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 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.65% |
$8.68K - $9.42K
|
6.87K
$1.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-45- 0.39% |
$8.68K - $9.42K
|
11.4K
$2.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-45- 9.02% |
$8.68K - $9.42K
|
454
$101K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-46- 4.85% |
$8.87K - $9.63K
|
903
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-46- 1.12% |
$8.87K - $9.63K
|
4.06K
$902K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
SELL
|
- |
-46- 0.99% |
$8.87K - $9.63K
|
4.59K
$1.02M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-47- 0.27% |
$9.06K - $9.84K
|
17.1K
$3.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-47- 0.34% |
$9.06K - $9.84K
|
13.6K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Wallace Hart LLC
Lexington, KY |
SELL
|
- |
-47- 41.59% |
$9.06K - $9.84K
|
66
$14.6K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-48- 1.25% |
$9.26K - $10.1K
|
3.79K
$841K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-48- 3.07% |
$9.26K - $10.1K
|
1.52K
$336K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-49- 21.03% |
$9.45K - $10.3K
|
184
$40.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-49- 0.65% |
$9.45K - $10.3K
|
7.54K
$1.67M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-49- 1.83% |
$9.45K - $10.3K
|
2.63K
$584K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-50- 6.98% |
$9.64K - $10.5K
|
666
$148K
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-50- 1.15% |
$9.64K - $10.5K
|
4.3K
$955K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-50- 2.22% |
$9.64K - $10.5K
|
2.21K
$489K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-50- 2.0% |
$9.64K - $10.5K
|
2.45K
$543K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-50- 16.23% |
$9.64K - $10.5K
|
258
$57.3K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 7.41% |
$9.64K - $10.5K
|
625
$139K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-51- 0.63% |
$9.83K - $10.7K
|
8.07K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-52- 1.85% |
$10K - $10.9K
|
2.75K
$611K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-52- 2.01% |
$10K - $10.9K
|
2.54K
$564K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-52- 1.57% |
$10K - $10.9K
|
3.27K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-52- 0.3% |
$10K - $10.9K
|
17.3K
$3.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-54- 0.7% |
$10.4K - $11.3K
|
7.68K
$1.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-54- 8.1% |
$10.4K - $11.3K
|
613
$136K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-54- 4.52% |
$10.4K - $11.3K
|
1.14K
$253K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55- 8.36% |
$10.6K - $11.5K
|
603
$134K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-55- 20.83% |
$10.6K - $11.5K
|
209
$46.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-55- 1.81% |
$10.6K - $11.5K
|
2.98K
$662K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-55- 1.36% |
$10.6K - $11.5K
|
3.99K
$886K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-56- 1.86% |
$10.8K - $11.7K
|
2.96K
$656K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-57- 39.31% |
$11K - $11.9K
|
88
$19.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-58- 1.65% |
$11.2K - $12.1K
|
3.45K
$765K
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-59- 1.01% |
$11.4K - $12.4K
|
5.81K
$1.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
SELL
|
- |
-60- 0.7% |
$11.6K - $12.6K
|
8.55K
$1.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-60- 0.87% |
$11.6K - $12.6K
|
6.83K
$1.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-60- 0.44% |
$11.6K - $12.6K
|
13.7K
$3.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-60- 0.63% |
$11.6K - $12.6K
|
9.41K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-61- 0.68% |
$11.8K - $12.8K
|
8.85K
$1.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-62- 11.11% |
$12K - $13K
|
496
$110K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-62- 2.81% |
$12K - $13K
|
2.14K
$476K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-63- 0.12% |
$12.1K - $13.2K
|
50.9K
$11.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-63- 0.17% |
$12.1K - $13.2K
|
36.6K
$8.12M
|
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-65- 0.03% |
$12.5K - $13.6K
|
202K
$44.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-65- 42.48% |
$12.5K - $13.6K
|
88
$19.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-65- 0.44% |
$12.5K - $13.6K
|
14.8K
$3.28M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-65- 16.25% |
$12.5K - $13.6K
|
335
$74.3K
|
|
|
Aug 19, 2024
Q2 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-65- 0.83% |
$12.5K - $13.6K
|
7.8K
$1.73M
|