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 17, 2024
Q2 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-847- 6.22% |
$163K - $177K
|
12.8K
$2.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-852- 9.41% |
$164K - $178K
|
8.2K
$1.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-856- 10.94% |
$165K - $179K
|
6.97K
$1.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-859- 1.69% |
$166K - $180K
|
50.1K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-859- 27.3% |
$166K - $180K
|
2.29K
$508K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-860- 31.75% |
$166K - $180K
|
1.85K
$410K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-881- 2.28% |
$170K - $185K
|
37.8K
$8.38M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-889- 1.09% |
$171K - $186K
|
80.4K
$17.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-904- 4.14% |
$174K - $189K
|
20.9K
$4.64M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-918- 0.43% |
$177K - $192K
|
214K
$47.6M
|
|
|
Oct 30, 2024
Q2 2024
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
SELL
|
- |
-924Closed |
$178K - $194K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-931- 12.79% |
$180K - $195K
|
6.35K
$1.41M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-933- 0.9% |
$180K - $195K
|
103K
$22.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-947- 57.32% |
$183K - $198K
|
705
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-955- 54.48% |
$184K - $200K
|
798
$177K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-956- 13.12% |
$184K - $200K
|
6.33K
$1.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-957- 10.27% |
$185K - $200K
|
8.36K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-958- 16.57% |
$185K - $201K
|
4.83K
$1.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-966- 8.1% |
$186K - $202K
|
11K
$2.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-972- 5.22% |
$187K - $204K
|
17.7K
$3.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-988- 5.74% |
$191K - $207K
|
16.2K
$3.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-989- 24.15% |
$191K - $207K
|
3.11K
$689K
|
|
|
Aug 12, 2024
Q2 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-1K- 0.69% |
$193K - $209K
|
143K
$31.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.01K- 10.79% |
$195K - $211K
|
8.34K
$1.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.04K- 1.45% |
$200K - $217K
|
70.4K
$15.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.05K- 2.64% |
$202K - $219K
|
38.7K
$8.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-1.06K- 28.69% |
$204K - $221K
|
2.63K
$583K
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.06K- 5.17% |
$204K - $222K
|
19.4K
$4.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.06K- 8.37% |
$204K - $222K
|
11.6K
$2.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-1.06K- 1.92% |
$204K - $222K
|
54.2K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.06K- 3.59% |
$205K - $222K
|
28.5K
$6.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-1.06K- 8.58% |
$205K - $223K
|
11.3K
$2.51M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.07K- 8.29% |
$206K - $223K
|
11.8K
$2.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.07K- 3.52% |
$207K - $225K
|
29.4K
$6.53M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.08K- 44.25% |
$208K - $226K
|
1.36K
$302K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.09K- 5.27% |
$211K - $229K
|
19.6K
$4.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.11K- 24.23% |
$214K - $233K
|
3.48K
$772K
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.12K- 1.73% |
$216K - $235K
|
63.7K
$14.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.13K- 6.18% |
$217K - $236K
|
17.1K
$3.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.14K- 5.99% |
$219K - $238K
|
17.8K
$3.96M
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 2.32% |
$219K - $238K
|
47.8K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.15K- 14.71% |
$223K - $242K
|
6.69K
$1.48M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.17K- 23.22% |
$225K - $244K
|
3.86K
$856K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-1.18K- 12.36% |
$228K - $247K
|
8.38K
$1.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.19K- 9.86% |
$229K - $248K
|
10.8K
$2.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.2K- 24.94% |
$231K - $251K
|
3.61K
$801K
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-1.23K- 17.88% |
$237K - $257K
|
5.64K
$1.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 22.84% |
$237K - $257K
|
4.15K
$921K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.24K- 3.29% |
$239K - $259K
|
36.3K
$8.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.25K- 25.98% |
$241K - $262K
|
3.56K
$790K
|