Purchases and Sales Made in Q2 2024 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-21- 1.26% |
$4.05K - $4.4K
|
1.65K
$355K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-21- 0.5% |
$4.05K - $4.4K
|
4.16K
$892K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-21- 1.71% |
$4.05K - $4.4K
|
1.2K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-22- 0.02% |
$4.24K - $4.61K
|
98.8K
$21.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-23- 0.04% |
$4.44K - $4.82K
|
59.3K
$12.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-23- 1.06% |
$4.44K - $4.82K
|
2.15K
$461K
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-23- 1.1% |
$4.44K - $4.82K
|
2.08K
$446K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-24- 0.69% |
$4.63K - $5.03K
|
3.47K
$745K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-24- 5.78% |
$4.63K - $5.03K
|
391
$83.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-24- 3.45% |
$4.63K - $5.03K
|
671
$144K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-25- 0.38% |
$4.82K - $5.24K
|
6.57K
$1.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-25- 0.34% |
$4.82K - $5.24K
|
7.3K
$1.57M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-25- 0.79% |
$4.82K - $5.24K
|
3.14K
$674K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-25- 0.2% |
$4.82K - $5.24K
|
12.6K
$2.71M
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-25- 1.33% |
$4.82K - $5.24K
|
1.85K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-25- 0.3% |
$4.82K - $5.24K
|
8.37K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-25- 0.63% |
$4.82K - $5.24K
|
3.93K
$843K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-26- 0.37% |
$5.01K - $5.45K
|
7.07K
$1.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-26- 3.52% |
$5.01K - $5.45K
|
712
$153K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-26- 0.46% |
$5.01K - $5.45K
|
5.6K
$1.2M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-26- 1.63% |
$5.01K - $5.45K
|
1.57K
$337K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-28- 1.22% |
$5.4K - $5.86K
|
2.27K
$487K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-28- 0.9% |
$5.4K - $5.86K
|
3.09K
$662K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-29- 0.89% |
$5.59K - $6.07K
|
3.21K
$689K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-29- 0.77% |
$5.59K - $6.07K
|
3.73K
$801K
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-31- 0.1% |
$5.98K - $6.49K
|
31.7K
$6.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-32- 1.8% |
$6.17K - $6.7K
|
1.75K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-32- 1.01% |
$6.17K - $6.7K
|
3.14K
$673K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-32- 1.01% |
$6.17K - $6.7K
|
3.12K
$670K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-33- 0.53% |
$6.36K - $6.91K
|
6.23K
$1.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-33- 1.13% |
$6.36K - $6.91K
|
2.89K
$620K
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-33- 0.6% |
$6.36K - $6.91K
|
5.47K
$1.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-33- 0.2% |
$6.36K - $6.91K
|
16.8K
$3.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-34- 5.48% |
$6.56K - $7.12K
|
586
$126K
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-35- 1.17% |
$6.75K - $7.33K
|
2.97K
$637K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-36- 0.41% |
$6.94K - $7.54K
|
8.74K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-37- 2.29% |
$7.14K - $7.75K
|
1.58K
$339K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-37- 0.43% |
$7.14K - $7.75K
|
8.53K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-37- 6.89% |
$7.14K - $7.75K
|
500
$107K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-38- 0.3% |
$7.33K - $7.96K
|
12.8K
$2.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-38- 1.0% |
$7.33K - $7.96K
|
3.78K
$811K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-38- 0.21% |
$7.33K - $7.96K
|
17.7K
$3.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-39- 0.76% |
$7.52K - $8.17K
|
5.07K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-39- 1.36% |
$7.52K - $8.17K
|
2.83K
$606K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-40- 0.84% |
$7.71K - $8.38K
|
4.71K
$1.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-40- 18.96% |
$7.71K - $8.38K
|
171
$36.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-42- 0.55% |
$8.1K - $8.8K
|
7.58K
$1.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-42- 0.63% |
$8.1K - $8.8K
|
6.62K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-42- 0.27% |
$8.1K - $8.8K
|
15.2K
$3.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-43- 0.34% |
$8.29K - $9.01K
|
12.7K
$2.73M
|