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 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.77K- 17.93% |
$920K - $999K
|
21.8K
$4.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.9K- 74.49% |
$945K - $1.03M
|
1.68K
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.91K- 35.71% |
$947K - $1.03M
|
8.84K
$1.85M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.92K- 12.64% |
$948K - $1.03M
|
34K
$7.11M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4.93K- 97.26% |
$950K - $1.03M
|
139
$29.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.09K- 14.33% |
$982K - $1.07M
|
30.5K
$6.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.12K- 2.22% |
$988K - $1.07M
|
226K
$47.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.18K- 17.98% |
$998K - $1.08M
|
23.6K
$4.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-5.2K- 27.09% |
$1M - $1.09M
|
14K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.33K- 40.26% |
$1.03M - $1.12M
|
7.91K
$1.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.39K- 4.96% |
$1.04M - $1.13M
|
103K
$21.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-5.42K- 53.09% |
$1.04M - $1.13M
|
4.79K
$1M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.55K- 11.77% |
$1.07M - $1.16M
|
41.6K
$8.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-5.99K- 14.34% |
$1.15M - $1.25M
|
35.8K
$7.48M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6.19K- 13.35% |
$1.19M - $1.3M
|
40.2K
$8.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.24K- 9.57% |
$1.2M - $1.31M
|
58.9K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.27K- 78.18% |
$1.21M - $1.31M
|
1.75K
$366K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.35K- 7.38% |
$1.23M - $1.33M
|
79.8K
$16.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-6.37K- 5.36% |
$1.23M - $1.33M
|
112K
$23.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-6.4K- 79.98% |
$1.23M - $1.34M
|
1.6K
$335K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.73K- 86.5% |
$1.3M - $1.41M
|
1.05K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-6.78K- 25.35% |
$1.31M - $1.42M
|
19.9K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-6.8K- 65.89% |
$1.31M - $1.42M
|
3.52K
$737K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-7.04K- 7.26% |
$1.36M - $1.47M
|
89.8K
$18.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.04K- 26.27% |
$1.36M - $1.47M
|
19.8K
$4.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-7.32K- 53.14% |
$1.41M - $1.53M
|
6.45K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-7.52K- 76.71% |
$1.45M - $1.57M
|
2.28K
$477K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-7.73K- 7.79% |
$1.49M - $1.62M
|
91.5K
$19.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.74K- 78.86% |
$1.49M - $1.62M
|
2.07K
$434K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-8.27K- 27.18% |
$1.59M - $1.73M
|
22.1K
$4.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
SELL
|
- |
-8.27K- 4.97% |
$1.6M - $1.73M
|
158K
$33.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-8.48K- 15.4% |
$1.64M - $1.78M
|
46.6K
$9.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.52K- 1.7% |
$1.64M - $1.79M
|
493K
$103M
|
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-8.72K- 80.49% |
$1.68M - $1.83M
|
2.11K
$442K
|
|
|
Jul 16, 2024
Q2 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-9.02K- 40.9% |
$1.74M - $1.89M
|
13K
$2.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-9.08K- 62.93% |
$1.75M - $1.9M
|
5.35K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-9.09K- 1.44% |
$1.75M - $1.9M
|
622K
$130M
|
|
|
Jul 22, 2024
Q2 2024
|
Veracity Capital LLC
|
SELL
|
- |
-9.31K- 54.39% |
$1.79M - $1.95M
|
7.81K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-9.32K- 47.99% |
$1.8M - $1.95M
|
10.1K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
University Of Illinois Foundation
Champaign, IL |
SELL
|
- |
-9.4K- 3.34% |
$1.81M - $1.97M
|
272K
$57M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.53K- 1.35% |
$1.84M - $2M
|
697K
$146M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-9.63K- 59.28% |
$1.86M - $2.02M
|
6.61K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-9.82K- 1.16% |
$1.89M - $2.06M
|
837K
$175M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.86K- 87.18% |
$1.9M - $2.07M
|
1.45K
$303K
|
|
|
May 29, 2025
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-10.3K- 81.67% |
$1.99M - $2.17M
|
2.32K
$486K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.6K- 2.21% |
$2.04M - $2.22M
|
469K
$98.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 27.51% |
$2.09M - $2.27M
|
28.6K
$5.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-10.9K- 52.85% |
$2.1M - $2.28M
|
9.7K
$2.03M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11.2K- 49.78% |
$2.17M - $2.35M
|
11.3K
$2.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11.4K- 28.43% |
$2.2M - $2.39M
|
28.7K
$6.01M
|