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
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.26K- 5.94% |
$242K - $263K
|
19.9K
$4.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.26K- 1.84% |
$242K - $263K
|
67.1K
$14.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.26K- 8.81% |
$243K - $264K
|
13K
$2.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.26K- 1.09% |
$244K - $265K
|
114K
$25.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.27K- 10.87% |
$245K - $266K
|
10.4K
$2.31M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.28K- 3.92% |
$247K - $268K
|
31.4K
$6.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.29K- 1.12% |
$249K - $271K
|
114K
$25.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.3K- 0.25% |
$251K - $272K
|
510K
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.32K- 13.56% |
$254K - $276K
|
8.4K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.33K- 30.18% |
$256K - $278K
|
3.07K
$681K
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.34K- 5.4% |
$258K - $280K
|
23.5K
$5.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-1.34K- 42.78% |
$258K - $280K
|
1.79K
$397K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 15.0% |
$259K - $281K
|
7.6K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-1.36K- 18.92% |
$262K - $285K
|
5.83K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.37K- 86.62% |
$263K - $286K
|
211
$46.8K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.37K- 4.24% |
$264K - $287K
|
30.9K
$6.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.38KClosed |
$266K - $289K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.38K- 15.55% |
$266K - $289K
|
7.5K
$1.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.4K- 38.22% |
$271K - $294K
|
2.27K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1.41K- 24.26% |
$271K - $294K
|
4.39K
$974K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.46K- 13.19% |
$281K - $305K
|
9.58K
$2.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-1.46K- 5.22% |
$282K - $306K
|
26.5K
$5.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-1.5K- 5.55% |
$290K - $315K
|
25.6K
$5.68M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.51K- 30.35% |
$291K - $316K
|
3.46K
$767K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.51K- 6.37% |
$291K - $316K
|
22.2K
$4.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.51K- 11.2% |
$292K - $317K
|
12K
$2.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 83.42% |
$294K - $319K
|
303
$67.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-1.53K- 1.16% |
$295K - $320K
|
130K
$29M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
SELL
|
- |
-1.55K- 10.7% |
$298K - $324K
|
12.9K
$2.87M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.55K- 16.52% |
$299K - $325K
|
7.84K
$1.74M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.58K- 2.54% |
$304K - $330K
|
60.6K
$13.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.58K- 11.6% |
$305K - $331K
|
12K
$2.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.59K- 13.52% |
$306K - $332K
|
10.1K
$2.25M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.59K- 4.47% |
$306K - $333K
|
34K
$7.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.6K- 40.76% |
$308K - $334K
|
2.32K
$515K
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-1.6K- 13.26% |
$309K - $335K
|
10.5K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.62K- 4.03% |
$313K - $340K
|
38.7K
$8.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.66K- 3.45% |
$321K - $348K
|
46.5K
$10.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.67K- 95.58% |
$321K - $349K
|
77
$17.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.68K- 3.61% |
$324K - $351K
|
44.8K
$9.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 16.82% |
$324K - $351K
|
8.3K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.69K- 0.78% |
$326K - $354K
|
215K
$47.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.69K- 0.49% |
$326K - $355K
|
346K
$76.8M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.71K- 18.26% |
$329K - $357K
|
7.63K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.71K- 0.64% |
$329K - $357K
|
265K
$58.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.71K- 18.79% |
$330K - $358K
|
7.39K
$1.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.75K- 3.1% |
$338K - $367K
|
54.8K
$12.2M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.76K- 40.11% |
$339K - $368K
|
2.63K
$583K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.83K- 4.62% |
$352K - $383K
|
37.7K
$8.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.85K- 55.04% |
$356K - $386K
|
1.51K
$334K
|