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 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 0.63% |
$758 - $841
|
626
$139K
|
|
|
Apr 30, 2024
Q1 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-6- 0.42% |
$1.14K - $1.26K
|
1.42K
$315K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-6- 0.02% |
$1.14K - $1.26K
|
38.5K
$8.55M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 1.24% |
$1.14K - $1.26K
|
476
$106K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-7- 0.32% |
$1.33K - $1.47K
|
2.21K
$489K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-7- 1.04% |
$1.33K - $1.47K
|
663
$147K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7- 0.23% |
$1.33K - $1.47K
|
3.04K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7- 0.13% |
$1.33K - $1.47K
|
5.25K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-8- 0.92% |
$1.52K - $1.68K
|
863
$192K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-8- 14.81% |
$1.52K - $1.68K
|
46
$10.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-9- 0.33% |
$1.71K - $1.89K
|
2.7K
$599K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-9- 0.34% |
$1.71K - $1.89K
|
2.67K
$592K
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-10- 0.56% |
$1.89K - $2.1K
|
1.78K
$395K
|
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-10- 0.07% |
$1.89K - $2.1K
|
13.6K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.57% |
$1.89K - $2.1K
|
1.76K
$390K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-11- 7.05% |
$2.08K - $2.31K
|
145
$32.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-11- 0.06% |
$2.08K - $2.31K
|
18.2K
$4.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-11- 1.74% |
$2.08K - $2.31K
|
620
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-11- 12.64% |
$2.08K - $2.31K
|
76
$16.9K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-11- 0.11% |
$2.08K - $2.31K
|
9.97K
$2.21M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-12- 0.22% |
$2.27K - $2.52K
|
5.45K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-12- 0.31% |
$2.27K - $2.52K
|
3.84K
$852K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-13- 0.53% |
$2.46K - $2.73K
|
2.42K
$537K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-13- 0.31% |
$2.46K - $2.73K
|
4.23K
$938K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-13- 0.88% |
$2.46K - $2.73K
|
1.47K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-13- 0.41% |
$2.46K - $2.73K
|
3.18K
$705K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-13- 0.09% |
$2.46K - $2.73K
|
13.7K
$3.04M
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-15- 0.47% |
$2.84K - $3.15K
|
3.19K
$708K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-15- 0.8% |
$2.84K - $3.15K
|
1.87K
$415K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-15- 0.46% |
$2.84K - $3.15K
|
3.26K
$723K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-15- 1.4% |
$2.84K - $3.15K
|
1.06K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-15- 27.27% |
$2.84K - $3.15K
|
40
$8.88K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-15- 27.27% |
$2.84K - $3.15K
|
40
$8.88K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-16- 0.2% |
$3.03K - $3.36K
|
7.89K
$1.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-16- 1.11% |
$3.03K - $3.36K
|
1.43K
$317K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-17- 0.08% |
$3.22K - $3.58K
|
21K
$4.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-19- 1.9% |
$3.6K - $4K
|
983
$218K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-19- 0.25% |
$3.6K - $4K
|
7.72K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 2.95% |
$3.79K - $4.21K
|
658
$146K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-20- 0.58% |
$3.79K - $4.21K
|
3.41K
$756K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-20- 1.66% |
$3.79K - $4.21K
|
1.19K
$263K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-20- 1.06% |
$3.79K - $4.21K
|
1.86K
$413K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-20- 0.46% |
$3.79K - $4.21K
|
4.37K
$969K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-20- 0.28% |
$3.79K - $4.21K
|
7.06K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-20- 0.03% |
$3.79K - $4.21K
|
67.1K
$14.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-21- 0.12% |
$3.98K - $4.42K
|
17K
$3.78M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-21- 1.32% |
$3.98K - $4.42K
|
1.56K
$347K
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-21- 1.01% |
$3.98K - $4.42K
|
2.07K
$459K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-21- 1.38% |
$3.98K - $4.42K
|
1.51K
$334K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 17.36% |
$3.98K - $4.42K
|
100
$22.2K
|