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 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
410+ 6.76% |
$77.7K - $86.2K
|
6.48K
$1.44M
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
408+ 3.56% |
$77.3K - $85.8K
|
11.9K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
405+ 21.65% |
$76.7K - $85.2K
|
2.28K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
400+ 7.41% |
$75.8K - $84.1K
|
5.8K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
395+ 9.67% |
$74.8K - $83.1K
|
4.48K
$993K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
395+ 3.62% |
$74.8K - $83.1K
|
11.3K
$2.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
393+ 2.65% |
$74.5K - $82.6K
|
15.2K
$3.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
388+ 1.81% |
$73.5K - $81.6K
|
21.8K
$4.83M
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
387+ 21.64% |
$73.3K - $81.4K
|
2.18K
$482K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
386+ 2.03% |
$73.1K - $81.2K
|
19.4K
$4.3M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
384+ 29.18% |
$72.8K - $80.8K
|
1.7K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
383+ 0.04% |
$72.6K - $80.5K
|
918K
$204M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
371+ 9.92% |
$70.3K - $78K
|
4.11K
$911K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
370+ 2.6% |
$70.1K - $77.8K
|
14.6K
$3.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
368+ 10.83% |
$69.7K - $77.4K
|
3.77K
$835K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
BUY
|
- |
368+ 36.4% |
$69.7K - $77.4K
|
1.38K
$306K
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
367+ 2.29% |
$69.5K - $77.2K
|
16.4K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
BUY
|
- |
359+ 1.37% |
$68K - $75.5K
|
26.6K
$5.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
352+ 1.7% |
$66.7K - $74K
|
21.1K
$4.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
350+ 31.7% |
$66.3K - $73.6K
|
1.45K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
350New |
$66.3K - $73.6K
|
350
$77.6K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
336+ 8.03% |
$63.7K - $70.7K
|
4.52K
$1M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
330+ 1.0% |
$62.5K - $69.4K
|
33.2K
$7.36M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
329+ 15.88% |
$62.3K - $69.2K
|
2.4K
$532K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
324+ 16.3% |
$61.4K - $68.1K
|
2.31K
$513K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
321+ 4.83% |
$60.8K - $67.5K
|
6.96K
$1.54M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
318+ 5.31% |
$60.3K - $66.9K
|
6.3K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
318+ 84.35% |
$60.3K - $66.9K
|
695
$154K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
313+ 1.41% |
$59.3K - $65.8K
|
22.6K
$5.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
311+ 0.41% |
$58.9K - $65.4K
|
76.2K
$16.9M
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
311New |
$58.9K - $65.4K
|
311
$68.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
309+ 11.92% |
$58.5K - $65K
|
2.9K
$643K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
308+ 22.34% |
$58.4K - $64.8K
|
1.69K
$374K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
304+ 1.64% |
$57.6K - $63.9K
|
18.8K
$4.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
301+ 0.71% |
$57K - $63.3K
|
43K
$9.53M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
300+ 2.85% |
$56.8K - $63.1K
|
10.8K
$2.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
292New |
$55.3K - $61.4K
|
292
$64.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
291+ 7.27% |
$55.1K - $61.2K
|
4.29K
$952K
|
|
|
Apr 16, 2024
Q1 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
288+ 10.29% |
$54.6K - $60.6K
|
3.09K
$685K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
285+ 7.13% |
$54K - $59.9K
|
4.28K
$950K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
285+ 14.45% |
$54K - $59.9K
|
2.26K
$501K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
280+ 1.19% |
$53.1K - $58.9K
|
23.9K
$5.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
279+ 7.88% |
$52.9K - $58.7K
|
3.82K
$847K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
276+ 14.32% |
$52.3K - $58K
|
2.2K
$488K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
276+ 25.16% |
$52.3K - $58K
|
1.37K
$304K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
270+ 10.99% |
$51.2K - $56.8K
|
2.73K
$604K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
269New |
$51K - $56.6K
|
269
$59.6K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
264+ 2.51% |
$50K - $55.5K
|
10.8K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
263+ 2.26% |
$49.8K - $55.3K
|
11.9K
$2.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
259+ 8633.33% |
$49.1K - $54.5K
|
262
$58.1K
|