Purchases and Sales Made in Q2 2024 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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 02, 2024 Q2 2024
Founders Financial Securities LLC

BUY
 -
676
+ 37.53%
$130K - $142K
2.48K $532K
Aug 07, 2024 Q2 2024
Angeles Wealth Management, LLC

BUY
 -
674
+ 19.22%
$130K - $141K
4.18K $897K
Aug 14, 2024 Q2 2024
Elco Management Co., LLC

New York, NY
BUY
 -
650
+ 34.12%
$125K - $136K
2.56K $548K
Aug 14, 2024 Q2 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
635
+ 63.31%
$122K - $133K
1.64K $352K
Jul 19, 2024 Q2 2024
Nvest Financial, LLC

BUY
 -
632
+ 16.88%
$122K - $132K
4.38K $939K
Nov 14, 2024 Q2 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
630
+ 25.56%
$121K - $132K
3.1K $664K
Aug 14, 2024 Q2 2024
Matrix Private Capital Group LLC

New York, NY
BUY
 -
625
+ 13.86%
$121K - $131K
5.13K $1.1M
Jul 12, 2024 Q2 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
624
+ 6.38%
$120K - $131K
10.4K $2.23M
Jul 18, 2024 Q2 2024
Addis & Hill, Inc

Wayne, PA
BUY
 -
622
+ 4.8%
$120K - $130K
13.6K $2.91M
Aug 16, 2024 Q2 2024
Cmg Global Holdings, LLC

BUY
 -
607
+ 3.09%
$117K - $127K
20.2K $4.34M
Aug 30, 2024 Q2 2024
Centennial Bank/Ar/

Conway, AR
BUY
 -
600
+ 13.28%
$116K - $126K
5.12K $1.1M
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
595
+ 17.01%
$115K - $125K
4.09K $878K
Jul 18, 2024 Q2 2024
E&G Advisors, LP

BUY
 -
591
+ 3.87%
$114K - $124K
15.9K $3.41M
Dec 19, 2024 Q2 2024
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
581
+ 1.33%
$112K - $122K
44.2K $9.49M
Jul 25, 2024 Q2 2024
Southern Capital Advisors, LLC

BUY
 -
580
+ 12.95%
$112K - $121K
5.06K $1.09M
Jul 12, 2024 Q2 2024
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
574
New
$111K - $120K
574 $123K
Jul 08, 2024 Q2 2024
Sugarloaf Wealth Management, LLC

BUY
 -
572
+ 13.16%
$110K - $120K
4.92K $1.06M
Jul 18, 2024 Q2 2024
Saxon Interests, Inc.

BUY
 -
571
+ 4.52%
$110K - $120K
13.2K $2.83M
Jul 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
569
New
$110K - $119K
569 $122K
Aug 01, 2024 Q2 2024
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
568
+ 17.42%
$110K - $119K
3.83K $822K
Aug 07, 2024 Q2 2024
Pds Planning, Inc

BUY
 -
567
+ 108.83%
$109K - $119K
1.09K $233K
Jul 25, 2024 Q2 2024
Summit Place Financial Advisors, LLC

BUY
 -
565
+ 3.89%
$109K - $118K
15.1K $3.24M
Jul 15, 2024 Q2 2024
Coastline Trust CO

BUY
 -
557
+ 0.77%
$107K - $117K
73.2K $15.7M
Jul 31, 2024 Q2 2024
Chicago Partners Investment Group LLC

BUY
 -
555
+ 1.76%
$107K - $116K
32K $6.87M
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
554
+ 4.74%
$107K - $116K
12.2K $2.63M
Jul 30, 2024 Q2 2024
Jmg Financial Group, Ltd.

BUY
 -
550
+ 1.68%
$106K - $115K
33.4K $7.16M
Aug 13, 2024 Q2 2024
Portland Global Advisors LLC

BUY
 -
549
+ 0.75%
$106K - $115K
74.2K $15.9M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
546
New
$105K - $114K
546 $117K
Aug 14, 2024 Q2 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
542
+ 10.9%
$105K - $114K
5.51K $1.18M
Aug 07, 2024 Q2 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
535
+ 16.93%
$103K - $112K
3.7K $793K
Jul 26, 2024 Q2 2024
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
534
+ 1.84%
$103K - $112K
29.6K $6.35M
Jul 12, 2024 Q2 2024
Lion Street Advisors, LLC

BUY
 -
526
+ 37.54%
$101K - $110K
1.93K $414K
Aug 15, 2024 Q2 2024
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
525
+ 2.45%
$101K - $110K
22K $4.72M
Jul 15, 2024 Q2 2024
Trust CO

BUY
 -
514
+ 3671.43%
$99.1K - $108K
528 $113K
Jul 31, 2024 Q2 2024
Rakuten Securities, Inc.

Tokyo, M0
BUY
 -
512
+ 71.81%
$98.7K - $107K
1.23K $263K
Aug 07, 2024 Q2 2024
Gryphon Financial Partners LLC

BUY
 -
512
+ 6.07%
$98.7K - $107K
8.94K $1.92M
Jul 19, 2024 Q2 2024
Auour Investments LLC

Wenham, MA
BUY
 -
509
+ 2.7%
$98.2K - $107K
19.3K $4.15M
Jul 31, 2024 Q2 2024
Advisors Management Group Inc

BUY
 -
507
+ 1.76%
$97.8K - $106K
29.4K $6.3M
Aug 05, 2024 Q2 2024
Cullen/Frost Bankers, Inc.

BUY
 -
505
+ 2.46%
$97.4K - $106K
21.1K $4.52M
Aug 12, 2024 Q2 2024
Howland Capital Management LLC

BUY
 -
500
+ 29.31%
$96.4K - $105K
2.21K $473K
Aug 14, 2024 Q2 2024
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
500
+ 29.71%
$96.4K - $105K
2.18K $468K
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
492
+ 5.68%
$94.9K - $103K
9.15K $1.96M
Jul 26, 2024 Q2 2024
Sprinkle Financial Consultants LLC

Littleton, CO
BUY
 -
491
+ 40.15%
$94.7K - $103K
1.71K $368K
Aug 13, 2024 Q2 2024
Rothschild Capital Partners, LLC

New York, NY
BUY
 -
489
+ 0.73%
$94.3K - $102K
67.6K $14.5M
Jul 29, 2024 Q2 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
487
+ 35.57%
$93.9K - $102K
1.86K $398K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
483
+ 7.47%
$93.1K - $101K
6.95K $1.49M
Aug 12, 2024 Q2 2024
Sky Oak Wealth, LLC

BUY
 -
483
+ 25.54%
$93.1K - $101K
2.37K $509K
Aug 22, 2024 Q2 2024
Pvg Asset Management Corp

Golden, CO
BUY
 -
482
+ 30.28%
$92.9K - $101K
2.07K $445K
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
477
+ 0.91%
$92K - $99.9K
52.9K $11.4M

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