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
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-135- 0.86% |
$25.6K - $28.4K
|
15.5K
$3.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-136- 3.75% |
$25.8K - $28.6K
|
3.5K
$776K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-136- 7.79% |
$25.8K - $28.6K
|
1.61K
$357K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-136- 5.94% |
$25.8K - $28.6K
|
2.15K
$478K
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-138- 3.15% |
$26.1K - $29K
|
4.24K
$940K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-139- 1.7% |
$26.3K - $29.2K
|
8.06K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-140- 0.5% |
$26.5K - $29.4K
|
28.1K
$6.23M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-141- 0.43% |
$26.7K - $29.7K
|
32.5K
$7.22M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-142- 7.53% |
$26.9K - $29.9K
|
1.74K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-142- 7.49% |
$26.9K - $29.9K
|
1.75K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-142- 13.85% |
$26.9K - $29.9K
|
883
$196K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-143- 34.05% |
$27.1K - $30.1K
|
277
$61.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-144- 3.83% |
$27.3K - $30.3K
|
3.62K
$802K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-145- 9.67% |
$27.5K - $30.5K
|
1.36K
$301K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-146- 6.46% |
$27.7K - $30.7K
|
2.12K
$469K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-147- 10.12% |
$27.9K - $30.9K
|
1.31K
$290K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-147- 5.41% |
$27.9K - $30.9K
|
2.57K
$570K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-149- 11.92% |
$28.2K - $31.3K
|
1.1K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-149- 4.26% |
$28.2K - $31.3K
|
3.35K
$744K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-150- 9.32% |
$28.4K - $31.5K
|
1.46K
$324K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-150- 1.43% |
$28.4K - $31.5K
|
10.3K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-152- 0.51% |
$28.8K - $32K
|
29.9K
$6.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
SELL
|
- |
-154- 0.61% |
$29.2K - $32.4K
|
25.3K
$5.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-155- 8.76% |
$29.4K - $32.6K
|
1.62K
$358K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-155- 9.34% |
$29.4K - $32.6K
|
1.51K
$334K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-155- 18.74% |
$29.4K - $32.6K
|
672
$149K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-157- 6.47% |
$29.7K - $33K
|
2.27K
$503K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-160- 27.59% |
$30.3K - $33.6K
|
420
$93.2K
|
|
|
May 13, 2024
Q1 2024
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-161- 4.26% |
$30.5K - $33.9K
|
3.62K
$804K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-164- 14.22% |
$31.1K - $34.5K
|
989
$219K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-164- 7.79% |
$31.1K - $34.5K
|
1.94K
$431K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-164- 0.34% |
$31.1K - $34.5K
|
48.6K
$10.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-166- 0.41% |
$31.5K - $34.9K
|
40.6K
$9.02M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-166- 1.21% |
$31.5K - $34.9K
|
13.5K
$3M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-167- 9.4% |
$31.6K - $35.1K
|
1.61K
$357K
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-170- 1.1% |
$32.2K - $35.8K
|
15.3K
$3.39M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-170- 0.87% |
$32.2K - $35.8K
|
19.4K
$4.31M
|
|
|
May 08, 2024
Q1 2024
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-170- 3.78% |
$32.2K - $35.8K
|
4.33K
$961K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-171- 0.99% |
$32.4K - $36K
|
17K
$3.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-171- 3.93% |
$32.4K - $36K
|
4.18K
$927K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-173- 13.77% |
$32.8K - $36.4K
|
1.08K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-173- 6.97% |
$32.8K - $36.4K
|
2.31K
$512K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-174- 8.29% |
$33K - $36.6K
|
1.92K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-175- 2.08% |
$33.2K - $36.8K
|
8.22K
$1.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-176- 4.78% |
$33.3K - $37K
|
3.51K
$778K
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-176- 1.16% |
$33.3K - $37K
|
15K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-177- 0.64% |
$33.5K - $37.2K
|
27.3K
$6.06M
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-180- 28.89% |
$34.1K - $37.9K
|
443
$98.3K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-181- 6.77% |
$34.3K - $38.1K
|
2.49K
$553K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-182- 31.11% |
$34.5K - $38.3K
|
403
$89.4K
|