Purchases and Sales Made in Q1 2024 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-550- 31.34% |
$104K - $116K
|
1.21K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-550- 20.26% |
$104K - $116K
|
2.17K
$521K
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-558- 22.71% |
$106K - $117K
|
1.9K
$457K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-561- 16.11% |
$106K - $118K
|
2.92K
$703K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-563- 9.68% |
$107K - $118K
|
5.26K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-570- 5.0% |
$108K - $120K
|
10.8K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-572- 10.84% |
$108K - $120K
|
4.7K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-578- 30.36% |
$110K - $122K
|
1.33K
$319K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-613- 32.21% |
$116K - $129K
|
1.29K
$310K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-620- 32.63% |
$117K - $130K
|
1.28K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-623- 1.32% |
$118K - $131K
|
46.5K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-626- 10.0% |
$119K - $132K
|
5.64K
$1.36M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-632- 17.23% |
$120K - $133K
|
3.04K
$730K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-633- 26.07% |
$120K - $133K
|
1.8K
$432K
|
|
|
May 10, 2024
Q1 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-642- 18.39% |
$122K - $135K
|
2.85K
$686K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-651- 3.48% |
$123K - $137K
|
18K
$4.34M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-654- 0.61% |
$124K - $138K
|
107K
$25.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-657- 34.63% |
$124K - $138K
|
1.24K
$298K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-662- 8.46% |
$125K - $139K
|
7.17K
$1.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-666- 1.16% |
$126K - $140K
|
56.6K
$13.6M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-669- 6.8% |
$127K - $141K
|
9.17K
$2.21M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-670- 2.07% |
$127K - $141K
|
31.7K
$7.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-676- 8.85% |
$128K - $142K
|
6.96K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-678- 26.71% |
$128K - $143K
|
1.86K
$448K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-684- 5.3% |
$130K - $144K
|
12.2K
$2.94M
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-685- 0.93% |
$130K - $144K
|
73.3K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-686- 10.58% |
$130K - $144K
|
5.8K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-687- 13.02% |
$130K - $144K
|
4.59K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-693- 29.74% |
$131K - $146K
|
1.64K
$394K
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-698- 65.85% |
$132K - $147K
|
362
$87.1K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-709- 9.68% |
$134K - $149K
|
6.61K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-712- 6.08% |
$135K - $150K
|
11K
$2.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-715- 11.06% |
$135K - $150K
|
5.75K
$1.38M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-715- 11.06% |
$135K - $150K
|
5.75K
$1.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-719- 3.83% |
$136K - $151K
|
18.1K
$4.35M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-719- 10.91% |
$136K - $151K
|
5.87K
$1.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-724- 1.21% |
$137K - $152K
|
59.3K
$14.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-724- 1.0% |
$137K - $152K
|
71.4K
$17.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-736- 2.33% |
$139K - $155K
|
30.9K
$7.43M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-742- 10.59% |
$141K - $156K
|
6.26K
$1.51M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-746- 1.95% |
$141K - $157K
|
37.6K
$9.04M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-754- 0.72% |
$143K - $159K
|
104K
$25M
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-761- 2.02% |
$144K - $160K
|
36.9K
$8.88M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-761- 9.74% |
$144K - $160K
|
7.06K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-765- 5.0% |
$145K - $161K
|
14.5K
$3.49M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-765- 21.75% |
$145K - $161K
|
2.75K
$662K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-772- 6.21% |
$146K - $162K
|
11.7K
$2.81M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-775- 1.23% |
$147K - $163K
|
62.1K
$15M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-783- 1.7% |
$148K - $165K
|
45.1K
$10.9M
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-785- 15.7% |
$149K - $165K
|
4.22K
$1.01M
|