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 15, 2024
Q2 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
45+ 0.97% |
$8.68K - $9.42K
|
4.69K
$1.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
44+ 3.24% |
$8.48K - $9.22K
|
1.4K
$311K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
43+ 1.48% |
$8.29K - $9.01K
|
2.94K
$653K
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
43+ 2.06% |
$8.29K - $9.01K
|
2.13K
$472K
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
43+ 15.64% |
$8.29K - $9.01K
|
318
$70.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Tfo Tdc, LLC
|
BUY
|
- |
43+ 0.27% |
$8.29K - $9.01K
|
16.2K
$3.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
42+ 0.8% |
$8.1K - $8.8K
|
5.29K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
41+ 0.28% |
$7.91K - $8.59K
|
14.6K
$3.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
41+ 0.65% |
$7.91K - $8.59K
|
6.39K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
41+ 0.28% |
$7.91K - $8.59K
|
14.8K
$3.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
41New |
$7.91K - $8.59K
|
41
$9.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
40+ 0.15% |
$7.71K - $8.38K
|
26.7K
$5.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
40+ 1.31% |
$7.71K - $8.38K
|
3.09K
$687K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
39+ 0.4% |
$7.52K - $8.17K
|
9.78K
$2.17M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
38+ 0.26% |
$7.33K - $7.96K
|
14.9K
$3.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
37+ 1.48% |
$7.14K - $7.75K
|
2.54K
$564K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.53% |
$6.94K - $7.54K
|
6.85K
$1.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
36+ 0.28% |
$6.94K - $7.54K
|
13K
$2.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
36+ 1.95% |
$6.94K - $7.54K
|
1.88K
$417K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
36+ 2.2% |
$6.94K - $7.54K
|
1.67K
$371K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
35+ 1.78% |
$6.75K - $7.33K
|
2.01K
$445K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
35New |
$6.75K - $7.33K
|
35
$7.77K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
35+ 2.57% |
$6.75K - $7.33K
|
1.4K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
35+ 2.44% |
$6.75K - $7.33K
|
1.47K
$326K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
34+ 0.26% |
$6.56K - $7.12K
|
13.2K
$2.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
34+ 0.75% |
$6.56K - $7.12K
|
4.59K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
33+ 3.14% |
$6.36K - $6.91K
|
1.08K
$241K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
33+ 0.78% |
$6.36K - $6.91K
|
4.28K
$951K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
32New |
$6.17K - $6.7K
|
32
$7.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
32+ 26.45% |
$6.17K - $6.7K
|
153
$34K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
32+ 0.27% |
$6.17K - $6.7K
|
11.9K
$2.65M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
32+ 0.14% |
$6.17K - $6.7K
|
22.2K
$4.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
32+ 290.91% |
$6.17K - $6.7K
|
43
$9.54K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
30+ 0.14% |
$5.79K - $6.28K
|
21.4K
$4.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.12% |
$5.79K - $6.28K
|
24.3K
$5.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
29+ 0.16% |
$5.59K - $6.07K
|
18K
$4M
|
|
|
Aug 01, 2024
Q2 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
29+ 4.55% |
$5.59K - $6.07K
|
667
$148K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
28+ 2.2% |
$5.4K - $5.86K
|
1.3K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
28New |
$5.4K - $5.86K
|
28
$6.21K
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.07% |
$5.21K - $5.65K
|
39.5K
$8.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
25+ 2.45% |
$4.82K - $5.24K
|
1.05K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
25+ 0.6% |
$4.82K - $5.24K
|
4.21K
$933K
|
|
|
Jul 25, 2024
Q2 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
25+ 0.45% |
$4.82K - $5.24K
|
5.55K
$1.23M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24+ 0.28% |
$4.63K - $5.03K
|
8.48K
$1.88M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
23+ 0.89% |
$4.44K - $4.82K
|
2.62K
$581K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
22+ 0.24% |
$4.24K - $4.61K
|
9.1K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
21+ 1.28% |
$4.05K - $4.4K
|
1.66K
$367K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 0.35% |
$3.86K - $4.19K
|
5.78K
$1.28M
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 0.35% |
$3.86K - $4.19K
|
5.78K
$1.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
19+ 0.26% |
$3.66K - $3.98K
|
7.42K
$1.65M
|