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 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-595- 8.48% |
$120K - $134K
|
6.42K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-598- 6.44% |
$120K - $134K
|
8.69K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-600- 4.9% |
$121K - $135K
|
11.6K
$2.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-611- 3.25% |
$123K - $137K
|
18.2K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-619- 3.29% |
$124K - $139K
|
18.2K
$3.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-620- 27.34% |
$125K - $139K
|
1.65K
$345K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-621- 16.14% |
$125K - $139K
|
3.23K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-634- 6.16% |
$127K - $142K
|
9.67K
$2.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-636- 30.89% |
$128K - $143K
|
1.42K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-638- 9.54% |
$128K - $143K
|
6.05K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-649- 28.07% |
$130K - $146K
|
1.66K
$348K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-650- 0.6% |
$131K - $146K
|
108K
$22.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-650- 26.55% |
$131K - $146K
|
1.8K
$376K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-650- 8.35% |
$131K - $146K
|
7.14K
$1.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-678- 1.7% |
$136K - $152K
|
39.3K
$8.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-684- 37.6% |
$137K - $154K
|
1.14K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-694- 4.05% |
$139K - $156K
|
16.4K
$3.44M
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-699- 28.58% |
$140K - $157K
|
1.75K
$365K
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-704- 17.07% |
$141K - $158K
|
3.42K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-708- 28.58% |
$142K - $159K
|
1.77K
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-713- 3.31% |
$143K - $160K
|
20.8K
$4.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-714- 17.2% |
$143K - $160K
|
3.44K
$719K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-716- 16.09% |
$144K - $161K
|
3.73K
$781K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-720- 18.81% |
$145K - $162K
|
3.11K
$650K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-743- 1.21% |
$149K - $167K
|
60.8K
$12.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-748- 8.93% |
$150K - $168K
|
7.63K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-748- 3.58% |
$150K - $168K
|
20.2K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-750- 6.52% |
$151K - $168K
|
10.8K
$2.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-751- 32.82% |
$151K - $169K
|
1.54K
$322K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-751- 2.32% |
$151K - $169K
|
31.7K
$6.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-755- 3.39% |
$152K - $170K
|
21.5K
$4.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-761- 1.39% |
$153K - $171K
|
54.1K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-763- 3.84% |
$153K - $171K
|
19.1K
$4M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-769- 0.63% |
$154K - $173K
|
121K
$25.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-769- 1.32% |
$154K - $173K
|
57.5K
$12M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-770- 7.11% |
$155K - $173K
|
10.1K
$2.11M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-771- 0.99% |
$155K - $173K
|
77.2K
$16.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-788- 4.74% |
$158K - $177K
|
15.9K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-793- 12.98% |
$159K - $178K
|
5.32K
$1.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-795- 0.08% |
$160K - $179K
|
987K
$207M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-804- 45.3% |
$161K - $181K
|
971
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-806- 28.6% |
$162K - $181K
|
2.01K
$421K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-808- 2.14% |
$162K - $181K
|
36.9K
$7.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-821- 2.42% |
$165K - $184K
|
33.1K
$6.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-821- 2.04% |
$165K - $184K
|
39.3K
$8.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-826- 20.17% |
$166K - $186K
|
3.27K
$684K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-827- 43.55% |
$166K - $186K
|
1.07K
$224K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-832- 3.71% |
$167K - $187K
|
21.6K
$4.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-837- 24.93% |
$168K - $188K
|
2.52K
$527K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-847- 2.96% |
$170K - $190K
|
27.7K
$5.8M
|