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
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-98- 3.41% |
$18.9K - $20.5K
|
2.78K
$615K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-100- 3.63% |
$19.3K - $20.9K
|
2.65K
$588K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-101- 8.71% |
$19.5K - $21.2K
|
1.06K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-103- 6.54% |
$19.9K - $21.6K
|
1.47K
$326K
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-105- 2.07% |
$20.2K - $22K
|
4.97K
$1.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
SELL
|
- |
-105- 6.89% |
$20.2K - $22K
|
1.42K
$314K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-106- 0.38% |
$20.4K - $22.2K
|
27.7K
$6.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-106- 1.18% |
$20.4K - $22.2K
|
8.87K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-106- 9.42% |
$20.4K - $22.2K
|
1.02K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-109- 7.8% |
$21K - $22.8K
|
1.29K
$286K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-113- 10.57% |
$21.8K - $23.7K
|
956
$212K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-114- 0.8% |
$22K - $23.9K
|
14.1K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-114- 0.26% |
$22K - $23.9K
|
44.5K
$9.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-115- 2.52% |
$22.2K - $24.1K
|
4.44K
$985K
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-115- 5.71% |
$22.2K - $24.1K
|
1.9K
$421K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-115- 6.02% |
$22.2K - $24.1K
|
1.8K
$398K
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-120- 5.27% |
$23.1K - $25.1K
|
2.16K
$478K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-122- 0.21% |
$23.5K - $25.6K
|
59.3K
$13.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-122- 5.38% |
$23.5K - $25.6K
|
2.15K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-122- 3.09% |
$23.5K - $25.6K
|
3.82K
$847K
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-122- 0.46% |
$23.5K - $25.6K
|
26.3K
$5.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-123- 3.98% |
$23.7K - $25.8K
|
2.97K
$659K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-123- 0.54% |
$23.7K - $25.8K
|
22.5K
$4.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-124- 8.6% |
$23.9K - $26K
|
1.32K
$292K
|
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-125- 4.05% |
$24.1K - $26.2K
|
2.96K
$656K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-125- 0.55% |
$24.1K - $26.2K
|
22.5K
$5M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-126- 0.72% |
$24.3K - $26.4K
|
17.4K
$3.86M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-126- 3.72% |
$24.3K - $26.4K
|
3.27K
$724K
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-127- 4.35% |
$24.5K - $26.6K
|
2.79K
$619K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-127- 0.6% |
$24.5K - $26.6K
|
21.1K
$4.68M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-127- 2.31% |
$24.5K - $26.6K
|
5.36K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-127- 4.23% |
$24.5K - $26.6K
|
2.88K
$637K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-128- 4.59% |
$24.7K - $26.8K
|
2.66K
$590K
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-128- 0.34% |
$24.7K - $26.8K
|
37.4K
$8.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-129- 17.32% |
$24.9K - $27K
|
616
$137K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-130- 4.8% |
$25.1K - $27.2K
|
2.58K
$571K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-130- 7.9% |
$25.1K - $27.2K
|
1.52K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-131- 1.87% |
$25.3K - $27.4K
|
6.86K
$1.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-131- 57.21% |
$25.3K - $27.4K
|
98
$21.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-135- 3.34% |
$26K - $28.3K
|
3.91K
$867K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-135- 2.99% |
$26K - $28.3K
|
4.37K
$969K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-136- 7.55% |
$26.2K - $28.5K
|
1.67K
$369K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-137- 1.06% |
$26.4K - $28.7K
|
12.8K
$2.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-138- 0.65% |
$26.6K - $28.9K
|
20.9K
$4.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-139- 6.59% |
$26.8K - $29.1K
|
1.97K
$437K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-139- 12.24% |
$26.8K - $29.1K
|
997
$221K
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-140- 3.51% |
$27K - $29.3K
|
3.85K
$853K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.17% |
$27K - $29.3K
|
11.8K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-141- 8.48% |
$27.2K - $29.5K
|
1.52K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-142- 1.22% |
$27.4K - $29.7K
|
11.5K
$2.54M
|