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 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-146- 3.69% |
$28.2K - $30.6K
|
3.81K
$845K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-148- 31.03% |
$28.5K - $31K
|
329
$73K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-150- 2.13% |
$28.9K - $31.4K
|
6.91K
$1.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-150- 2.38% |
$28.9K - $31.4K
|
6.15K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-151- 14.77% |
$29.1K - $31.6K
|
871
$193K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-151- 13.03% |
$29.1K - $31.6K
|
1.01K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-151- 0.52% |
$29.1K - $31.6K
|
29.1K
$6.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-153- 87.43% |
$29.5K - $32K
|
22
$4.88K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-161- 4.07% |
$31K - $33.7K
|
3.8K
$843K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-162- 7.42% |
$31.2K - $33.9K
|
2.02K
$449K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-162- 2.36% |
$31.2K - $33.9K
|
6.69K
$1.48M
|
|
|
Jul 29, 2024
Q2 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-165- 2.51% |
$31.8K - $34.6K
|
6.4K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-165- 3.25% |
$31.8K - $34.6K
|
4.92K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-166- 1.08% |
$32K - $34.8K
|
15.2K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
SELL
|
- |
-166- 6.22% |
$32K - $34.8K
|
2.5K
$555K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
SELL
|
- |
-168- 2.68% |
$32.4K - $35.2K
|
6.11K
$1.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-169- 2.0% |
$32.6K - $35.4K
|
8.26K
$1.83M
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-170- 10.4% |
$32.8K - $35.6K
|
1.46K
$325K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-170- 0.18% |
$32.8K - $35.6K
|
94.1K
$20.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-171- 1.63% |
$33K - $35.8K
|
10.3K
$2.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-172- 0.28% |
$33.2K - $36K
|
61.5K
$13.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-175- 8.97% |
$33.7K - $36.7K
|
1.78K
$394K
|
|
|
Aug 13, 2024
Q2 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-175- 5.82% |
$33.7K - $36.7K
|
2.83K
$628K
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-177- 9.1% |
$34.1K - $37.1K
|
1.77K
$392K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-178- 1.62% |
$34.3K - $37.3K
|
10.8K
$2.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-179- 5.87% |
$34.5K - $37.5K
|
2.87K
$637K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-179- 6.01% |
$34.5K - $37.5K
|
2.8K
$621K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-186- 3.17% |
$35.9K - $39K
|
5.68K
$1.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-186- 1.16% |
$35.9K - $39K
|
15.8K
$3.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-188- 0.44% |
$36.3K - $39.4K
|
42.8K
$9.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-189- 0.49% |
$36.4K - $39.6K
|
38.4K
$8.52M
|
|
|
Aug 06, 2024
Q2 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-189- 2.5% |
$36.4K - $39.6K
|
7.36K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-190- 2.4% |
$36.6K - $39.8K
|
7.72K
$1.71M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-192- 46.38% |
$37K - $40.2K
|
222
$49.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-193- 1.1% |
$37.2K - $40.4K
|
17.4K
$3.86M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-195- 0.86% |
$37.6K - $40.8K
|
22.5K
$5M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-196- 0.7% |
$37.8K - $41.1K
|
27.9K
$6.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-197- 2.31% |
$38K - $41.3K
|
8.35K
$1.85M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-197- 0.32% |
$38K - $41.3K
|
61K
$13.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
SELL
|
- |
-200- 2.08% |
$38.6K - $41.9K
|
9.42K
$2.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-200- 15.02% |
$38.6K - $41.9K
|
1.13K
$251K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-200- 2.12% |
$38.6K - $41.9K
|
9.24K
$2.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 15.19% |
$38.6K - $41.9K
|
1.12K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-200- 80.32% |
$38.6K - $41.9K
|
49
$10.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-202- 1.7% |
$39K - $42.3K
|
11.7K
$2.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-202- 0.28% |
$39K - $42.3K
|
72.6K
$16.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-202- 0.77% |
$39K - $42.3K
|
26.1K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-202- 3.05% |
$39K - $42.3K
|
6.41K
$1.42M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-203- 5.05% |
$39.1K - $42.5K
|
3.82K
$848K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-204- 4.55% |
$39.3K - $42.7K
|
4.28K
$949K
|