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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200- 9.64% |
$40.2K - $44.9K
|
1.87K
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-200- 6.23% |
$40.2K - $44.9K
|
3.01K
$688K
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-205- 15.54% |
$41.2K - $46K
|
1.11K
$255K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-205- 0.71% |
$41.2K - $46K
|
28.6K
$6.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-208- 9.65% |
$41.8K - $46.7K
|
1.95K
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-208- 2.79% |
$41.8K - $46.7K
|
7.24K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-212- 2.11% |
$42.6K - $47.6K
|
9.86K
$2.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-217- 5.56% |
$43.6K - $48.7K
|
3.69K
$842K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-220- 0.49% |
$44.2K - $49.4K
|
45K
$10.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-220- 3.93% |
$44.2K - $49.4K
|
5.38K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-223- 3.93% |
$44.8K - $50.1K
|
5.45K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-223- 12.09% |
$44.8K - $50.1K
|
1.62K
$371K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-226- 0.44% |
$45.4K - $50.8K
|
50.7K
$11.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-227- 18.9% |
$45.6K - $51K
|
974
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-229- 4.0% |
$46K - $51.4K
|
5.5K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-230- 11.78% |
$46.2K - $51.7K
|
1.72K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-230- 5.24% |
$46.2K - $51.7K
|
4.16K
$951K
|
|
|
Oct 15, 2024
Q3 2024
|
Tran Capital Management, L.P.
|
SELL
|
- |
-235- 10.11% |
$47.2K - $52.8K
|
2.09K
$478K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-235- 1.83% |
$47.2K - $52.8K
|
12.6K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-235- 1.73% |
$47.2K - $52.8K
|
13.3K
$3.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-236- 10.44% |
$47.4K - $53K
|
2.02K
$463K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-238- 0.71% |
$47.8K - $53.5K
|
33.1K
$7.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-244- 4.67% |
$49K - $54.8K
|
4.98K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-245- 8.39% |
$49.2K - $55K
|
2.68K
$612K
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-246- 10.42% |
$49.4K - $55.3K
|
2.11K
$483K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-249- 9.45% |
$50K - $55.9K
|
2.39K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-255- 9.62% |
$51.2K - $57.3K
|
2.4K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-257- 8.82% |
$51.6K - $57.7K
|
2.66K
$607K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-262- 3.12% |
$52.6K - $58.8K
|
8.13K
$1.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-263- 1.0% |
$52.8K - $59.1K
|
26K
$5.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-266- 3.85% |
$53.4K - $59.7K
|
6.64K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-268- 3.28% |
$53.8K - $60.2K
|
7.89K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-270- 19.23% |
$54.2K - $60.6K
|
1.13K
$259K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-270- 0.97% |
$54.2K - $60.6K
|
27.4K
$6.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-271- 9.73% |
$54.4K - $60.9K
|
2.51K
$574K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-271- 12.5% |
$54.4K - $60.9K
|
1.9K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-276- 9.61% |
$55.4K - $62K
|
2.6K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-278- 10.23% |
$55.8K - $62.4K
|
2.44K
$558K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-278- 0.48% |
$55.8K - $62.4K
|
57.9K
$13.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-280- 0.53% |
$56.2K - $62.9K
|
52.4K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-280- 7.33% |
$56.2K - $62.9K
|
3.54K
$809K
|
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-281- 1.51% |
$56.4K - $63.1K
|
18.4K
$4.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-283- 3.84% |
$56.8K - $63.6K
|
7.09K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-283- 12.36% |
$56.8K - $63.6K
|
2.01K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-284- 0.59% |
$57K - $63.8K
|
48.1K
$11M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-287- 6.46% |
$57.6K - $64.5K
|
4.16K
$950K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-287- 13.02% |
$57.6K - $64.5K
|
1.92K
$438K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-289- 56.01% |
$58.1K - $64.9K
|
227
$51.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-291- 8.44% |
$58.5K - $65.4K
|
3.16K
$722K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-297- 1.74% |
$59.7K - $66.7K
|
16.8K
$3.83M
|