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
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
8.14K+ 626.15% |
$1.64M - $1.83M
|
9.44K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
8.1K+ 1.87% |
$1.63M - $1.82M
|
442K
$97.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
7.92KNew |
$1.59M - $1.78M
|
7.92K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
7.84K+ 0.32% |
$1.58M - $1.76M
|
2.43M
$537M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
7.76KNew |
$1.56M - $1.74M
|
7.76K
$1.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
7.75K+ 12.37% |
$1.56M - $1.74M
|
70.4K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.72K+ 1.6% |
$1.55M - $1.73M
|
490K
$108M
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
BUY
|
- |
7.72K+ 280.97% |
$1.55M - $1.73M
|
10.5K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.62KNew |
$1.53M - $1.71M
|
7.62K
$1.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.49K+ 6.88% |
$1.5M - $1.68M
|
116K
$25.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7.48K+ 7.21% |
$1.5M - $1.68M
|
111K
$24.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Belmont Capital, LLC
|
BUY
|
- |
7.39K+ 6421.74% |
$1.48M - $1.66M
|
7.5K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
7.14K+ 312.88% |
$1.43M - $1.6M
|
9.42K
$2.08M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.1K+ 10.8% |
$1.43M - $1.6M
|
72.9K
$16.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.1K+ 30.28% |
$1.43M - $1.6M
|
30.6K
$6.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.1K+ 16.29% |
$1.43M - $1.59M
|
50.6K
$11.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
7.08K+ 55.31% |
$1.42M - $1.59M
|
19.9K
$4.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
7.04K+ 8.66% |
$1.41M - $1.58M
|
88.3K
$19.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7.03K+ 93.75% |
$1.41M - $1.58M
|
14.5K
$3.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6.93K+ 99.78% |
$1.39M - $1.56M
|
13.9K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
6.82KNew |
$1.37M - $1.53M
|
6.82K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
6.76K+ 47.74% |
$1.36M - $1.52M
|
20.9K
$4.62M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
6.74K+ 8.91% |
$1.35M - $1.51M
|
82.3K
$18.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
6.55K+ 5.02% |
$1.32M - $1.47M
|
137K
$30.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
6.38K+ 7.1% |
$1.28M - $1.43M
|
96.2K
$21.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
6.23K+ 121.91% |
$1.25M - $1.4M
|
11.3K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.19K+ 13.27% |
$1.24M - $1.39M
|
52.8K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
6.08KNew |
$1.22M - $1.37M
|
6.08K
$1.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
6.08K+ 16.78% |
$1.22M - $1.37M
|
42.3K
$9.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.05K+ 606.62% |
$1.21M - $1.36M
|
7.05K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5.98K+ 2.74% |
$1.2M - $1.34M
|
224K
$49.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
5.93KNew |
$1.19M - $1.33M
|
5.93K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.92K+ 106.21% |
$1.19M - $1.33M
|
11.5K
$2.54M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
5.9K+ 6.94% |
$1.18M - $1.32M
|
90.9K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.82K+ 34.06% |
$1.17M - $1.31M
|
22.9K
$5.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
5.77K+ 1.58% |
$1.16M - $1.3M
|
371K
$82M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
5.7K+ 226.19% |
$1.14M - $1.28M
|
8.22K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
5.61K+ 18.94% |
$1.13M - $1.26M
|
35.2K
$7.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.61K+ 232.89% |
$1.13M - $1.26M
|
8.02K
$1.77M
|
|
|
Nov 18, 2024
Q3 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
5.47K+ 13.91% |
$1.1M - $1.23M
|
44.8K
$9.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.35K+ 26.82% |
$1.07M - $1.2M
|
25.3K
$5.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.33K+ 58.28% |
$1.07M - $1.2M
|
14.5K
$3.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.31K+ 0.59% |
$1.07M - $1.19M
|
901K
$199M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.23K+ 49.22% |
$1.05M - $1.17M
|
15.9K
$3.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.22KNew |
$1.05M - $1.17M
|
5.22K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Birinyi Associates Inc
|
BUY
|
- |
5.19KNew |
$1.04M - $1.17M
|
5.19K
$1.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.18KNew |
$1.04M - $1.16M
|
5.18K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
5.08K+ 1.69% |
$1.02M - $1.14M
|
307K
$67.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
5.03KNew |
$1.01M - $1.13M
|
5.03K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.01KNew |
$1.01M - $1.13M
|
5.01K
$1.11M
|