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 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
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
BUY
|
- |
51+ 1.45% |
$9.66K - $10.7K
|
3.56K
$790K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
51New |
$9.66K - $10.7K
|
51
$11.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
50New |
$9.47K - $10.5K
|
50
$11.1K
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
50+ 0.92% |
$9.47K - $10.5K
|
5.51K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
50+ 3.95% |
$9.47K - $10.5K
|
1.32K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
49+ 0.88% |
$9.28K - $10.3K
|
5.62K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
49+ 4.32% |
$9.28K - $10.3K
|
1.18K
$262K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
48+ 0.95% |
$9.1K - $10.1K
|
5.08K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
48+ 50.53% |
$9.1K - $10.1K
|
143
$31.7K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48New |
$9.1K - $10.1K
|
48
$10.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
47+ 2.86% |
$8.91K - $9.88K
|
1.69K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
47+ 9.57% |
$8.91K - $9.88K
|
538
$119K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
46+ 1.81% |
$8.72K - $9.67K
|
2.59K
$575K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
46+ 0.04% |
$8.72K - $9.67K
|
118K
$26.1M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
46+ 0.1% |
$8.72K - $9.67K
|
48.1K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.35% |
$8.53K - $9.46K
|
12.8K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
44+ 1.3% |
$8.34K - $9.25K
|
3.42K
$759K
|
|
|
Apr 26, 2024
Q1 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
43+ 1.44% |
$8.15K - $9.04K
|
3.03K
$672K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
43+ 28.1% |
$8.15K - $9.04K
|
196
$43.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
42+ 1.55% |
$7.96K - $8.83K
|
2.76K
$611K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
42+ 3.14% |
$7.96K - $8.83K
|
1.38K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
BUY
|
- |
42New |
$7.96K - $8.83K
|
42
$9.31K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
40+ 8.71% |
$7.58K - $8.41K
|
499
$111K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 0.51% |
$7.58K - $8.41K
|
7.92K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
40+ 0.43% |
$7.58K - $8.41K
|
9.31K
$2.06M
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
40+ 3.68% |
$7.58K - $8.41K
|
1.13K
$250K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
38+ 0.34% |
$7.2K - $7.99K
|
11.1K
$2.46M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
38+ 0.06% |
$7.2K - $7.99K
|
67.2K
$14.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
37+ 3.21% |
$7.01K - $7.78K
|
1.19K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
37+ 1.33% |
$7.01K - $7.78K
|
2.82K
$625K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
37+ 0.13% |
$7.01K - $7.78K
|
29.2K
$6.48M
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
BUY
|
- |
36+ 0.25% |
$6.82K - $7.57K
|
14.5K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
36New |
$6.82K - $7.57K
|
36
$7.98K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
35+ 29.66% |
$6.63K - $7.36K
|
153
$33.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
35+ 0.54% |
$6.63K - $7.36K
|
6.56K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
35+ 0.24% |
$6.63K - $7.36K
|
14.7K
$3.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
34+ 0.86% |
$6.44K - $7.15K
|
3.99K
$884K
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
34+ 0.12% |
$6.44K - $7.15K
|
29.1K
$6.45M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
34+ 2.97% |
$6.44K - $7.15K
|
1.18K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
34+ 0.78% |
$6.44K - $7.15K
|
4.4K
$976K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
34+ 47.22% |
$6.44K - $7.15K
|
106
$23.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
33+ 0.29% |
$6.25K - $6.94K
|
11.5K
$2.54M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
33+ 0.71% |
$6.25K - $6.94K
|
4.71K
$1.04M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
33+ 33.0% |
$6.25K - $6.94K
|
133
$29.5K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
32+ 0.3% |
$6.06K - $6.73K
|
10.5K
$2.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
31+ 1.18% |
$5.87K - $6.52K
|
2.65K
$588K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
30+ 16.85% |
$5.68K - $6.31K
|
208
$46.1K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
30+ 2.16% |
$5.68K - $6.31K
|
1.42K
$314K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
30+ 2.57% |
$5.68K - $6.31K
|
1.2K
$265K
|