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 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
888+ 0.74% |
$168K - $187K
|
120K
$26.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
879+ 7.89% |
$167K - $185K
|
12K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
865+ 11.67% |
$164K - $182K
|
8.28K
$1.84M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
858+ 62.9% |
$163K - $180K
|
2.22K
$493K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
855+ 39.58% |
$162K - $180K
|
3.02K
$669K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
852+ 82.08% |
$161K - $179K
|
1.89K
$419K
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
852+ 11.02% |
$161K - $179K
|
8.58K
$1.9M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
840+ 9.38% |
$159K - $177K
|
9.8K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
829+ 12.63% |
$157K - $174K
|
7.39K
$1.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
825+ 76.74% |
$156K - $173K
|
1.9K
$422K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
821+ 912.22% |
$156K - $173K
|
911
$202K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
818+ 11.61% |
$155K - $172K
|
7.87K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
816+ 2.56% |
$155K - $172K
|
32.7K
$7.25M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
815New |
$154K - $171K
|
815
$181K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
803+ 5.5% |
$152K - $169K
|
15.4K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
803+ 2.79% |
$152K - $169K
|
29.5K
$6.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
801+ 0.86% |
$152K - $168K
|
94.3K
$20.9M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
799+ 55.76% |
$151K - $168K
|
2.23K
$495K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
797+ 2.48% |
$151K - $168K
|
32.9K
$7.29M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
780+ 18.64% |
$148K - $164K
|
4.97K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
773+ 62.9% |
$146K - $163K
|
2K
$444K
|
|
|
Apr 23, 2024
Q1 2024
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
757+ 6.21% |
$143K - $159K
|
12.9K
$2.87M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
754+ 9.06% |
$143K - $159K
|
9.07K
$2.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
751+ 2.62% |
$142K - $158K
|
29.4K
$6.53M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
750+ 2.26% |
$142K - $158K
|
33.9K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
745+ 7.07% |
$141K - $157K
|
11.3K
$2.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
723+ 0.48% |
$137K - $152K
|
152K
$33.7M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
723+ 20.51% |
$137K - $152K
|
4.25K
$943K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
720+ 14.3% |
$136K - $151K
|
5.76K
$1.28M
|
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
716+ 1.62% |
$136K - $151K
|
44.9K
$9.96M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
715+ 37.12% |
$135K - $150K
|
2.64K
$586K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
713New |
$135K - $150K
|
713
$158K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
707+ 0.75% |
$134K - $149K
|
94.7K
$21M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
702+ 1.84% |
$133K - $148K
|
38.9K
$8.64M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
701+ 179.28% |
$133K - $147K
|
1.09K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
700+ 2.27% |
$133K - $147K
|
31.5K
$6.98M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
687+ 10.42% |
$130K - $144K
|
7.28K
$1.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
685+ 54.49% |
$130K - $144K
|
1.94K
$431K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
664+ 20.42% |
$126K - $140K
|
3.92K
$869K
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
650+ 5.35% |
$123K - $137K
|
12.8K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
641+ 3.08% |
$121K - $135K
|
21.5K
$4.76M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
636+ 24.38% |
$121K - $134K
|
3.25K
$720K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
635+ 22.38% |
$120K - $134K
|
3.47K
$771K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
630+ 11.62% |
$119K - $132K
|
6.05K
$1.34M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
629+ 85.46% |
$119K - $132K
|
1.37K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
625+ 7.03% |
$118K - $131K
|
9.51K
$2.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
619+ 17.38% |
$117K - $130K
|
4.18K
$928K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
618+ 5.41% |
$117K - $130K
|
12K
$2.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
616+ 52.92% |
$117K - $130K
|
1.78K
$395K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
611+ 17.04% |
$116K - $128K
|
4.2K
$931K
|