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 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.89K+ 14.85% |
$358K - $397K
|
14.6K
$3.24M
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 66.6% |
$357K - $397K
|
4.72K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$350K - $388K
|
1.85K
$409K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.84K+ 6.82% |
$349K - $387K
|
28.8K
$6.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.83K+ 47.51% |
$348K - $386K
|
5.69K
$1.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.83KNew |
$348K - $386K
|
1.83K
$407K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.83K+ 3.14% |
$347K - $385K
|
60.2K
$13.4M
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.83K+ 114.06% |
$346K - $384K
|
3.43K
$760K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.82K+ 128.62% |
$345K - $383K
|
3.24K
$718K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 2.31% |
$343K - $380K
|
80K
$17.8M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.79K+ 66.16% |
$340K - $377K
|
4.5K
$999K
|
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
BUY
|
- |
1.79K+ 4.47% |
$339K - $376K
|
41.8K
$9.27M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
1.79K+ 7.28% |
$339K - $376K
|
26.3K
$5.84M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.79K+ 2.86% |
$339K - $376K
|
64.2K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.77K+ 67.43% |
$335K - $371K
|
4.39K
$973K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.76K+ 20.93% |
$333K - $370K
|
10.2K
$2.26M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
1.75KNew |
$331K - $367K
|
1.75K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.74KNew |
$330K - $366K
|
1.74K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
1.74K+ 132.55% |
$330K - $366K
|
3.05K
$677K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.73K+ 7.43% |
$327K - $363K
|
25K
$5.54M
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.7K+ 37.66% |
$323K - $358K
|
6.23K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.7K+ 0.87% |
$322K - $357K
|
196K
$43.6M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.69K+ 17.88% |
$321K - $356K
|
11.2K
$2.48M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.69K+ 98.37% |
$321K - $356K
|
3.41K
$758K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.69K+ 1.59% |
$320K - $355K
|
108K
$24M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.67K+ 73.09% |
$316K - $351K
|
3.96K
$878K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.64K+ 0.32% |
$311K - $345K
|
511K
$113M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.64KNew |
$310K - $344K
|
1.64K
$364K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.62K+ 2.76% |
$308K - $342K
|
60.4K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
1.62K+ 9.35% |
$307K - $341K
|
19K
$4.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$305K - $338K
|
1.61K
$357K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.61K+ 1.24% |
$305K - $338K
|
131K
$29M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$304K - $338K
|
1.61K
$357K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.61K+ 59.52% |
$304K - $338K
|
4.31K
$956K
|
|
|
Apr 26, 2024
Q1 2024
|
Tenon Financial LLC
Metuchen, NJ |
BUY
|
- |
1.59KNew |
$301K - $335K
|
1.59K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
1.59K+ 3.47% |
$301K - $334K
|
47.3K
$10.5M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
1.57KNew |
$298K - $331K
|
1.57K
$349K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.56K+ 31.98% |
$295K - $328K
|
6.43K
$1.43M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.55K+ 33.27% |
$294K - $326K
|
6.21K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.54K+ 5.66% |
$293K - $325K
|
28.8K
$6.39M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
1.52KNew |
$289K - $320K
|
1.52K
$338K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
1.51K+ 29.09% |
$286K - $318K
|
6.71K
$1.49M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.5KNew |
$285K - $316K
|
1.5K
$334K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.5KNew |
$285K - $316K
|
1.5K
$334K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.5KNew |
$285K - $316K
|
1.5K
$333K
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
1.5KNew |
$283K - $314K
|
1.5K
$332K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.49K+ 60.45% |
$282K - $313K
|
3.96K
$878K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.49K+ 14.53% |
$282K - $313K
|
11.7K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.45K+ 9.33% |
$275K - $305K
|
17K
$3.77M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.44K+ 7.46% |
$272K - $302K
|
20.7K
$4.6M
|