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 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.82K- 1.75% |
$345K - $383K
|
102K
$23.1M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.92K- 6.69% |
$364K - $404K
|
26.8K
$6.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.93K- 32.2% |
$366K - $406K
|
4.06K
$918K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-1.98K- 19.55% |
$374K - $415K
|
8.13K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-1.98K- 23.14% |
$375K - $416K
|
6.57K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.98K- 41.99% |
$375K - $416K
|
2.73K
$618K
|
|
|
Apr 16, 2024
Q1 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-2K- 8.1% |
$379K - $421K
|
22.7K
$5.13M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.01K- 11.27% |
$382K - $424K
|
15.9K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 86.01% |
$387K - $429K
|
332
$75K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.06K- 13.22% |
$390K - $433K
|
13.5K
$3.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-2.07K- 2.96% |
$392K - $435K
|
67.9K
$15.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.12K- 4.15% |
$402K - $446K
|
49K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.12K- 6.71% |
$402K - $446K
|
29.5K
$6.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.16K- 41.57% |
$409K - $454K
|
3.04K
$686K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 2.2% |
$412K - $457K
|
96.8K
$21.9M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.22K- 0.67% |
$421K - $467K
|
328K
$74.1M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.24K- 6.56% |
$424K - $471K
|
31.9K
$7.21M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.27K- 19.02% |
$430K - $478K
|
9.67K
$2.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-2.3K- 42.07% |
$436K - $484K
|
3.17K
$716K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.32K- 14.34% |
$440K - $489K
|
13.9K
$3.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-2.34K- 21.02% |
$443K - $492K
|
8.79K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-2.36K- 4.33% |
$446K - $495K
|
52K
$11.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2.41K- 9.58% |
$456K - $506K
|
22.7K
$5.14M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.43K- 32.54% |
$461K - $512K
|
5.05K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.44K- 3.37% |
$462K - $513K
|
69.9K
$15.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.46K- 20.96% |
$465K - $516K
|
9.26K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 88.57% |
$474K - $527K
|
323
$73K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.53K- 55.92% |
$480K - $532K
|
2K
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.55K- 11.78% |
$483K - $536K
|
19.1K
$4.31M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.57K- 17.53% |
$487K - $540K
|
12.1K
$2.73M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.62K- 51.81% |
$496K - $550K
|
2.43K
$550K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.66K- 17.76% |
$505K - $560K
|
12.3K
$2.79M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.77K- 18.91% |
$525K - $582K
|
11.9K
$2.68M
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.78K- 13.04% |
$527K - $585K
|
18.6K
$4.19M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.85K- 10.3% |
$540K - $600K
|
24.8K
$5.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.87K- 6.99% |
$545K - $604K
|
38.3K
$8.65M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.89K- 18.33% |
$548K - $608K
|
12.9K
$2.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.89K- 65.5% |
$548K - $608K
|
1.52K
$344K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.97K- 23.94% |
$563K - $625K
|
9.44K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.99K- 60.35% |
$566K - $628K
|
1.96K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.01K- 8.16% |
$570K - $633K
|
33.9K
$7.66M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.04K- 4.94% |
$576K - $639K
|
58.4K
$13.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.09K- 4.86% |
$585K - $649K
|
60.4K
$13.6M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.12K- 7.48% |
$592K - $657K
|
38.6K
$8.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.17K- 18.22% |
$600K - $666K
|
14.2K
$3.21M
|
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-3.2K- 62.75% |
$606K - $673K
|
1.9K
$429K
|
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 17.75% |
$646K - $717K
|
15.8K
$3.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.45K- 26.86% |
$653K - $725K
|
9.39K
$2.12M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.51K- 1.61% |
$666K - $739K
|
215K
$48.6M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.52K- 10.54% |
$667K - $740K
|
29.9K
$6.76M
|