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 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.04K- 27.89% |
$196K - $218K
|
2.68K
$605K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.04K- 14.09% |
$196K - $218K
|
6.32K
$1.43M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-1.07K- 7.31% |
$204K - $226K
|
13.6K
$3.08M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-1.07K- 3.23% |
$204K - $226K
|
32.2K
$7.28M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.09K- 34.49% |
$206K - $228K
|
2.06K
$466K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-1.09K- 0.86% |
$206K - $228K
|
125K
$28.2M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.09K- 6.65% |
$207K - $230K
|
15.3K
$3.47M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 18.61% |
$208K - $231K
|
4.81K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.1K- 3.05% |
$209K - $232K
|
35K
$7.92M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.1K- 65.0% |
$209K - $232K
|
594
$134K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
SELL
|
- |
-1.11K- 3.28% |
$211K - $234K
|
32.9K
$7.43M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.13K- 1.53% |
$214K - $237K
|
72.4K
$16.3M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.13K- 10.43% |
$215K - $238K
|
9.74K
$2.2M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.14K- 12.68% |
$216K - $240K
|
7.84K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.14K- 33.01% |
$217K - $240K
|
2.32K
$524K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.15K- 3.04% |
$217K - $241K
|
36.6K
$8.26M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.16K- 52.35% |
$219K - $243K
|
1.05K
$238K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.19K- 20.49% |
$225K - $250K
|
4.62K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-1.2K- 21.44% |
$227K - $252K
|
4.39K
$991K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.21K- 4.3% |
$229K - $254K
|
26.9K
$6.08M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.22K- 11.97% |
$230K - $256K
|
8.93K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.24K- 33.58% |
$234K - $260K
|
2.44K
$552K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-1.25K- 10.76% |
$237K - $263K
|
10.4K
$2.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.25K- 9.97% |
$237K - $263K
|
11.3K
$2.55M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.26K- 11.4% |
$238K - $264K
|
9.76K
$2.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-1.26K- 40.84% |
$239K - $265K
|
1.82K
$412K
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.27K- 24.91% |
$240K - $266K
|
3.82K
$863K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.28K- 1.55% |
$242K - $268K
|
81.2K
$18.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.32K- 31.2% |
$249K - $277K
|
2.9K
$655K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1.35K- 14.68% |
$255K - $283K
|
7.82K
$1.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.35K- 12.16% |
$255K - $283K
|
9.73K
$2.2M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.36K- 7.26% |
$258K - $287K
|
17.4K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.37K- 32.4% |
$260K - $289K
|
2.87K
$647K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.38K- 3.36% |
$261K - $289K
|
39.5K
$8.94M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1.4K- 6.32% |
$266K - $295K
|
20.8K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.41K- 5.08% |
$268K - $297K
|
26.4K
$5.96M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.46K- 3.3% |
$276K - $306K
|
42.7K
$9.64M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.46K- 41.06% |
$277K - $308K
|
2.1K
$475K
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.47K- 18.63% |
$279K - $310K
|
6.44K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.48K- 14.25% |
$280K - $310K
|
8.88K
$2.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.5K- 6.57% |
$284K - $315K
|
21.3K
$4.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.52K- 15.28% |
$288K - $320K
|
8.43K
$1.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.56K- 3.26% |
$296K - $329K
|
46.4K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.58K- 27.9% |
$299K - $332K
|
4.08K
$922K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.59K- 11.13% |
$300K - $333K
|
12.7K
$2.86M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.65K- 13.02% |
$313K - $347K
|
11K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.74K- 39.53% |
$329K - $365K
|
2.65K
$600K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.75K- 43.63% |
$331K - $368K
|
2.26K
$510K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.75K- 33.04% |
$331K - $368K
|
3.54K
$801K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.8K- 50.85% |
$341K - $378K
|
1.74K
$393K
|