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
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
9.24K+ 59.36% |
$1.75M - $1.94M
|
24.8K
$5.5M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9.04KNew |
$1.71M - $1.9M
|
9.04K
$2.01M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.91KNew |
$1.69M - $1.87M
|
8.91K
$1.98M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
8.85KNew |
$1.68M - $1.86M
|
8.85K
$1.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
8.78KNew |
$1.66M - $1.85M
|
8.78K
$1.95M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
8.42K+ 0.96% |
$1.59M - $1.77M
|
888K
$197M
|
|
|
Apr 26, 2024
Q1 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
8.2K+ 86.7% |
$1.55M - $1.72M
|
17.7K
$3.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.16K+ 39.56% |
$1.55M - $1.72M
|
28.8K
$6.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
8.11K+ 22.54% |
$1.54M - $1.71M
|
44.1K
$9.78M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.1K+ 60.13% |
$1.54M - $1.7M
|
21.6K
$4.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Azarias Capital Management, L.P.
Berwyn, PA |
BUY
|
- |
8.01K+ 43.37% |
$1.52M - $1.68M
|
26.5K
$5.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
7.98KNew |
$1.51M - $1.68M
|
7.98K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
7.97K+ 718.11% |
$1.51M - $1.68M
|
9.08K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
7.94K+ 68.82% |
$1.5M - $1.67M
|
19.5K
$4.32M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.86KNew |
$1.49M - $1.65M
|
7.86K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
7.75K+ 95.53% |
$1.47M - $1.63M
|
15.9K
$3.52M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.74K+ 600.23% |
$1.47M - $1.63M
|
9.03K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.72K+ 156.67% |
$1.46M - $1.62M
|
12.6K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
7.63KNew |
$1.45M - $1.61M
|
7.63K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
7.57K+ 74.31% |
$1.43M - $1.59M
|
17.8K
$3.94M
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
7.56K+ 377.66% |
$1.43M - $1.59M
|
9.56K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
7.52K+ 120.24% |
$1.42M - $1.58M
|
13.8K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.48K+ 475.03% |
$1.42M - $1.57M
|
9.05K
$2.01M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
7.46K+ 118.82% |
$1.41M - $1.57M
|
13.7K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.39K+ 42.24% |
$1.4M - $1.55M
|
24.9K
$5.52M
|
|
|
May 15, 2024
Q1 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
7.31K+ 396.05% |
$1.39M - $1.54M
|
9.16K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
7.29KNew |
$1.38M - $1.53M
|
7.29K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.12K+ 21.94% |
$1.35M - $1.5M
|
39.6K
$8.78M
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.07KNew |
$1.34M - $1.49M
|
7.07K
$1.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
6.98K+ 3.57% |
$1.32M - $1.47M
|
202K
$44.9M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.9K+ 13.51% |
$1.31M - $1.45M
|
58K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.88K+ 100.53% |
$1.3M - $1.45M
|
13.7K
$3.05M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
6.85KNew |
$1.3M - $1.44M
|
6.85K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.65K+ 89.7% |
$1.26M - $1.4M
|
14.1K
$3.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
6.46K+ 9.47% |
$1.22M - $1.36M
|
74.7K
$16.6M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.45K+ 6.31% |
$1.22M - $1.36M
|
109K
$24.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.45K+ 45.62% |
$1.22M - $1.36M
|
20.6K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
6.4K+ 511.27% |
$1.21M - $1.35M
|
7.65K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
6.39KNew |
$1.21M - $1.34M
|
6.39K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
6.35K+ 78.03% |
$1.2M - $1.33M
|
14.5K
$3.21M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.34K+ 3.35% |
$1.2M - $1.33M
|
195K
$43.3M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
6.27K+ 358.2% |
$1.19M - $1.32M
|
8.02K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.25KNew |
$1.18M - $1.31M
|
6.25K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
6.23K+ 13.44% |
$1.18M - $1.31M
|
52.6K
$11.7M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.11K+ 6.4% |
$1.16M - $1.28M
|
101K
$22.5M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.1K+ 11.52% |
$1.16M - $1.28M
|
59K
$13.1M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.01K+ 263.03% |
$1.14M - $1.26M
|
8.29K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.8K+ 27.67% |
$1.1M - $1.22M
|
26.8K
$5.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
5.75K+ 58.62% |
$1.09M - $1.21M
|
15.6K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
Acuitas Investments, LLC
|
BUY
|
- |
5.72KNew |
$1.08M - $1.2M
|
5.72K
$1.27M
|