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 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-80- 0.85% |
$15.2K - $16.8K
|
9.39K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-82- 2.61% |
$15.5K - $17.2K
|
3.05K
$662K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-82- 5.06% |
$15.5K - $17.2K
|
1.54K
$334K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-83- 9.9% |
$15.7K - $17.5K
|
755
$164K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-84- 2.47% |
$15.9K - $17.7K
|
3.32K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-85- 4.25% |
$16.1K - $17.9K
|
1.91K
$415K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-86- 2.86% |
$16.3K - $18.1K
|
2.92K
$633K
|
|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-87- 1.3% |
$16.5K - $18.3K
|
6.6K
$1.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-88- 1.24% |
$16.7K - $18.5K
|
6.99K
$1.52M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-88- 1.75% |
$16.7K - $18.5K
|
4.95K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-90- 92.78% |
$17.1K - $18.9K
|
7
$1.52K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-90- 0.13% |
$17.1K - $18.9K
|
67.1K
$14.5M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-91- 39.39% |
$17.2K - $19.1K
|
140
$30.4K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-93- 5.87% |
$17.6K - $19.6K
|
1.49K
$323K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-93- 0.7% |
$17.6K - $19.6K
|
13.2K
$2.86M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-95- 1.4% |
$18K - $20K
|
6.68K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-96- 1.86% |
$18.2K - $20.2K
|
5.06K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-96- 0.9% |
$18.2K - $20.2K
|
10.6K
$2.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-96- 4.65% |
$18.2K - $20.2K
|
1.97K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-98- 0.71% |
$18.6K - $20.6K
|
13.8K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-99- 4.78% |
$18.8K - $20.8K
|
1.97K
$427K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-100- 8.87% |
$18.9K - $21K
|
1.03K
$223K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-100- 22.22% |
$18.9K - $21K
|
350
$75.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
SELL
|
- |
-100- 69.44% |
$18.9K - $21K
|
44
$9.54K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-100- 5.54% |
$18.9K - $21K
|
1.71K
$370K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-101- 1.74% |
$19.1K - $21.2K
|
5.7K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-102- 1.15% |
$19.3K - $21.5K
|
8.75K
$1.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-103- 2.97% |
$19.5K - $21.7K
|
3.37K
$731K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-103- 8.42% |
$19.5K - $21.7K
|
1.12K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
Libra Wealth LLC
|
SELL
|
- |
-104- 2.68% |
$19.7K - $21.9K
|
3.78K
$819K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-106- 2.43% |
$20.1K - $22.3K
|
4.25K
$922K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-108- 8.1% |
$20.5K - $22.7K
|
1.23K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-109- 0.93% |
$20.7K - $22.9K
|
11.6K
$2.51M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-109- 0.75% |
$20.7K - $22.9K
|
14.3K
$3.11M
|
|
|
May 07, 2024
Q1 2024
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-110- 5.39% |
$20.8K - $23.1K
|
1.93K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-114- 0.63% |
$21.6K - $24K
|
17.9K
$3.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-115- 1.72% |
$21.8K - $24.2K
|
6.56K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-115- 5.4% |
$21.8K - $24.2K
|
2.01K
$437K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-115- 0.56% |
$21.8K - $24.2K
|
20.6K
$4.46M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-118- 1.11% |
$22.4K - $24.8K
|
10.5K
$2.28M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-119- 3.1% |
$22.5K - $25K
|
3.72K
$806K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-126- 4.93% |
$23.9K - $26.5K
|
2.43K
$526K
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-128- 7.19% |
$24.3K - $26.9K
|
1.65K
$358K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-128- 1.89% |
$24.3K - $26.9K
|
6.66K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-129- 1.59% |
$24.4K - $27.1K
|
8K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-129- 2.2% |
$24.4K - $27.1K
|
5.74K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-130- 6.3% |
$24.6K - $27.3K
|
1.93K
$419K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-130- 4.09% |
$24.6K - $27.3K
|
3.05K
$662K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-131- 9.28% |
$24.8K - $27.5K
|
1.28K
$278K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-132- 0.72% |
$25K - $27.8K
|
18.2K
$3.95M
|