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 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
922+ 13.28% |
$178K - $193K
|
7.87K
$1.78M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
922+ 1.37% |
$178K - $193K
|
68.1K
$15.4M
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
916+ 21.83% |
$177K - $192K
|
5.11K
$1.15M
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
904+ 59.51% |
$174K - $189K
|
2.42K
$547K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
894+ 2.98% |
$172K - $187K
|
30.9K
$6.97M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
880+ 5.78% |
$170K - $184K
|
16.1K
$3.63M
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
869+ 76.56% |
$168K - $182K
|
2K
$452K
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
862+ 2.2% |
$166K - $181K
|
40K
$9.02M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
860+ 31.55% |
$166K - $180K
|
3.59K
$809K
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
BUY
|
- |
857+ 3.97% |
$165K - $179K
|
22.4K
$5.06M
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
857+ 57.02% |
$165K - $179K
|
2.36K
$533K
|
|
Jul 12, 2024
Q2 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
852+ 0.74% |
$164K - $178K
|
115K
$26.1M
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
831+ 8.93% |
$160K - $174K
|
10.1K
$2.29M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
820+ 63.62% |
$158K - $172K
|
2.11K
$476K
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
809+ 2.49% |
$156K - $169K
|
33.4K
$7.53M
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
802+ 14.26% |
$155K - $168K
|
6.43K
$1.45M
|
|
Aug 14, 2024
Q2 2024
|
Nbw Capital LLC
|
BUY
|
- |
796+ 21.7% |
$154K - $167K
|
4.46K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
794+ 6.26% |
$153K - $166K
|
13.5K
$3.04M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
789+ 30.7% |
$152K - $165K
|
3.36K
$758K
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
785+ 11.21% |
$151K - $164K
|
7.79K
$1.76M
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
784+ 10.29% |
$151K - $164K
|
8.41K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
782+ 2.02% |
$151K - $164K
|
39.5K
$8.91M
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
781+ 6.47% |
$151K - $164K
|
12.8K
$2.9M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
779+ 6.21% |
$150K - $163K
|
13.3K
$3.01M
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
778+ 40.31% |
$150K - $163K
|
2.71K
$611K
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
769+ 1.1% |
$148K - $161K
|
70.7K
$16M
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
769+ 1.89% |
$148K - $161K
|
41.4K
$9.35M
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
766+ 10.86% |
$148K - $160K
|
7.82K
$1.76M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
765+ 2.25% |
$148K - $160K
|
34.8K
$7.86M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
756+ 16.95% |
$146K - $158K
|
5.22K
$1.18M
|
|
Aug 14, 2024
Q2 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
752+ 14.19% |
$145K - $157K
|
6.05K
$1.37M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
743+ 0.67% |
$143K - $156K
|
112K
$25.3M
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
734+ 7.21% |
$142K - $154K
|
10.9K
$2.46M
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
732+ 19.69% |
$141K - $153K
|
4.45K
$1M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
729+ 6.25% |
$141K - $153K
|
12.4K
$2.8M
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
716+ 27.11% |
$138K - $150K
|
3.36K
$758K
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
715+ 8.33% |
$138K - $150K
|
9.3K
$2.1M
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
707+ 1.14% |
$136K - $148K
|
62.6K
$14.1M
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
698+ 5.45% |
$135K - $146K
|
13.5K
$3.05M
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
688+ 2.09% |
$133K - $144K
|
33.6K
$7.57M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
688+ 28.1% |
$133K - $144K
|
3.14K
$708K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
676+ 37.53% |
$130K - $142K
|
2.48K
$559K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
674+ 19.22% |
$130K - $141K
|
4.18K
$943K
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
650+ 34.12% |
$125K - $136K
|
2.56K
$577K
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
635+ 63.31% |
$122K - $133K
|
1.64K
$370K
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
632+ 16.88% |
$122K - $132K
|
4.38K
$987K
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
625+ 13.86% |
$121K - $131K
|
5.13K
$1.16M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
624+ 6.38% |
$120K - $131K
|
10.4K
$2.35M
|
|
Jul 18, 2024
Q2 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
622+ 4.8% |
$120K - $130K
|
13.6K
$3.06M
|
|
Aug 16, 2024
Q2 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
607+ 3.09% |
$117K - $127K
|
20.2K
$4.57M
|