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 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
258+ 206.4% |
$48.9K - $54.3K
|
383
$85K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
255New |
$48.3K - $53.6K
|
255
$56.6K
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
255+ 2.09% |
$48.3K - $53.6K
|
12.5K
$2.77M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
252+ 5.99% |
$47.7K - $53K
|
4.46K
$989K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
249New |
$47.2K - $52.4K
|
249
$55.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
247+ 8.19% |
$46.8K - $51.9K
|
3.26K
$724K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
247+ 3.35% |
$46.8K - $51.9K
|
7.62K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
246+ 1.63% |
$46.6K - $51.7K
|
15.3K
$3.4M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
245+ 5.26% |
$46.4K - $51.5K
|
4.91K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
245+ 11.67% |
$46.4K - $51.5K
|
2.35K
$520K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
243+ 1.44% |
$46K - $51.1K
|
17.1K
$3.8M
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
242+ 15.86% |
$45.9K - $50.9K
|
1.77K
$392K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
241+ 6.33% |
$45.7K - $50.7K
|
4.05K
$898K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
234+ 0.28% |
$44.3K - $49.2K
|
84.3K
$18.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
233+ 1.88% |
$44.1K - $49K
|
12.6K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
233+ 4.32% |
$44.1K - $49K
|
5.62K
$1.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
230+ 17.32% |
$43.6K - $48.4K
|
1.56K
$346K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
230+ 621.62% |
$43.6K - $48.4K
|
267
$59.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
223+ 6.09% |
$42.3K - $46.9K
|
3.88K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
218+ 3.63% |
$41.3K - $45.8K
|
6.23K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
217+ 11.48% |
$41.1K - $45.6K
|
2.11K
$468K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
216+ 19.41% |
$40.9K - $45.4K
|
1.33K
$295K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
204+ 2.42% |
$38.7K - $42.9K
|
8.63K
$1.92M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200+ 1250.0% |
$37.9K - $42.1K
|
216
$47.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
199+ 41.98% |
$37.7K - $41.8K
|
673
$149K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
199+ 8.17% |
$37.7K - $41.8K
|
2.63K
$585K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
198+ 5.12% |
$37.5K - $41.6K
|
4.07K
$902K
|
|
|
May 02, 2024
Q1 2024
|
Cosner Financial Group, LLC
Fort Collins, CO |
BUY
|
- |
198+ 3.31% |
$37.5K - $41.6K
|
6.18K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
197+ 19.43% |
$37.3K - $41.4K
|
1.21K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
194+ 6.26% |
$36.8K - $40.8K
|
3.29K
$731K
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
193+ 17.14% |
$36.6K - $40.6K
|
1.32K
$293K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
193+ 0.73% |
$36.6K - $40.6K
|
26.6K
$5.9M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
192+ 9.31% |
$36.4K - $40.4K
|
2.26K
$500K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
189+ 3.8% |
$35.8K - $39.7K
|
5.17K
$1.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
189+ 2.25% |
$35.8K - $39.7K
|
8.59K
$1.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
187+ 4.03% |
$35.4K - $39.3K
|
4.83K
$1.07M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
185+ 6.32% |
$35.1K - $38.9K
|
3.11K
$690K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
184+ 0.47% |
$34.9K - $38.7K
|
39.2K
$8.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
181+ 6.55% |
$34.3K - $38.1K
|
2.94K
$653K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
181+ 32.09% |
$34.3K - $38.1K
|
745
$165K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
181+ 4.65% |
$34.3K - $38.1K
|
4.08K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
177New |
$33.5K - $37.2K
|
177
$39.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
175+ 6.37% |
$33.2K - $36.8K
|
2.92K
$648K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
174+ 72.8% |
$33K - $36.6K
|
413
$91.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
168New |
$31.8K - $35.3K
|
168
$37.3K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
168New |
$31.8K - $35.3K
|
168
$37.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
166+ 11.82% |
$31.5K - $34.9K
|
1.57K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
165+ 5.81% |
$31.3K - $34.7K
|
3.01K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
165+ 15.73% |
$31.3K - $34.7K
|
1.21K
$269K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
165+ 125.0% |
$31.3K - $34.7K
|
297
$65.9K
|