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 15, 2024
Q2 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
18+ 1.66% |
$3.47K - $3.77K
|
1.1K
$244K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
18New |
$3.47K - $3.77K
|
18
$3.99K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
18+ 0.27% |
$3.47K - $3.77K
|
6.69K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
18+ 0.78% |
$3.47K - $3.77K
|
2.33K
$517K
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
18+ 0.41% |
$3.47K - $3.77K
|
4.38K
$971K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
18+ 1.52% |
$3.47K - $3.77K
|
1.21K
$267K
|
|
|
Aug 15, 2024
Q2 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
18+ 1.84% |
$3.47K - $3.77K
|
998
$221K
|
|
|
Jul 23, 2024
Q2 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
17+ 0.74% |
$3.28K - $3.56K
|
2.31K
$512K
|
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
17+ 0.24% |
$3.28K - $3.56K
|
6.98K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
17+ 0.65% |
$3.28K - $3.56K
|
2.65K
$588K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
17+ 0.19% |
$3.28K - $3.56K
|
8.77K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17+ 0.06% |
$3.28K - $3.56K
|
26.8K
$5.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.31% |
$3.09K - $3.35K
|
5.1K
$1.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
15+ 1.34% |
$2.89K - $3.14K
|
1.14K
$252K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
15+ 0.49% |
$2.89K - $3.14K
|
3.05K
$676K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
15+ 0.07% |
$2.89K - $3.14K
|
22.9K
$5.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
15+ 0.21% |
$2.89K - $3.14K
|
7.22K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
15+ 0.75% |
$2.89K - $3.14K
|
2.01K
$446K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
15+ 0.39% |
$2.89K - $3.14K
|
3.9K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15+ 0.05% |
$2.89K - $3.14K
|
27.6K
$6.12M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
14+ 0.93% |
$2.7K - $2.93K
|
1.52K
$336K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
14+ 0.4% |
$2.7K - $2.93K
|
3.52K
$781K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
14New |
$2.7K - $2.93K
|
14
$3.11K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
14+ 1.14% |
$2.7K - $2.93K
|
1.24K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
14+ 0.28% |
$2.7K - $2.93K
|
5.05K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
13+ 0.78% |
$2.51K - $2.72K
|
1.68K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
13+ 0.26% |
$2.51K - $2.72K
|
5.01K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
13+ 0.23% |
$2.51K - $2.72K
|
5.57K
$1.24M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$2.51K - $2.72K
|
4.79K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.27% |
$2.51K - $2.72K
|
4.86K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.43% |
$2.51K - $2.72K
|
3.04K
$674K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
12+ 0.2% |
$2.31K - $2.51K
|
5.99K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.63% |
$2.31K - $2.51K
|
1.9K
$422K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.15% |
$2.31K - $2.51K
|
8.17K
$1.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Sja Financial Advisory, LLC
|
BUY
|
- |
12+ 0.27% |
$2.31K - $2.51K
|
4.4K
$976K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
12+ 0.6% |
$2.31K - $2.51K
|
2K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
12+ 0.88% |
$2.31K - $2.51K
|
1.37K
$304K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
11+ 0.64% |
$2.12K - $2.3K
|
1.72K
$381K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
11+ 0.02% |
$2.12K - $2.3K
|
58.2K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
11+ 0.3% |
$2.12K - $2.3K
|
3.62K
$804K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
BUY
|
- |
10+ 0.54% |
$1.93K - $2.09K
|
1.86K
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
9+ 0.04% |
$1.74K - $1.88K
|
21.7K
$4.82M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
9+ 1.45% |
$1.74K - $1.88K
|
631
$140K
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
9+ 0.88% |
$1.74K - $1.88K
|
1.04K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
9+ 0.22% |
$1.74K - $1.88K
|
4.09K
$907K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$1.54K - $1.68K
|
8
$1.78K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.25% |
$1.54K - $1.68K
|
3.23K
$717K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
7+ 0.26% |
$1.35K - $1.47K
|
2.75K
$610K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
7+ 0.64% |
$1.35K - $1.47K
|
1.1K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
7+ 0.02% |
$1.35K - $1.47K
|
31.9K
$7.08M
|