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 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-46- 1.0% |
$8.72K - $9.67K
|
4.56K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-48- 0.78% |
$9.1K - $10.1K
|
6.07K
$1.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-49- 0.62% |
$9.28K - $10.3K
|
7.85K
$1.74M
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-49- 0.18% |
$9.28K - $10.3K
|
27.4K
$6.09M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-50- 0.06% |
$9.47K - $10.5K
|
77.9K
$17.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-50- 4.17% |
$9.47K - $10.5K
|
1.15K
$255K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-50- 6.67% |
$9.47K - $10.5K
|
700
$155K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-50- 0.33% |
$9.47K - $10.5K
|
15.3K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-50- 0.19% |
$9.47K - $10.5K
|
26.7K
$5.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-51- 2.32% |
$9.66K - $10.7K
|
2.15K
$477K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-51- 2.42% |
$9.66K - $10.7K
|
2.06K
$457K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-51- 2.01% |
$9.66K - $10.7K
|
2.48K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-51- 18.21% |
$9.66K - $10.7K
|
229
$50.8K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-51- 44.74% |
$9.66K - $10.7K
|
63
$14K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-52- 5.03% |
$9.85K - $10.9K
|
982
$218K
|
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-52- 3.69% |
$9.85K - $10.9K
|
1.36K
$302K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 1.11% |
$10.2K - $11.4K
|
4.79K
$1.06M
|
|
|
Apr 04, 2024
Q1 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-56- 3.73% |
$10.6K - $11.8K
|
1.45K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-56- 7.46% |
$10.6K - $11.8K
|
695
$154K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-58- 0.9% |
$11K - $12.2K
|
6.42K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-58- 1.39% |
$11K - $12.2K
|
4.13K
$916K
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-60- 5.61% |
$11.4K - $12.6K
|
1.01K
$224K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-60- 0.32% |
$11.4K - $12.6K
|
18.8K
$4.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-62- 4.45% |
$11.7K - $13K
|
1.33K
$296K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-62- 1.36% |
$11.7K - $13K
|
4.51K
$1M
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-63- 2.03% |
$11.9K - $13.2K
|
3.04K
$675K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-66- 0.73% |
$12.5K - $13.9K
|
8.94K
$1.98M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-66- 2.34% |
$12.5K - $13.9K
|
2.75K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-66- 3.81% |
$12.5K - $13.9K
|
1.67K
$369K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-67- 6.34% |
$12.7K - $14.1K
|
989
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-70- 3.47% |
$13.3K - $14.7K
|
1.95K
$432K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-70- 1.18% |
$13.3K - $14.7K
|
5.89K
$1.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-71- 1.2% |
$13.5K - $14.9K
|
5.86K
$1.3M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-71- 0.73% |
$13.5K - $14.9K
|
9.62K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-72- 29.51% |
$13.6K - $15.1K
|
172
$38.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-72- 18.8% |
$13.6K - $15.1K
|
311
$69K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-75- 0.34% |
$14.2K - $15.8K
|
22.2K
$4.92M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-75- 6.98% |
$14.2K - $15.8K
|
999
$222K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-77- 0.79% |
$14.6K - $16.2K
|
9.71K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-77- 5.97% |
$14.6K - $16.2K
|
1.21K
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-78- 0.6% |
$14.8K - $16.4K
|
13K
$2.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-78- 2.4% |
$14.8K - $16.4K
|
3.17K
$703K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-78- 3.79% |
$14.8K - $16.4K
|
1.98K
$440K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-79- 2.54% |
$15K - $16.6K
|
3.03K
$672K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-80- 3.43% |
$15.2K - $16.8K
|
2.25K
$500K
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-80- 4.96% |
$15.2K - $16.8K
|
1.53K
$340K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-80- 0.37% |
$15.2K - $16.8K
|
21.8K
$4.84M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-80- 2.51% |
$15.2K - $16.8K
|
3.11K
$689K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-80- 0.85% |
$15.2K - $16.8K
|
9.39K
$2.08M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-82- 2.61% |
$15.5K - $17.2K
|
3.05K
$678K
|