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 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-388- 4.09% |
$73.5K - $81.6K
|
9.09K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-397- 1.69% |
$75.2K - $83.5K
|
23K
$5.11M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-399- 7.09% |
$75.6K - $83.9K
|
5.23K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-400- 48.19% |
$75.8K - $84.1K
|
430
$95.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-405- 6.86% |
$76.7K - $85.2K
|
5.5K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-407- 0.75% |
$77.1K - $85.6K
|
53.9K
$12M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-414- 27.11% |
$78.4K - $87.1K
|
1.11K
$247K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-417- 1.19% |
$79K - $87.7K
|
34.6K
$7.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-420- 25.27% |
$79.6K - $88.3K
|
1.24K
$276K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-420- 14.86% |
$79.6K - $88.3K
|
2.41K
$534K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-421- 2.2% |
$79.8K - $88.5K
|
18.8K
$4.16M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-422- 1.17% |
$80K - $88.7K
|
35.6K
$7.89M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-430- 1.73% |
$81.5K - $90.4K
|
24.4K
$5.41M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-433- 20.05% |
$82K - $91.1K
|
1.73K
$383K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-435- 8.89% |
$82.4K - $91.5K
|
4.46K
$990K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-439- 3.06% |
$83.2K - $92.3K
|
13.9K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-439- 27.98% |
$83.2K - $92.3K
|
1.13K
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-443- 1.01% |
$83.9K - $93.2K
|
43.4K
$9.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-445- 7.76% |
$84.3K - $93.6K
|
5.29K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-452- 13.09% |
$85.6K - $95.1K
|
3K
$666K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-453- 2.55% |
$85.8K - $95.3K
|
17.3K
$3.84M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-458- 5.69% |
$86.8K - $96.3K
|
7.59K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-465- 3.96% |
$88.1K - $97.8K
|
11.3K
$2.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-469- 5.45% |
$88.9K - $98.6K
|
8.14K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-472- 9.0% |
$89.4K - $99.3K
|
4.78K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-484- 18.38% |
$91.7K - $102K
|
2.15K
$477K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-492- 22.77% |
$93.2K - $103K
|
1.67K
$370K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-492- 1.78% |
$93.2K - $103K
|
27.1K
$6.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-492- 6.12% |
$93.2K - $103K
|
7.55K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-497- 8.61% |
$94.2K - $105K
|
5.27K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 0.62% |
$94.7K - $105K
|
79.8K
$17.7M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-500- 9.81% |
$94.7K - $105K
|
4.6K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-503- 3.77% |
$95.3K - $106K
|
12.8K
$2.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-504- 1.51% |
$95.5K - $106K
|
32.8K
$7.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-507- 0.44% |
$96.1K - $107K
|
116K
$25.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-510- 2.75% |
$96.6K - $107K
|
18K
$4M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-510- 5.49% |
$96.6K - $107K
|
8.78K
$1.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-511- 0.7% |
$96.8K - $107K
|
72.8K
$16.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-515- 9.79% |
$97.6K - $108K
|
4.75K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-516- 29.84% |
$97.8K - $109K
|
1.21K
$269K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-521- 1.12% |
$98.7K - $110K
|
45.8K
$10.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-525- 0.88% |
$99.5K - $110K
|
59.4K
$13.2M
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-526- 2.27% |
$99.7K - $111K
|
22.7K
$5.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-529- 8.27% |
$100K - $111K
|
5.87K
$1.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-529- 2.13% |
$100K - $111K
|
24.3K
$5.4M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-532- 3.95% |
$101K - $112K
|
12.9K
$2.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-537- 21.26% |
$102K - $113K
|
1.99K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-540- 9.63% |
$102K - $114K
|
5.07K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-544- 1.92% |
$103K - $114K
|
27.8K
$6.17M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-544- 1.93% |
$103K - $114K
|
27.6K
$6.12M
|