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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.81K+ 31.16% |
$766K - $856K
|
16K
$3.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
3.8KNew |
$763K - $853K
|
3.8K
$762K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.79K+ 0.5% |
$761K - $851K
|
763K
$153M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.7K+ 11.76% |
$744K - $832K
|
35.2K
$7.06M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.65KNew |
$734K - $820K
|
3.65K
$732K
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
3.63KNew |
$730K - $816K
|
3.63K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.63K+ 78.8% |
$729K - $815K
|
8.23K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.55K+ 5.96% |
$712K - $796K
|
63.1K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Independent Family Office, LLC
|
BUY
|
- |
3.54K+ 9.89% |
$710K - $794K
|
39.3K
$7.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
3.49K+ 35.33% |
$702K - $785K
|
13.4K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.41KNew |
$685K - $766K
|
3.41K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
3.38KNew |
$679K - $759K
|
3.38K
$678K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 14.3% |
$678K - $758K
|
27K
$5.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.35K+ 107.92% |
$673K - $753K
|
6.46K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.35K+ 56.85% |
$673K - $752K
|
9.24K
$1.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.34K+ 563.91% |
$672K - $751K
|
3.94K
$789K
|
|
|
Feb 05, 2025
Q3 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.34K+ 87.79% |
$670K - $749K
|
7.14K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
3.28KNew |
$658K - $736K
|
3.28K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
3.27K+ 53.75% |
$657K - $735K
|
9.36K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
3.27KNew |
$656K - $734K
|
3.27K
$655K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.19K+ 74.13% |
$640K - $716K
|
7.49K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.18K+ 124.74% |
$638K - $713K
|
5.72K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.18K+ 189.89% |
$638K - $713K
|
4.85K
$972K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.15KNew |
$633K - $707K
|
3.15K
$631K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.15K+ 63.56% |
$632K - $707K
|
8.1K
$1.62M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.14KNew |
$631K - $705K
|
3.14K
$630K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.14K+ 971.52% |
$630K - $705K
|
3.46K
$694K
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.13K+ 12.88% |
$629K - $703K
|
27.4K
$5.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.11K+ 622.8% |
$626K - $699K
|
3.61K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.1K+ 0.49% |
$623K - $696K
|
635K
$127M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.1K+ 0.71% |
$622K - $696K
|
440K
$88.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
3.1KNew |
$622K - $695K
|
3.1K
$621K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.09KNew |
$620K - $694K
|
3.09K
$619K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
3.08KNew |
$619K - $692K
|
3.08K
$617K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.06K+ 4.48% |
$614K - $686K
|
71.2K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
3.05KNew |
$613K - $686K
|
3.05K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.04KNew |
$611K - $683K
|
3.04K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.03KNew |
$609K - $681K
|
3.03K
$608K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
3.02K+ 8.98% |
$607K - $679K
|
36.6K
$7.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3K+ 27.4% |
$603K - $675K
|
14K
$2.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Four World Capital Management LLC
New York, NY |
BUY
|
- |
3KNew |
$603K - $674K
|
3K
$601K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.99K+ 6.86% |
$600K - $671K
|
46.5K
$9.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.96K+ 2.19% |
$594K - $664K
|
138K
$27.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.95K+ 76.03% |
$593K - $663K
|
6.84K
$1.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
2.89K+ 52.53% |
$581K - $649K
|
8.39K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
2.86K+ 7.75% |
$574K - $642K
|
39.7K
$7.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.85K+ 132.71% |
$573K - $641K
|
5K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.85K+ 81.85% |
$572K - $640K
|
6.33K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.81K+ 29.97% |
$565K - $632K
|
12.2K
$2.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
2.8KNew |
$562K - $629K
|
2.8K
$561K
|