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 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.78K+ 69.76% |
$559K - $625K
|
6.78K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
2.78KNew |
$559K - $625K
|
2.78K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
2.75K+ 9.94% |
$553K - $618K
|
30.4K
$6.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.75K+ 2.61% |
$553K - $618K
|
108K
$22M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.74K+ 15.87% |
$551K - $616K
|
20K
$4.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
2.74K+ 27.29% |
$550K - $615K
|
12.8K
$2.6M
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
2.74K+ 2.65% |
$549K - $614K
|
106K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.72K+ 25.08% |
$547K - $612K
|
13.6K
$2.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.69K+ 10.48% |
$540K - $604K
|
28.3K
$5.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.65K+ 76.32% |
$532K - $595K
|
6.12K
$1.25M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.65K+ 32.07% |
$532K - $595K
|
10.9K
$2.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Retiree Medical Trust
|
BUY
|
- |
2.65KNew |
$532K - $595K
|
2.65K
$539K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.62K+ 17.22% |
$527K - $589K
|
17.9K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.62K+ 2.22% |
$527K - $589K
|
121K
$24.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
2.61KNew |
$524K - $586K
|
2.61K
$532K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
2.6K+ 7.11% |
$522K - $583K
|
39.1K
$7.97M
|
|
|
Oct 04, 2024
Q3 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.59K+ 5.5% |
$520K - $582K
|
49.7K
$10.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
2.58K+ 113.78% |
$519K - $580K
|
4.86K
$989K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.56K+ 466.3% |
$514K - $575K
|
3.11K
$634K
|
|
|
Oct 22, 2024
Q3 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.56K+ 63.95% |
$514K - $575K
|
6.56K
$1.34M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.55K+ 15.73% |
$513K - $573K
|
18.8K
$3.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
2.54KNew |
$510K - $570K
|
2.54K
$517K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.49K+ 21.08% |
$500K - $559K
|
14.3K
$2.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.47KNew |
$495K - $554K
|
2.47K
$502K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.43K+ 29.54% |
$489K - $546K
|
10.7K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.43K+ 11.5% |
$488K - $546K
|
23.5K
$4.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.42KNew |
$487K - $544K
|
2.42K
$494K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Trust Walden Corp
|
BUY
|
- |
2.39K+ 60.58% |
$479K - $536K
|
6.32K
$1.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.37KNew |
$475K - $531K
|
2.37K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.34K+ 74.16% |
$469K - $525K
|
5.49K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.32KNew |
$466K - $521K
|
2.32K
$473K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
2.32K+ 9.17% |
$465K - $520K
|
27.6K
$5.61M
|
|
|
Oct 18, 2024
Q3 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.29K+ 3.81% |
$459K - $514K
|
62.3K
$12.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.26K+ 3.9% |
$454K - $508K
|
60.2K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.25K+ 3.62% |
$452K - $506K
|
64.4K
$13.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 27.29% |
$451K - $504K
|
10.5K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.23K+ 42.02% |
$449K - $502K
|
7.55K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.23K+ 11.35% |
$448K - $501K
|
21.9K
$4.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.2K+ 7.13% |
$442K - $494K
|
33.1K
$6.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.17KNew |
$435K - $486K
|
2.17K
$441K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.16K+ 33.61% |
$434K - $485K
|
8.59K
$1.75M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.15K+ 76.91% |
$432K - $483K
|
4.95K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
2.14K+ 30.96% |
$431K - $482K
|
9.07K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.12KNew |
$426K - $476K
|
2.12K
$432K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2.09KNew |
$420K - $470K
|
2.09K
$426K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.06K+ 3.38% |
$414K - $463K
|
63.1K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.05K+ 20.21% |
$412K - $461K
|
12.2K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.04K+ 109.86% |
$410K - $458K
|
3.9K
$794K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
2.04K+ 751.29% |
$409K - $457K
|
2.31K
$470K
|
|
|
Nov 13, 2024
Q3 2024
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$402K - $449K
|
2K
$408K
|