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
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-364- 20.85% |
$69K - $76.5K
|
1.38K
$297K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-365- 27.78% |
$69.2K - $76.8K
|
949
$204K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-372- 1.29% |
$70.5K - $78.2K
|
28.5K
$6.12M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-373- 26.74% |
$70.7K - $78.4K
|
1.02K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-375- 2.75% |
$71.1K - $78.9K
|
13.2K
$2.84M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-375- 1.31% |
$71.1K - $78.9K
|
28.2K
$6.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-376- 16.7% |
$71.2K - $79.1K
|
1.88K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-378- 7.23% |
$71.6K - $79.5K
|
4.85K
$1.04M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-379- 4.26% |
$71.8K - $79.7K
|
8.53K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-384- 12.1% |
$72.8K - $80.8K
|
2.79K
$599K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-385- 3.33% |
$72.9K - $81K
|
11.2K
$2.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-386- 4.34% |
$73.1K - $81.2K
|
8.5K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-387- 5.81% |
$73.3K - $81.4K
|
6.28K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-388- 4.09% |
$73.5K - $81.6K
|
9.09K
$1.95M
|
|
|
May 06, 2024
Q1 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-397- 1.69% |
$75.2K - $83.5K
|
23K
$4.94M
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-399- 7.09% |
$75.6K - $83.9K
|
5.23K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-400- 48.19% |
$75.8K - $84.1K
|
430
$92.3K
|
|
|
Jan 08, 2025
Q1 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-402- 0.93% |
$76.2K - $84.5K
|
42.9K
$9.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-405- 6.86% |
$76.7K - $85.2K
|
5.5K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-407- 0.75% |
$77.1K - $85.6K
|
53.9K
$11.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-414- 27.11% |
$78.4K - $87.1K
|
1.11K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-417- 1.19% |
$79K - $87.7K
|
34.6K
$7.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-420- 25.27% |
$79.6K - $88.3K
|
1.24K
$267K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-420- 14.86% |
$79.6K - $88.3K
|
2.41K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-421- 2.2% |
$79.8K - $88.5K
|
18.8K
$4.03M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-422- 1.17% |
$80K - $88.7K
|
35.6K
$7.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-430- 1.73% |
$81.5K - $90.4K
|
24.4K
$5.23M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-433- 20.05% |
$82K - $91.1K
|
1.73K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-435- 8.89% |
$82.4K - $91.5K
|
4.46K
$957K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-439- 3.06% |
$83.2K - $92.3K
|
13.9K
$2.98M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
SELL
|
- |
-439- 27.98% |
$83.2K - $92.3K
|
1.13K
$243K
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
SELL
|
- |
-443- 1.01% |
$83.9K - $93.2K
|
43.4K
$9.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-445- 7.76% |
$84.3K - $93.6K
|
5.29K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-452- 13.09% |
$85.6K - $95.1K
|
3K
$644K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-453- 2.55% |
$85.8K - $95.3K
|
17.3K
$3.71M
|
|
|
Feb 11, 2025
Q1 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-456- 6.11% |
$86.4K - $95.9K
|
7.01K
$1.5M
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-458- 5.69% |
$86.8K - $96.3K
|
7.59K
$1.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-465- 3.96% |
$88.1K - $97.8K
|
11.3K
$2.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-469- 5.45% |
$88.9K - $98.6K
|
8.14K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-472- 9.0% |
$89.4K - $99.3K
|
4.78K
$1.02M
|
|
|
Apr 22, 2024
Q1 2024
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-484- 18.38% |
$91.7K - $102K
|
2.15K
$461K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-492- 22.77% |
$93.2K - $103K
|
1.67K
$358K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-492- 1.78% |
$93.2K - $103K
|
27.1K
$5.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-492- 6.12% |
$93.2K - $103K
|
7.55K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-497- 8.61% |
$94.2K - $105K
|
5.27K
$1.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 0.62% |
$94.7K - $105K
|
79.8K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-500- 9.81% |
$94.7K - $105K
|
4.6K
$987K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-503- 3.77% |
$95.3K - $106K
|
12.8K
$2.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-504- 1.51% |
$95.5K - $106K
|
32.8K
$7.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-507- 0.44% |
$96.1K - $107K
|
116K
$24.8M
|