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 15, 2024
Q3 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-2.7K- 56.43% |
$542K - $606K
|
2.09K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.92K- 14.78% |
$586K - $656K
|
16.8K
$3.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.03K- 14.25% |
$609K - $681K
|
18.2K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-3.04K- 6.7% |
$611K - $683K
|
42.3K
$8.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-3.17K- 23.31% |
$636K - $711K
|
10.4K
$2.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.21K- 59.96% |
$644K - $721K
|
2.14K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.23K- 20.22% |
$650K - $726K
|
12.8K
$2.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.26K- 19.85% |
$654K - $732K
|
13.2K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-3.38K- 3.22% |
$679K - $759K
|
102K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.54K- 18.88% |
$710K - $794K
|
15.2K
$3.12M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.54K- 16.33% |
$712K - $796K
|
18.2K
$3.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.57K- 50.0% |
$717K - $802K
|
3.57K
$734K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.58K- 37.81% |
$719K - $804K
|
5.89K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.65K- 65.27% |
$733K - $820K
|
1.94K
$399K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.66K- 8.79% |
$735K - $822K
|
37.9K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-3.67K- 20.6% |
$738K - $825K
|
14.2K
$2.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 10.86% |
$749K - $838K
|
30.6K
$6.3M
|
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.83K- 12.98% |
$770K - $861K
|
25.7K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.9K- 25.43% |
$783K - $875K
|
11.4K
$2.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.22K- 3.33% |
$848K - $948K
|
122K
$25.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.29K- 2.2% |
$861K - $963K
|
191K
$39.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 41.34% |
$864K - $966K
|
6.1K
$1.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.3K- 67.39% |
$864K - $966K
|
2.08K
$428K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.34K- 10.98% |
$872K - $975K
|
35.2K
$7.23M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.37K- 3.05% |
$877K - $981K
|
139K
$28.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-4.38K- 32.09% |
$880K - $984K
|
9.27K
$1.91M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.47K- 18.81% |
$897K - $1M
|
19.3K
$3.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-4.53K- 5.93% |
$909K - $1.02M
|
71.8K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.54K- 6.79% |
$912K - $1.02M
|
62.3K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.55K- 79.02% |
$915K - $1.02M
|
1.21K
$249K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.61K- 37.48% |
$927K - $1.04M
|
7.7K
$1.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.68K- 14.9% |
$939K - $1.05M
|
26.7K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.78K- 18.95% |
$960K - $1.07M
|
20.5K
$4.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.87K- 13.46% |
$979K - $1.09M
|
31.3K
$6.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-4.93K- 24.42% |
$989K - $1.11M
|
15.2K
$3.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.98K- 48.73% |
$1M - $1.12M
|
5.24K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.03K- 0.74% |
$1.01M - $1.13M
|
671K
$138M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.17K- 28.86% |
$1.04M - $1.16M
|
12.7K
$2.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.31K- 59.09% |
$1.07M - $1.19M
|
3.68K
$756K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.32K- 2.83% |
$1.07M - $1.2M
|
183K
$37.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.33K- 37.25% |
$1.07M - $1.2M
|
8.97K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.41K- 5.2% |
$1.09M - $1.22M
|
98.7K
$20.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.42K- 7.26% |
$1.09M - $1.22M
|
69.2K
$14.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.76K- 2.69% |
$1.16M - $1.29M
|
209K
$42.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.77K- 1.17% |
$1.16M - $1.29M
|
487K
$100M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.77K- 63.06% |
$1.16M - $1.3M
|
3.38K
$695K
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-5.8K- 96.67% |
$1.17M - $1.3M
|
200
$41.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-6.01K- 78.55% |
$1.21M - $1.35M
|
1.64K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-6.12K- 12.38% |
$1.23M - $1.37M
|
43.3K
$8.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.26K- 5.36% |
$1.26M - $1.41M
|
111K
$22.7M
|