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 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
183+ 0.88% |
$36.8K - $41.1K
|
21K
$4.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
180+ 0.68% |
$36.2K - $40.4K
|
26.7K
$6.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
177+ 11.36% |
$35.6K - $39.8K
|
1.74K
$397K
|
|
|
Oct 09, 2024
Q3 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
172+ 12.2% |
$34.5K - $38.6K
|
1.58K
$362K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
172+ 1.5% |
$34.5K - $38.6K
|
11.6K
$2.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
172+ 17.23% |
$34.5K - $38.6K
|
1.17K
$268K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
170+ 8.06% |
$34.1K - $38.2K
|
2.28K
$521K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
165+ 8.68% |
$33.1K - $37.1K
|
2.07K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
162+ 10.74% |
$32.5K - $36.4K
|
1.67K
$382K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
161+ 0.48% |
$32.3K - $36.2K
|
33.6K
$7.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
159+ 6.7% |
$31.9K - $35.7K
|
2.53K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
159+ 0.5% |
$31.9K - $35.7K
|
32K
$7.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
157New |
$31.5K - $35.3K
|
157
$35.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
155+ 6.3% |
$31.1K - $34.8K
|
2.62K
$598K
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
154+ 0.46% |
$30.9K - $34.6K
|
33.5K
$7.66M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
153+ 0.58% |
$30.7K - $34.4K
|
26.4K
$6.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
149+ 1.36% |
$29.9K - $33.5K
|
11.1K
$2.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
146+ 0.46% |
$29.3K - $32.8K
|
32.1K
$7.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
143+ 13.11% |
$28.7K - $32.1K
|
1.23K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
142New |
$28.5K - $31.9K
|
142
$32.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
141+ 0.4% |
$28.3K - $31.7K
|
35K
$8M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
140+ 0.75% |
$28.1K - $31.4K
|
18.7K
$4.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Management Network Inc
|
BUY
|
- |
140+ 5.78% |
$28.1K - $31.4K
|
2.56K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
139+ 11.46% |
$27.9K - $31.2K
|
1.35K
$309K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
137+ 155.68% |
$27.5K - $30.8K
|
225
$51.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
137+ 3.08% |
$27.5K - $30.8K
|
4.59K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
137New |
$27.5K - $30.8K
|
137
$31.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
136+ 176.62% |
$27.3K - $30.5K
|
213
$48.7K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
135+ 8.54% |
$27.1K - $30.3K
|
1.72K
$392K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
135+ 8.74% |
$27.1K - $30.3K
|
1.68K
$384K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
129+ 0.19% |
$25.9K - $29K
|
67.8K
$15.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
129+ 12.96% |
$25.9K - $29K
|
1.12K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
127+ 2.65% |
$25.5K - $28.5K
|
4.92K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
127+ 0.34% |
$25.5K - $28.5K
|
37.5K
$8.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
126+ 0.99% |
$25.3K - $28.3K
|
12.8K
$2.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
124+ 0.34% |
$24.9K - $27.9K
|
36.3K
$8.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
122New |
$24.5K - $27.4K
|
122
$27.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
121+ 10.69% |
$24.3K - $27.2K
|
1.25K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
121+ 161.33% |
$24.3K - $27.2K
|
196
$44.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
120+ 0.55% |
$24.1K - $27K
|
22.1K
$5.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
119+ 0.07% |
$23.9K - $26.7K
|
171K
$39.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
BUY
|
- |
118+ 10.85% |
$23.7K - $26.5K
|
1.21K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
BUY
|
- |
118+ 1.84% |
$23.7K - $26.5K
|
6.53K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
118+ 1.92% |
$23.7K - $26.5K
|
6.27K
$1.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
117New |
$23.5K - $26.3K
|
117
$26.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
117New |
$23.5K - $26.3K
|
117
$26.8K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
117+ 9.97% |
$23.5K - $26.3K
|
1.29K
$295K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
115+ 6.14% |
$23.1K - $25.8K
|
1.99K
$455K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
112+ 0.7% |
$22.5K - $25.2K
|
16.1K
$3.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
111+ 6.51% |
$22.3K - $24.9K
|
1.82K
$415K
|