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 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.5KNew |
$474K - $526K
|
2.5K
$555K
|
|
|
Apr 30, 2024
Q1 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
2.49KNew |
$471K - $523K
|
2.49K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.47K+ 0.51% |
$469K - $520K
|
488K
$108M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
2.47K+ 75.86% |
$467K - $519K
|
5.72K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
2.45K+ 61.3% |
$463K - $514K
|
6.44K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.4K+ 9.32% |
$455K - $505K
|
28.1K
$6.25M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
2.37K+ 183.24% |
$450K - $499K
|
3.67K
$814K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.36K+ 7.27% |
$447K - $497K
|
34.8K
$7.73M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.34K+ 145.05% |
$444K - $493K
|
3.96K
$879K
|
|
|
May 13, 2024
Q1 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.34K+ 38.49% |
$443K - $492K
|
8.41K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.33KNew |
$441K - $490K
|
2.33K
$517K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.33K+ 7.98% |
$441K - $489K
|
31.5K
$6.99M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.31K+ 7.88% |
$437K - $485K
|
31.6K
$7M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.26KNew |
$428K - $475K
|
2.26K
$501K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
2.25K+ 5.54% |
$426K - $473K
|
42.8K
$9.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.23K+ 5.93% |
$422K - $469K
|
39.8K
$8.83M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 27.21% |
$413K - $458K
|
10.2K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.17K+ 46.77% |
$410K - $456K
|
6.8K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.14K+ 5.28% |
$406K - $451K
|
42.7K
$9.48M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
2.12KNew |
$401K - $445K
|
2.12K
$470K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.1K+ 3.29% |
$397K - $441K
|
65.9K
$14.6M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.09K+ 6.12% |
$397K - $440K
|
36.3K
$8.05M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.08K+ 5.46% |
$395K - $438K
|
40.2K
$8.93M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
2.08KNew |
$394K - $437K
|
2.08K
$461K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2.07K+ 10.8% |
$392K - $435K
|
21.2K
$4.71M
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
2.07K+ 8.22% |
$392K - $435K
|
27.2K
$6.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Tran Capital Management, L.P.
|
BUY
|
- |
2.05KNew |
$388K - $431K
|
2.05K
$455K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.05KNew |
$388K - $430K
|
2.05K
$454K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.05K+ 18.69% |
$388K - $430K
|
13K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
2.04K+ 136.07% |
$387K - $429K
|
3.54K
$786K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.04K+ 166.78% |
$386K - $429K
|
3.26K
$723K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
2.03K+ 3.83% |
$385K - $427K
|
55K
$12.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.01K+ 41.49% |
$381K - $423K
|
6.86K
$1.52M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2K+ 73.08% |
$379K - $420K
|
4.73K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.99KNew |
$376K - $418K
|
1.99K
$441K
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.99K+ 2.42% |
$376K - $418K
|
84K
$18.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.95KNew |
$369K - $410K
|
1.95K
$433K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.94K+ 6.93% |
$368K - $409K
|
30K
$6.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
1.94KNew |
$367K - $408K
|
1.94K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.93KNew |
$366K - $406K
|
1.93K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.92K+ 62.12% |
$365K - $405K
|
5.02K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.92KNew |
$364K - $404K
|
1.92K
$426K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.92K+ 49.93% |
$364K - $404K
|
5.77K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.91K+ 14.6% |
$361K - $401K
|
15K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 93.33% |
$361K - $400K
|
3.94K
$875K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.9K+ 1.45% |
$361K - $400K
|
133K
$29.6M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.9K+ 64.21% |
$360K - $400K
|
4.86K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.9KNew |
$360K - $400K
|
1.9K
$422K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.9KNew |
$360K - $399K
|
1.9K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
1.89KNew |
$359K - $398K
|
1.89K
$420K
|