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 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.46K- 20.96% |
$465K - $516K
|
9.26K
$2.05M
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 88.57% |
$474K - $527K
|
323
$71.5K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.53K- 55.92% |
$480K - $532K
|
2K
$442K
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-2.55K- 11.78% |
$483K - $536K
|
19.1K
$4.22M
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.57K- 17.53% |
$487K - $540K
|
12.1K
$2.67M
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.62K- 51.81% |
$496K - $550K
|
2.43K
$538K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.66K- 17.76% |
$505K - $560K
|
12.3K
$2.73M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.77K- 18.91% |
$525K - $582K
|
11.9K
$2.63M
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-2.78K- 13.04% |
$527K - $585K
|
18.6K
$4.11M
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.85K- 10.3% |
$540K - $600K
|
24.8K
$5.5M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.87K- 6.99% |
$545K - $604K
|
38.3K
$8.47M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.89K- 18.33% |
$548K - $608K
|
12.9K
$2.85M
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.89K- 65.5% |
$548K - $608K
|
1.52K
$337K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-2.97K- 23.94% |
$563K - $625K
|
9.44K
$2.09M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-2.99K- 60.35% |
$566K - $628K
|
1.96K
$434K
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.01K- 8.16% |
$570K - $633K
|
33.9K
$7.5M
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.04K- 4.94% |
$576K - $639K
|
58.4K
$12.9M
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.09K- 4.86% |
$585K - $649K
|
60.4K
$13.4M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-3.12K- 7.48% |
$592K - $657K
|
38.6K
$8.55M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.17K- 18.22% |
$600K - $666K
|
14.2K
$3.15M
|
|
May 13, 2024
Q1 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-3.2K- 62.75% |
$606K - $673K
|
1.9K
$420K
|
|
May 07, 2024
Q1 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-3.41K- 17.75% |
$646K - $717K
|
15.8K
$3.49M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.45K- 26.86% |
$653K - $725K
|
9.39K
$2.08M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.51K- 1.61% |
$666K - $739K
|
215K
$47.6M
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.52K- 10.54% |
$667K - $740K
|
29.9K
$6.61M
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.53K- 66.21% |
$669K - $742K
|
1.8K
$398K
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.56K- 71.76% |
$674K - $748K
|
1.4K
$310K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.58K- 4.86% |
$679K - $754K
|
70.1K
$15.5M
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-3.59K- 72.83% |
$680K - $755K
|
1.34K
$296K
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.59K- 28.65% |
$681K - $755K
|
8.95K
$1.98M
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-3.68K- 50.45% |
$697K - $773K
|
3.61K
$799K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.69K- 45.64% |
$699K - $776K
|
4.39K
$972K
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.89K- 3.16% |
$737K - $818K
|
119K
$26.4M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.94K- 69.3% |
$746K - $828K
|
1.74K
$386K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.95K- 2.04% |
$748K - $830K
|
190K
$42M
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.98K- 27.83% |
$754K - $837K
|
10.3K
$2.28M
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.99K- 56.4% |
$755K - $838K
|
3.08K
$682K
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.99K- 46.71% |
$757K - $840K
|
4.56K
$1.01M
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-4K- 2.7% |
$758K - $841K
|
144K
$31.9M
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4K- 21.49% |
$758K - $842K
|
14.6K
$3.23M
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.03K- 3.28% |
$764K - $848K
|
119K
$26.3M
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.05K- 3.84% |
$768K - $852K
|
101K
$22.4M
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.07K- 52.51% |
$771K - $856K
|
3.68K
$814K
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-4.1K- 92.55% |
$777K - $862K
|
330
$73K
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.16K- 1.77% |
$789K - $876K
|
231K
$51.1M
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4.2K- 5.41% |
$796K - $883K
|
73.5K
$16.3M
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.22K- 70.12% |
$800K - $887K
|
1.8K
$398K
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.27K- 50.62% |
$810K - $899K
|
4.17K
$922K
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.29K- 1.49% |
$812K - $901K
|
284K
$62.8M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.34K- 19.24% |
$822K - $912K
|
18.2K
$4.03M
|