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 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-115- 5.71% |
$22.2K - $24.1K
|
1.9K
$429K
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-115- 6.02% |
$22.2K - $24.1K
|
1.8K
$405K
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-120- 5.27% |
$23.1K - $25.1K
|
2.16K
$487K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-122- 0.21% |
$23.5K - $25.6K
|
59.3K
$13.4M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-122- 5.38% |
$23.5K - $25.6K
|
2.15K
$484K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-122- 3.09% |
$23.5K - $25.6K
|
3.82K
$862K
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-122- 0.46% |
$23.5K - $25.6K
|
26.3K
$5.93M
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-123- 3.98% |
$23.7K - $25.8K
|
2.97K
$670K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-123- 0.54% |
$23.7K - $25.8K
|
22.5K
$5.07M
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-124- 8.6% |
$23.9K - $26K
|
1.32K
$297K
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-125- 4.05% |
$24.1K - $26.2K
|
2.96K
$667K
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-125- 0.55% |
$24.1K - $26.2K
|
22.5K
$5.08M
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-126- 0.72% |
$24.3K - $26.4K
|
17.4K
$3.93M
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-126- 3.72% |
$24.3K - $26.4K
|
3.27K
$737K
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-127- 4.35% |
$24.5K - $26.6K
|
2.79K
$630K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-127- 0.6% |
$24.5K - $26.6K
|
21.1K
$4.76M
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-127- 2.31% |
$24.5K - $26.6K
|
5.36K
$1.21M
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-127- 4.23% |
$24.5K - $26.6K
|
2.88K
$649K
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-128- 4.59% |
$24.7K - $26.8K
|
2.66K
$600K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-129- 17.32% |
$24.9K - $27K
|
616
$139K
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-130- 4.8% |
$25.1K - $27.2K
|
2.58K
$582K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-130- 7.9% |
$25.1K - $27.2K
|
1.52K
$342K
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-131- 1.87% |
$25.3K - $27.4K
|
6.86K
$1.55M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-131- 57.21% |
$25.3K - $27.4K
|
98
$22.1K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-135- 3.34% |
$26K - $28.3K
|
3.91K
$882K
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-135- 2.99% |
$26K - $28.3K
|
4.37K
$987K
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-136- 7.55% |
$26.2K - $28.5K
|
1.67K
$376K
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-137- 1.06% |
$26.4K - $28.7K
|
12.8K
$2.89M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-138- 0.65% |
$26.6K - $28.9K
|
20.9K
$4.73M
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-139- 6.59% |
$26.8K - $29.1K
|
1.97K
$444K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-139- 12.24% |
$26.8K - $29.1K
|
997
$225K
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-140- 3.51% |
$27K - $29.3K
|
3.85K
$868K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.17% |
$27K - $29.3K
|
11.8K
$2.66M
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-141- 8.48% |
$27.2K - $29.5K
|
1.52K
$343K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-142- 1.22% |
$27.4K - $29.7K
|
11.5K
$2.58M
|
|
Jul 18, 2024
Q2 2024
|
Kessler Investment Group, LLC
|
SELL
|
- |
-144- 85.71% |
$27.8K - $30.2K
|
24
$5.42K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-146- 3.69% |
$28.2K - $30.6K
|
3.81K
$860K
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-148- 31.03% |
$28.5K - $31K
|
329
$74.2K
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-150- 2.13% |
$28.9K - $31.4K
|
6.91K
$1.56M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-150- 2.38% |
$28.9K - $31.4K
|
6.15K
$1.39M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-151- 14.77% |
$29.1K - $31.6K
|
871
$197K
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-151- 13.03% |
$29.1K - $31.6K
|
1.01K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-151- 0.52% |
$29.1K - $31.6K
|
29.1K
$6.56M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-153- 87.43% |
$29.5K - $32K
|
22
$4.96K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-161- 4.07% |
$31K - $33.7K
|
3.8K
$857K
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-162- 7.42% |
$31.2K - $33.9K
|
2.02K
$456K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-162- 2.36% |
$31.2K - $33.9K
|
6.69K
$1.51M
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-165- 2.51% |
$31.8K - $34.6K
|
6.4K
$1.44M
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-165- 3.25% |
$31.8K - $34.6K
|
4.92K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-166- 1.08% |
$32K - $34.8K
|
15.2K
$3.44M
|