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 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
101+ 4.51% |
$19.1K - $21.2K
|
2.34K
$519K
|
|
|
Apr 11, 2024
Q1 2024
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
100+ 5.63% |
$18.9K - $21K
|
1.88K
$416K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
100+ 2.85% |
$18.9K - $21K
|
3.61K
$802K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
100New |
$18.9K - $21K
|
100
$22.2K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
100New |
$18.9K - $21K
|
100
$22.2K
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
96+ 1.2% |
$18.2K - $20.2K
|
8.1K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
96+ 2.65% |
$18.2K - $20.2K
|
3.72K
$825K
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
95+ 0.33% |
$18K - $20K
|
28.9K
$6.41M
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
94+ 1.98% |
$17.8K - $19.8K
|
4.84K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
91+ 3.29% |
$17.2K - $19.1K
|
2.86K
$635K
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
91+ 6.16% |
$17.2K - $19.1K
|
1.57K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
87+ 2.69% |
$16.5K - $18.3K
|
3.32K
$737K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
83+ 518.75% |
$15.7K - $17.5K
|
99
$22K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
82+ 14.75% |
$15.5K - $17.2K
|
638
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
81+ 0.16% |
$15.3K - $17K
|
51.4K
$11.4M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
BUY
|
- |
81+ 8.0% |
$15.3K - $17K
|
1.09K
$243K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
80+ 0.47% |
$15.2K - $16.8K
|
17.2K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
78+ 2.75% |
$14.8K - $16.4K
|
2.91K
$646K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
76+ 0.99% |
$14.4K - $16K
|
7.73K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
75New |
$14.2K - $15.8K
|
75
$16.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
75+ 1.19% |
$14.2K - $15.8K
|
6.39K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
75+ 6.2% |
$14.2K - $15.8K
|
1.29K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75New |
$14.2K - $15.8K
|
75
$16.6K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
75New |
$14.2K - $15.8K
|
75
$16.6K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
72+ 1.26% |
$13.6K - $15.1K
|
5.79K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
70+ 2.4% |
$13.3K - $14.7K
|
2.99K
$664K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
70+ 1.75% |
$13.3K - $14.7K
|
4.07K
$902K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
69+ 1.74% |
$13.1K - $14.5K
|
4.04K
$897K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
BUY
|
- |
68+ 0.35% |
$12.9K - $14.3K
|
19.6K
$4.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
64+ 2.9% |
$12.1K - $13.5K
|
2.27K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
63+ 0.28% |
$11.9K - $13.2K
|
22.6K
$5.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
62+ 0.73% |
$11.7K - $13K
|
8.61K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60+ 10.45% |
$11.4K - $12.6K
|
634
$141K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
60+ 2.17% |
$11.4K - $12.6K
|
2.82K
$626K
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
59+ 0.05% |
$11.2K - $12.4K
|
115K
$25.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
59+ 0.83% |
$11.2K - $12.4K
|
7.13K
$1.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
59+ 1.33% |
$11.2K - $12.4K
|
4.5K
$998K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
59+ 0.37% |
$11.2K - $12.4K
|
16.2K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
59+ 0.94% |
$11.2K - $12.4K
|
6.35K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
58+ 0.26% |
$11K - $12.2K
|
22.5K
$5M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
58+ 0.2% |
$11K - $12.2K
|
28.6K
$6.34M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
57+ 1.51% |
$10.8K - $12K
|
3.82K
$848K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
55+ 0.39% |
$10.4K - $11.6K
|
14.2K
$3.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
BUY
|
- |
55+ 5.21% |
$10.4K - $11.6K
|
1.11K
$246K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
54+ 0.62% |
$10.2K - $11.4K
|
8.78K
$1.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
51+ 2.24% |
$9.66K - $10.7K
|
2.33K
$516K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
51+ 11.97% |
$9.66K - $10.7K
|
477
$106K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
51+ 2.39% |
$9.66K - $10.7K
|
2.18K
$485K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
51+ 2.18% |
$9.66K - $10.7K
|
2.39K
$530K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
51+ 0.59% |
$9.66K - $10.7K
|
8.63K
$1.91M
|