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 21, 2024
Q3 2024
|
Sierra Capital LLC
|
SELL
|
- |
-156- 0.26% |
$31.3K - $35K
|
58.8K
$14M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-157- 8.99% |
$31.5K - $35.3K
|
1.59K
$379K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-158- 2.07% |
$31.7K - $35.5K
|
7.48K
$1.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-159- 1.01% |
$31.9K - $35.7K
|
15.7K
$3.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-162- 4.95% |
$32.5K - $36.4K
|
3.11K
$742K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-162- 11.41% |
$32.5K - $36.4K
|
1.26K
$300K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-162- 2.06% |
$32.5K - $36.4K
|
7.69K
$1.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-162- 5.7% |
$32.5K - $36.4K
|
2.68K
$640K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-163- 4.18% |
$32.7K - $36.6K
|
3.74K
$891K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-164- 4.2% |
$32.9K - $36.8K
|
3.74K
$892K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-165- 3.77% |
$33.1K - $37.1K
|
4.21K
$1M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-166- 0.43% |
$33.3K - $37.3K
|
38.6K
$9.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-172- 9.04% |
$34.5K - $38.6K
|
1.73K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-174- 6.63% |
$35K - $39.1K
|
2.45K
$584K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-175- 2.84% |
$35.2K - $39.3K
|
6K
$1.43M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-177- 1.48% |
$35.6K - $39.8K
|
11.8K
$2.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-179- 2.44% |
$36K - $40.2K
|
7.17K
$1.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-181- 4.45% |
$36.4K - $40.7K
|
3.88K
$926K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-183- 1.3% |
$36.8K - $41.1K
|
13.9K
$3.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-184- 5.0% |
$37K - $41.3K
|
3.5K
$833K
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-184- 0.76% |
$37K - $41.3K
|
24.1K
$5.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-191- 6.78% |
$38.4K - $42.9K
|
2.63K
$627K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-192- 8.54% |
$38.6K - $43.1K
|
2.06K
$491K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-193- 4.31% |
$38.8K - $43.3K
|
4.29K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-195- 14.74% |
$39.2K - $43.8K
|
1.13K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-196- 0.71% |
$39.4K - $44K
|
27.5K
$6.55M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-197- 50.38% |
$39.6K - $44.2K
|
194
$46.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-197- 5.42% |
$39.6K - $44.2K
|
3.44K
$820K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-198- 7.17% |
$39.8K - $44.5K
|
2.56K
$611K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-199- 89.64% |
$40K - $44.7K
|
23
$5.48K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-199- 1.31% |
$40K - $44.7K
|
15K
$3.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 9.64% |
$40.2K - $44.9K
|
1.87K
$447K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-200- 6.23% |
$40.2K - $44.9K
|
3.01K
$718K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-205- 15.54% |
$41.2K - $46K
|
1.11K
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-205- 0.71% |
$41.2K - $46K
|
28.6K
$6.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-208- 9.65% |
$41.8K - $46.7K
|
1.95K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-208- 2.79% |
$41.8K - $46.7K
|
7.24K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-212- 2.11% |
$42.6K - $47.6K
|
9.86K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-217- 5.56% |
$43.6K - $48.7K
|
3.69K
$879K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-220- 0.49% |
$44.2K - $49.4K
|
45K
$10.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-220- 3.93% |
$44.2K - $49.4K
|
5.38K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-223- 3.93% |
$44.8K - $50.1K
|
5.45K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-223- 12.09% |
$44.8K - $50.1K
|
1.62K
$387K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-226- 0.44% |
$45.4K - $50.8K
|
50.7K
$12.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-227- 18.9% |
$45.6K - $51K
|
974
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-229- 4.0% |
$46K - $51.4K
|
5.5K
$1.31M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-230- 11.78% |
$46.2K - $51.7K
|
1.72K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-230- 5.24% |
$46.2K - $51.7K
|
4.16K
$992K
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-235- 10.11% |
$47.2K - $52.8K
|
2.09K
$498K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-235- 1.83% |
$47.2K - $52.8K
|
12.6K
$3M
|