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 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
462+ 30.02% |
$89.1K - $96.8K
|
2K
$444K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
460+ 4.72% |
$88.7K - $96.3K
|
10.2K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
456+ 13.13% |
$87.9K - $95.5K
|
3.93K
$872K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
449+ 2.3% |
$86.6K - $94K
|
19.9K
$4.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
445+ 19.66% |
$85.8K - $93.2K
|
2.71K
$601K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
444+ 9.14% |
$85.6K - $93K
|
5.3K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
440+ 2.4% |
$84.8K - $92.2K
|
18.8K
$4.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
436+ 1.2% |
$84.1K - $91.3K
|
36.7K
$8.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Granite Investment Partners, LLC
|
BUY
|
- |
434+ 4340.0% |
$83.7K - $90.9K
|
444
$98.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
434+ 2.83% |
$83.7K - $90.9K
|
15.8K
$3.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
429+ 56.82% |
$82.7K - $89.8K
|
1.18K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
425+ 16.26% |
$82K - $89K
|
3.04K
$674K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
424+ 4.07% |
$81.8K - $88.8K
|
10.8K
$2.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
420+ 1.23% |
$81K - $88K
|
34.6K
$7.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
419+ 21.07% |
$80.8K - $87.8K
|
2.41K
$534K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
418+ 1.23% |
$80.6K - $87.5K
|
34.4K
$7.62M
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
417+ 24.59% |
$80.4K - $87.3K
|
2.11K
$469K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
415+ 20.52% |
$80K - $86.9K
|
2.44K
$541K
|
|
|
Aug 14, 2024
Q2 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
415+ 6.62% |
$80K - $86.9K
|
6.69K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
411+ 14.81% |
$79.3K - $86.1K
|
3.19K
$707K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
409+ 17.58% |
$78.9K - $85.7K
|
2.74K
$607K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
408+ 11.67% |
$78.7K - $85.5K
|
3.9K
$866K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
407+ 140.34% |
$78.5K - $85.2K
|
697
$155K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
406+ 11.24% |
$78.3K - $85K
|
4.02K
$892K
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
402+ 1.41% |
$77.5K - $84.2K
|
29K
$6.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
400+ 93.02% |
$77.1K - $83.8K
|
830
$184K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
396New |
$76.4K - $82.9K
|
396
$87.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
394+ 3.61% |
$76K - $82.5K
|
11.3K
$2.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
392+ 6.84% |
$75.6K - $82.1K
|
6.12K
$1.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
BUY
|
- |
384+ 30.48% |
$74.1K - $80.4K
|
1.64K
$365K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
381+ 25.02% |
$73.5K - $79.8K
|
1.9K
$423K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
378+ 22.24% |
$72.9K - $79.2K
|
2.08K
$461K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
369+ 1.25% |
$71.2K - $77.3K
|
29.8K
$6.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
369+ 1.35% |
$71.2K - $77.3K
|
27.7K
$6.14M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
368+ 36.47% |
$71K - $77.1K
|
1.38K
$306K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
366+ 5.22% |
$70.6K - $76.7K
|
7.37K
$1.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
366+ 1.5% |
$70.6K - $76.7K
|
24.8K
$5.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
366+ 29.9% |
$70.6K - $76.7K
|
1.59K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
359+ 60.44% |
$69.2K - $75.2K
|
953
$211K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
358+ 13.36% |
$69K - $75K
|
3.04K
$674K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
355+ 1.95% |
$68.5K - $74.4K
|
18.6K
$4.12M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
351+ 7.79% |
$67.7K - $73.5K
|
4.86K
$1.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
350New |
$67.5K - $73.3K
|
350
$77.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
346+ 1.39% |
$66.7K - $72.5K
|
25.2K
$5.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
340+ 9.59% |
$65.6K - $71.2K
|
3.88K
$862K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
339+ 23.24% |
$65.4K - $71K
|
1.8K
$399K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
330+ 8.64% |
$63.6K - $69.1K
|
4.15K
$921K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
330New |
$63.6K - $69.1K
|
330
$73.2K
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
329+ 11.18% |
$63.4K - $68.9K
|
3.27K
$726K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
326+ 24.64% |
$62.9K - $68.3K
|
1.65K
$366K
|