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 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-392- 8.02% |
$75.6K - $82.1K
|
4.49K
$997K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-393- 28.13% |
$75.8K - $82.3K
|
1K
$223K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-398- 0.59% |
$76.8K - $83.4K
|
67.5K
$15M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-404- 5.44% |
$77.9K - $84.6K
|
7.02K
$1.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-408- 33.58% |
$78.7K - $85.5K
|
807
$179K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-408- 12.28% |
$78.7K - $85.5K
|
2.92K
$647K
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-410- 1.85% |
$79.1K - $85.9K
|
21.7K
$4.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-416- 2.44% |
$80.2K - $87.1K
|
16.6K
$3.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-426- 2.4% |
$82.1K - $89.2K
|
17.4K
$3.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-429- 56.37% |
$82.7K - $89.8K
|
332
$73.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-432- 1.14% |
$83.3K - $90.5K
|
37.4K
$8.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-437- 0.6% |
$84.3K - $91.5K
|
71.9K
$16M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-438- 21.62% |
$84.5K - $91.7K
|
1.59K
$352K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-441- 1.65% |
$85K - $92.4K
|
26.3K
$5.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-441- 1.61% |
$85K - $92.4K
|
26.9K
$5.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-447- 66.52% |
$86.2K - $93.6K
|
225
$49.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-450- 1.44% |
$86.8K - $94.2K
|
30.9K
$6.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-452- 7.31% |
$87.2K - $94.7K
|
5.73K
$1.27M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-453- 1.44% |
$87.4K - $94.9K
|
31K
$6.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-461- 3.59% |
$88.9K - $96.6K
|
12.4K
$2.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-461- 3.32% |
$88.9K - $96.6K
|
13.4K
$2.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-463- 14.0% |
$89.3K - $97K
|
2.84K
$631K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-468- 3.78% |
$90.2K - $98K
|
11.9K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-474- 25.01% |
$91.4K - $99.3K
|
1.42K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-479- 38.2% |
$92.4K - $100K
|
775
$172K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-482- 3.47% |
$92.9K - $101K
|
13.4K
$2.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-487- 21.57% |
$93.9K - $102K
|
1.77K
$393K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-489- 18.27% |
$94.3K - $102K
|
2.19K
$485K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-489- 8.12% |
$94.3K - $102K
|
5.54K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-494- 16.18% |
$95.3K - $103K
|
2.56K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-496- 15.84% |
$95.6K - $104K
|
2.64K
$585K
|
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-501- 8.86% |
$96.6K - $105K
|
5.16K
$1.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-504- 1.44% |
$97.2K - $106K
|
34.5K
$7.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-507- 16.71% |
$97.8K - $106K
|
2.53K
$561K
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-510- 2.24% |
$98.3K - $107K
|
22.2K
$4.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-516- 1.39% |
$99.5K - $108K
|
36.5K
$8.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-517- 3.0% |
$99.7K - $108K
|
16.7K
$3.71M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-518- 5.09% |
$99.9K - $108K
|
9.67K
$2.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-520- 1.3% |
$100K - $109K
|
39.5K
$8.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-529- 0.18% |
$102K - $111K
|
300K
$66.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-533- 29.06% |
$103K - $112K
|
1.3K
$289K
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-535- 6.05% |
$103K - $112K
|
8.32K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-540- 6.15% |
$104K - $113K
|
8.24K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-540- 84.11% |
$104K - $113K
|
102
$22.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-557- 16.19% |
$107K - $117K
|
2.88K
$640K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-558- 6.38% |
$108K - $117K
|
8.19K
$1.82M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-559- 21.77% |
$108K - $117K
|
2.01K
$446K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Management, LLC
|
SELL
|
- |
-560- 2.29% |
$108K - $117K
|
23.9K
$5.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-561- 39.76% |
$108K - $117K
|
850
$189K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-575- 6.74% |
$111K - $120K
|
7.95K
$1.76M
|