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
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.37% |
$193 - $209
|
268
$59.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1+ 0.77% |
$193 - $209
|
131
$29K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
1+ 0.04% |
$193 - $209
|
2.49K
$551K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1+ 0.08% |
$193 - $209
|
1.2K
$266K
|
|
|
Jul 24, 2024
Q2 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.03% |
$193 - $209
|
3.83K
$850K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.22% |
$193 - $209
|
450
$99.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
1+ 0.04% |
$193 - $209
|
2.3K
$510K
|
|
|
Jul 31, 2024
Q2 2024
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
BUY
|
- |
1+ 0.03% |
$193 - $209
|
3.91K
$866K
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
1+ 0.07% |
$193 - $209
|
1.41K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.01% |
$193 - $209
|
8.59K
$1.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.21% |
$193 - $209
|
484
$107K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1+ 0.01% |
$193 - $209
|
8.93K
$1.98M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 1.11% |
$193 - $209
|
91
$20.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$193 - $209
|
3.11K
$689K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$193 - $209
|
3.82K
$848K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.27% |
$193 - $209
|
375
$83.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1+ 0.15% |
$193 - $209
|
653
$145K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.03% |
$193 - $209
|
3.24K
$719K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1New |
$193 - $209
|
1
$222
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1+ 0.11% |
$193 - $209
|
912
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$193 - $209
|
4.38K
$970K
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.02% |
$193 - $209
|
4.13K
$915K
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.09% |
$193 - $209
|
1.09K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.33% |
$193 - $209
|
303
$67.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$193 - $209
|
6.23K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1+ 0.09% |
$193 - $209
|
1.12K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
1New |
$193 - $209
|
1
$222
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 4.0% |
$193 - $209
|
26
$5.76K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-1- 0.03% |
$193 - $209
|
3.26K
$722K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 14.29% |
$193 - $209
|
6
$1.33K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$193 - $209
|
4.05K
$899K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-1- 0.08% |
$193 - $209
|
1.18K
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1- 0.09% |
$193 - $209
|
1.11K
$247K
|
|
|
Aug 12, 2024
Q2 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-1- 0.03% |
$193 - $209
|
3.55K
$788K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2- 0.06% |
$386 - $419
|
3.61K
$800K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-2- 0.22% |
$386 - $419
|
919
$204K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-2- 0.1% |
$386 - $419
|
1.94K
$430K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2- 0.02% |
$386 - $419
|
8.54K
$1.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 0.16% |
$579 - $628
|
1.87K
$414K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-3- 0.13% |
$579 - $628
|
2.37K
$525K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
SELL
|
- |
-3- 0.12% |
$579 - $628
|
2.42K
$537K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-3- 0.16% |
$579 - $628
|
1.86K
$412K
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3- 0.44% |
$579 - $628
|
681
$151K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-4- 8.16% |
$771 - $838
|
45
$9.98K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-4- 0.03% |
$771 - $838
|
14.1K
$3.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Narwhal Capital Management
|
SELL
|
- |
-4- 0.14% |
$771 - $838
|
2.9K
$644K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-5- 0.34% |
$964 - $1.05K
|
1.48K
$327K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-5- 35.71% |
$964 - $1.05K
|
9
$2K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.19% |
$964 - $1.05K
|
2.67K
$591K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-5- 0.28% |
$964 - $1.05K
|
1.76K
$390K
|