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 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
572KNew |
$115M - $128M
|
572K
$129M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
227K+ 433.73% |
$45.6M - $51M
|
279K
$63.1M
|
|
Oct 15, 2024
Q3 2024
|
Ttp Investments, Inc.
|
BUY
|
- |
98.9KNew |
$19.9M - $22.2M
|
98.9K
$22.3M
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
85.6K+ 855650.0% |
$17.2M - $19.2M
|
85.6K
$19.3M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.4K+ 6.1% |
$8.11M - $9.07M
|
702K
$158M
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
BUY
|
- |
40.3K+ 16.62% |
$8.09M - $9.05M
|
283K
$63.8M
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
37.8K+ 866.65% |
$7.59M - $8.49M
|
42.1K
$9.51M
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
24.2K+ 92.69% |
$4.87M - $5.44M
|
50.4K
$11.4M
|
|
Oct 18, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
22.6K+ 1425.88% |
$4.55M - $5.09M
|
24.2K
$5.47M
|
|
Oct 17, 2024
Q3 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
21.6KNew |
$4.34M - $4.85M
|
21.6K
$4.88M
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
19.9KNew |
$3.99M - $4.46M
|
19.9K
$4.48M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
18.4K+ 178.84% |
$3.69M - $4.13M
|
28.7K
$6.47M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.8K+ 10.61% |
$2.76M - $3.09M
|
143K
$32.4M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
13.6K+ 54.37% |
$2.73M - $3.05M
|
38.6K
$8.71M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.1K+ 140.06% |
$2.64M - $2.95M
|
22.5K
$5.08M
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
12.5K+ 1.8% |
$2.51M - $2.81M
|
709K
$160M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$2.21M - $2.47M
|
11K
$2.49M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10K+ 0.93% |
$2.01M - $2.25M
|
1.08M
$244M
|
|
Oct 07, 2024
Q3 2024
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
9.43K+ 167.22% |
$1.89M - $2.12M
|
15.1K
$3.4M
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
7.75K+ 12.37% |
$1.56M - $1.74M
|
70.4K
$15.9M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.1K+ 10.8% |
$1.43M - $1.6M
|
72.9K
$16.5M
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.1K+ 16.29% |
$1.43M - $1.59M
|
50.6K
$11.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.31K+ 0.59% |
$1.07M - $1.19M
|
901K
$203M
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.67K+ 7.19% |
$938K - $1.05M
|
69.6K
$15.7M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
4.66K+ 491.04% |
$936K - $1.05M
|
5.61K
$1.27M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.49K+ 66.64% |
$902K - $1.01M
|
11.2K
$2.53M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
4.39K+ 388.5% |
$882K - $986K
|
5.52K
$1.25M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
4.36K+ 19.01% |
$876K - $980K
|
27.3K
$6.16M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.32K+ 33.26% |
$867K - $970K
|
17.3K
$3.9M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.28K+ 12.38% |
$859K - $960K
|
38.8K
$8.76M
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
4.24K+ 146.75% |
$851K - $952K
|
7.13K
$1.61M
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
4.16K+ 2.66% |
$836K - $935K
|
161K
$36.3M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.15K+ 2.09% |
$834K - $933K
|
203K
$45.8M
|
|
Oct 21, 2024
Q3 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.11KNew |
$826K - $923K
|
4.11K
$928K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.05K+ 74.99% |
$814K - $910K
|
9.45K
$2.13M
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.86K+ 24.32% |
$775K - $867K
|
19.7K
$4.45M
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.41KNew |
$685K - $766K
|
3.41K
$770K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.34K+ 563.91% |
$672K - $751K
|
3.94K
$888K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.15KNew |
$633K - $707K
|
3.15K
$711K
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.15K+ 63.56% |
$632K - $707K
|
8.1K
$1.83M
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.14KNew |
$631K - $705K
|
3.14K
$709K
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.13K+ 12.88% |
$629K - $703K
|
27.4K
$6.19M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.06K+ 4.48% |
$614K - $686K
|
71.2K
$16.1M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.99K+ 6.86% |
$600K - $671K
|
46.5K
$10.5M
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2.96K+ 2.19% |
$594K - $664K
|
138K
$31.1M
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.85K+ 81.85% |
$572K - $640K
|
6.33K
$1.43M
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.78K+ 69.76% |
$559K - $625K
|
6.78K
$1.53M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.62K+ 17.22% |
$527K - $589K
|
17.9K
$4.03M
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.6K+ 7.11% |
$522K - $583K
|
39.1K
$8.83M
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.59K+ 5.5% |
$520K - $582K
|
49.7K
$11.2M
|