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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-691- 5.32% |
$133K - $145K
|
12.3K
$3.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-697- 1.63% |
$134K - $146K
|
42.1K
$10.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-700- 18.48% |
$135K - $147K
|
3.09K
$757K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-701- 64.19% |
$135K - $147K
|
391
$95.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-707- 39.32% |
$136K - $148K
|
1.09K
$267K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-710- 1.92% |
$137K - $149K
|
36.2K
$8.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-714- 8.28% |
$138K - $150K
|
7.91K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-721- 9.02% |
$139K - $151K
|
7.28K
$1.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-721- 16.17% |
$139K - $151K
|
3.74K
$916K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-726- 1.36% |
$140K - $152K
|
52.7K
$12.9M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-737- 1.53% |
$142K - $154K
|
47.4K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-743- 9.82% |
$143K - $156K
|
6.83K
$1.67M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-757- 1.58% |
$146K - $159K
|
47.2K
$11.6M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-760- 0.58% |
$147K - $159K
|
130K
$31.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-767- 0.39% |
$148K - $161K
|
195K
$47.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-769- 5.03% |
$148K - $161K
|
14.5K
$3.56M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-780- 1.8% |
$150K - $163K
|
42.6K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-781- 5.44% |
$151K - $164K
|
13.6K
$3.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-811- 22.35% |
$156K - $170K
|
2.82K
$691K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-812- 32.72% |
$157K - $170K
|
1.67K
$409K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-815- 9.02% |
$157K - $171K
|
8.22K
$2.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-818- 2.35% |
$158K - $171K
|
34K
$8.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-820- 7.26% |
$158K - $172K
|
10.5K
$2.57M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-823- 41.03% |
$159K - $172K
|
1.18K
$290K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-823- 42.51% |
$159K - $172K
|
1.11K
$273K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-831- 5.14% |
$160K - $174K
|
15.3K
$3.76M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-835- 31.46% |
$161K - $175K
|
1.82K
$446K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-844- 26.44% |
$163K - $177K
|
2.35K
$575K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-844- 6.15% |
$163K - $177K
|
12.9K
$3.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-847- 6.22% |
$163K - $177K
|
12.8K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-852- 9.41% |
$164K - $178K
|
8.2K
$2.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-856- 10.94% |
$165K - $179K
|
6.97K
$1.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-859- 1.69% |
$166K - $180K
|
50.1K
$12.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-859- 27.3% |
$166K - $180K
|
2.29K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-860- 31.75% |
$166K - $180K
|
1.85K
$453K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-881- 2.28% |
$170K - $185K
|
37.8K
$9.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-889- 1.09% |
$171K - $186K
|
80.4K
$19.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-904- 4.14% |
$174K - $189K
|
20.9K
$5.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-918- 0.43% |
$177K - $192K
|
214K
$52.5M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-924Closed |
$178K - $194K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-931- 12.79% |
$180K - $195K
|
6.35K
$1.56M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-933- 0.9% |
$180K - $195K
|
103K
$25.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-947- 57.32% |
$183K - $198K
|
705
$173K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-955- 54.48% |
$184K - $200K
|
798
$196K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-956- 13.12% |
$184K - $200K
|
6.33K
$1.55M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-957- 10.27% |
$185K - $200K
|
8.36K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-958- 16.57% |
$185K - $201K
|
4.83K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-966- 8.1% |
$186K - $202K
|
11K
$2.69M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-968- 1.1% |
$187K - $203K
|
86.8K
$21.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-972- 5.22% |
$187K - $204K
|
17.7K
$4.33M
|