Purchases and Sales Made in Q3 2024 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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
Westend Capital Management, LLC

Sausalito, CA
BUY
 -
370
New
$74.3K - $83.1K
370 $84.6K
Oct 30, 2024 Q3 2024
Geneva Partners, LLC

BUY
 -
369
+ 6.99%
$74.1K - $82.9K
5.65K $1.29M
Oct 17, 2024 Q3 2024
Capital Investment Advisors, LLC

BUY
 -
367
+ 9.31%
$73.7K - $82.4K
4.31K $985K
Oct 18, 2024 Q3 2024
Seamount Financial Group Inc

Colorado Springs, CO
BUY
 -
367
+ 3.6%
$73.7K - $82.4K
10.6K $2.42M
Oct 16, 2024 Q3 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
362
+ 0.65%
$72.7K - $81.3K
56K $12.8M
Oct 28, 2024 Q3 2024
Fonville Wealth Management LLC

Richmond, VA
BUY
 -
361
+ 5.28%
$72.5K - $81.1K
7.19K $1.64M
Oct 22, 2024 Q3 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
360
+ 16.71%
$72.3K - $80.9K
2.51K $575K
Nov 04, 2024 Q3 2024
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
360
+ 1.04%
$72.3K - $80.9K
35K $8.01M
Oct 23, 2024 Q3 2024
Element Wealth, LLC

BUY
 -
356
+ 232.68%
$71.5K - $80K
509 $116K
Nov 13, 2024 Q3 2024
Fca Corp

Houston, TX
BUY
 -
355
+ 4.39%
$71.3K - $79.7K
8.44K $1.93M
Nov 04, 2024 Q3 2024
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
343
+ 14.78%
$68.9K - $77K
2.66K $609K
Oct 15, 2024 Q3 2024
Advisor Net Financial, Inc

BUY
 -
341
+ 3.51%
$68.5K - $76.6K
10.1K $2.3M
Oct 04, 2024 Q3 2024
Waypoint Wealth Counsel

Atlanta, GA
BUY
 -
335
+ 1.73%
$67.3K - $75.2K
19.7K $4.51M
Oct 11, 2024 Q3 2024
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
332
+ 14.4%
$66.7K - $74.6K
2.64K $603K
Nov 12, 2024 Q3 2024
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
325
+ 2.36%
$65.3K - $73K
14.1K $3.22M
Oct 18, 2024 Q3 2024
Rps Advisory Solutions LLC

Louisville, KY
BUY
 -
322
+ 12.24%
$64.7K - $72.3K
2.95K $675K
Nov 13, 2024 Q3 2024
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
317
+ 24.12%
$63.7K - $71.2K
1.63K $373K
Nov 04, 2024 Q3 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
316
+ 8.46%
$63.5K - $71K
4.05K $927K
Oct 24, 2024 Q3 2024
Bristlecone Advisors, LLC

BUY
 -
309
+ 2.5%
$62.1K - $69.4K
12.7K $2.9M
Oct 16, 2024 Q3 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
307
+ 9.44%
$61.7K - $69K
3.56K $814K
Oct 15, 2024 Q3 2024
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
304
+ 91.57%
$61.1K - $68.3K
636 $145K
Oct 23, 2024 Q3 2024
Smith & Howard Wealth Management, LLC

BUY
 -
304
+ 1.28%
$61.1K - $68.3K
24.1K $5.5M
Nov 12, 2024 Q3 2024
Newport Capital Group, LLC

BUY
 -
303
+ 1.0%
$60.9K - $68.1K
30.7K $7.01M
Oct 10, 2024 Q3 2024
Birch Hill Investment Advisors LLC

BUY
 -
301
+ 2.23%
$60.5K - $67.6K
13.8K $3.16M
Nov 06, 2024 Q3 2024
Insight 2811, Inc.

