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
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.97KNew |
$379K - $412K
|
1.97K
$445K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.95K+ 79.91% |
$375K - $407K
|
4.38K
$992K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.92K+ 6.09% |
$370K - $402K
|
33.4K
$7.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Mathes Company, Inc.
|
BUY
|
- |
1.9K+ 16.27% |
$366K - $398K
|
13.6K
$3.07M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.86K+ 21.12% |
$358K - $389K
|
10.6K
$2.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.84KNew |
$355K - $386K
|
1.84K
$417K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.84K+ 15.03% |
$355K - $385K
|
14.1K
$3.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.83K+ 23.69% |
$353K - $383K
|
9.56K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
1.83K+ 36.88% |
$352K - $382K
|
6.77K
$1.53M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.81K+ 24.36% |
$349K - $379K
|
9.24K
$2.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
1.81K+ 0.42% |
$349K - $379K
|
434K
$98.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.79K+ 21.81% |
$345K - $374K
|
9.98K
$2.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79K+ 11.65% |
$344K - $374K
|
17.1K
$3.88M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.79K+ 11.65% |
$344K - $374K
|
17.1K
$3.88M
|
|
|
Jul 15, 2024
Q2 2024
|
Vigilare Wealth Management
|
BUY
|
- |
1.77K+ 44.47% |
$342K - $372K
|
5.76K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.77K+ 5.04% |
$341K - $370K
|
36.9K
$8.35M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.77KNew |
$341K - $370K
|
1.77K
$400K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.77K+ 4.43% |
$340K - $370K
|
41.6K
$9.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.75K+ 10.44% |
$337K - $367K
|
18.5K
$4.19M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.74KNew |
$336K - $364K
|
1.74K
$394K
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1.72KNew |
$332K - $360K
|
1.72K
$390K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.72KNew |
$331K - $359K
|
1.72K
$388K
|
|
|
Aug 15, 2024
Q2 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
1.71K+ 22.37% |
$329K - $358K
|
9.34K
$2.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.67K+ 69.87% |
$322K - $350K
|
4.06K
$920K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.67K+ 45.31% |
$321K - $349K
|
5.34K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.66K+ 3.08% |
$321K - $349K
|
55.6K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.65K+ 1.25% |
$318K - $346K
|
133K
$30.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.64KNew |
$316K - $343K
|
1.64K
$371K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.63K+ 15.32% |
$315K - $342K
|
12.3K
$2.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.57K+ 1.18% |
$303K - $329K
|
135K
$30.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.57KNew |
$303K - $329K
|
1.57K
$356K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.55K+ 3.06% |
$298K - $324K
|
52.1K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.54K+ 9.92% |
$297K - $323K
|
17.1K
$3.87M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.53K+ 25.9% |
$295K - $321K
|
7.45K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.52KNew |
$293K - $318K
|
1.52K
$344K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.52K+ 14.92% |
$292K - $318K
|
11.7K
$2.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Nantahala Capital Management, LLC
New Canaan, CT |
BUY
|
- |
1.52KNew |
$292K - $318K
|
1.52K
$343K
|
|
|
Aug 14, 2024
Q2 2024
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
1.5KNew |
$289K - $314K
|
1.5K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Corvex Management LP
New York, NY |
BUY
|
- |
1.5K+ 60.0% |
$289K - $314K
|
4K
$906K
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
1.49K+ 3.38% |
$287K - $312K
|
45.6K
$10.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.49K+ 0.91% |
$287K - $312K
|
164K
$37.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.45K+ 12.61% |
$280K - $305K
|
13K
$2.94M
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.45K+ 16.84% |
$280K - $304K
|
10.1K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.41K+ 8.69% |
$272K - $295K
|
17.6K
$3.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.4KNew |
$271K - $294K
|
1.4K
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.39K+ 20.51% |
$269K - $292K
|
8.19K
$1.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.39K+ 21.13% |
$267K - $290K
|
7.95K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
1.39K+ 22.41% |
$267K - $290K
|
7.57K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
1.38KNew |
$267K - $289K
|
1.38K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.38K+ 4.8% |
$266K - $289K
|
30.1K
$6.82M
|