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 14, 2024
Q3 2024
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-19- 0.76% |
$3.82K - $4.27K
|
2.48K
$567K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-20- 44.44% |
$4.02K - $4.49K
|
25
$5.71K
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-20- 3.51% |
$4.02K - $4.49K
|
549
$125K
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-20- 13.79% |
$4.02K - $4.49K
|
125
$28.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-20- 0.15% |
$4.02K - $4.49K
|
13K
$2.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-21- 0.04% |
$4.22K - $4.72K
|
59.3K
$13.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-22- 1.32% |
$4.42K - $4.94K
|
1.64K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-22- 0.17% |
$4.42K - $4.94K
|
12.9K
$2.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-22- 0.71% |
$4.42K - $4.94K
|
3.08K
$704K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-23- 1.53% |
$4.62K - $5.17K
|
1.48K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-23- 0.21% |
$4.62K - $5.17K
|
10.8K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-25- 0.58% |
$5.02K - $5.62K
|
4.28K
$976K
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-25- 43.1% |
$5.02K - $5.62K
|
33
$7.53K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-25- 1.52% |
$5.02K - $5.62K
|
1.63K
$371K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
SELL
|
- |
-25- 0.19% |
$5.02K - $5.62K
|
13.4K
$3.07M
|
|
|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
SELL
|
- |
-25- 1.12% |
$5.02K - $5.62K
|
2.2K
$503K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-26- 10.12% |
$5.22K - $5.84K
|
231
$52.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-27- 2.7% |
$5.42K - $6.06K
|
973
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-27- 1.11% |
$5.42K - $6.06K
|
2.4K
$547K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-27- 7.05% |
$5.42K - $6.06K
|
356
$81.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-27- 2.54% |
$5.42K - $6.06K
|
1.04K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-28- 0.2% |
$5.62K - $6.29K
|
13.7K
$3.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-28- 0.04% |
$5.62K - $6.29K
|
68.1K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-28- 4.11% |
$5.62K - $6.29K
|
653
$149K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-30- 2.53% |
$6.03K - $6.74K
|
1.15K
$263K
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-30- 0.36% |
$6.03K - $6.74K
|
8.34K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-30- 0.19% |
$6.03K - $6.74K
|
15.5K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-30- 2.03% |
$6.03K - $6.74K
|
1.45K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-30- 0.85% |
$6.03K - $6.74K
|
3.48K
$795K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-31- 0.81% |
$6.23K - $6.96K
|
3.79K
$865K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-34- 3.35% |
$6.83K - $7.64K
|
981
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-34- 0.18% |
$6.83K - $7.64K
|
18.7K
$4.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-35- 0.58% |
$7.03K - $7.86K
|
5.96K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-35- 3.24% |
$7.03K - $7.86K
|
1.05K
$239K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-35- 0.38% |
$7.03K - $7.86K
|
9.15K
$2.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-36- 3.59% |
$7.23K - $8.09K
|
966
$221K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38- 3.06% |
$7.63K - $8.53K
|
1.21K
$275K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-38- 0.77% |
$7.63K - $8.53K
|
4.92K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-38- 0.35% |
$7.63K - $8.53K
|
10.8K
$2.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-38- 0.16% |
$7.63K - $8.53K
|
24.3K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-38- 1.2% |
$7.63K - $8.53K
|
3.13K
$714K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-39- 3.31% |
$7.83K - $8.76K
|
1.14K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-39- 0.29% |
$7.83K - $8.76K
|
13.5K
$3.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-40- 0.31% |
$8.03K - $8.98K
|
12.7K
$2.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-42- 3.05% |
$8.44K - $9.43K
|
1.34K
$305K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-42- 0.79% |
$8.44K - $9.43K
|
5.25K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-42- 7.17% |
$8.44K - $9.43K
|
544
$124K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-42- 1.85% |
$8.44K - $9.43K
|
2.23K
$508K
|
|
|
Nov 15, 2024
Q3 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-42- 1.26% |
$8.44K - $9.43K
|
3.28K
$749K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
SELL
|
- |
-43- 0.55% |
$8.64K - $9.66K
|
7.76K
$1.77M
|