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
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-66- 0.34% |
$12.7K - $13.8K
|
19.4K
$4.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Jackson Square Capital, LLC
|
SELL
|
- |
-67- 2.95% |
$12.9K - $14K
|
2.21K
$490K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-68- 2.85% |
$13.1K - $14.2K
|
2.32K
$515K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-71- 3.61% |
$13.7K - $14.9K
|
1.9K
$421K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-71- 18.11% |
$13.7K - $14.9K
|
321
$71.2K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-73- 4.19% |
$14.1K - $15.3K
|
1.67K
$371K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-75- 1.93% |
$14.5K - $15.7K
|
3.82K
$847K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-75- 0.41% |
$14.5K - $15.7K
|
18.2K
$4.03M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-75- 7.88% |
$14.5K - $15.7K
|
877
$195K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-75- 1.09% |
$14.5K - $15.7K
|
6.79K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-77- 0.15% |
$14.8K - $16.1K
|
51.3K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-77- 2.39% |
$14.8K - $16.1K
|
3.15K
$699K
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-79- 0.46% |
$15.2K - $16.5K
|
17.2K
$3.82M
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-80- 4.47% |
$15.4K - $16.8K
|
1.71K
$380K
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-80- 3.35% |
$15.4K - $16.8K
|
2.31K
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-80- 0.76% |
$15.4K - $16.8K
|
10.4K
$2.32M
|
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-80- 2.47% |
$15.4K - $16.8K
|
3.17K
$702K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-81- 2.18% |
$15.6K - $17K
|
3.64K
$807K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-82- 1.4% |
$15.8K - $17.2K
|
5.78K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-83- 2.44% |
$16K - $17.4K
|
3.32K
$737K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-85- 1.06% |
$16.4K - $17.8K
|
7.9K
$1.75M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-87- 2.07% |
$16.8K - $18.2K
|
4.12K
$915K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-87- 0.76% |
$16.8K - $18.2K
|
11.4K
$2.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-87- 4.95% |
$16.8K - $18.2K
|
1.67K
$371K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.37% |
$17K - $18.4K
|
23.6K
$5.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-88- 2.67% |
$17K - $18.4K
|
3.21K
$711K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-88- 4.9% |
$17K - $18.4K
|
1.71K
$379K
|
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-88- 3.44% |
$17K - $18.4K
|
2.47K
$548K
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-88- 3.66% |
$17K - $18.4K
|
2.32K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-89- 3.71% |
$17.2K - $18.6K
|
2.31K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-89- 1.58% |
$17.2K - $18.6K
|
5.55K
$1.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-90- 4.35% |
$17.4K - $18.8K
|
1.98K
$439K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-90- 3.51% |
$17.4K - $18.8K
|
2.48K
$549K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-90- 0.31% |
$17.4K - $18.8K
|
28.8K
$6.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-91- 5.24% |
$17.5K - $19.1K
|
1.65K
$366K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-91- 0.32% |
$17.5K - $19.1K
|
28.4K
$6.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-91- 0.99% |
$17.5K - $19.1K
|
9.08K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-91- 0.76% |
$17.5K - $19.1K
|
11.9K
$2.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-93- 4.11% |
$17.9K - $19.5K
|
2.17K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-93- 5.18% |
$17.9K - $19.5K
|
1.7K
$378K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-93- 7.27% |
$17.9K - $19.5K
|
1.19K
$263K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-93- 0.29% |
$17.9K - $19.5K
|
31.9K
$7.08M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-95- 0.73% |
$18.3K - $19.9K
|
12.9K
$2.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-96- 0.4% |
$18.5K - $20.1K
|
23.8K
$5.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-96- 3.22% |
$18.5K - $20.1K
|
2.89K
$641K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-97- 1.92% |
$18.7K - $20.3K
|
4.97K
$1.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-97- 1.65% |
$18.7K - $20.3K
|
5.77K
$1.28M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 2.85% |
$18.9K - $20.5K
|
3.35K
$742K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-98- 0.76% |
$18.9K - $20.5K
|
12.8K
$2.85M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-98- 3.41% |
$18.9K - $20.5K
|
2.78K
$616K
|