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 09, 2024
Q2 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
4.62KNew |
$891K - $968K
|
4.62K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.62K+ 218.35% |
$891K - $967K
|
6.73K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Yost Capital Management, LP
Fort Worth, TX |
BUY
|
- |
4.6KNew |
$887K - $963K
|
4.6K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.54KNew |
$876K - $952K
|
4.54K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
4.52K+ 1.76% |
$872K - $947K
|
262K
$58.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
4.47K+ 496.67% |
$862K - $936K
|
5.37K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.45KNew |
$859K - $932K
|
4.45K
$988K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.45K+ 0.59% |
$858K - $932K
|
759K
$168M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.44K+ 94.11% |
$856K - $930K
|
9.16K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.28K+ 15.65% |
$824K - $895K
|
31.6K
$7.01M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.26K+ 21.18% |
$822K - $893K
|
24.4K
$5.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.24K+ 2.07% |
$818K - $889K
|
209K
$46.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.15K+ 2.39% |
$799K - $868K
|
178K
$39.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.1K+ 31.52% |
$790K - $858K
|
17.1K
$3.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.09K+ 24.82% |
$789K - $857K
|
20.6K
$4.57M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
4.03K+ 0.14% |
$777K - $843K
|
2.98M
$662M
|
|
|
Aug 14, 2024
Q2 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
4.01K+ 192.74% |
$773K - $839K
|
6.09K
$1.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4KNew |
$771K - $838K
|
4K
$888K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
3.82K+ 83.82% |
$736K - $800K
|
8.38K
$1.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.82K+ 6.54% |
$736K - $800K
|
62.2K
$13.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
3.81K+ 3.24% |
$735K - $798K
|
121K
$27M
|
|
|
Jul 16, 2024
Q2 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
3.78K+ 4.88% |
$730K - $792K
|
81.3K
$18M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.75K+ 27.77% |
$724K - $786K
|
17.3K
$3.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.69K+ 194.42% |
$712K - $773K
|
5.59K
$1.24M
|
|
|
Jul 11, 2024
Q2 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.62KNew |
$699K - $759K
|
3.62K
$804K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.62KNew |
$698K - $759K
|
3.62K
$804K
|
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
3.6KNew |
$695K - $754K
|
3.6K
$799K
|
|
|
Jul 25, 2024
Q2 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.57K+ 100.0% |
$688K - $748K
|
7.14K
$1.58M
|
|
|
Aug 09, 2024
Q2 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3.54K+ 184.29% |
$683K - $742K
|
5.46K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
3.39KNew |
$654K - $710K
|
3.39K
$753K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.33K+ 8.28% |
$642K - $697K
|
43.6K
$9.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
3.32K+ 181.08% |
$640K - $696K
|
5.16K
$1.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.27K+ 146.51% |
$631K - $685K
|
5.5K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.23K+ 78.9% |
$624K - $677K
|
7.33K
$1.63M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.2K+ 16.43% |
$617K - $670K
|
22.7K
$5.03M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.2K+ 1.86% |
$616K - $669K
|
175K
$38.8M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.15K+ 2.0% |
$607K - $659K
|
160K
$35.6M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.14K+ 1.69% |
$606K - $658K
|
189K
$41.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.11K+ 13.78% |
$599K - $651K
|
25.6K
$5.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
BUY
|
- |
3.09K+ 5.5% |
$595K - $647K
|
59.2K
$13.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
3.07K+ 2.93% |
$592K - $643K
|
108K
$23.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.05K+ 9.14% |
$588K - $639K
|
36.4K
$8.08M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
3K+ 11.4% |
$579K - $629K
|
29.3K
$6.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
2.98K+ 6.3% |
$575K - $624K
|
50.3K
$11.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.94K+ 0.51% |
$566K - $615K
|
575K
$128M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
2.93K+ 2993.88% |
$566K - $614K
|
3.03K
$673K
|
|
|
Aug 14, 2024
Q2 2024
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.9KNew |
$558K - $607K
|
2.9K
$643K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.89K+ 5.25% |
$557K - $605K
|
57.9K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.84K+ 161.29% |
$548K - $595K
|
4.6K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.81K+ 16.09% |
$543K - $589K
|
20.3K
$4.51M
|