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 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-804- 45.3% |
$161K - $181K
|
971
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-806- 28.6% |
$162K - $181K
|
2.01K
$463K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-808- 2.14% |
$162K - $181K
|
36.9K
$8.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-821- 2.42% |
$165K - $184K
|
33.1K
$7.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-821- 2.04% |
$165K - $184K
|
39.3K
$9.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-826- 20.17% |
$166K - $186K
|
3.27K
$753K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-827- 43.55% |
$166K - $186K
|
1.07K
$247K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-832- 3.71% |
$167K - $187K
|
21.6K
$4.98M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-837- 24.93% |
$168K - $188K
|
2.52K
$580K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-847- 2.96% |
$170K - $190K
|
27.7K
$6.39M
|
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-850- 53.7% |
$171K - $191K
|
733
$169K
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-859- 13.62% |
$173K - $193K
|
5.45K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-862- 20.36% |
$173K - $194K
|
3.37K
$777K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-866- 7.56% |
$174K - $195K
|
10.6K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-870- 21.26% |
$175K - $195K
|
3.22K
$742K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-872- 2.19% |
$175K - $196K
|
38.9K
$8.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-893- 1.76% |
$179K - $201K
|
50K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-900- 3.91% |
$181K - $202K
|
22.1K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
SELL
|
- |
-904- 7.5% |
$182K - $203K
|
11.2K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-905- 86.85% |
$182K - $203K
|
137
$31.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-905- 3.37% |
$182K - $203K
|
25.9K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-905- 4.9% |
$182K - $203K
|
17.6K
$4.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-914- 35.98% |
$184K - $205K
|
1.63K
$375K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-915- 10.8% |
$184K - $206K
|
7.56K
$1.74M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-916- 9.56% |
$184K - $206K
|
8.66K
$2M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-924- 25.29% |
$186K - $208K
|
2.73K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-932- 6.91% |
$187K - $209K
|
12.6K
$2.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-946- 0.92% |
$190K - $212K
|
102K
$23.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-957- 5.02% |
$192K - $215K
|
18.1K
$4.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-958- 3.33% |
$192K - $215K
|
27.8K
$6.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-976- 8.91% |
$196K - $219K
|
9.98K
$2.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-985- 13.75% |
$198K - $221K
|
6.18K
$1.42M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.01K- 4.5% |
$204K - $228K
|
21.5K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.02K- 10.69% |
$205K - $230K
|
8.54K
$1.97M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.07K- 8.34% |
$214K - $239K
|
11.7K
$2.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.07K- 3.52% |
$215K - $241K
|
29.4K
$6.77M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.08K- 21.17% |
$217K - $242K
|
4.02K
$925K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 40.55% |
$219K - $245K
|
1.6K
$368K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.11K- 2.7% |
$223K - $249K
|
39.9K
$9.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 30.32% |
$226K - $253K
|
2.59K
$595K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.15K- 0.62% |
$230K - $258K
|
185K
$42.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.15K- 51.41% |
$231K - $259K
|
1.09K
$251K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.16K- 18.22% |
$232K - $260K
|
5.19K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.18K- 8.81% |
$237K - $265K
|
12.2K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.19K- 17.8% |
$239K - $267K
|
5.5K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.2K- 3.21% |
$240K - $268K
|
36K
$8.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.2K- 39.41% |
$240K - $268K
|
1.84K
$423K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.2K- 4.3% |
$241K - $269K
|
26.7K
$6.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.21K- 1.06% |
$243K - $271K
|
113K
$26M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.21K- 4.66% |
$243K - $272K
|
24.7K
$5.7M
|