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 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.81K+ 16.09% |
$543K - $589K
|
20.3K
$4.14M
|
|
|
Feb 14, 2025
Q2 2024
|
Triumph Capital Management
|
BUY
|
- |
2.78K+ 10.41% |
$536K - $583K
|
29.5K
$6.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.77K+ 1.05% |
$533K - $579K
|
266K
$54.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.76KNew |
$533K - $579K
|
2.76K
$563K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
2.75K+ 34.5% |
$531K - $576K
|
10.7K
$2.19M
|
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
2.75K+ 702.05% |
$529K - $575K
|
3.14K
$639K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
2.72K+ 0.7% |
$524K - $569K
|
391K
$79.7M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
2.71KNew |
$522K - $567K
|
2.71K
$552K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.7K+ 24.95% |
$520K - $565K
|
13.5K
$2.75M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.65K+ 3.84% |
$512K - $556K
|
71.7K
$14.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.63KNew |
$507K - $551K
|
2.63K
$536K
|
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.58K+ 15.18% |
$498K - $540K
|
19.6K
$3.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
2.52KNew |
$486K - $527K
|
2.52K
$513K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
2.51KNew |
$484K - $526K
|
2.51K
$512K
|
|
|
Jul 22, 2024
Q2 2024
|
Geneva Partners, LLC
|
BUY
|
- |
2.49K+ 89.25% |
$480K - $522K
|
5.28K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.49K+ 11.4% |
$479K - $521K
|
24.3K
$4.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.49K+ 14.65% |
$479K - $520K
|
19.5K
$3.96M
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.44K+ 29.16% |
$471K - $511K
|
10.8K
$2.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.38K+ 2.35% |
$460K - $499K
|
104K
$21.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
2.36KNew |
$456K - $495K
|
2.36K
$482K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
2.35K+ 35.02% |
$453K - $492K
|
9.06K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
2.32KNew |
$448K - $486K
|
2.32K
$473K
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.31KNew |
$445K - $484K
|
2.31K
$471K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.31K+ 1.21% |
$445K - $483K
|
192K
$39.2M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
2.29KNew |
$442K - $480K
|
2.29K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.29K+ 120.71% |
$442K - $480K
|
4.19K
$854K
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.29KNew |
$442K - $480K
|
2.29K
$467K
|
|
|
Aug 14, 2024
Q2 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.28K+ 45.56% |
$439K - $477K
|
7.28K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.26K+ 1.09% |
$435K - $472K
|
209K
$42.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.25K+ 23.26% |
$434K - $471K
|
11.9K
$2.43M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.24K+ 38.98% |
$432K - $469K
|
7.99K
$1.63M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.24K+ 38.98% |
$432K - $469K
|
7.99K
$1.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.24KNew |
$432K - $469K
|
2.24K
$456K
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.24K+ 4.98% |
$431K - $468K
|
47.1K
$9.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
2.23K+ 14.03% |
$429K - $466K
|
18.1K
$3.69M
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.22K+ 3.77% |
$429K - $466K
|
61.3K
$12.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
2.22K+ 2.71% |
$428K - $464K
|
83.9K
$17.1M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.2KNew |
$423K - $460K
|
2.2K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.19K+ 26.87% |
$423K - $460K
|
10.4K
$2.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.17K+ 327.0% |
$418K - $454K
|
2.83K
$577K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
2.15K+ 3.76% |
$415K - $451K
|
59.4K
$12.1M
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.14K+ 2.91% |
$412K - $448K
|
75.6K
$15.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.13K+ 8.74% |
$411K - $446K
|
26.5K
$5.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.13K+ 81.17% |
$410K - $445K
|
4.74K
$967K
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.11K+ 67.88% |
$407K - $442K
|
5.22K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
2.1K+ 124.66% |
$406K - $440K
|
3.79K
$772K
|
|
|
Jul 17, 2024
Q2 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
2.04K+ 3.52% |
$393K - $427K
|
60K
$12.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.04K+ 1.09% |
$393K - $427K
|
188K
$38.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.04K+ 140.8% |
$393K - $426K
|
3.48K
$710K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
2.03K+ 6.09% |
$391K - $425K
|
35.3K
$7.2M
|