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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
165+ 125.0% |
$31.3K - $34.7K
|
297
$65.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
162+ 12.88% |
$30.7K - $34.1K
|
1.42K
$315K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
160+ 3.44% |
$30.3K - $33.6K
|
4.81K
$1.07M
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
BUY
|
- |
158+ 9.35% |
$29.9K - $33.2K
|
1.85K
$409K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
BUY
|
- |
157+ 5.69% |
$29.7K - $33K
|
2.92K
$647K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
157+ 7.79% |
$29.7K - $33K
|
2.17K
$482K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
157+ 2.33% |
$29.7K - $33K
|
6.89K
$1.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
156+ 1.7% |
$29.6K - $32.8K
|
9.35K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
156New |
$29.6K - $32.8K
|
156
$34.6K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
152+ 2.12% |
$28.8K - $32K
|
7.33K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
150+ 9.95% |
$28.4K - $31.5K
|
1.66K
$368K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
150New |
$28.4K - $31.5K
|
150
$33.3K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
150+ 3.44% |
$28.4K - $31.5K
|
4.51K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
148+ 7.39% |
$28K - $31.1K
|
2.15K
$477K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
140New |
$26.5K - $29.4K
|
140
$31K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
140+ 11.39% |
$26.5K - $29.4K
|
1.37K
$304K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
140New |
$26.5K - $29.4K
|
140
$31K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
136+ 7.2% |
$25.8K - $28.6K
|
2.03K
$449K
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
BUY
|
- |
134+ 3.3% |
$25.4K - $28.2K
|
4.2K
$930K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
134+ 1.64% |
$25.4K - $28.2K
|
8.32K
$1.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
133+ 3.06% |
$25.2K - $28K
|
4.48K
$994K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
133+ 4.3% |
$25.2K - $28K
|
3.23K
$715K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
130+ 7.0% |
$24.6K - $27.3K
|
1.99K
$440K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
129+ 0.21% |
$24.4K - $27.1K
|
61.9K
$13.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
127+ 1.45% |
$24.1K - $26.7K
|
8.89K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
126+ 10.71% |
$23.9K - $26.5K
|
1.3K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
126+ 2.07% |
$23.9K - $26.5K
|
6.21K
$1.38M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
126+ 2.07% |
$23.9K - $26.5K
|
6.21K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
125+ 6.49% |
$23.7K - $26.3K
|
2.05K
$454K
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
123+ 2.54% |
$23.3K - $25.9K
|
4.97K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
123+ 42.27% |
$23.3K - $25.9K
|
414
$91.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
122+ 5.86% |
$23.1K - $25.7K
|
2.21K
$489K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
122+ 0.37% |
$23.1K - $25.7K
|
33.4K
$7.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
121+ 2.28% |
$22.9K - $25.4K
|
5.43K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
119New |
$22.5K - $25K
|
119
$26.4K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
118+ 2.04% |
$22.4K - $24.8K
|
5.92K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
118+ 1.65% |
$22.4K - $24.8K
|
7.29K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
118+ 786.67% |
$22.4K - $24.8K
|
133
$29.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
117+ 1.45% |
$22.2K - $24.6K
|
8.16K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
115+ 0.79% |
$21.8K - $24.2K
|
14.7K
$3.27M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
115+ 2.84% |
$21.8K - $24.2K
|
4.16K
$922K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
113+ 5.34% |
$21.4K - $23.8K
|
2.23K
$494K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
113+ 6.36% |
$21.4K - $23.8K
|
1.89K
$419K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
113New |
$21.4K - $23.8K
|
113
$25.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
112+ 5.68% |
$21.2K - $23.6K
|
2.08K
$462K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
109+ 2.18% |
$20.7K - $22.9K
|
5.11K
$1.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
107+ 5.0% |
$20.3K - $22.5K
|
2.25K
$499K
|
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
107+ 4.46% |
$20.3K - $22.5K
|
2.5K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
105+ 3.21% |
$19.9K - $22.1K
|
3.38K
$749K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
102+ 4.64% |
$19.3K - $21.5K
|
2.3K
$510K
|