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 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1KNew |
$190K - $211K
|
1K
$226K
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1K+ 10.75% |
$190K - $211K
|
10.3K
$2.33M
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1KNew |
$189K - $210K
|
1K
$226K
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
1KNew |
$189K - $210K
|
1K
$226K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
998New |
$189K - $210K
|
998
$225K
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
997+ 33.48% |
$189K - $210K
|
3.98K
$897K
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
995+ 71.33% |
$189K - $209K
|
2.39K
$539K
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
991New |
$188K - $208K
|
991
$224K
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
990+ 0.98% |
$188K - $208K
|
102K
$23M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
990+ 95.93% |
$188K - $208K
|
2.02K
$456K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
988+ 9.24% |
$187K - $208K
|
11.7K
$2.64M
|
|
May 14, 2024
Q1 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
986New |
$187K - $207K
|
986
$222K
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
985New |
$187K - $207K
|
985
$222K
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
985+ 90.87% |
$187K - $207K
|
2.07K
$467K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
985New |
$187K - $207K
|
985
$222K
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
983New |
$186K - $207K
|
983
$222K
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
980New |
$186K - $206K
|
980
$221K
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
979New |
$186K - $206K
|
979
$221K
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
979+ 39.0% |
$186K - $206K
|
3.49K
$787K
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
974New |
$185K - $205K
|
974
$220K
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
974New |
$185K - $205K
|
974
$220K
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
970New |
$184K - $204K
|
970
$219K
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
966+ 34.74% |
$183K - $203K
|
3.75K
$846K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
965+ 6.96% |
$183K - $203K
|
14.8K
$3.34M
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
964New |
$183K - $203K
|
964
$218K
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
962New |
$182K - $202K
|
962
$217K
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
961New |
$182K - $202K
|
961
$217K
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
960+ 211.92% |
$182K - $202K
|
1.41K
$319K
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
955+ 2.41% |
$181K - $201K
|
40.6K
$9.17M
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
955+ 5.78% |
$181K - $201K
|
17.5K
$3.95M
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
954New |
$181K - $201K
|
954
$215K
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
953New |
$181K - $200K
|
953
$215K
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
948New |
$180K - $199K
|
948
$214K
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
946+ 37.07% |
$179K - $199K
|
3.5K
$789K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
941+ 1775.47% |
$178K - $198K
|
994
$224K
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
937+ 7.04% |
$178K - $197K
|
14.3K
$3.22M
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
937+ 79.34% |
$178K - $197K
|
2.12K
$478K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
932+ 4.77% |
$177K - $196K
|
20.5K
$4.62M
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
926+ 9.12% |
$175K - $195K
|
11.1K
$2.5M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
910New |
$172K - $191K
|
910
$205K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
909+ 2.93% |
$172K - $191K
|
32K
$7.22M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
908+ 8.62% |
$172K - $191K
|
11.4K
$2.58M
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
902+ 10.76% |
$171K - $190K
|
9.29K
$2.1M
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
899+ 69.58% |
$170K - $189K
|
2.19K
$494K
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
888+ 0.74% |
$168K - $187K
|
120K
$27.1M
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
879+ 7.89% |
$167K - $185K
|
12K
$2.71M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
865+ 11.67% |
$164K - $182K
|
8.28K
$1.87M
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
858+ 62.9% |
$163K - $180K
|
2.22K
$501K
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
855+ 39.58% |
$162K - $180K
|
3.02K
$680K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
852+ 82.08% |
$161K - $179K
|
1.89K
$426K
|