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
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-79- 0.46% |
$15.2K - $16.5K
|
17.2K
$3.88M
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-80- 4.47% |
$15.4K - $16.8K
|
1.71K
$386K
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-80- 3.35% |
$15.4K - $16.8K
|
2.31K
$520K
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-80- 0.76% |
$15.4K - $16.8K
|
10.4K
$2.36M
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-80- 2.47% |
$15.4K - $16.8K
|
3.17K
$714K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-81- 2.18% |
$15.6K - $17K
|
3.64K
$820K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-82- 1.4% |
$15.8K - $17.2K
|
5.78K
$1.3M
|
|
Aug 12, 2024
Q2 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-83- 2.44% |
$16K - $17.4K
|
3.32K
$750K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-85- 1.06% |
$16.4K - $17.8K
|
7.9K
$1.78M
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-87- 2.07% |
$16.8K - $18.2K
|
4.12K
$931K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-87- 0.76% |
$16.8K - $18.2K
|
11.4K
$2.57M
|
|
Aug 13, 2024
Q2 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-87- 4.95% |
$16.8K - $18.2K
|
1.67K
$377K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-88- 0.37% |
$17K - $18.4K
|
23.6K
$5.33M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-88- 2.67% |
$17K - $18.4K
|
3.21K
$723K
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-88- 4.9% |
$17K - $18.4K
|
1.71K
$385K
|
|
Aug 02, 2024
Q2 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-88- 3.44% |
$17K - $18.4K
|
2.47K
$557K
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-89- 3.71% |
$17.2K - $18.6K
|
2.31K
$522K
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-89- 1.58% |
$17.2K - $18.6K
|
5.55K
$1.25M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-90- 4.35% |
$17.4K - $18.8K
|
1.98K
$447K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-90- 3.51% |
$17.4K - $18.8K
|
2.48K
$559K
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-90- 0.31% |
$17.4K - $18.8K
|
28.8K
$6.5M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-91- 5.24% |
$17.5K - $19.1K
|
1.65K
$372K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-91- 0.32% |
$17.5K - $19.1K
|
28.4K
$6.42M
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-91- 0.99% |
$17.5K - $19.1K
|
9.08K
$2.05M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-91- 0.76% |
$17.5K - $19.1K
|
11.9K
$2.68M
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-93- 4.11% |
$17.9K - $19.5K
|
2.17K
$489K
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-93- 5.18% |
$17.9K - $19.5K
|
1.7K
$385K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-93- 7.27% |
$17.9K - $19.5K
|
1.19K
$268K
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-93- 0.29% |
$17.9K - $19.5K
|
31.9K
$7.19M
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-95- 0.73% |
$18.3K - $19.9K
|
12.9K
$2.91M
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-96- 0.4% |
$18.5K - $20.1K
|
23.8K
$5.36M
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-96- 3.22% |
$18.5K - $20.1K
|
2.89K
$651K
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-97- 1.92% |
$18.7K - $20.3K
|
4.97K
$1.12M
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-97- 1.65% |
$18.7K - $20.3K
|
5.77K
$1.3M
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-98- 2.85% |
$18.9K - $20.5K
|
3.35K
$755K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-98- 0.76% |
$18.9K - $20.5K
|
12.8K
$2.89M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-98- 3.41% |
$18.9K - $20.5K
|
2.78K
$626K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-100- 3.63% |
$19.3K - $20.9K
|
2.65K
$598K
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-101- 8.71% |
$19.5K - $21.2K
|
1.06K
$239K
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-103- 6.54% |
$19.9K - $21.6K
|
1.47K
$332K
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-105- 2.07% |
$20.2K - $22K
|
4.97K
$1.12M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-105- 6.89% |
$20.2K - $22K
|
1.42K
$320K
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-106- 0.38% |
$20.4K - $22.2K
|
27.7K
$6.25M
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-106- 1.18% |
$20.4K - $22.2K
|
8.87K
$2M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-106- 9.42% |
$20.4K - $22.2K
|
1.02K
$230K
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-109- 7.8% |
$21K - $22.8K
|
1.29K
$291K
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-113- 10.57% |
$21.8K - $23.7K
|
956
$216K
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-114- 0.8% |
$22K - $23.9K
|
14.1K
$3.18M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-114- 0.26% |
$22K - $23.9K
|
44.5K
$10M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-115- 2.52% |
$22.2K - $24.1K
|
4.44K
$1M
|