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
|
Nvwm, LLC
|
BUY
|
- |
326+ 4.94% |
$62.9K - $68.3K
|
6.93K
$1.54M
|
|
|
Aug 30, 2024
Q2 2024
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
321New |
$61.9K - $67.2K
|
321
$71.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
319+ 4.07% |
$61.5K - $66.8K
|
8.16K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
318+ 5.11% |
$61.3K - $66.6K
|
6.55K
$1.45M
|
|
|
Jul 09, 2024
Q2 2024
|
First Bank & Trust
|
BUY
|
- |
307+ 16.22% |
$59.2K - $64.3K
|
2.2K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
307+ 15.66% |
$59.2K - $64.3K
|
2.27K
$503K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
306+ 0.88% |
$59K - $64.1K
|
35.2K
$7.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
302+ 4.7% |
$58.2K - $63.3K
|
6.73K
$1.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
302+ 5.25% |
$58.2K - $63.3K
|
6.05K
$1.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
BUY
|
- |
300+ 1.32% |
$57.9K - $62.8K
|
23K
$5.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
300+ 17.8% |
$57.9K - $62.8K
|
1.99K
$441K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
300+ 8.88% |
$57.9K - $62.8K
|
3.68K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
300+ 5.48% |
$57.9K - $62.8K
|
5.77K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
298+ 7.34% |
$57.5K - $62.4K
|
4.36K
$968K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
296+ 174.12% |
$57.1K - $62K
|
466
$103K
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
292+ 2.61% |
$56.3K - $61.2K
|
11.5K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
292+ 4.7% |
$56.3K - $61.2K
|
6.5K
$1.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
291+ 6.47% |
$56.1K - $60.9K
|
4.79K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
290+ 11.94% |
$55.9K - $60.7K
|
2.72K
$603K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
285+ 57.58% |
$55K - $59.7K
|
780
$173K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
283+ 88.71% |
$54.6K - $59.3K
|
602
$134K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
278+ 1.2% |
$53.6K - $58.2K
|
23.5K
$5.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
275+ 13.41% |
$53K - $57.6K
|
2.33K
$516K
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
273+ 0.11% |
$52.6K - $57.2K
|
240K
$53.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
272+ 21.38% |
$52.5K - $57K
|
1.54K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
270+ 5.58% |
$52.1K - $56.5K
|
5.11K
$1.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
268+ 1.38% |
$51.7K - $56.1K
|
19.7K
$4.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
267+ 0.76% |
$51.5K - $55.9K
|
35.6K
$7.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
265+ 20.62% |
$51.1K - $55.5K
|
1.55K
$344K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
262+ 1.27% |
$50.5K - $54.9K
|
20.8K
$4.62M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
262+ 4.05% |
$50.5K - $54.9K
|
6.74K
$1.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
262+ 8.96% |
$50.5K - $54.9K
|
3.19K
$707K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
261+ 78.61% |
$50.3K - $54.7K
|
593
$132K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
261+ 12.75% |
$50.3K - $54.7K
|
2.31K
$512K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
261+ 6.09% |
$50.3K - $54.7K
|
4.54K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
258+ 59.86% |
$49.8K - $54K
|
689
$153K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
257New |
$49.6K - $53.8K
|
257
$57K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
256+ 3.61% |
$49.4K - $53.6K
|
7.35K
$1.63M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
254+ 2.68% |
$49K - $53.2K
|
9.73K
$2.16M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
252+ 1326.32% |
$48.6K - $52.8K
|
271
$60.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
250+ 0.79% |
$48.2K - $52.4K
|
31.8K
$7.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
246+ 0.34% |
$47.4K - $51.5K
|
73.5K
$16.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
243+ 92.75% |
$46.9K - $50.9K
|
505
$112K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
243+ 0.7% |
$46.9K - $50.9K
|
34.8K
$7.72M
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
BUY
|
- |
243+ 13.92% |
$46.9K - $50.9K
|
1.99K
$441K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
237+ 0.7% |
$45.7K - $49.6K
|
34.3K
$7.62M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
236+ 4.57% |
$45.5K - $49.4K
|
5.4K
$1.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
234+ 23.4% |
$45.1K - $49K
|
1.23K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
233+ 10.32% |
$44.9K - $48.8K
|
2.49K
$553K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
230+ 0.3% |
$44.4K - $48.2K
|
76.3K
$16.9M
|