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 07, 2024
Q2 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
145+ 6.46% |
$28K - $30.4K
|
2.39K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
145New |
$28K - $30.4K
|
145
$32.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
144+ 8.79% |
$27.8K - $30.2K
|
1.78K
$395K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
143+ 9.29% |
$27.6K - $29.9K
|
1.68K
$373K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
142+ 21.04% |
$27.4K - $29.7K
|
817
$181K
|
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
139+ 1.73% |
$26.8K - $29.1K
|
8.2K
$1.82M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
138+ 0.23% |
$26.6K - $28.9K
|
60.3K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
137+ 10.81% |
$26.4K - $28.7K
|
1.4K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
135+ 0.16% |
$26K - $28.3K
|
86.8K
$19.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
135+ 2.49% |
$26K - $28.3K
|
5.56K
$1.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
132+ 13.32% |
$25.5K - $27.6K
|
1.12K
$249K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
130+ 0.6% |
$25.1K - $27.2K
|
21.9K
$4.86M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
128+ 25.6% |
$24.7K - $26.8K
|
628
$139K
|
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
BUY
|
- |
125+ 3.57% |
$24.1K - $26.2K
|
3.63K
$804K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
125+ 625.0% |
$24.1K - $26.2K
|
145
$32.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
125+ 12.39% |
$24.1K - $26.2K
|
1.13K
$251K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
122+ 25.63% |
$23.5K - $25.6K
|
598
$133K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
122+ 0.27% |
$23.5K - $25.6K
|
45.3K
$10M
|
|
|
Jul 09, 2024
Q2 2024
|
Grassi Investment Management
|
BUY
|
- |
121+ 2.0% |
$23.3K - $25.3K
|
6.17K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
121+ 0.3% |
$23.3K - $25.3K
|
41K
$9.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
119+ 3.41% |
$22.9K - $24.9K
|
3.61K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
119+ 1.0% |
$22.9K - $24.9K
|
12.1K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
111+ 0.4% |
$21.4K - $23.2K
|
27.9K
$6.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110+ 1.58% |
$21.2K - $23K
|
7.07K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
108+ 8.28% |
$20.8K - $22.6K
|
1.41K
$313K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
107+ 0.97% |
$20.6K - $22.4K
|
11.2K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
107+ 0.16% |
$20.6K - $22.4K
|
65.7K
$14.6M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
105New |
$20.2K - $22K
|
105
$23.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
105+ 7.98% |
$20.2K - $22K
|
1.42K
$315K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
101+ 4.58% |
$19.5K - $21.2K
|
2.31K
$511K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
101+ 2.37% |
$19.5K - $21.2K
|
4.36K
$966K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
101+ 8.72% |
$19.5K - $21.2K
|
1.26K
$279K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
100+ 5.01% |
$19.3K - $20.9K
|
2.1K
$465K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
100New |
$19.3K - $20.9K
|
100
$22.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
100+ 6.45% |
$19.3K - $20.9K
|
1.65K
$366K
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
100+ 6.64% |
$19.3K - $20.9K
|
1.61K
$356K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
99+ 0.52% |
$19.1K - $20.7K
|
19.1K
$4.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
98+ 2.42% |
$18.9K - $20.5K
|
4.15K
$919K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
97+ 0.68% |
$18.7K - $20.3K
|
14.3K
$3.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
95+ 0.19% |
$18.3K - $19.9K
|
50.9K
$11.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
95+ 2.94% |
$18.3K - $19.9K
|
3.33K
$738K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
95+ 36.54% |
$18.3K - $19.9K
|
355
$78.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
95+ 0.76% |
$18.3K - $19.9K
|
12.6K
$2.78M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
92New |
$17.7K - $19.3K
|
92
$20.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
91+ 0.03% |
$17.5K - $19.1K
|
283K
$62.7M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
91+ 0.21% |
$17.5K - $19.1K
|
42.8K
$9.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
90+ 126.76% |
$17.4K - $18.8K
|
161
$35.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
89+ 2.6% |
$17.2K - $18.6K
|
3.51K
$779K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
85+ 0.26% |
$16.4K - $17.8K
|
33.3K
$7.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
84+ 0.45% |
$16.2K - $17.6K
|
18.6K
$4.13M
|