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 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-263- 1.81% |
$49.8K - $55.3K
|
14.3K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-263- 13.86% |
$49.8K - $55.3K
|
1.64K
$363K
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-281- 7.33% |
$53.2K - $59.1K
|
3.55K
$789K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-282- 3.66% |
$53.4K - $59.3K
|
7.42K
$1.65M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-283- 3.2% |
$53.6K - $59.5K
|
8.57K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-285- 3.21% |
$54K - $59.9K
|
8.59K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-290- 7.81% |
$54.9K - $61K
|
3.43K
$760K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-294- 3.28% |
$55.7K - $61.8K
|
8.66K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-295- 4.04% |
$55.9K - $62K
|
7K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-299- 4.17% |
$56.7K - $62.9K
|
6.88K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-303- 0.43% |
$57.4K - $63.7K
|
69.9K
$15.5M
|
|
|
May 02, 2024
Q1 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-305- 2.55% |
$57.8K - $64.1K
|
11.7K
$2.59M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-308- 2.95% |
$58.4K - $64.8K
|
10.1K
$2.25M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-310- 3.57% |
$58.7K - $65.2K
|
8.37K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-311- 8.81% |
$58.9K - $65.4K
|
3.22K
$715K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-311- 1.49% |
$58.9K - $65.4K
|
20.6K
$4.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-318- 9.86% |
$60.3K - $66.9K
|
2.91K
$645K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-320- 24.71% |
$60.6K - $67.3K
|
975
$216K
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-324- 20.36% |
$61.4K - $68.1K
|
1.27K
$281K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-331- 1.01% |
$62.7K - $69.6K
|
32.5K
$7.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-333- 0.96% |
$63.1K - $70K
|
34.4K
$7.63M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-333- 6.28% |
$63.1K - $70K
|
4.97K
$1.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-335- 36.14% |
$63.5K - $70.5K
|
592
$131K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-335- 1.9% |
$63.5K - $70.5K
|
17.3K
$3.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-338- 3.48% |
$64K - $71.1K
|
9.39K
$2.08M
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-340- 9.32% |
$64.4K - $71.5K
|
3.31K
$735K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-346- 0.64% |
$65.6K - $72.8K
|
53.4K
$11.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-347- 16.35% |
$65.7K - $73K
|
1.78K
$394K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-348- 0.68% |
$65.9K - $73.2K
|
50.8K
$11.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-349- 10.17% |
$66.1K - $73.4K
|
3.08K
$684K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-350- 18.42% |
$66.3K - $73.6K
|
1.55K
$344K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-350- 46.67% |
$66.3K - $73.6K
|
400
$88.8K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-351- 3.11% |
$66.5K - $73.8K
|
10.9K
$2.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-355- 2.34% |
$67.3K - $74.7K
|
14.8K
$3.3M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-355- 4.72% |
$67.3K - $74.7K
|
7.17K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-357- 1.74% |
$67.6K - $75.1K
|
20.1K
$4.47M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-360- 0.41% |
$68.2K - $75.7K
|
86.6K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-364- 20.85% |
$69K - $76.5K
|
1.38K
$307K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-365- 27.78% |
$69.2K - $76.8K
|
949
$211K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-372- 1.29% |
$70.5K - $78.2K
|
28.5K
$6.33M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-373- 26.74% |
$70.7K - $78.4K
|
1.02K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-375- 2.75% |
$71.1K - $78.9K
|
13.2K
$2.94M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-375- 1.31% |
$71.1K - $78.9K
|
28.2K
$6.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-376- 16.7% |
$71.2K - $79.1K
|
1.88K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-378- 7.23% |
$71.6K - $79.5K
|
4.85K
$1.08M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-379- 4.26% |
$71.8K - $79.7K
|
8.53K
$1.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-384- 12.1% |
$72.8K - $80.8K
|
2.79K
$619K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-385- 3.33% |
$72.9K - $81K
|
11.2K
$2.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-386- 4.34% |
$73.1K - $81.2K
|
8.5K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-387- 5.81% |
$73.3K - $81.4K
|
6.28K
$1.39M
|