K
|
8.28K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-130- 8.06% |
$26.1K - $29.2K
|
1.48K
$310K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-131- 3.22% |
$26.3K - $29.4K
|
3.94K
$824K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-131- 29.5% |
$26.3K - $29.4K
|
313
$65.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-132- 3.18% |
$26.5K - $29.6K
|
4.03K
$842K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-132- 11.75% |
$26.5K - $29.6K
|
991
$207K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-133- 3.69% |
$26.7K - $29.9K
|
3.48K
$727K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-135- 2.38% |
$27.1K - $30.3K
|
5.54K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-135- 1.78% |
$27.1K - $30.3K
|
7.45K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-136- 4.19% |
$27.3K - $30.5K
|
3.11K
$650K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-137- 0.72% |
$27.5K - $30.8K
|
18.8K
$3.93M
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
SELL
|
- |
-138- 1.65% |
$27.7K - $31K
|
8.23K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-140- 4.52% |
$28.1K - $31.4K
|
2.95K
$618K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-143- 3.27% |
$28.7K - $32.1K
|
4.23K
$885K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-144- 1.73% |
$28.9K - $32.3K
|
8.19K
$1.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Ti Trust, Inc
|
SELL
|
- |
-144- 4.36% |
$28.9K - $32.3K
|
3.16K
$661K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-146- 7.27% |
$29.3K - $32.8K
|
1.86K
$390K
|
|
|
Oct 30, 2024
Q3 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-146- 2.44% |
$29.3K - $32.8K
|
5.85K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-147- 1.04% |
$29.5K - $33K
|
14K
$2.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-148- 3.19% |
$29.7K - $33.2K
|
4.49K
$939K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-149- 18.24% |
$29.9K - $33.5K
|
668
$140K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-150- 2.41% |
$30.1K - $33.7K
|
6.08K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-150- 3.96% |
$30.1K - $33.7K
|
3.64K
$761K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-150- 13.08% |
$30.1K - $33.7K
|
997
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-151- 3.07% |
$30.3K - $33.9K
|
4.77K
$997K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-152- 13.55% |
$30.5K - $34.1K
|
970
$203K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-153- 8.7% |
$30.7K - $34.4K
|
1.61K
$336K
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-153- 1.0% |
$30.7K - $34.4K
|
15.1K
$3.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-153- 2.76% |
$30.7K - $34.4K
|
5.4K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-155- 4.93% |
$31.1K - $34.8K
|
2.99K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-155- 10.79% |
$31.1K - $34.8K
|
1.28K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-156- 3.78% |
$31.3K - $35K
|
3.97K
$831K
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-156- 0.26% |
$31.3K - $35K
|
58.8K
$12.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-157- 8.99% |
$31.5K - $35.3K
|
1.59K
$332K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-158- 2.07% |
$31.7K - $35.5K
|
7.48K
$1.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-159- 1.01% |
$31.9K - $35.7K
|
15.7K
$3.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-162- 4.95% |
$32.5K - $36.4K
|
3.11K
$651K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-162- 11.41% |
$32.5K - $36.4K
|
1.26K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-162- 2.06% |
$32.5K - $36.4K
|
7.69K
$1.61M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-162- 5.7% |
$32.5K - $36.4K
|
2.68K
$561K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-163- 4.18% |
$32.7K - $36.6K
|
3.74K
$782K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-164- 4.2% |
$32.9K - $36.8K
|
3.74K
$783K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-165- 3.77% |
$33.1K - $37.1K
|
4.21K
$881K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-166- 0.43% |
$33.3K - $37.3K
|
38.6K
$8.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-172- 9.04% |
$34.5K - $38.6K
|
1.73K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-174- 6.63% |
$35K - $39.1K
|
2.45K
$513K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-175- 2.84% |
$35.2K - $39.3K
|
6K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-177- 1.48% |
$35.6K - $39.8K
|
11.8K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-179- 2.44% |
$36K - $40.2K
|
7.17K
$1.5M
|