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 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.31K- 5.43% |
$263K - $294K
|
22.8K
$4.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.31K- 5.92% |
$263K - $294K
|
20.8K
$4.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.34K- 19.65% |
$269K - $301K
|
5.48K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.36K- 44.58% |
$272K - $305K
|
1.69K
$353K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 10.98% |
$274K - $307K
|
11.1K
$2.31M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.39K- 10.83% |
$279K - $312K
|
11.5K
$2.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.4K- 27.7% |
$280K - $314K
|
3.64K
$762K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.4K- 0.67% |
$281K - $314K
|
208K
$43.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.41K- 3.65% |
$283K - $317K
|
37.3K
$7.8M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.41K- 7.19% |
$283K - $317K
|
18.2K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.42K- 5.15% |
$286K - $319K
|
26.2K
$5.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.42K- 3.2% |
$286K - $320K
|
43.1K
$9.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.45K- 3.29% |
$292K - $326K
|
42.7K
$8.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.48K- 0.29% |
$296K - $331K
|
509K
$106M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.48K- 6.84% |
$297K - $332K
|
20.2K
$4.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.49K- 11.27% |
$299K - $334K
|
11.7K
$2.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.49K- 4.39% |
$300K - $335K
|
32.5K
$6.79M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.51K- 1.98% |
$303K - $338K
|
74.5K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.51K- 59.08% |
$303K - $339K
|
1.05K
$219K
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.57KClosed |
$315K - $353K
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.57K- 2.6% |
$316K - $353K
|
59K
$12.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.58K- 1.37% |
$318K - $356K
|
114K
$23.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.66K- 24.55% |
$332K - $372K
|
5.09K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.67K- 16.77% |
$336K - $376K
|
8.31K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.71K- 4.71% |
$344K - $384K
|
34.6K
$7.25M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.71K- 60.71% |
$344K - $385K
|
1.11K
$232K
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.71K- 16.35% |
$344K - $385K
|
8.77K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-1.72K- 43.84% |
$346K - $387K
|
2.21K
$462K
|
|
|
Oct 09, 2024
Q3 2024
|
Moller Financial Services
|
SELL
|
- |
-1.75K- 4.11% |
$352K - $393K
|
40.9K
$8.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.75K- 0.27% |
$352K - $393K
|
644K
$135M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 2.35% |
$353K - $395K
|
73K
$15.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 7.9% |
$366K - $409K
|
21.2K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-1.85K- 6.94% |
$372K - $416K
|
24.8K
$5.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.87K- 2.41% |
$375K - $419K
|
75.7K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.9K- 0.67% |
$381K - $426K
|
281K
$58.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.96K- 0.82% |
$395K - $441K
|
238K
$49.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.98K- 8.96% |
$398K - $445K
|
20.2K
$4.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.04K- 2.16% |
$410K - $458K
|
92.3K
$19.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.05K- 7.37% |
$412K - $461K
|
25.8K
$5.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.08K- 1.15% |
$418K - $467K
|
179K
$37.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.16K- 51.2% |
$433K - $484K
|
2.06K
$430K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
SELL
|
- |
-2.2K- 33.22% |
$442K - $494K
|
4.42K
$925K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.21K- 4.37% |
$445K - $497K
|
48.4K
$10.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.22K- 40.75% |
$446K - $499K
|
3.23K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.24K- 2.3% |
$451K - $504K
|
95.1K
$19.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.26K- 6.23% |
$455K - $508K
|
34.1K
$7.13M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.26K- 3.67% |
$455K - $508K
|
59.4K
$12.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.27K- 34.32% |
$456K - $510K
|
4.35K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.28K- 2.96% |
$458K - $512K
|
74.8K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.29K- 7.72% |
$459K - $513K
|
27.3K
$5.72M
|