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 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
5KNew |
$1M - $1.12M
|
5K
$1.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
4.97KNew |
$999K - $1.12M
|
4.97K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.97K+ 42.04% |
$997K - $1.12M
|
16.8K
$3.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.9KNew |
$983K - $1.1M
|
4.9K
$1.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.89K+ 13.36% |
$981K - $1.1M
|
41.5K
$9.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
4.8KNew |
$965K - $1.08M
|
4.8K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.74K+ 86.82% |
$953K - $1.07M
|
10.2K
$2.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
4.73K+ 78.09% |
$949K - $1.06M
|
10.8K
$2.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
4.69K+ 91.63% |
$941K - $1.05M
|
9.8K
$2.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.67K+ 7.19% |
$938K - $1.05M
|
69.6K
$16M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.67K+ 10.04% |
$937K - $1.05M
|
51.1K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4.66K+ 491.04% |
$936K - $1.05M
|
5.61K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
4.64K+ 3.53% |
$932K - $1.04M
|
136K
$31.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.6K+ 61.72% |
$924K - $1.03M
|
12.1K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.54K+ 18.38% |
$912K - $1.02M
|
29.2K
$6.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.54K+ 1.51% |
$911K - $1.02M
|
304K
$70.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.49K+ 66.64% |
$902K - $1.01M
|
11.2K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.46K+ 6.82% |
$896K - $1M
|
69.9K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.43K+ 4.38% |
$891K - $996K
|
106K
$24.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.39K+ 388.5% |
$882K - $986K
|
5.52K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.38KNew |
$880K - $984K
|
4.38K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.36K+ 19.01% |
$876K - $980K
|
27.3K
$6.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.35K+ 49.22% |
$874K - $977K
|
13.2K
$3.04M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.32K+ 33.26% |
$867K - $970K
|
17.3K
$3.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.31K+ 2.41% |
$865K - $967K
|
183K
$42.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28K+ 12.38% |
$859K - $960K
|
38.8K
$8.94M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.27K+ 89.85% |
$857K - $958K
|
9.02K
$2.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.26K+ 4.36% |
$855K - $956K
|
102K
$23.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
4.24K+ 146.75% |
$851K - $952K
|
7.13K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
4.16K+ 2.66% |
$836K - $935K
|
161K
$37M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.15K+ 2.09% |
$834K - $933K
|
203K
$46.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
4.15KNew |
$834K - $933K
|
4.15K
$956K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.13K+ 17.81% |
$829K - $927K
|
27.3K
$6.29M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.12K+ 12.24% |
$827K - $925K
|
37.8K
$8.7M
|
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.11KNew |
$826K - $923K
|
4.11K
$947K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
4.11K+ 20.32% |
$825K - $923K
|
24.3K
$5.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.09K+ 1.37% |
$821K - $918K
|
303K
$69.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.05K+ 74.99% |
$814K - $910K
|
9.45K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.93K+ 9.19% |
$790K - $884K
|
46.7K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.93KNew |
$790K - $883K
|
3.93K
$906K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.86K+ 24.32% |
$775K - $867K
|
19.7K
$4.54M
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.85K+ 32.96% |
$773K - $865K
|
15.5K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.81K+ 31.16% |
$766K - $856K
|
16K
$3.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.8KNew |
$763K - $853K
|
3.8K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.79K+ 0.5% |
$761K - $851K
|
763K
$176M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.7K+ 11.76% |
$744K - $832K
|
35.2K
$8.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.65KNew |
$734K - $820K
|
3.65K
$841K
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
3.63KNew |
$730K - $816K
|
3.63K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.63K+ 78.8% |
$729K - $815K
|
8.23K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.55K+ 5.96% |
$712K - $796K
|
63.1K
$14.5M
|