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 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.99K- 70.46% |
$577K - $627K
|
1.26K
$272K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-3.05K- 48.85% |
$589K - $640K
|
3.2K
$693K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-3.12K- 81.04% |
$601K - $652K
|
729
$158K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.17K- 1.33% |
$611K - $664K
|
234K
$50.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.3K- 8.34% |
$637K - $691K
|
36.3K
$7.87M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-3.36K- 3.99% |
$648K - $704K
|
80.8K
$17.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.37K- 9.22% |
$650K - $706K
|
33.2K
$7.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.38K- 1.84% |
$651K - $707K
|
180K
$39M
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.43K- 34.88% |
$662K - $719K
|
6.41K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.65K- 1.11% |
$703K - $763K
|
324K
$70.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.7K- 22.42% |
$714K - $775K
|
12.8K
$2.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.73K- 32.58% |
$719K - $781K
|
7.72K
$1.67M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.83K- 2.94% |
$739K - $802K
|
127K
$27.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.9K- 2.06% |
$752K - $817K
|
186K
$40.3M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-3.9K- 36.81% |
$752K - $817K
|
6.7K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.96K- 13.23% |
$763K - $829K
|
25.9K
$5.63M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.97K- 44.64% |
$765K - $831K
|
4.92K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.06K- 86.24% |
$782K - $849K
|
647
$140K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.14K- 5.09% |
$798K - $866K
|
77.1K
$16.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-4.17K- 30.32% |
$803K - $872K
|
9.57K
$2.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-4.27K- 11.09% |
$824K - $895K
|
34.3K
$7.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.3K- 16.69% |
$830K - $901K
|
21.5K
$4.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.31K- 40.71% |
$831K - $903K
|
6.28K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-4.33K- 56.42% |
$834K - $906K
|
3.34K
$725K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.4K- 0.49% |
$848K - $921K
|
895K
$194M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.42K- 1.67% |
$852K - $925K
|
261K
$56.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.45K- 21.01% |
$859K - $933K
|
16.7K
$3.63M
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-4.53K- 57.61% |
$873K - $949K
|
3.33K
$723K
|
|
|
Aug 09, 2024
Q2 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.64K- 88.45% |
$894K - $971K
|
605
$131K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.75K- 33.41% |
$916K - $995K
|
9.47K
$2.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.77K- 17.93% |
$920K - $999K
|
21.8K
$4.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.9K- 74.49% |
$945K - $1.03M
|
1.68K
$364K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-4.91K- 35.71% |
$947K - $1.03M
|
8.84K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.92K- 12.64% |
$948K - $1.03M
|
34K
$7.37M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.09K- 14.33% |
$982K - $1.07M
|
30.5K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.12K- 2.22% |
$988K - $1.07M
|
226K
$48.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.18K- 17.98% |
$998K - $1.08M
|
23.6K
$5.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-5.2K- 27.09% |
$1M - $1.09M
|
14K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.33K- 40.26% |
$1.03M - $1.12M
|
7.91K
$1.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.39K- 4.96% |
$1.04M - $1.13M
|
103K
$22.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Washington Capital Management Inc
|
SELL
|
- |
-5.42K- 53.09% |
$1.04M - $1.13M
|
4.79K
$1.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.55K- 11.77% |
$1.07M - $1.16M
|
41.6K
$9.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-5.99K- 14.34% |
$1.15M - $1.25M
|
35.8K
$7.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-6.19K- 13.35% |
$1.19M - $1.3M
|
40.2K
$8.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
SELL
|
- |
-6.24K- 9.57% |
$1.2M - $1.31M
|
58.9K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-6.27K- 78.18% |
$1.21M - $1.31M
|
1.75K
$380K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-6.35K- 7.38% |
$1.23M - $1.33M
|
79.8K
$17.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-6.37K- 5.36% |
$1.23M - $1.33M
|
112K
$24.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-6.4K- 79.98% |
$1.23M - $1.34M
|
1.6K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.73K- 86.5% |
$1.3M - $1.41M
|
1.05K
$228K
|