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
|
Ieq Capital, LLC
|
BUY
|
- |
13.1K+ 31.97% |
$2.64M - $2.95M
|
54.2K
$12.5M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 140.06% |
$2.64M - $2.95M
|
22.5K
$5.18M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.9K+ 0.34% |
$2.58M - $2.89M
|
3.81M
$878M
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 761.73% |
$2.52M - $2.82M
|
14.2K
$3.27M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 1.8% |
$2.51M - $2.81M
|
709K
$163M
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
11.8K+ 12.57% |
$2.38M - $2.66M
|
106K
$24.4M
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
11.8KNew |
$2.37M - $2.65M
|
11.8K
$2.72M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.8K+ 474.56% |
$2.36M - $2.64M
|
14.2K
$3.28M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7K+ 39.81% |
$2.34M - $2.62M
|
40.9K
$9.43M
|
|
Nov 14, 2024
Q3 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
11.6KNew |
$2.33M - $2.61M
|
11.6K
$2.67M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11.6K+ 485.41% |
$2.33M - $2.6M
|
14K
$3.22M
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$2.31M - $2.58M
|
11.5K
$2.65M
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
11.4KNew |
$2.28M - $2.55M
|
11.4K
$2.62M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.3K+ 15.56% |
$2.26M - $2.53M
|
83.5K
$19.2M
|
|
Nov 14, 2024
Q3 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
11.2KNew |
$2.25M - $2.52M
|
11.2K
$2.59M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$2.21M - $2.47M
|
11K
$2.54M
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
11K+ 445.97% |
$2.21M - $2.47M
|
13.5K
$3.1M
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
10.9K+ 22.35% |
$2.18M - $2.44M
|
59.5K
$13.7M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.8K+ 1.16% |
$2.16M - $2.42M
|
935K
$215M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.3K+ 16.24% |
$2.07M - $2.31M
|
73.7K
$17M
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
10.2K+ 4.37% |
$2.06M - $2.3M
|
245K
$56.3M
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
10.1K+ 188.64% |
$2.03M - $2.28M
|
15.5K
$3.57M
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
10.1K+ 218.2% |
$2.02M - $2.26M
|
14.7K
$3.39M
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.1KNew |
$2.02M - $2.26M
|
10.1K
$2.32M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10K+ 208.17% |
$2.02M - $2.26M
|
14.9K
$3.42M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10K+ 0.93% |
$2.01M - $2.25M
|
1.08M
$249M
|
|
Nov 14, 2024
Q3 2024
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10KNew |
$2.01M - $2.25M
|
10K
$2.3M
|
|
Nov 15, 2024
Q3 2024
|
Luxor Capital Group, LP
New York, NY |
BUY
|
- |
10KNew |
$2.01M - $2.25M
|
10K
$2.3M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
9.73K+ 5.48% |
$1.95M - $2.19M
|
187K
$43.1M
|
|
Nov 12, 2024
Q3 2024
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
9.73KNew |
$1.95M - $2.18M
|
9.73K
$2.24M
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
9.68K+ 579.23% |
$1.94M - $2.17M
|
11.4K
$2.61M
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
9.59KNew |
$1.93M - $2.15M
|
9.59K
$2.21M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.58K+ 52.45% |
$1.92M - $2.15M
|
27.8K
$6.41M
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.57K+ 131.44% |
$1.92M - $2.15M
|
16.8K
$3.88M
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
9.54K+ 8.19% |
$1.92M - $2.14M
|
126K
$29M
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.53K+ 151.77% |
$1.91M - $2.14M
|
15.8K
$3.64M
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
9.44KNew |
$1.9M - $2.12M
|
9.44K
$2.17M
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
9.43K+ 167.22% |
$1.89M - $2.12M
|
15.1K
$3.47M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.28K+ 7.84% |
$1.86M - $2.08M
|
128K
$29.4M
|
|
Nov 13, 2024
Q3 2024
|
Latigo Investments, LLC
|
BUY
|
- |
9.03K+ 21.76% |
$1.81M - $2.03M
|
50.5K
$11.6M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
9.02KNew |
$1.81M - $2.02M
|
9.02K
$2.08M
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
8.85K+ 50.2% |
$1.78M - $1.99M
|
26.5K
$6.1M
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
8.63K+ 821.81% |
$1.73M - $1.94M
|
9.68K
$2.23M
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
8.5KNew |
$1.71M - $1.91M
|
8.5K
$1.96M
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
8.39KNew |
$1.69M - $1.88M
|
8.39K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
8.3K+ 46.37% |
$1.67M - $1.86M
|
26.2K
$6.03M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.16K+ 4774.27% |
$1.64M - $1.83M
|
8.34K
$1.92M
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
8.14K+ 626.15% |
$1.64M - $1.83M
|
9.44K
$2.17M
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
8.1K+ 1.87% |
$1.63M - $1.82M
|
442K
$102M
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
7.92KNew |
$1.59M - $1.78M
|
7.92K
$1.82M
|