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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
21.7KNew |
$4.17M - $4.53M
|
21.7K
$4.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
21.5KNew |
$4.15M - $4.51M
|
21.5K
$4.88M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
BUY
|
- |
21.2K+ 9.57% |
$4.08M - $4.43M
|
242K
$54.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
20.2K+ 21.04% |
$3.9M - $4.24M
|
116K
$26.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
20.2KNew |
$3.9M - $4.23M
|
20.2K
$4.58M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.6K+ 139.27% |
$3.78M - $4.1M
|
33.6K
$7.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
19.3K+ 124.2% |
$3.72M - $4.04M
|
34.9K
$7.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
19.1K+ 23.77% |
$3.69M - $4.01M
|
99.7K
$22.6M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
18.9KNew |
$3.65M - $3.96M
|
18.9K
$4.29M
|
|
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
18.5KNew |
$3.56M - $3.87M
|
18.5K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
18.2K+ 100.57% |
$3.5M - $3.8M
|
36.2K
$8.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
17.9K+ 80.45% |
$3.46M - $3.76M
|
40.2K
$9.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
16.2KNew |
$3.13M - $3.4M
|
16.2K
$3.67M
|
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
15.9K+ 26.94% |
$3.06M - $3.32M
|
74.7K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
15.8K+ 1278.41% |
$3.04M - $3.3M
|
17K
$3.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
15.6K+ 5.47% |
$3.01M - $3.27M
|
301K
$68.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
15.3K+ 420.03% |
$2.95M - $3.2M
|
18.9K
$4.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
15K+ 2.02% |
$2.9M - $3.15M
|
759K
$172M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
14.9K+ 2.42% |
$2.88M - $3.13M
|
632K
$143M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
14.5K+ 5.09% |
$2.79M - $3.03M
|
298K
$67.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
14.3K+ 7.31% |
$2.75M - $2.99M
|
210K
$47.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
13.8KNew |
$2.65M - $2.88M
|
13.8K
$3.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
13.7K+ 57.47% |
$2.65M - $2.88M
|
37.6K
$8.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
13.7K+ 17.63% |
$2.64M - $2.86M
|
91.3K
$20.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
13.3K+ 3.77% |
$2.56M - $2.78M
|
365K
$82.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
13.1K+ 24.71% |
$2.53M - $2.75M
|
66.2K
$15M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1K+ 10.07% |
$2.53M - $2.74M
|
143K
$32.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
13KNew |
$2.5M - $2.71M
|
13K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 11.98% |
$2.46M - $2.67M
|
119K
$27M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.6K+ 237.56% |
$2.43M - $2.64M
|
17.9K
$4.06M
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12.3K+ 38.71% |
$2.38M - $2.58M
|
44.2K
$10M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
12.2KNew |
$2.35M - $2.55M
|
12.2K
$2.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12.1K+ 99.3% |
$2.34M - $2.54M
|
24.3K
$5.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.1K+ 2.77% |
$2.33M - $2.53M
|
447K
$101M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
12K+ 33.17% |
$2.32M - $2.52M
|
48.3K
$10.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5K+ 13.45% |
$2.23M - $2.42M
|
97.4K
$22M
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
11.5K+ 210.23% |
$2.21M - $2.4M
|
16.9K
$3.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.4K+ 35.35% |
$2.19M - $2.38M
|
43.5K
$9.86M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
10.8KNew |
$2.09M - $2.27M
|
10.8K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.8K+ 20.5% |
$2.08M - $2.26M
|
63.4K
$14.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
10.6KNew |
$2.04M - $2.22M
|
10.6K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.4K+ 70.96% |
$2M - $2.17M
|
25K
$5.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$1.94M - $2.1M
|
10K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
9.97KNew |
$1.92M - $2.09M
|
9.97K
$2.26M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.86K+ 12.31% |
$1.9M - $2.06M
|
89.9K
$20.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
9.13KNew |
$1.76M - $1.91M
|
9.13K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
9.12K+ 32.44% |
$1.76M - $1.91M
|
37.2K
$8.43M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.94K+ 126.67% |
$1.72M - $1.87M
|
16K
$3.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
BUY
|
- |
8.74K+ 56.17% |
$1.68M - $1.83M
|
24.3K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
8.73K+ 9.08% |
$1.68M - $1.83M
|
105K
$23.8M
|