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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-12.3KClosed |
$2.37M - $2.58M
|
0
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-12.4K- 6.92% |
$2.39M - $2.59M
|
167K
$34.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.5K- 33.53% |
$2.4M - $2.61M
|
24.7K
$5.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-12.6K- 64.91% |
$2.44M - $2.65M
|
6.83K
$1.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-12.7K- 18.98% |
$2.45M - $2.67M
|
54.3K
$11.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.8K- 33.55% |
$2.47M - $2.68M
|
25.4K
$5.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-14.1K- 52.68% |
$2.72M - $2.95M
|
12.7K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.6K- 29.63% |
$2.81M - $3.06M
|
34.7K
$7.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-14.9K- 6.72% |
$2.88M - $3.12M
|
207K
$42.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-15K- 13.31% |
$2.89M - $3.14M
|
97.7K
$20.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-15.1K- 7.7% |
$2.92M - $3.17M
|
181K
$37.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-15.6K- 93.46% |
$3M - $3.26M
|
1.09K
$224K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-15.7K- 98.95% |
$3.03M - $3.29M
|
167
$34.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-15.9K- 87.56% |
$3.07M - $3.33M
|
2.26K
$464K
|
|
|
Aug 07, 2024
Q2 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-17.3K- 49.15% |
$3.34M - $3.62M
|
17.9K
$3.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-17.3K- 16.32% |
$3.34M - $3.63M
|
88.9K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-17.5K- 51.53% |
$3.37M - $3.66M
|
16.4K
$3.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-17.6K- 5.38% |
$3.4M - $3.7M
|
310K
$63.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-17.7K- 37.42% |
$3.41M - $3.71M
|
29.6K
$6.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.8K- 22.28% |
$3.62M - $3.93M
|
65.5K
$13.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-19K- 89.57% |
$3.67M - $3.98M
|
2.22K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-19.3K- 57.63% |
$3.71M - $4.03M
|
14.2K
$2.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
SELL
|
- |
-20K- 43.35% |
$3.86M - $4.19M
|
26.1K
$5.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-20.1K- 60.98% |
$3.87M - $4.2M
|
12.8K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-20.1K- 46.39% |
$3.87M - $4.21M
|
23.2K
$4.77M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.2K- 8.14% |
$3.89M - $4.23M
|
228K
$46.8M
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-20.5K- 16.38% |
$3.95M - $4.29M
|
105K
$21.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-20.5K- 21.84% |
$3.96M - $4.3M
|
73.5K
$15.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-21K- 35.3% |
$4.04M - $4.39M
|
38.4K
$7.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-21.3K- 99.93% |
$4.11M - $4.46M
|
14
$2.88K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-21.6K- 89.57% |
$4.17M - $4.53M
|
2.52K
$518K
|
|
|
Aug 09, 2024
Q2 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-22K- 67.9% |
$4.24M - $4.61M
|
10.4K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-22.9K- 13.23% |
$4.42M - $4.8M
|
150K
$30.9M
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-23.4K- 50.06% |
$4.51M - $4.89M
|
23.3K
$4.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-23.6K- 92.16% |
$4.56M - $4.95M
|
2.01K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
SELL
|
- |
-25.2K- 51.02% |
$4.86M - $5.28M
|
24.2K
$4.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-25.7K- 13.03% |
$4.95M - $5.37M
|
171K
$35.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-26.6K- 73.91% |
$5.12M - $5.56M
|
9.37K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-26.8K- 40.42% |
$5.17M - $5.61M
|
39.5K
$8.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-26.9K- 89.11% |
$5.19M - $5.64M
|
3.29K
$676K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-27.2K- 1.93% |
$5.25M - $5.7M
|
1.38M
$284M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-27.4K- 23.25% |
$5.28M - $5.73M
|
90.3K
$18.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-27.5K- 26.96% |
$5.31M - $5.77M
|
74.6K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-28.3K- 50.0% |
$5.46M - $5.93M
|
28.3K
$5.82M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-28.4K- 88.54% |
$5.49M - $5.96M
|
3.68K
$757K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-28.5K- 49.35% |
$5.5M - $5.98M
|
29.3K
$6.02M
|
|
|
Aug 14, 2024
Q2 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-29.5K- 14.6% |
$5.69M - $6.18M
|
173K
$35.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-30.5K- 40.22% |
$5.88M - $6.39M
|
45.4K
$9.32M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-32.3K- 4.69% |
$6.23M - $6.77M
|
656K
$135M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-33.5K- 4.93% |
$6.45M - $7.01M
|
645K
$133M
|