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 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-5- 0.93% |
$964 - $1.05K
|
533
$118K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-6- 0.25% |
$1.16K - $1.26K
|
2.42K
$536K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-6- 0.51% |
$1.16K - $1.26K
|
1.17K
$260K
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-6- 0.1% |
$1.16K - $1.26K
|
6.07K
$1.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-6- 0.07% |
$1.16K - $1.26K
|
9.19K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-7- 0.62% |
$1.35K - $1.47K
|
1.13K
$250K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-7- 11.11% |
$1.35K - $1.47K
|
56
$12.4K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-8- 0.37% |
$1.54K - $1.68K
|
2.15K
$478K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-8- 0.11% |
$1.54K - $1.68K
|
6.95K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 1.94% |
$1.54K - $1.68K
|
405
$89.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8- 0.02% |
$1.54K - $1.68K
|
48.7K
$10.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-9- 0.29% |
$1.74K - $1.88K
|
3.13K
$695K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 2.73% |
$1.74K - $1.88K
|
321
$71.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10- 25.0% |
$1.93K - $2.09K
|
30
$6.66K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10- 25.0% |
$1.93K - $2.09K
|
30
$6.66K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-11- 0.58% |
$2.12K - $2.3K
|
1.87K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-11- 1.02% |
$2.12K - $2.3K
|
1.06K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.99% |
$2.31K - $2.51K
|
1.2K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-12- 0.15% |
$2.31K - $2.51K
|
8.09K
$1.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-13- 0.59% |
$2.51K - $2.72K
|
2.19K
$486K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-14- 0.1% |
$2.7K - $2.93K
|
13.7K
$3.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-14- 5.0% |
$2.7K - $2.93K
|
266
$59K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 2.76% |
$2.7K - $2.93K
|
494
$110K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-15- 3.57% |
$2.89K - $3.14K
|
405
$89.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-15- 0.81% |
$2.89K - $3.14K
|
1.85K
$409K
|
|
|
Aug 13, 2024
Q2 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-15- 1.33% |
$2.89K - $3.14K
|
1.11K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-16- 0.39% |
$3.09K - $3.35K
|
4.06K
$901K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-17- 0.58% |
$3.28K - $3.56K
|
2.9K
$644K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-17- 0.18% |
$3.28K - $3.56K
|
9.47K
$2.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17- 0.23% |
$3.28K - $3.56K
|
7.45K
$1.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-18- 0.49% |
$3.47K - $3.77K
|
3.65K
$811K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-19- 0.39% |
$3.66K - $3.98K
|
4.81K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-19- 0.24% |
$3.66K - $3.98K
|
7.83K
$1.74M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.84% |
$3.66K - $3.98K
|
2.24K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-19- 0.02% |
$3.66K - $3.98K
|
84.3K
$18.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-19- 0.76% |
$3.66K - $3.98K
|
2.48K
$549K
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-19- 0.5% |
$3.66K - $3.98K
|
3.78K
$839K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-20- 0.07% |
$3.86K - $4.19K
|
29.9K
$6.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$3.86K - $4.19K
|
3K
$665K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20- 0.75% |
$3.86K - $4.19K
|
2.63K
$585K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 0.81% |
$3.86K - $4.19K
|
2.46K
$547K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-20- 0.97% |
$3.86K - $4.19K
|
2.05K
$454K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-20- 0.46% |
$3.86K - $4.19K
|
4.29K
$951K
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-21- 2.11% |
$4.05K - $4.4K
|
973
$216K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-21- 1.26% |
$4.05K - $4.4K
|
1.65K
$367K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-21- 0.5% |
$4.05K - $4.4K
|
4.16K
$923K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-21- 1.71% |
$4.05K - $4.4K
|
1.2K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-22- 0.02% |
$4.24K - $4.61K
|
98.8K
$21.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-23- 0.04% |
$4.44K - $4.82K
|
59.3K
$13.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-23- 1.06% |
$4.44K - $4.82K
|
2.15K
$477K
|