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 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
80+ 0.63% |
$15.4K - $16.8K
|
12.7K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
80+ 45.2% |
$15.4K - $16.8K
|
257
$57K
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
79+ 1.16% |
$15.2K - $16.5K
|
6.91K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
77+ 0.21% |
$14.8K - $16.1K
|
36.9K
$8.18M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
75+ 0.22% |
$14.5K - $15.7K
|
34.5K
$7.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
75+ 1.14% |
$14.5K - $15.7K
|
6.65K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
75New |
$14.5K - $15.7K
|
75
$16.6K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
74+ 2.07% |
$14.3K - $15.5K
|
3.65K
$810K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
74+ 74.0% |
$14.3K - $15.5K
|
174
$38.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
73+ 3.16% |
$14.1K - $15.3K
|
2.38K
$529K
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
BUY
|
- |
73+ 173.81% |
$14.1K - $15.3K
|
115
$25.5K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
71+ 5.2% |
$13.7K - $14.9K
|
1.44K
$319K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
71+ 0.23% |
$13.7K - $14.9K
|
30.4K
$6.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
70+ 5.98% |
$13.5K - $14.7K
|
1.24K
$275K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
70+ 1.19% |
$13.5K - $14.7K
|
5.96K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
70+ 2.07% |
$13.5K - $14.7K
|
3.45K
$765K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
70New |
$13.5K - $14.7K
|
70
$15.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
68+ 2.14% |
$13.1K - $14.2K
|
3.25K
$720K
|
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
66+ 2.81% |
$12.7K - $13.8K
|
2.41K
$535K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
66+ 0.23% |
$12.7K - $13.8K
|
28.6K
$6.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
65+ 13.43% |
$12.5K - $13.6K
|
549
$122K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
64+ 1.49% |
$12.3K - $13.4K
|
4.36K
$967K
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
62+ 2.3% |
$12K - $13K
|
2.76K
$612K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
62+ 3.13% |
$12K - $13K
|
2.04K
$453K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
62New |
$12K - $13K
|
62
$13.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
60+ 1.75% |
$11.6K - $12.6K
|
3.49K
$773K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
60+ 6.05% |
$11.6K - $12.6K
|
1.05K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
59+ 4.28% |
$11.4K - $12.4K
|
1.44K
$319K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
55+ 0.52% |
$10.6K - $11.5K
|
10.6K
$2.35M
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
55+ 1.32% |
$10.6K - $11.5K
|
4.22K
$935K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
55+ 5.14% |
$10.6K - $11.5K
|
1.13K
$250K
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
55New |
$10.6K - $11.5K
|
55
$12.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
55+ 0.28% |
$10.6K - $11.5K
|
19.5K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
55+ 2.54% |
$10.6K - $11.5K
|
2.22K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54+ 20.0% |
$10.4K - $11.3K
|
324
$71.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
54+ 15.61% |
$10.4K - $11.3K
|
400
$88.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52+ 0.76% |
$10K - $10.9K
|
6.91K
$1.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
51+ 1.59% |
$9.83K - $10.7K
|
3.25K
$721K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
50+ 3.34% |
$9.64K - $10.5K
|
1.55K
$343K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
BUY
|
- |
50+ 0.06% |
$9.64K - $10.5K
|
77.9K
$17.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
50+ 3.11% |
$9.64K - $10.5K
|
1.66K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
BUY
|
- |
50+ 1.82% |
$9.64K - $10.5K
|
2.79K
$619K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
49+ 34.27% |
$9.45K - $10.3K
|
192
$42.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
48+ 0.53% |
$9.26K - $10.1K
|
9.19K
$2.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
48+ 3.15% |
$9.26K - $10.1K
|
1.57K
$349K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
47+ 0.38% |
$9.06K - $9.84K
|
12.3K
$2.74M
|
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
47+ 2.64% |
$9.06K - $9.84K
|
1.83K
$406K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
46+ 0.26% |
$8.87K - $9.63K
|
18.1K
$4.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
46+ 3.63% |
$8.87K - $9.63K
|
1.31K
$292K
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
45+ 0.61% |
$8.68K - $9.42K
|
7.44K
$1.65M
|