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 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.65K- 65.27% |
$733K - $820K
|
1.94K
$438K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.66K- 8.79% |
$735K - $822K
|
37.9K
$8.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-3.67K- 20.6% |
$738K - $825K
|
14.2K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.73K- 10.86% |
$749K - $838K
|
30.6K
$6.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.9K- 25.43% |
$783K - $875K
|
11.4K
$2.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.22K- 3.33% |
$848K - $948K
|
122K
$27.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.29K- 2.2% |
$861K - $963K
|
191K
$43M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.3K- 41.34% |
$864K - $966K
|
6.1K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.3K- 67.39% |
$864K - $966K
|
2.08K
$469K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.34K- 10.98% |
$872K - $975K
|
35.2K
$7.93M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.37K- 3.05% |
$877K - $981K
|
139K
$31.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-4.38K- 32.09% |
$880K - $984K
|
9.27K
$2.09M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.47K- 18.81% |
$897K - $1M
|
19.3K
$4.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-4.53K- 5.93% |
$909K - $1.02M
|
71.8K
$16.2M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.54K- 6.79% |
$912K - $1.02M
|
62.3K
$14.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.55K- 79.02% |
$915K - $1.02M
|
1.21K
$273K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-4.61K- 37.48% |
$927K - $1.04M
|
7.7K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.68K- 14.9% |
$939K - $1.05M
|
26.7K
$6.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-4.78K- 18.95% |
$960K - $1.07M
|
20.5K
$4.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-4.87K- 13.46% |
$979K - $1.09M
|
31.3K
$7.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-4.93K- 24.42% |
$989K - $1.11M
|
15.2K
$3.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.98K- 48.73% |
$1M - $1.12M
|
5.24K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.03K- 0.74% |
$1.01M - $1.13M
|
671K
$151M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.17K- 28.86% |
$1.04M - $1.16M
|
12.7K
$2.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-5.31K- 59.09% |
$1.07M - $1.19M
|
3.68K
$829K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.32K- 2.83% |
$1.07M - $1.2M
|
183K
$41.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.33K- 37.25% |
$1.07M - $1.2M
|
8.97K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-5.41K- 5.2% |
$1.09M - $1.22M
|
98.7K
$22.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-5.42K- 7.26% |
$1.09M - $1.22M
|
69.2K
$15.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-5.76K- 2.69% |
$1.16M - $1.29M
|
209K
$47M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-5.77K- 1.17% |
$1.16M - $1.29M
|
487K
$110M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.77K- 63.06% |
$1.16M - $1.3M
|
3.38K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-5.8K- 96.67% |
$1.17M - $1.3M
|
200
$45.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-6.01K- 78.55% |
$1.21M - $1.35M
|
1.64K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-6.12K- 12.38% |
$1.23M - $1.37M
|
43.3K
$9.75M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.26K- 5.36% |
$1.26M - $1.41M
|
111K
$24.9M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-6.42K- 2.84% |
$1.29M - $1.44M
|
219K
$49.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-6.49K- 18.77% |
$1.3M - $1.46M
|
28.1K
$6.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-6.5K- 73.18% |
$1.3M - $1.46M
|
2.38K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-6.85K- 83.9% |
$1.38M - $1.54M
|
1.31K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.91K- 24.39% |
$1.39M - $1.55M
|
21.4K
$4.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-6.95K- 66.74% |
$1.4M - $1.56M
|
3.46K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.96K- 0.82% |
$1.4M - $1.56M
|
846K
$191M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-7.01K- 41.53% |
$1.41M - $1.57M
|
9.87K
$2.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.16K- 2.69% |
$1.44M - $1.61M
|
259K
$58.3M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-7.46K- 52.67% |
$1.5M - $1.67M
|
6.7K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-7.69K- 16.71% |
$1.54M - $1.73M
|
38.3K
$8.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-7.93K- 1.69% |
$1.59M - $1.78M
|
461K
$104M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-8.03K- 15.96% |
$1.61M - $1.8M
|
42.3K
$9.53M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.26K- 0.26% |
$1.66M - $1.85M
|
3.13M
$706M
|