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 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-985- 13.75% |
$198K - $221K
|
6.18K
$1.39M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1.01K- 4.5% |
$204K - $228K
|
21.5K
$4.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.02K- 10.69% |
$205K - $230K
|
8.54K
$1.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.07K- 8.34% |
$214K - $239K
|
11.7K
$2.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.07K- 3.52% |
$215K - $241K
|
29.4K
$6.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.08K- 21.17% |
$217K - $242K
|
4.02K
$905K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-1.09K- 40.55% |
$219K - $245K
|
1.6K
$360K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.11K- 2.7% |
$223K - $249K
|
39.9K
$9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.13K- 30.32% |
$226K - $253K
|
2.59K
$583K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.15K- 0.62% |
$230K - $258K
|
185K
$41.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-1.15K- 51.41% |
$231K - $259K
|
1.09K
$245K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.16K- 18.22% |
$232K - $260K
|
5.19K
$1.17M
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.17K- 33.69% |
$236K - $264K
|
2.31K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.18K- 8.81% |
$237K - $265K
|
12.2K
$2.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.19K- 17.8% |
$239K - $267K
|
5.5K
$1.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.2K- 3.21% |
$240K - $268K
|
36K
$8.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.2K- 39.41% |
$240K - $268K
|
1.84K
$414K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.2K- 4.3% |
$241K - $269K
|
26.7K
$6.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.21K- 1.06% |
$243K - $271K
|
113K
$25.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.21K- 4.66% |
$243K - $272K
|
24.7K
$5.58M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-1.24K- 2.71% |
$248K - $278K
|
44.3K
$9.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-1.25K- 6.27% |
$251K - $281K
|
18.7K
$4.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.25K- 1.44% |
$252K - $281K
|
85.5K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.27K- 0.2% |
$255K - $285K
|
621K
$140M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.28K- 1.78% |
$257K - $287K
|
70.6K
$15.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.29K- 2.02% |
$258K - $289K
|
62.4K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.3K- 42.45% |
$262K - $292K
|
1.77K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-1.31K- 5.43% |
$263K - $294K
|
22.8K
$5.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.31K- 5.92% |
$263K - $294K
|
20.8K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.34K- 19.65% |
$269K - $301K
|
5.48K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-1.36K- 44.58% |
$272K - $305K
|
1.69K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 10.98% |
$274K - $307K
|
11.1K
$2.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.39K- 10.83% |
$279K - $312K
|
11.5K
$2.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.4K- 27.7% |
$280K - $314K
|
3.64K
$821K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.4K- 0.67% |
$281K - $314K
|
208K
$46.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.41K- 3.65% |
$283K - $317K
|
37.3K
$8.4M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.41K- 7.19% |
$283K - $317K
|
18.2K
$4.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.42K- 5.15% |
$286K - $319K
|
26.2K
$5.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.42K- 3.2% |
$286K - $320K
|
43.1K
$9.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.45K- 3.29% |
$292K - $326K
|
42.7K
$9.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.48K- 0.29% |
$296K - $331K
|
509K
$115M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-1.48K- 6.84% |
$297K - $332K
|
20.2K
$4.55M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.49K- 11.27% |
$299K - $334K
|
11.7K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.49K- 4.39% |
$300K - $335K
|
32.5K
$7.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.51K- 1.98% |
$303K - $338K
|
74.5K
$16.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.51K- 59.08% |
$303K - $339K
|
1.05K
$236K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.57K- 2.6% |
$316K - $353K
|
59K
$13.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Marshall & Sullivan Inc
|
SELL
|
- |
-1.58K- 1.37% |
$318K - $356K
|
114K
$25.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.66K- 24.55% |
$332K - $372K
|
5.09K
$1.15M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.67K- 16.77% |
$336K - $376K
|
8.31K
$1.87M
|