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
|
Crestwood Advisors Group LLC
|
BUY
|
- |
601+ 4.01% |
$116K - $126K
|
15.6K
$3.51M
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
600+ 13.28% |
$116K - $126K
|
5.12K
$1.16M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
595+ 17.01% |
$115K - $125K
|
4.09K
$924K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
591+ 3.87% |
$114K - $124K
|
15.9K
$3.58M
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
580+ 12.95% |
$112K - $121K
|
5.06K
$1.14M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
574New |
$111K - $120K
|
574
$130K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
572+ 13.16% |
$110K - $120K
|
4.92K
$1.11M
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
571+ 4.52% |
$110K - $120K
|
13.2K
$2.98M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
569New |
$110K - $119K
|
569
$128K
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
568+ 17.42% |
$110K - $119K
|
3.83K
$864K
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
567+ 108.83% |
$109K - $119K
|
1.09K
$246K
|
|
Jul 25, 2024
Q2 2024
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
565+ 3.89% |
$109K - $118K
|
15.1K
$3.4M
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
557+ 0.77% |
$107K - $117K
|
73.2K
$16.5M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
555+ 1.76% |
$107K - $116K
|
32K
$7.23M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
554+ 4.74% |
$107K - $116K
|
12.2K
$2.76M
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
550+ 1.68% |
$106K - $115K
|
33.4K
$7.53M
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
549+ 0.75% |
$106K - $115K
|
74.2K
$16.7M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
546New |
$105K - $114K
|
546
$123K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
542+ 10.9% |
$105K - $114K
|
5.51K
$1.24M
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
535+ 16.93% |
$103K - $112K
|
3.7K
$834K
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
534+ 1.84% |
$103K - $112K
|
29.6K
$6.68M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
526+ 37.54% |
$101K - $110K
|
1.93K
$435K
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
525+ 2.45% |
$101K - $110K
|
22K
$4.96M
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
BUY
|
- |
514+ 3671.43% |
$99.1K - $108K
|
528
$119K
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
512+ 71.81% |
$98.7K - $107K
|
1.23K
$276K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
512+ 6.07% |
$98.7K - $107K
|
8.94K
$2.02M
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
509+ 2.7% |
$98.2K - $107K
|
19.3K
$4.36M
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
BUY
|
- |
507+ 1.76% |
$97.8K - $106K
|
29.4K
$6.62M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
505+ 2.46% |
$97.4K - $106K
|
21.1K
$4.75M
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
BUY
|
- |
500+ 29.31% |
$96.4K - $105K
|
2.21K
$498K
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500+ 29.71% |
$96.4K - $105K
|
2.18K
$493K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
492+ 5.68% |
$94.9K - $103K
|
9.15K
$2.07M
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
491+ 40.15% |
$94.7K - $103K
|
1.71K
$387K
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
489+ 0.73% |
$94.3K - $102K
|
67.6K
$15.3M
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
487+ 35.57% |
$93.9K - $102K
|
1.86K
$419K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
483+ 7.47% |
$93.1K - $101K
|
6.95K
$1.57M
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
483+ 25.54% |
$93.1K - $101K
|
2.37K
$536K
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
482+ 30.28% |
$92.9K - $101K
|
2.07K
$468K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
477+ 0.91% |
$92K - $99.9K
|
52.9K
$11.9M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
477+ 9.45% |
$92K - $99.9K
|
5.52K
$1.25M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
473+ 3.32% |
$91.2K - $99.1K
|
14.7K
$3.32M
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
469+ 2.54% |
$90.4K - $98.2K
|
18.9K
$4.27M
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
462+ 30.02% |
$89.1K - $96.8K
|
2K
$452K
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
460+ 4.72% |
$88.7K - $96.3K
|
10.2K
$2.3M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
456+ 13.13% |
$87.9K - $95.5K
|
3.93K
$887K
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
449+ 2.3% |
$86.6K - $94K
|
19.9K
$4.5M
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
445+ 19.66% |
$85.8K - $93.2K
|
2.71K
$611K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
444+ 9.14% |
$85.6K - $93K
|
5.3K
$1.2M
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
440+ 2.4% |
$84.8K - $92.2K
|
18.8K
$4.24M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
436+ 1.2% |
$84.1K - $91.3K
|
36.7K
$8.27M
|