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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-184- 9.63% |
$34.9K - $38.7K
|
1.73K
$383K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-188- 61.64% |
$35.6K - $39.5K
|
117
$26K
|
|
|
May 08, 2024
Q1 2024
|
Miramar Capital, LLC
|
SELL
|
- |
-190- 13.19% |
$36K - $40K
|
1.25K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-192- 1.13% |
$36.4K - $40.4K
|
16.8K
$3.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-193- 14.04% |
$36.6K - $40.6K
|
1.18K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-196- 4.12% |
$37.1K - $41.2K
|
4.56K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-197- 1.14% |
$37.3K - $41.4K
|
17.1K
$3.8M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-198- 0.61% |
$37.5K - $41.6K
|
32.3K
$7.16M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-198- 0.49% |
$37.5K - $41.6K
|
40.2K
$8.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-199- 1.12% |
$37.7K - $41.8K
|
17.6K
$3.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-199- 85.04% |
$37.7K - $41.8K
|
35
$7.77K
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-199- 4.95% |
$37.7K - $41.8K
|
3.82K
$848K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-200- 7.73% |
$37.9K - $42.1K
|
2.39K
$530K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-200- 1.23% |
$37.9K - $42.1K
|
16K
$3.55M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-200- 2.13% |
$37.9K - $42.1K
|
9.19K
$2.04M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-200- 2.27% |
$37.9K - $42.1K
|
8.61K
$1.91M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-204- 1.15% |
$38.7K - $42.9K
|
17.5K
$3.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-205- 8.31% |
$38.8K - $43.1K
|
2.26K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-205- 0.77% |
$38.8K - $43.1K
|
26.3K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-205- 8.89% |
$38.8K - $43.1K
|
2.1K
$466K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-211- 0.92% |
$40K - $44.4K
|
22.8K
$5.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-211- 4.65% |
$40K - $44.4K
|
4.33K
$960K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-213- 10.12% |
$40.4K - $44.8K
|
1.89K
$420K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-213- 0.75% |
$40.4K - $44.8K
|
28.2K
$6.26M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-214- 7.32% |
$40.5K - $45K
|
2.71K
$601K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-215- 1.4% |
$40.7K - $45.2K
|
15.2K
$3.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-216- 3.66% |
$40.9K - $45.4K
|
5.69K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-218- 6.49% |
$41.3K - $45.8K
|
3.14K
$697K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-219- 1.58% |
$41.5K - $46.1K
|
13.7K
$3.03M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-224- 5.81% |
$42.4K - $47.1K
|
3.63K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-225- 0.47% |
$42.6K - $47.3K
|
47.2K
$10.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-227- 6.19% |
$43K - $47.7K
|
3.44K
$764K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-228- 25.47% |
$43.2K - $47.9K
|
667
$148K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-229- 3.81% |
$43.4K - $48.2K
|
5.78K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-229- 1.16% |
$43.4K - $48.2K
|
19.5K
$4.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-230- 6.65% |
$43.6K - $48.4K
|
3.23K
$717K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-238- 0.93% |
$45.1K - $50.1K
|
25.4K
$5.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-239- 4.6% |
$45.3K - $50.3K
|
4.95K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-242- 0.93% |
$45.9K - $50.9K
|
25.6K
$5.69M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-243- 1.56% |
$46K - $51.1K
|
15.3K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-243- 1.38% |
$46K - $51.1K
|
17.4K
$3.86M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-244- 17.81% |
$46.2K - $51.3K
|
1.13K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-244- 6.87% |
$46.2K - $51.3K
|
3.31K
$734K
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-250- 1.31% |
$47.4K - $52.6K
|
18.8K
$4.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-250- 10.41% |
$47.4K - $52.6K
|
2.15K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-252- 1.21% |
$47.7K - $53K
|
20.5K
$4.56M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-254- 12.42% |
$48.1K - $53.4K
|
1.79K
$397K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-254- 7.84% |
$48.1K - $53.4K
|
2.99K
$662K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-256- 0.93% |
$48.5K - $53.8K
|
27.3K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-260- 3.3% |
$49.3K - $54.7K
|
7.62K
$1.69M
|