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 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.34K+ 9.67% |
$259K - $281K
|
15.2K
$3.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.33K+ 2.68% |
$257K - $279K
|
51K
$11.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.31K+ 10.06% |
$252K - $274K
|
14.3K
$3.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
1.3K+ 6.34% |
$251K - $272K
|
21.8K
$4.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.27KNew |
$245K - $266K
|
1.27K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.26K+ 3.92% |
$243K - $264K
|
33.5K
$7.43M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.25K+ 3.26% |
$240K - $261K
|
39.5K
$8.77M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.24K+ 7.1% |
$239K - $260K
|
18.7K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.23K+ 21.35% |
$237K - $258K
|
7K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
1.23KNew |
$236K - $257K
|
1.23K
$272K
|
|
|
Jul 29, 2024
Q2 2024
|
Defender Capital, Llc.
|
BUY
|
- |
1.2K+ 66.67% |
$231K - $251K
|
3K
$666K
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.2KNew |
$231K - $251K
|
1.2K
$266K
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.2K+ 37.1% |
$231K - $251K
|
4.42K
$982K
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.19K+ 29.19% |
$230K - $250K
|
5.28K
$1.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.19K+ 59.7% |
$230K - $249K
|
3.19K
$707K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.19K+ 25.76% |
$229K - $249K
|
5.81K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
1.19KNew |
$229K - $249K
|
1.19K
$264K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1.18KNew |
$228K - $248K
|
1.18K
$263K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.18KNew |
$228K - $248K
|
1.18K
$263K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.17KNew |
$226K - $246K
|
1.17K
$261K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.13K+ 11.58% |
$217K - $236K
|
10.9K
$2.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$216K - $235K
|
1.12K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 21.64% |
$216K - $235K
|
6.31K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
1.12KNew |
$216K - $235K
|
1.12K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.12K+ 4.11% |
$216K - $235K
|
28.4K
$6.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.1KNew |
$212K - $231K
|
1.1K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.1K+ 1.82% |
$212K - $231K
|
61.5K
$13.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.09KNew |
$210K - $228K
|
1.09K
$241K
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.08K+ 1.85% |
$209K - $227K
|
59.5K
$13.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
1.08K+ 1.45% |
$208K - $226K
|
75.7K
$16.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.07KNew |
$205K - $223K
|
1.07K
$236K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.06KNew |
$204K - $222K
|
1.06K
$235K
|
|
|
Aug 14, 2024
Q2 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.05KNew |
$203K - $221K
|
1.05K
$234K
|
|
|
Jul 18, 2024
Q2 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
1.05K+ 6.97% |
$202K - $219K
|
16.1K
$3.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$233K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$232K
|
|
|
Jul 18, 2024
Q2 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
1.05KNew |
$202K - $219K
|
1.05K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.05K+ 1.24% |
$202K - $219K
|
85K
$18.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.04KNew |
$200K - $217K
|
1.04K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.02K+ 7.45% |
$197K - $214K
|
14.7K
$3.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.02K+ 162.94% |
$197K - $214K
|
1.65K
$365K
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1.02KNew |
$196K - $213K
|
1.02K
$225K
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
1KNew |
$194K - $210K
|
1K
$223K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1KNew |
$193K - $209K
|
1K
$222K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1K+ 75.24% |
$193K - $209K
|
2.33K
$517K
|
|
|
Aug 14, 2024
Q2 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
1KNew |
$193K - $209K
|
1K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
996New |
$192K - $209K
|
996
$221K
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
995New |
$192K - $208K
|
995
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
994+ 10.96% |
$192K - $208K
|
10.1K
$2.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
992+ 13.84% |
$191K - $208K
|
8.16K
$1.81M
|