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 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-21- 1.83% |
$3.98K - $4.42K
|
1.13K
$250K
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-22- 0.27% |
$4.17K - $4.63K
|
8.05K
$1.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-22- 1.08% |
$4.17K - $4.63K
|
2.01K
$447K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-22- 0.94% |
$4.17K - $4.63K
|
2.33K
$517K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-22- 1.52% |
$4.17K - $4.63K
|
1.42K
$316K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-22- 11.46% |
$4.17K - $4.63K
|
170
$37.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-23- 0.17% |
$4.36K - $4.84K
|
13.7K
$3.05M
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-23- 1.29% |
$4.36K - $4.84K
|
1.76K
$390K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-25- 1.54% |
$4.74K - $5.26K
|
1.6K
$354K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-25- 0.51% |
$4.74K - $5.26K
|
4.84K
$1.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-25- 6.67% |
$4.74K - $5.26K
|
350
$77.7K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-25- 0.39% |
$4.74K - $5.26K
|
6.36K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-25- 0.2% |
$4.74K - $5.26K
|
12.6K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-25- 0.83% |
$4.74K - $5.26K
|
3K
$666K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-26- 1.08% |
$4.93K - $5.47K
|
2.38K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-26- 1.29% |
$4.93K - $5.47K
|
1.99K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-26- 1.29% |
$4.93K - $5.47K
|
1.99K
$442K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-27- 7.46% |
$5.12K - $5.68K
|
335
$74.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-27- 1.97% |
$5.12K - $5.68K
|
1.35K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-29- 2.49% |
$5.49K - $6.1K
|
1.13K
$252K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-30- 1.76% |
$5.68K - $6.31K
|
1.67K
$371K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-30- 0.12% |
$5.68K - $6.31K
|
24.3K
$5.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-32- 0.37% |
$6.06K - $6.73K
|
8.57K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-32- 0.06% |
$6.06K - $6.73K
|
58.1K
$12.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-32- 3.02% |
$6.06K - $6.73K
|
1.03K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-32- 0.68% |
$6.06K - $6.73K
|
4.68K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-33- 1.22% |
$6.25K - $6.94K
|
2.68K
$594K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-34- 0.03% |
$6.44K - $7.15K
|
118K
$26.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-35- 7.51% |
$6.63K - $7.36K
|
431
$95.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-35- 1.5% |
$6.63K - $7.36K
|
2.3K
$511K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-35- 4.93% |
$6.63K - $7.36K
|
675
$150K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-36- 5.31% |
$6.82K - $7.57K
|
642
$142K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-36- 0.43% |
$6.82K - $7.57K
|
8.39K
$1.86M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-36- 1.38% |
$6.82K - $7.57K
|
2.57K
$569K
|
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-37- 2.72% |
$7.01K - $7.78K
|
1.32K
$294K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-38- 0.14% |
$7.2K - $7.99K
|
26.7K
$5.93M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-39- 2.33% |
$7.39K - $8.2K
|
1.63K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-39- 0.88% |
$7.39K - $8.2K
|
4.39K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-40- 36.04% |
$7.58K - $8.41K
|
71
$15.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-42- 0.37% |
$7.96K - $8.83K
|
11.2K
$2.48M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-42- 5.86% |
$7.96K - $8.83K
|
675
$150K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-42- 0.2% |
$7.96K - $8.83K
|
21.2K
$4.7M
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-43- 7.15% |
$8.15K - $9.04K
|
558
$124K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-44- 1.73% |
$8.34K - $9.25K
|
2.5K
$554K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-44- 1.55% |
$8.34K - $9.25K
|
2.79K
$619K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-45- 1.11% |
$8.53K - $9.46K
|
4.02K
$893K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-45- 0.21% |
$8.53K - $9.46K
|
21.6K
$4.79M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-45- 1.76% |
$8.53K - $9.46K
|
2.51K
$558K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-45- 0.53% |
$8.53K - $9.46K
|
8.37K
$1.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-46- 20.63% |
$8.72K - $9.67K
|
177
$39.3K
|