Chicago, IL
BUY
 -
300
+ 26.5%
$60.3K - $67.4K
1.43K $327K
Nov 14, 2024 Q3 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
300
+ 3.33%
$60.3K - $67.4K
9.31K $2.13M
Oct 11, 2024 Q3 2024
Cliftonlarsonallen Wealth Advisors, LLC

BUY
 -
299
+ 0.76%
$60.1K - $67.2K
39.8K $9.11M
Oct 21, 2024 Q3 2024
Toth Financial Advisory Corp

BUY
 -
294
+ 8.36%
$59.1K - $66K
3.81K $872K
Oct 15, 2024 Q3 2024
Flagstone Financial Management

Lincoln, NE
BUY
 -
293
+ 20.0%
$58.9K - $65.8K
1.76K $402K
Oct 29, 2024 Q3 2024
Forum Financial Management, LP

Lombard, IL
BUY
 -
293
+ 10.04%
$58.9K - $65.8K
3.21K $734K
Nov 12, 2024 Q3 2024
Cmg Global Holdings, LLC

BUY
 -
293
+ 1.45%
$58.9K - $65.8K
20.5K $4.7M
Oct 28, 2024 Q3 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
287
+ 3.78%
$57.6K - $64.5K
7.89K $1.8M
Oct 22, 2024 Q3 2024
Greenleaf Trust

Kalamazoo, MI
BUY
 -
285
+ 0.92%
$57.2K - $64K
31.2K $7.15M
Nov 12, 2024 Q3 2024
Estate Counselors, LLC

BUY
 -
285
+ 4.17%
$57.2K - $64K
7.12K $1.63M
Nov 12, 2024 Q3 2024
Truepoint, Inc.

BUY
 -
283
+ 17.62%
$56.8K - $63.6K
1.89K $432K
Oct 24, 2024 Q3 2024
Southern Capital Advisors, LLC

BUY
 -
282
+ 5.57%
$56.6K - $63.3K
5.34K $1.22M
Oct 28, 2024 Q3 2024
William Howard & CO Financial Advisors Inc

Memphis, TN
BUY
 -
282
+ 0.6%
$56.6K - $63.3K
47.6K $10.9M
Nov 14, 2024 Q3 2024
Eagle Global Advisors LLC

Houston, TX
BUY
 -
280
+ 6.53%
$56.2K - $62.9K
4.57K $1.04M
Oct 29, 2024 Q3 2024
Gps Wealth Strategies Group, LLC

BUY
 -
279
+ 46.27%
$56K - $62.7K
882 $202K
Oct 31, 2024 Q3 2024
Graypoint LLC

BUY
 -
279
+ 2.16%
$56K - $62.7K
13.2K $3.02M
Nov 12, 2024 Q3 2024
Hemington Wealth Management

BUY
 -
277
New
$55.6K - $62.2K
277 $63.3K
Nov 12, 2024 Q3 2024
L & S Advisors Inc

Los Angeles, CA
BUY
 -
272
+ 8.84%
$54.6K - $61.1K
3.35K $766K
Nov 14, 2024 Q3 2024
360 Financial, Inc.

BUY
 -
271
+ 13.62%
$54.4K - $60.9K
2.26K $517K
Nov 05, 2024 Q3 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
268
+ 21.88%
$53.8K - $60.2K
1.49K $341K
Nov 12, 2024 Q3 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
265
+ 4.56%
$53.2K - $59.5K
6.07K $1.39M
Oct 07, 2024 Q3 2024
Iam Advisory, LLC

BUY
 -
262
+ 4.41%
$52.6K - $58.8K
6.21K $1.42M
Nov 05, 2024 Q3 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
262
+ 7.09%
$52.6K - $58.8K
3.96K $905K
Nov 14, 2024 Q3 2024
Apriem Advisors

Irvine, CA
BUY
 -
262
+ 4.0%
$52.6K - $58.8K
6.81K $1.56M
Oct 07, 2024 Q3 2024
Bath Savings Trust CO

BUY
 -
259
+ 25.22%
$52K - $58.2K
1.29K $294K

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