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 |
|---|---|---|---|---|---|---|---|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
29New |
$5.49K - $6.1K
|
29
$6.44K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
28New |
$5.31K - $5.89K
|
28
$6.21K
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
28+ 0.91% |
$5.31K - $5.89K
|
3.11K
$691K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
27+ 2.39% |
$5.12K - $5.68K
|
1.16K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
27+ 2.13% |
$5.12K - $5.68K
|
1.3K
$288K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
26+ 12.56% |
$4.93K - $5.47K
|
233
$51.7K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
26+ 0.94% |
$4.93K - $5.47K
|
2.81K
$623K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25New |
$4.74K - $5.26K
|
25
$5.55K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
25+ 6.67% |
$4.74K - $5.26K
|
400
$88.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
25+ 2.08% |
$4.74K - $5.26K
|
1.23K
$273K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
25New |
$4.74K - $5.26K
|
25
$5.55K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
23+ 1.29% |
$4.36K - $4.84K
|
1.8K
$400K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
21+ 8.79% |
$3.98K - $4.42K
|
260
$57.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21+ 0.94% |
$3.98K - $4.42K
|
2.26K
$502K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
21+ 0.26% |
$3.98K - $4.42K
|
8.17K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
21+ 0.68% |
$3.98K - $4.42K
|
3.13K
$695K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 1.48% |
$3.79K - $4.21K
|
1.37K
$303K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
20+ 0.41% |
$3.79K - $4.21K
|
4.95K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 1.33% |
$3.79K - $4.21K
|
1.53K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
20+ 1.23% |
$3.79K - $4.21K
|
1.65K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20+ 0.32% |
$3.79K - $4.21K
|
6.27K
$1.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
19+ 1.17% |
$3.6K - $4K
|
1.65K
$366K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
19+ 0.15% |
$3.6K - $4K
|
12.6K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
19New |
$3.6K - $4K
|
19
$4.22K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
19+ 0.02% |
$3.6K - $4K
|
98.8K
$21.9M
|
|
|
May 03, 2024
Q1 2024
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
18+ 0.24% |
$3.41K - $3.79K
|
7.4K
$1.64M
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
18+ 1.29% |
$3.41K - $3.79K
|
1.42K
$314K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
17+ 8.76% |
$3.22K - $3.58K
|
211
$46.8K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 5.43% |
$3.22K - $3.58K
|
330
$73.2K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
17+ 3.62% |
$3.22K - $3.58K
|
487
$108K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17+ 1.2% |
$3.22K - $3.58K
|
1.43K
$318K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
16+ 0.9% |
$3.03K - $3.36K
|
1.8K
$399K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16+ 1.55% |
$3.03K - $3.36K
|
1.05K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
16+ 1.53% |
$3.03K - $3.36K
|
1.06K
$236K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
16New |
$3.03K - $3.36K
|
16
$3.55K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
15+ 0.06% |
$2.84K - $3.15K
|
23.3K
$5.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
BUY
|
- |
15+ 0.37% |
$2.84K - $3.15K
|
4.05K
$899K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15+ 0.22% |
$2.84K - $3.15K
|
6.74K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
15+ 0.73% |
$2.84K - $3.15K
|
2.07K
$459K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
15+ 0.22% |
$2.84K - $3.15K
|
6.96K
$1.55M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
15+ 0.21% |
$2.84K - $3.15K
|
7.05K
$1.56M
|
|
|
May 06, 2024
Q1 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
13+ 0.19% |
$2.46K - $2.73K
|
6.87K
$1.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12+ 0.25% |
$2.27K - $2.52K
|
4.89K
$1.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
12+ 0.45% |
$2.27K - $2.52K
|
2.67K
$593K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
12+ 0.18% |
$2.27K - $2.52K
|
6.67K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
12+ 0.24% |
$2.27K - $2.52K
|
5.03K
$1.12M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
12+ 0.25% |
$2.27K - $2.52K
|
4.84K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$2.08K - $2.31K
|
11
$2.44K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11+ 0.08% |
$2.08K - $2.31K
|
13K
$2.89M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
11+ 0.24% |
$2.08K - $2.31K
|
4.62K
$1.03M
|