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
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-200- 2.12% |
$38.6K - $41.9K
|
9.24K
$1.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 15.19% |
$38.6K - $41.9K
|
1.12K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-200- 80.32% |
$38.6K - $41.9K
|
49
$10.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-202- 1.7% |
$39K - $42.3K
|
11.7K
$2.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-202- 0.28% |
$39K - $42.3K
|
72.6K
$15.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-202- 0.77% |
$39K - $42.3K
|
26.1K
$5.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-202- 3.05% |
$39K - $42.3K
|
6.41K
$1.38M
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-203- 5.05% |
$39.1K - $42.5K
|
3.82K
$820K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-204- 4.55% |
$39.3K - $42.7K
|
4.28K
$918K
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-204- 7.41% |
$39.3K - $42.7K
|
2.55K
$547K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-205- 3.04% |
$39.5K - $42.9K
|
6.54K
$1.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-205- 7.44% |
$39.5K - $42.9K
|
2.55K
$547K
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-205- 0.89% |
$39.5K - $42.9K
|
22.8K
$4.9M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-207- 10.29% |
$39.9K - $43.4K
|
1.81K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-208- 0.82% |
$40.1K - $43.6K
|
25.2K
$5.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-211- 13.75% |
$40.7K - $44.2K
|
1.32K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-211- 67.85% |
$40.7K - $44.2K
|
100
$21.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-211- 10.92% |
$40.7K - $44.2K
|
1.72K
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-211- 1.44% |
$40.7K - $44.2K
|
14.5K
$3.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-213- 0.44% |
$41.1K - $44.6K
|
48.3K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-213- 1.19% |
$41.1K - $44.6K
|
17.7K
$3.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-214- 3.08% |
$41.3K - $44.8K
|
6.74K
$1.45M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-217- 15.9% |
$41.8K - $45.4K
|
1.15K
$246K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-218- 51.42% |
$42K - $45.7K
|
206
$44.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-218- 1.11% |
$42K - $45.7K
|
19.4K
$4.16M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-220- 2.78% |
$42.4K - $46.1K
|
7.7K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-221- 10.21% |
$42.6K - $46.3K
|
1.94K
$417K
|
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-226- 1.74% |
$43.6K - $47.3K
|
12.8K
$2.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-226- 4.8% |
$43.6K - $47.3K
|
4.48K
$961K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-227- 3.95% |
$43.8K - $47.5K
|
5.53K
$1.19M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-227- 9.23% |
$43.8K - $47.5K
|
2.23K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-229- 0.3% |
$44.2K - $48K
|
76K
$16.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-232- 6.57% |
$44.7K - $48.6K
|
3.3K
$708K
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-233- 9.72% |
$44.9K - $48.8K
|
2.17K
$465K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-236- 2.75% |
$45.5K - $49.4K
|
8.33K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-238- 19.19% |
$45.9K - $49.8K
|
1K
$215K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-240- 50.0% |
$46.3K - $50.3K
|
240
$51.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-243- 5.35% |
$46.9K - $50.9K
|
4.3K
$923K
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-244- 17.77% |
$47.1K - $51.1K
|
1.13K
$242K
|
|
|
Jul 23, 2024
Q2 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-244- 11.35% |
$47.1K - $51.1K
|
1.91K
$409K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-248- 19.38% |
$47.8K - $51.9K
|
1.03K
$221K
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-248- 6.49% |
$47.8K - $51.9K
|
3.57K
$767K
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-249- 10.82% |
$48K - $52.2K
|
2.05K
$441K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-250- 1.31% |
$48.2K - $52.4K
|
18.8K
$4.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-250- 1.38% |
$48.2K - $52.4K
|
17.8K
$3.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-250- 0.62% |
$48.2K - $52.4K
|
40.4K
$8.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
SELL
|
- |
-251- 2.08% |
$48.4K - $52.6K
|
11.8K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-252- 0.79% |
$48.6K - $52.8K
|
31.5K
$6.76M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-259- 2.39% |
$49.9K - $54.2K
|
10.6K
$2.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-261- 14.76% |
$50.3K - $54.7K
|
1.51K
$323K
|