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 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
8.7K+ 291.95% |
$1.68M - $1.82M
|
11.7K
$2.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.68K+ 15.19% |
$1.67M - $1.82M
|
65.8K
$13.7M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
8.59K+ 4.1% |
$1.66M - $1.8M
|
218K
$45.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
8.54K+ 26.24% |
$1.65M - $1.79M
|
41.1K
$8.54M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
8.18K+ 8.78% |
$1.58M - $1.71M
|
101K
$21M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.85K+ 2.72% |
$1.51M - $1.64M
|
297K
$61.7M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.64K+ 12.9% |
$1.47M - $1.6M
|
66.9K
$13.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.51K+ 7.4% |
$1.45M - $1.57M
|
109K
$22.6M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.46K+ 11.31% |
$1.44M - $1.56M
|
73.3K
$15.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7.42K+ 3.88% |
$1.43M - $1.55M
|
199K
$41.3M
|
|
|
Jul 29, 2024
Q2 2024
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
7.3K+ 20.86% |
$1.41M - $1.53M
|
42.3K
$8.79M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.99K+ 5.7% |
$1.35M - $1.46M
|
130K
$26.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6.95K+ 361.38% |
$1.34M - $1.46M
|
8.88K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.63K+ 0.72% |
$1.28M - $1.39M
|
925K
$192M
|
|
|
Jul 16, 2024
Q2 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.62KNew |
$1.28M - $1.39M
|
6.62K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
6.6K+ 20.47% |
$1.27M - $1.38M
|
38.9K
$8.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6.56KNew |
$1.26M - $1.37M
|
6.56K
$1.36M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.47KNew |
$1.25M - $1.36M
|
6.47K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.41KNew |
$1.24M - $1.34M
|
6.41K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.21K+ 140.72% |
$1.2M - $1.3M
|
10.6K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
6.19K+ 9.65% |
$1.19M - $1.3M
|
70.4K
$14.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
6.1K+ 5.99% |
$1.18M - $1.28M
|
108K
$22.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.06KNew |
$1.17M - $1.27M
|
6.06K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.03KNew |
$1.16M - $1.26M
|
6.03K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
6KNew |
$1.16M - $1.26M
|
6K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.99K+ 5.33% |
$1.16M - $1.25M
|
118K
$24.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
5.94KNew |
$1.15M - $1.24M
|
5.94K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
5.9K+ 92.97% |
$1.14M - $1.24M
|
12.2K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.76K+ 10.45% |
$1.11M - $1.21M
|
60.8K
$12.6M
|
|
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
5.76K+ 10.45% |
$1.11M - $1.21M
|
60.8K
$12.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
5.73K+ 85.41% |
$1.1M - $1.2M
|
12.4K
$2.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
BUY
|
- |
5.66K+ 186.22% |
$1.09M - $1.19M
|
8.7K
$1.81M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
5.6KNew |
$1.08M - $1.17M
|
5.6K
$1.16M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
5.54K+ 31.45% |
$1.07M - $1.16M
|
23.2K
$4.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.54K+ 32.04% |
$1.07M - $1.16M
|
22.8K
$4.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.49K+ 31.2% |
$1.06M - $1.15M
|
23.1K
$4.79M
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
5.4K+ 166.12% |
$1.04M - $1.13M
|
8.66K
$1.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
5.38K+ 8.86% |
$1.04M - $1.13M
|
66K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.35K+ 140.95% |
$1.03M - $1.12M
|
9.14K
$1.9M
|
|
|
Aug 21, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
5.15KNew |
$993K - $1.08M
|
5.15K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5.11KNew |
$986K - $1.07M
|
5.11K
$1.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
5.04KNew |
$972K - $1.06M
|
5.04K
$1.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
5KNew |
$965K - $1.05M
|
5K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.9K+ 11.08% |
$945K - $1.03M
|
49.1K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
4.9K+ 4900.0% |
$945K - $1.03M
|
5K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
4.85K+ 96.19% |
$935K - $1.02M
|
9.89K
$2.05M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
4.82K+ 3.81% |
$930K - $1.01M
|
131K
$27.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
4.8K+ 360.26% |
$925K - $1M
|
6.13K
$1.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.79K+ 1.56% |
$923K - $1M
|
312K
$64.9M
|
|
|
Aug 27, 2024
Q2 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
4.75KNew |
$916K - $995K
|
4.75K
$986K
|