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 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
11+ 0.46% |
$2.08K - $2.31K
|
2.39K
$530K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
10+ 0.53% |
$1.89K - $2.1K
|
1.88K
$418K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
10+ 0.17% |
$1.89K - $2.1K
|
5.82K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
10New |
$1.89K - $2.1K
|
10
$2.22K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$1.89K - $2.1K
|
5.09K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
10+ 0.81% |
$1.89K - $2.1K
|
1.25K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
10+ 0.6% |
$1.89K - $2.1K
|
1.68K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
9+ 0.16% |
$1.71K - $1.89K
|
5.66K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
8+ 2.08% |
$1.52K - $1.68K
|
392
$87K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
7+ 0.19% |
$1.33K - $1.47K
|
3.61K
$802K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
7+ 0.07% |
$1.33K - $1.47K
|
9.74K
$2.16M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
7+ 0.26% |
$1.33K - $1.47K
|
2.74K
$608K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7+ 0.03% |
$1.33K - $1.47K
|
22.2K
$4.92M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
7+ 0.24% |
$1.33K - $1.47K
|
2.98K
$662K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7New |
$1.33K - $1.47K
|
7
$1.55K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
6+ 0.17% |
$1.14K - $1.26K
|
3.56K
$790K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
6+ 0.01% |
$1.14K - $1.26K
|
40.3K
$8.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$947 - $1.05K
|
5.19K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5+ 0.24% |
$947 - $1.05K
|
2.08K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.22% |
$947 - $1.05K
|
2.32K
$514K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.08% |
$758 - $841
|
5.12K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4+ 0.04% |
$758 - $841
|
11K
$2.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
4+ 0.17% |
$758 - $841
|
2.42K
$538K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
4+ 0.25% |
$758 - $841
|
1.58K
$350K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4+ 3.42% |
$758 - $841
|
121
$26.9K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
4+ 0.25% |
$758 - $841
|
1.6K
$355K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
4+ 0.28% |
$758 - $841
|
1.44K
$320K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4+ 0.25% |
$758 - $841
|
1.61K
$358K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$758 - $841
|
1.9K
$422K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
3+ 0.07% |
$568 - $631
|
4.35K
$966K
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3+ 0.28% |
$568 - $631
|
1.07K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
3+ 0.29% |
$568 - $631
|
1.05K
$232K
|
|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
3+ 0.3% |
$568 - $631
|
1.01K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.07% |
$568 - $631
|
4.35K
$964K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3+ 0.23% |
$568 - $631
|
1.28K
$285K
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3+ 0.23% |
$568 - $631
|
1.31K
$292K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 0.05% |
$568 - $631
|
5.76K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
3+ 1.38% |
$568 - $631
|
220
$48.8K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.22% |
$568 - $631
|
1.38K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.23% |
$568 - $631
|
1.32K
$294K
|
|
|
Dec 12, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 0.05% |
$568 - $631
|
5.76K
$1.28M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$379 - $421
|
7.1K
$1.57M
|
|
|
Apr 12, 2024
Q1 2024
|
New England Professional Planning Group Inc.
|
BUY
|
- |
2+ 0.14% |
$379 - $421
|
1.41K
$313K
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.18% |
$379 - $421
|
1.09K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2+ 0.16% |
$379 - $421
|
1.22K
$271K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
2+ 0.1% |
$379 - $421
|
1.94K
$431K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.16% |
$379 - $421
|
1.27K
$281K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2+ 0.15% |
$379 - $421
|
1.31K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2+ 0.05% |
$379 - $421
|
3.67K
$815K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2+ 0.06% |
$379 - $421
|
3.24K
$719K
|