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 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.05K- 3.84% |
$768K - $852K
|
101K
$24.4M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.07K- 52.51% |
$771K - $856K
|
3.68K
$886K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-4.1K- 92.55% |
$777K - $862K
|
330
$79.4K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.16K- 1.77% |
$789K - $876K
|
231K
$55.5M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4.2K- 5.41% |
$796K - $883K
|
73.5K
$17.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.22K- 70.12% |
$800K - $887K
|
1.8K
$433K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.27K- 50.62% |
$810K - $899K
|
4.17K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.29K- 1.49% |
$812K - $901K
|
284K
$68.3M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.34K- 19.24% |
$822K - $912K
|
18.2K
$4.38M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.37K- 2.33% |
$829K - $920K
|
183K
$44.1M
|
|
|
May 15, 2024
Q1 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-4.41K- 49.17% |
$835K - $927K
|
4.56K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.44K- 5.18% |
$841K - $934K
|
81.3K
$19.6M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.51K- 29.73% |
$855K - $949K
|
10.7K
$2.57M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.59K- 41.07% |
$869K - $964K
|
6.58K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-4.63K- 5.74% |
$877K - $974K
|
76.1K
$18.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-4.63K- 56.01% |
$878K - $975K
|
3.64K
$876K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.67K- 21.11% |
$885K - $982K
|
17.5K
$4.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.76K- 1.35% |
$902K - $1M
|
348K
$83.6M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.88K- 1.86% |
$924K - $1.03M
|
258K
$62M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.98K- 40.1% |
$944K - $1.05M
|
7.44K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.05K- 20.58% |
$957K - $1.06M
|
19.5K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.07K- 4.72% |
$961K - $1.07M
|
102K
$24.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-5.09K- 3.76% |
$965K - $1.07M
|
130K
$31.4M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.15K- 28.35% |
$975K - $1.08M
|
13K
$3.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.71K- 5.73% |
$1.08M - $1.2M
|
94K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.72K- 38.61% |
$1.08M - $1.2M
|
9.09K
$2.19M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.76K- 2.8% |
$1.09M - $1.21M
|
200K
$48.1M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.78K- 57.84% |
$1.09M - $1.22M
|
4.21K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.86K- 75.55% |
$1.11M - $1.23M
|
1.9K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.89K- 15.84% |
$1.12M - $1.24M
|
31.3K
$7.54M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.93K- 10.85% |
$1.12M - $1.25M
|
48.7K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.94K- 14.85% |
$1.13M - $1.25M
|
34.1K
$8.2M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.15K- 26.02% |
$1.17M - $1.29M
|
17.5K
$4.21M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6.19K- 5.87% |
$1.17M - $1.3M
|
99.3K
$23.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.22K- 3.06% |
$1.18M - $1.31M
|
197K
$47.4M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.33K- 5.18% |
$1.2M - $1.33M
|
116K
$27.9M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.4K- 10.42% |
$1.21M - $1.35M
|
55.1K
$13.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.41K- 42.29% |
$1.21M - $1.35M
|
8.75K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.46K- 15.13% |
$1.22M - $1.36M
|
36.2K
$8.72M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.52K- 9.91% |
$1.24M - $1.37M
|
59.2K
$14.3M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.52K- 8.71% |
$1.24M - $1.37M
|
68.4K
$16.5M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.53K- 8.57% |
$1.24M - $1.37M
|
69.6K
$16.8M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.54K- 2.68% |
$1.24M - $1.38M
|
238K
$57.2M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6.61K- 86.02% |
$1.25M - $1.39M
|
1.07K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.63K- 26.26% |
$1.26M - $1.4M
|
18.6K
$4.48M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.65K- 6.47% |
$1.26M - $1.4M
|
96.2K
$23.2M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.9K- 47.02% |
$1.31M - $1.45M
|
7.78K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.05K- 5.65% |
$1.34M - $1.48M
|
118K
$28.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.19K- 3.72% |
$1.36M - $1.51M
|
186K
$44.8M
|
|
|
Jun 17, 2024
Q1 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-7.21K- 6.35% |
$1.37M - $1.52M
|
106K
$25.6M
|