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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
230+ 15.17% |
$44.4K - $48.2K
|
1.75K
$387K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
230+ 5.29% |
$44.4K - $48.2K
|
4.58K
$1.02M
|
|
|
Aug 20, 2024
Q2 2024
|
Next Capital Management LLC
|
BUY
|
- |
229+ 5.22% |
$44.2K - $48K
|
4.62K
$1.02M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
226+ 3.98% |
$43.6K - $47.3K
|
5.9K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
226+ 10.67% |
$43.6K - $47.3K
|
2.34K
$520K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
224+ 0.43% |
$43.2K - $46.9K
|
52.2K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
224+ 13.45% |
$43.2K - $46.9K
|
1.89K
$419K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
222+ 10.33% |
$42.8K - $46.5K
|
2.37K
$526K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
215+ 1.19% |
$41.5K - $45K
|
18.3K
$4.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
214New |
$41.3K - $44.8K
|
214
$47.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
210+ 12.43% |
$40.5K - $44K
|
1.9K
$422K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
208+ 5.76% |
$40.1K - $43.6K
|
3.82K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
205+ 0.17% |
$39.5K - $42.9K
|
118K
$26.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
202+ 3.55% |
$39K - $42.3K
|
5.9K
$1.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
202+ 1.44% |
$39K - $42.3K
|
14.2K
$3.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
201New |
$38.8K - $42.1K
|
201
$44.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
201+ 0.44% |
$38.8K - $42.1K
|
46K
$10.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 3.45% |
$38.6K - $41.9K
|
6K
$1.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
200+ 20.35% |
$38.6K - $41.9K
|
1.18K
$263K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
199+ 568.57% |
$38.4K - $41.7K
|
234
$51.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
197+ 10.8% |
$38K - $41.3K
|
2.02K
$449K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
196+ 56.0% |
$37.8K - $41.1K
|
546
$121K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
194+ 1.74% |
$37.4K - $40.6K
|
11.4K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
192+ 13.39% |
$37K - $40.2K
|
1.63K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
183+ 12.77% |
$35.3K - $38.3K
|
1.62K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
181New |
$34.9K - $37.9K
|
181
$40.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
181+ 11.92% |
$34.9K - $37.9K
|
1.7K
$377K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
179+ 3.04% |
$34.5K - $37.5K
|
6.06K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
177+ 1.01% |
$34.1K - $37.1K
|
17.6K
$3.91M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
176+ 4.67% |
$33.9K - $36.9K
|
3.94K
$875K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
174+ 3.38% |
$33.6K - $36.4K
|
5.32K
$1.18M
|
|
|
Jul 29, 2024
Q2 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
172+ 2.96% |
$33.2K - $36K
|
5.99K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
170+ 12.03% |
$32.8K - $35.6K
|
1.58K
$351K
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
167+ 4.46% |
$32.2K - $35K
|
3.91K
$869K
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
165+ 1.51% |
$31.8K - $34.6K
|
11.1K
$2.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
164+ 5.03% |
$31.6K - $34.3K
|
3.43K
$760K
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
162+ 1.03% |
$31.2K - $33.9K
|
16K
$3.54M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
161+ 7.25% |
$31K - $33.7K
|
2.38K
$529K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
161+ 9.53% |
$31K - $33.7K
|
1.85K
$411K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
159+ 1.57% |
$30.7K - $33.3K
|
10.3K
$2.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
155+ 3.81% |
$29.9K - $32.5K
|
4.22K
$937K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
155+ 7.49% |
$29.9K - $32.5K
|
2.22K
$494K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
154+ 0.14% |
$29.7K - $32.3K
|
108K
$24M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
153+ 1.42% |
$29.5K - $32K
|
10.9K
$2.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
150+ 11.71% |
$28.9K - $31.4K
|
1.43K
$318K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
150+ 15.05% |
$28.9K - $31.4K
|
1.15K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
146New |
$28.2K - $30.6K
|
146
$32.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
146+ 9.05% |
$28.2K - $30.6K
|
1.76K
$390K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
145+ 3.48% |
$28K - $30.4K
|
4.31K
$957K
|
|
|
Aug 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
145+ 6.46% |
$28K - $30.4K
|
2.39K
$531K
|