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
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-281- 14.18% |
$54.2K - $58.9K
|
1.7K
$377K
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-285- 5.19% |
$55K - $59.7K
|
5.21K
$1.16M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-288- 3.54% |
$55.5K - $60.3K
|
7.86K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-288- 4.02% |
$55.5K - $60.3K
|
6.89K
$1.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-290- 20.39% |
$55.9K - $60.7K
|
1.13K
$251K
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-295- 6.1% |
$56.9K - $61.8K
|
4.54K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-296- 4.69% |
$57.1K - $62K
|
6.02K
$1.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-297- 0.99% |
$57.3K - $62.2K
|
29.6K
$6.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-299- 36.69% |
$57.7K - $62.6K
|
516
$115K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300- 16.9% |
$57.9K - $62.8K
|
1.48K
$327K
|
|
|
Aug 06, 2024
Q2 2024
|
Harrington Investments, Inc
|
SELL
|
- |
-300- 15.71% |
$57.9K - $62.8K
|
1.61K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-300- 1.6% |
$57.9K - $62.8K
|
18.5K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-301- 8.97% |
$58K - $63K
|
3.06K
$678K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-310- 2.05% |
$59.8K - $64.9K
|
14.8K
$3.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-310- 3.22% |
$59.8K - $64.9K
|
9.31K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-310- 16.2% |
$59.8K - $64.9K
|
1.6K
$356K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-317- 7.68% |
$61.1K - $66.4K
|
3.81K
$846K
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-319- 9.23% |
$61.5K - $66.8K
|
3.14K
$696K
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-319- 2.2% |
$61.5K - $66.8K
|
14.2K
$3.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-320- 13.43% |
$61.7K - $67K
|
2.06K
$458K
|
|
|
Aug 14, 2024
Q2 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-320- 2.84% |
$61.7K - $67K
|
11K
$2.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-321- 1.49% |
$61.9K - $67.2K
|
21.3K
$4.72M
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-322- 24.05% |
$62.1K - $67.4K
|
1.02K
$226K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
SELL
|
- |
-327- 1.7% |
$63.1K - $68.5K
|
18.9K
$4.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-331- 10.36% |
$63.8K - $69.3K
|
2.87K
$636K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-336- 6.76% |
$64.8K - $70.4K
|
4.63K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-339- 16.14% |
$65.4K - $71K
|
1.76K
$391K
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
SELL
|
- |
-340- 23.38% |
$65.6K - $71.2K
|
1.11K
$247K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-341- 26.43% |
$65.8K - $71.4K
|
949
$211K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-345- 1.22% |
$66.5K - $72.3K
|
27.9K
$6.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-345- 20.81% |
$66.5K - $72.3K
|
1.31K
$291K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-350- 1.24% |
$67.5K - $73.3K
|
27.8K
$6.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-353- 7.14% |
$68.1K - $73.9K
|
4.59K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-353- 22.48% |
$68.1K - $73.9K
|
1.22K
$270K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-359- 1.56% |
$69.2K - $75.2K
|
22.7K
$5.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-359- 5.83% |
$69.2K - $75.2K
|
5.8K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-360- 41.71% |
$69.4K - $75.4K
|
503
$112K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-363- 4.6% |
$70K - $76K
|
7.53K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-366- 3.28% |
$70.6K - $76.7K
|
10.8K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-372- 17.28% |
$71.7K - $77.9K
|
1.78K
$395K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-374- 32.64% |
$72.1K - $78.3K
|
772
$171K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-374- 1.99% |
$72.1K - $78.3K
|
18.5K
$4.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-377- 0.89% |
$72.7K - $79K
|
41.8K
$9.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-382- 0.95% |
$73.7K - $80K
|
39.8K
$8.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-382- 2.24% |
$73.7K - $80K
|
16.6K
$3.69M
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-385- 0.86% |
$74.2K - $80.6K
|
44.5K
$9.87M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
SELL
|
- |
-385- 2.05% |
$74.2K - $80.6K
|
18.4K
$4.08M
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-385- 4.99% |
$74.2K - $80.6K
|
7.33K
$1.63M
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-388- 3.58% |
$74.8K - $81.3K
|
10.5K
$2.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-389- 8.04% |
$75K - $81.5K
|
4.45K
$988K
|