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
Jul 31, 2024 Q2 2024
Valmark Advisers, Inc.

BUY
 -
994
+ 10.96%
$192K - $208K
10.1K $2.16M
Aug 09, 2024 Q2 2024
Davis R M Inc

Portland, ME
BUY
 -
992
+ 13.84%
$191K - $208K
8.16K $1.75M
Aug 14, 2024 Q2 2024
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
981
+ 75.64%
$189K - $205K
2.28K $489K
Aug 07, 2024 Q2 2024
Bokf, Na

Tulsa, OK
BUY
 -
970
+ 1.69%
$187K - $203K
58.3K $12.5M
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
964
+ 48.54%
$186K - $202K
2.95K $633K
Jul 26, 2024 Q2 2024
Cascade Wealth Advisors, Inc

Wenatchee, WA
BUY
 -
950
New
$183K - $199K
950 $204K
Aug 01, 2024 Q2 2024
Bay Bridge Capital Group, LLC

Pleasanton, CA
BUY
 -
944
+ 5.16%
$182K - $198K
19.2K $4.13M
Aug 01, 2024 Q2 2024
Lcm Capital Management Inc

BUY
 -
938
+ 1.45%
$181K - $196K
65.8K $14.1M
Jul 12, 2024 Q2 2024
Doliver Advisors, LP

Houston, TX
BUY
 -
922
+ 13.28%
$178K - $193K
7.87K $1.69M
Jul 30, 2024 Q2 2024
Pinnacle Associates LTD

BUY
 -
922
+ 1.37%
$178K - $193K
68.1K $14.6M
Jul 17, 2024 Q2 2024
James J. Burns & Company, LLC

Melville, NY
BUY
 -
904
+ 59.51%
$174K - $189K
2.42K $520K
Aug 05, 2024 Q2 2024
North Star Investment Management Corp.

Chicago, IL
BUY
 -
894
+ 2.98%
$172K - $187K
30.9K $6.63M
Jul 12, 2024 Q2 2024
Webster Bank, N. A.

BUY
 -
880
+ 5.78%
$170K - $184K
16.1K $3.45M
Jul 16, 2024 Q2 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
869
+ 76.56%
$168K - $182K
2K $430K
Jul 26, 2024 Q2 2024
Hb Wealth Management, LLC

BUY
 -
862
+ 2.2%
$166K - $181K
40K $8.58M
Jul 31, 2024 Q2 2024
Sage Mountain Advisors LLC

BUY
 -
860
+ 31.55%
$166K - $180K
3.59K $770K
Jul 26, 2024 Q2 2024
Trust CO Of Virginia

BUY
 -
857
+ 3.97%
$165K - $179K
22.4K $4.82M
Jul 31, 2024 Q2 2024
Ritholtz Wealth Management

BUY
 -
857
+ 57.02%
$165K - $179K
2.36K $506K
Jul 12, 2024 Q2 2024
Marshall & Sullivan Inc

BUY
 -
852
+ 0.74%
$164K - $178K
115K $24.8M
Jul 16, 2024 Q2 2024
Jackson, Grant Investment Advisers, Inc.

BUY
 -
831
+ 8.93%
$160K - $174K
10.1K $2.18M
Jul 23, 2024 Q2 2024
Macroview Investment Management LLC

BUY
 -
820
+ 63.62%
$158K - $172K
2.11K $453K
Jul 30, 2024 Q2 2024
Klingman & Associates, LLC

BUY
 -
809
+ 2.49%
$156K - $169K
33.4K $7.16M
Jul 31, 2024 Q2 2024
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
802
+ 14.26%
$155K - $168K
6.43K $1.38M
Aug 14, 2024 Q2 2024
Nbw Capital LLC

BUY
 -
796
+ 21.7%
$154K - $167K
4.46K $958K
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
794
+ 6.26%
$153K - $166K
13.5K $2.89M
Aug 08, 2024 Q2 2024
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
789
+ 30.7%
$152K - $165K
3.36K $721K
Jan 08, 2025 Q2 2024
Arcadia Investment Advisors LLC

Eagle, ID
BUY
 -
789
+ 1.84%
$152K - $165K
43.7K $9.37M
Aug 13, 2024 Q2 2024
Alesco Advisors LLC

Pittsford, NY
BUY
 -
785
+ 11.21%
$151K - $164K
7.79K $1.67M
Aug 13, 2024 Q2 2024
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
784
+ 10.29%
$151K - $164K
8.41K $1.8M
Aug 14, 2024 Q2 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
782
+ 2.02%
$151K - $164K
39.5K $8.48M
Aug 02, 2024 Q2 2024
Cozad Asset Management Inc

Champaign, IL
BUY
 -
781
+ 6.47%
$151K - $164K
12.8K $2.76M
Jul 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
779
+ 6.21%
$150K - $163K
13.3K $2.86M
Aug 12, 2024 Q2 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
778
+ 40.31%
$150K - $163K
2.71K $581K
Jul 18, 2024 Q2 2024
Brewster Financial Planning LLC

BUY
 -
769
+ 1.1%
$148K - $161K
70.7K $15.2M
Aug 05, 2024 Q2 2024
Howard Capital Management Inc.

BUY
 -
769
+ 1.89%
$148K - $161K
41.4K $8.89M
Jul 24, 2024 Q2 2024
Family Firm, Inc.

BUY
 -
766
+ 10.86%
$148K - $160K
7.82K $1.68M
Aug 14, 2024 Q2 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
765
+ 2.25%
$148K - $160K
34.8K $7.47M
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
756
+ 16.95%
$146K - $158K
5.22K $1.12M
Aug 14, 2024 Q2 2024
Bienville Capital Management, LLC

New York, NY
BUY
 -
752
+ 14.19%
$145K - $157K
6.05K $1.3M
Aug 12, 2024 Q2 2024
Hollencrest Capital Management

BUY
 -
743
+ 0.67%
$143K - $156K
112K $24.1M
Jul 11, 2024 Q2 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
734
+ 7.21%
$142K - $154K
10.9K $2.34M
Jul 26, 2024 Q2 2024
Evensky & Katz LLC

BUY
 -
732
+ 19.69%
$141K - $153K
4.45K $955K
Jul 17, 2024 Q2 2024
Leavell Investment Management, Inc.

BUY
 -
729
+ 6.25%
$141K - $153K
12.4K $2.66M
Jul 31, 2024 Q2 2024
Facet Wealth, Inc.

BUY
 -
716
+ 27.11%
$138K - $150K
3.36K $720K
Jul 22, 2024 Q2 2024
Centennial Wealth Advisory LLC

BUY
 -
715
+ 8.33%
$138K - $150K
9.3K $2M
Jul 19, 2024 Q2 2024
Btc Capital Management, Inc.

BUY
 -
707
+ 1.14%
$136K - $148K
62.6K $13.4M
Jul 30, 2024 Q2 2024
Birch Hill Investment Advisors LLC

BUY
 -
698
+ 5.45%
$135K - $146K
13.5K $2.9M
Aug 06, 2024 Q2 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
688
+ 2.09%
$133K - $144K
33.6K $7.2M
Aug 12, 2024 Q2 2024
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
688
+ 28.1%
$133K - $144K
3.14K $673K

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