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 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.24K- 2.3% |
$451K - $504K
|
95.1K
$22.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.26K- 6.23% |
$455K - $508K
|
34.1K
$8.12M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.26K- 3.67% |
$455K - $508K
|
59.4K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.27K- 34.32% |
$456K - $510K
|
4.35K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 2.96% |
$458K - $512K
|
74.8K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.29K- 7.72% |
$459K - $513K
|
27.3K
$6.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.32K- 5.41% |
$465K - $520K
|
40.5K
$9.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.33K- 91.29% |
$468K - $523K
|
222
$52.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.34K- 33.96% |
$471K - $526K
|
4.56K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-2.38K- 27.43% |
$477K - $533K
|
6.28K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.51K- 2.74% |
$504K - $563K
|
89K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.52K- 13.44% |
$507K - $566K
|
16.2K
$3.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.53K- 66.6% |
$508K - $568K
|
1.27K
$303K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.54K- 3.35% |
$509K - $570K
|
73.2K
$17.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.59K- 26.78% |
$520K - $581K
|
7.08K
$1.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-2.63K- 6.25% |
$528K - $590K
|
39.4K
$9.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-2.7K- 56.43% |
$542K - $606K
|
2.09K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.92K- 14.78% |
$586K - $656K
|
16.8K
$4.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.03K- 14.25% |
$609K - $681K
|
18.2K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-3.04K- 6.7% |
$611K - $683K
|
42.3K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-3.17K- 23.31% |
$636K - $711K
|
10.4K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.21K- 59.96% |
$644K - $721K
|
2.14K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.23K- 20.22% |
$650K - $726K
|
12.8K
$3.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.26K- 19.85% |
$654K - $732K
|
13.2K
$3.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.38K- 3.22% |
$679K - $759K
|
102K
$24.2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.54K- 18.88% |
$710K - $794K
|
15.2K
$3.62M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.54K- 16.33% |
$712K - $796K
|
18.2K
$4.33M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.57K- 50.0% |
$717K - $802K
|
3.57K
$851K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.58K- 37.81% |
$719K - $804K
|
5.89K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.65K- 65.27% |
$733K - $820K
|
1.94K
$463K
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-3.67K- 20.6% |
$738K - $825K
|
14.2K
$3.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 10.86% |
$749K - $838K
|
30.6K
$7.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.9K- 25.43% |
$783K - $875K
|
11.4K
$2.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.22K- 3.33% |
$848K - $948K
|
122K
$29.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.29K- 2.2% |
$861K - $963K
|
191K
$45.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 41.34% |
$864K - $966K
|
6.1K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.3K- 67.39% |
$864K - $966K
|
2.08K
$496K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.34K- 10.98% |
$872K - $975K
|
35.2K
$8.39M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.37K- 3.05% |
$877K - $981K
|
139K
$33.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-4.38K- 32.09% |
$880K - $984K
|
9.27K
$2.21M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.47K- 18.81% |
$897K - $1M
|
19.3K
$4.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-4.53K- 5.93% |
$909K - $1.02M
|
71.8K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.54K- 6.79% |
$912K - $1.02M
|
62.3K
$14.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.55K- 79.02% |
$915K - $1.02M
|
1.21K
$288K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.61K- 37.48% |
$927K - $1.04M
|
7.7K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.68K- 14.9% |
$939K - $1.05M
|
26.7K
$6.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.78K- 18.95% |
$960K - $1.07M
|
20.5K
$4.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.87K- 13.46% |
$979K - $1.09M
|
31.3K
$7.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-4.93K- 24.42% |
$989K - $1.11M
|
15.2K
$3.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.98K- 48.73% |
$1M - $1.12M
|
5.24K
$1.25M
|