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 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.85K- 22.32% |
$356K - $387K
|
6.43K
$1.43M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.87K- 46.97% |
$360K - $391K
|
2.11K
$468K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.89K- 39.98% |
$365K - $396K
|
2.84K
$630K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.89K- 9.54% |
$365K - $396K
|
17.9K
$3.98M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.93K- 0.55% |
$372K - $404K
|
351K
$77.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.94K- 1.8% |
$374K - $407K
|
106K
$23.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.94K- 17.75% |
$375K - $407K
|
9.01K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.99K- 9.7% |
$384K - $417K
|
18.6K
$4.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2K- 6.94% |
$385K - $419K
|
26.8K
$5.95M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2K- 19.35% |
$386K - $419K
|
8.34K
$1.85M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2K- 32.19% |
$386K - $419K
|
4.21K
$935K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-2.04K- 11.7% |
$393K - $426K
|
15.4K
$3.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.04K- 24.63% |
$394K - $427K
|
6.25K
$1.39M
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.04K- 4.57% |
$394K - $428K
|
42.6K
$9.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.09K- 22.58% |
$403K - $438K
|
7.17K
$1.59M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.1K- 2.18% |
$405K - $440K
|
94.3K
$20.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.13K- 22.36% |
$410K - $445K
|
7.38K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.13K- 6.16% |
$411K - $446K
|
32.4K
$7.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-2.15K- 8.18% |
$414K - $450K
|
24.1K
$5.35M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.15K- 15.56% |
$415K - $451K
|
11.7K
$2.59M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.15K- 3.08% |
$415K - $451K
|
67.7K
$15M
|
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-2.15K- 4.59% |
$415K - $451K
|
44.8K
$9.94M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.17K- 54.78% |
$418K - $454K
|
1.79K
$397K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.18K- 19.35% |
$421K - $457K
|
9.09K
$2.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.18K- 1.82% |
$421K - $457K
|
118K
$26.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.2K- 48.46% |
$424K - $461K
|
2.34K
$519K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.22K- 26.13% |
$428K - $465K
|
6.28K
$1.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.24K- 23.05% |
$433K - $470K
|
7.49K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.24K- 33.5% |
$433K - $470K
|
4.45K
$988K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.26K- 32.91% |
$436K - $474K
|
4.61K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.29K- 13.26% |
$442K - $480K
|
15K
$3.33M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.31K- 5.98% |
$446K - $484K
|
36.3K
$8.06M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-2.32K- 3.45% |
$447K - $486K
|
64.9K
$14.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.34K- 44.43% |
$450K - $489K
|
2.92K
$648K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.34K- 23.42% |
$450K - $489K
|
7.64K
$1.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.38K- 37.21% |
$458K - $498K
|
4.01K
$890K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.39K- 2.0% |
$461K - $500K
|
117K
$25.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.48K- 9.03% |
$477K - $519K
|
25K
$5.54M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.49K- 46.86% |
$480K - $521K
|
2.82K
$626K
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.55K- 56.52% |
$491K - $533K
|
1.96K
$435K
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-2.73K- 6.4% |
$526K - $572K
|
39.9K
$8.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.77K- 1.14% |
$534K - $580K
|
239K
$53.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.78K- 3.96% |
$535K - $581K
|
67.4K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-2.84K- 33.73% |
$547K - $594K
|
5.58K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.85K- 3.54% |
$549K - $596K
|
77.5K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.86K- 1.02% |
$551K - $598K
|
278K
$61.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-2.88K- 5.39% |
$556K - $604K
|
50.6K
$11.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.88K- 24.29% |
$556K - $604K
|
8.99K
$1.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.99K- 70.46% |
$577K - $627K
|
1.26K
$279K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.05K- 48.85% |
$589K - $640K
|
3.2K
$710K
|