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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-789- 1.25% |
$149K - $166K
|
62.5K
$15M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-791- 16.66% |
$150K - $166K
|
3.96K
$952K
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-807- 4.34% |
$153K - $170K
|
17.8K
$4.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-814- 5.42% |
$154K - $171K
|
14.2K
$3.42M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-823- 11.79% |
$156K - $173K
|
6.16K
$1.48M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-828- 27.69% |
$157K - $174K
|
2.16K
$520K
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
SELL
|
- |
-830- 3.63% |
$157K - $175K
|
22K
$5.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-839- 1.27% |
$159K - $176K
|
65.2K
$15.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-848- 1.29% |
$161K - $178K
|
64.8K
$15.6M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-850- 28.16% |
$161K - $179K
|
2.17K
$522K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-856- 2.12% |
$162K - $180K
|
39.5K
$9.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-875- 3.17% |
$166K - $184K
|
26.7K
$6.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-880- 6.77% |
$167K - $185K
|
12.1K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-882- 15.95% |
$167K - $185K
|
4.65K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-885- 11.07% |
$168K - $186K
|
7.11K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-894- 1.31% |
$169K - $188K
|
67.2K
$16.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-899- 1.11% |
$170K - $189K
|
80.4K
$19.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-901- 2.37% |
$171K - $189K
|
37K
$8.91M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-902- 16.05% |
$171K - $190K
|
4.72K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-933- 38.05% |
$177K - $196K
|
1.52K
$366K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-953- 13.36% |
$181K - $200K
|
6.18K
$1.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-954- 15.06% |
$181K - $201K
|
5.38K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-955- 3.09% |
$181K - $201K
|
29.9K
$7.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-959- 7.44% |
$182K - $202K
|
11.9K
$2.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-961- 18.06% |
$182K - $202K
|
4.36K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-965- 1.29% |
$183K - $203K
|
73.6K
$17.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-979- 2.74% |
$186K - $206K
|
34.8K
$8.37M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-980- 7.59% |
$186K - $206K
|
11.9K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-985- 81.14% |
$187K - $207K
|
229
$55.1K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-999- 4.64% |
$189K - $210K
|
20.5K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.01K- 5.91% |
$192K - $213K
|
16.1K
$3.88M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.01K- 20.98% |
$192K - $213K
|
3.81K
$917K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 9.39% |
$193K - $214K
|
9.81K
$2.36M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.02K- 20.97% |
$193K - $214K
|
3.84K
$923K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.03K- 1.54% |
$195K - $216K
|
65.6K
$15.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.04K- 27.89% |
$196K - $218K
|
2.68K
$645K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.04K- 14.09% |
$196K - $218K
|
6.32K
$1.52M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.07K- 7.31% |
$204K - $226K
|
13.6K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.07K- 3.23% |
$204K - $226K
|
32.2K
$7.75M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.09K- 34.49% |
$206K - $228K
|
2.06K
$496K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.09K- 0.86% |
$206K - $228K
|
125K
$30.1M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.09K- 6.65% |
$207K - $230K
|
15.3K
$3.69M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 18.61% |
$208K - $231K
|
4.81K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.1K- 3.05% |
$209K - $232K
|
35K
$8.43M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.1K- 65.0% |
$209K - $232K
|
594
$143K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.11K- 3.28% |
$211K - $234K
|
32.9K
$7.91M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.13K- 1.53% |
$214K - $237K
|
72.4K
$17.4M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.13K- 10.43% |
$215K - $238K
|
9.74K
$2.34M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.14K- 12.68% |
$216K - $240K
|
7.84K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.14K- 33.01% |
$217K - $240K
|
2.32K
$558K
|