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 15, 2024
Q2 2024
|
Aspiriant, LLC
|
SELL
|
- |
-1.68K- 3.61% |
$324K - $351K
|
44.8K
$9.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.68K- 16.82% |
$324K - $351K
|
8.3K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.69K- 0.78% |
$326K - $354K
|
215K
$46.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.69K- 0.49% |
$326K - $355K
|
346K
$74.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.71K- 18.26% |
$329K - $357K
|
7.63K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.71K- 0.64% |
$329K - $357K
|
265K
$56.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.71K- 18.79% |
$330K - $358K
|
7.39K
$1.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.75K- 3.1% |
$338K - $367K
|
54.8K
$11.8M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.76K- 40.11% |
$339K - $368K
|
2.63K
$564K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.83K- 4.62% |
$352K - $383K
|
37.7K
$8.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.85K- 55.04% |
$356K - $386K
|
1.51K
$323K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.85K- 22.32% |
$356K - $387K
|
6.43K
$1.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.87K- 46.97% |
$360K - $391K
|
2.11K
$452K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.89K- 39.98% |
$365K - $396K
|
2.84K
$609K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.89K- 9.54% |
$365K - $396K
|
17.9K
$3.85M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-1.93K- 0.55% |
$372K - $404K
|
351K
$75.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.94K- 1.8% |
$374K - $407K
|
106K
$22.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.94K- 17.75% |
$375K - $407K
|
9.01K
$1.93M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.99K- 9.7% |
$384K - $417K
|
18.6K
$3.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2K- 6.94% |
$385K - $419K
|
26.8K
$5.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2K- 19.35% |
$386K - $419K
|
8.34K
$1.79M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2K- 32.19% |
$386K - $419K
|
4.21K
$904K
|
|
|
Jul 26, 2024
Q2 2024
|
West Bancorporation Inc
|
SELL
|
- |
-2.04K- 11.7% |
$393K - $426K
|
15.4K
$3.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.04K- 24.63% |
$394K - $427K
|
6.25K
$1.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-2.04K- 4.57% |
$394K - $428K
|
42.6K
$9.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.09K- 22.58% |
$403K - $438K
|
7.17K
$1.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.1K- 2.18% |
$405K - $440K
|
94.3K
$20.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.13K- 22.36% |
$410K - $445K
|
7.38K
$1.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.13K- 6.16% |
$411K - $446K
|
32.4K
$6.96M
|
|
|
Jul 25, 2024
Q2 2024
|
First Merchants Corp
|
SELL
|
- |
-2.15K- 8.18% |
$414K - $450K
|
24.1K
$5.18M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.15K- 15.56% |
$415K - $451K
|
11.7K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.15K- 3.08% |
$415K - $451K
|
67.7K
$14.5M
|
|
|
Jul 24, 2024
Q2 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-2.15K- 4.59% |
$415K - $451K
|
44.8K
$9.62M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-2.17K- 54.78% |
$418K - $454K
|
1.79K
$384K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.18K- 19.35% |
$421K - $457K
|
9.09K
$1.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-2.18K- 1.82% |
$421K - $457K
|
118K
$25.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.2K- 48.46% |
$424K - $461K
|
2.34K
$502K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-2.22K- 26.13% |
$428K - $465K
|
6.28K
$1.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.24K- 23.05% |
$433K - $470K
|
7.49K
$1.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.24K- 33.5% |
$433K - $470K
|
4.45K
$956K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-2.26K- 32.91% |
$436K - $474K
|
4.61K
$990K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2.29K- 13.26% |
$442K - $480K
|
15K
$3.22M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.31K- 5.98% |
$446K - $484K
|
36.3K
$7.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Conning Inc.
|
SELL
|
- |
-2.32K- 3.45% |
$447K - $486K
|
64.9K
$13.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.34K- 44.43% |
$450K - $489K
|
2.92K
$627K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-2.34K- 23.42% |
$450K - $489K
|
7.64K
$1.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.38K- 37.21% |
$458K - $498K
|
4.01K
$860K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.39K- 2.0% |
$461K - $500K
|
117K
$25.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.48K- 9.03% |
$477K - $519K
|
25K
$5.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.49K- 46.86% |
$480K - $521K
|
2.82K
$605K
|