Purchases and Sales Made in Q1 2024 in Ishares Russell 2000 ETF (IWM)

IWM Quotes by TradingView

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 14, 2024 Q1 2024
Washington Trust Bank

BUY
 -
1.07K
+ 28.58%
$203K - $226K
4.83K $1.04M
Apr 18, 2024 Q1 2024
Integrity Wealth Solutions LLC

Denver, CO
BUY
 -
1.07K
New
$203K - $225K
1.07K $230K
Jan 10, 2025 Q1 2024
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
1.05K
New
$199K - $221K
1.05K $226K
May 15, 2024 Q1 2024
Steward Partners Investment Solutions, LLC

Portland, OR
BUY
 -
1.05K
New
$199K - $221K
1.05K $225K
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
1.05K
New
$199K - $220K
1.05K $225K
May 10, 2024 Q1 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
1.04K
+ 2.39%
$197K - $219K
44.6K $9.57M
May 13, 2024 Q1 2024
Umpqua Bank

Lake Oswego, OR
BUY
 -
1.03K
New
$195K - $216K
1.03K $220K
Apr 19, 2024 Q1 2024
Wealth Bridge Investment Counsel Inc.

BUY
 -
1.02K
New
$194K - $215K
1.02K $219K
Apr 12, 2024 Q1 2024
Advisor Net Financial, Inc

BUY
 -
1.01K
+ 11.96%
$192K - $213K
9.47K $2.03M
Apr 24, 2024 Q1 2024
Costello Asset Management, Inc

BUY
 -
1.01K
+ 50350.0%
$191K - $212K
1.01K $217K
Apr 24, 2024 Q1 2024
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
1K
+ 10.75%
$190K - $211K
10.3K $2.22M
May 03, 2024 Q1 2024
Commonwealth Retirement Investments LLC

Richmond, VA
BUY
 -
1K
New
$189K - $210K
1K $215K
May 10, 2024 Q1 2024
1776 Wealth LLC

BUY
 -
1K
New
$189K - $210K
1K $215K
May 02, 2024 Q1 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
998
New
$189K - $210K
998 $214K
May 03, 2024 Q1 2024
Embree Financial Group

Chicago, IL
BUY
 -
997
+ 33.48%
$189K - $210K
3.98K $853K
May 14, 2024 Q1 2024
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
995
+ 71.33%
$189K - $209K
2.39K $513K
May 07, 2024 Q1 2024
Gw Henssler & Associates LTD

BUY
 -
991
New
$188K - $208K
991 $213K
May 14, 2024 Q1 2024
Waters Parkerson & Co., LLC

BUY
 -
990
+ 0.98%
$188K - $208K
102K $21.9M
May 23, 2024 Q1 2024
Arq Wealth Advisors, LLC

BUY
 -
990
+ 95.93%
$188K - $208K
2.02K $434K
Jul 22, 2024 Q1 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
988
+ 9.24%
$187K - $208K
11.7K $2.51M
May 14, 2024 Q1 2024
Sandhill Capital Partners LLC

Buffalo, NY
BUY
 -
986
New
$187K - $207K
986 $212K
May 06, 2024 Q1 2024
Nelson Capital Management, LLC

BUY
 -
985
New
$187K - $207K
985 $211K
May 13, 2024 Q1 2024
Everhart Financial Group, Inc.

BUY
 -
985
+ 90.87%
$187K - $207K
2.07K $444K
May 13, 2024 Q1 2024
Girard Partners Ltd.

BUY
 -
985
New
$187K - $207K
985 $211K
Apr 22, 2024 Q1 2024
Harbour Trust & Investment Management CO

Michigan City, IN
BUY
 -
983
New
$186K - $207K
983 $211K
Apr 30, 2024 Q1 2024
Copperwynd Financial, LLC

BUY
 -
980
New
$186K - $206K
980 $210K
Apr 18, 2024 Q1 2024
Exchange Capital Management, Inc.

BUY
 -
979
New
$186K - $206K
979 $210K
May 07, 2024 Q1 2024
Addison Capital CO

BUY
 -
979
+ 39.0%
$186K - $206K
3.49K $749K
Apr 10, 2024 Q1 2024
Shilanski & Associates, Inc.

BUY
 -
974
New
$185K - $205K
974 $209K
May 01, 2024 Q1 2024
Kornitzer Capital Management Inc

BUY
 -
974
New
$185K - $205K
974 $209K
May 01, 2024 Q1 2024
Crown Wealth Group, LLC

BUY
 -
970
New
$184K - $204K
970 $208K
May 07, 2024 Q1 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
966
+ 34.74%
$183K - $203K
3.75K $804K
May 07, 2024 Q1 2024
Firestone Capital Management

BUY
 -
965
+ 6.96%
$183K - $203K
14.8K $3.18M
Apr 16, 2024 Q1 2024
Steigerwald, Gordon & Koch Inc.

BUY
 -
964
New
$183K - $203K
964 $207K
Apr 15, 2024 Q1 2024
Harbor Group, Inc.

BUY
 -
962
New
$182K - $202K
962 $206K
May 14, 2024 Q1 2024
Chartwell Investment Partners, LLC

BUY
 -
961
New
$182K - $202K
961 $206K
May 07, 2024 Q1 2024
All Square Wealth Management LLC

Albany, NY
BUY
 -
960
+ 211.92%
$182K - $202K
1.41K $303K
May 06, 2024 Q1 2024
Howard Capital Management Inc.

BUY
 -
955
+ 2.41%
$181K - $201K
40.6K $8.72M
May 08, 2024 Q1 2024
Baltimore Washington Financial Advisors, Inc.

BUY
 -
955
+ 5.78%
$181K - $201K
17.5K $3.75M
May 10, 2024 Q1 2024
B&D White Capital Company, LLC

BUY
 -
954
New
$181K - $201K
954 $205K
Apr 18, 2024 Q1 2024
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
953
New
$181K - $200K
953 $205K
May 10, 2024 Q1 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
948
New
$180K - $199K
948 $203K
May 06, 2024 Q1 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
946
+ 37.07%
$179K - $199K
3.5K $751K
Apr 26, 2024 Q1 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
941
+ 1775.47%
$178K - $198K
994 $213K
Apr 29, 2024 Q1 2024
Joel Isaacson & Co., LLC

BUY
 -
937
+ 7.04%
$178K - $197K
14.3K $3.06M
May 15, 2024 Q1 2024
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
937
+ 79.34%
$178K - $197K
2.12K $455K
Apr 18, 2024 Q1 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
932
+ 4.77%
$177K - $196K
20.5K $4.39M
Apr 30, 2024 Q1 2024
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
926
+ 9.12%
$175K - $195K
11.1K $2.38M
May 10, 2024 Q1 2024
Esl Trust Services, LLC

BUY
 -
910
New
$172K - $191K
910 $195K

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