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 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-575- 6.74% |
$111K - $120K
|
7.95K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-576- 3.3% |
$111K - $121K
|
16.9K
$3.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-581- 24.85% |
$112K - $122K
|
1.76K
$381K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-585- 7.86% |
$113K - $123K
|
6.86K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-590- 11.15% |
$114K - $124K
|
4.7K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-598- 2.65% |
$115K - $125K
|
21.9K
$4.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-599- 2.41% |
$116K - $125K
|
24.2K
$5.26M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-600- 27.21% |
$116K - $126K
|
1.61K
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-600- 31.58% |
$116K - $126K
|
1.3K
$282K
|
|
|
Jul 09, 2024
Q2 2024
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-605- 32.25% |
$117K - $127K
|
1.27K
$276K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-613- 10.68% |
$118K - $128K
|
5.13K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-615- 2.96% |
$119K - $129K
|
20.2K
$4.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-623- 10.09% |
$120K - $130K
|
5.55K
$1.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-631- 13.81% |
$122K - $132K
|
3.94K
$854K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-632- 10.03% |
$122K - $132K
|
5.67K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-633- 26.28% |
$122K - $133K
|
1.78K
$385K
|
|
|
Jul 17, 2024
Q2 2024
|
Savior LLC
|
SELL
|
- |
-650- 13.6% |
$125K - $136K
|
4.13K
$896K
|
|
|
Jul 18, 2024
Q2 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-650- 0.81% |
$125K - $136K
|
79.1K
$17.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-651- 21.44% |
$126K - $136K
|
2.39K
$517K
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-663- 11.52% |
$128K - $139K
|
5.09K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-666- 1.81% |
$128K - $139K
|
36.2K
$7.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-683- 6.59% |
$132K - $143K
|
9.69K
$2.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-686- 29.57% |
$132K - $144K
|
1.63K
$354K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-691- 5.32% |
$133K - $145K
|
12.3K
$2.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-697- 1.63% |
$134K - $146K
|
42.1K
$9.12M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-700- 18.48% |
$135K - $147K
|
3.09K
$670K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-701- 64.19% |
$135K - $147K
|
391
$84.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-707- 39.32% |
$136K - $148K
|
1.09K
$237K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-710- 1.92% |
$137K - $149K
|
36.2K
$7.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-714- 8.28% |
$138K - $150K
|
7.91K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-721- 9.02% |
$139K - $151K
|
7.28K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-721- 16.17% |
$139K - $151K
|
3.74K
$810K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-726- 1.36% |
$140K - $152K
|
52.7K
$11.4M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-737- 1.53% |
$142K - $154K
|
47.4K
$10.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-743- 9.82% |
$143K - $156K
|
6.83K
$1.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-757- 1.58% |
$146K - $159K
|
47.2K
$10.2M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-760- 0.58% |
$147K - $159K
|
130K
$28.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-767- 0.39% |
$148K - $161K
|
195K
$42.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-769- 5.03% |
$148K - $161K
|
14.5K
$3.15M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-780- 1.8% |
$150K - $163K
|
42.6K
$9.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-781- 5.44% |
$151K - $164K
|
13.6K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-811- 22.35% |
$156K - $170K
|
2.82K
$611K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-812- 32.72% |
$157K - $170K
|
1.67K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-815- 9.02% |
$157K - $171K
|
8.22K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-818- 2.35% |
$158K - $171K
|
34K
$7.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-820- 7.26% |
$158K - $172K
|
10.5K
$2.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-823- 41.03% |
$159K - $172K
|
1.18K
$257K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-831- 5.14% |
$160K - $174K
|
15.3K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-835- 31.46% |
$161K - $175K
|
1.82K
$394K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-844- 26.44% |
$163K - $177K
|
2.35K
$509K
|