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 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.45K- 26.86% |
$653K - $725K
|
9.39K
$2.01M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.51K- 1.61% |
$666K - $739K
|
215K
$46.2M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.52K- 10.54% |
$667K - $740K
|
29.9K
$6.42M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.53K- 66.21% |
$669K - $742K
|
1.8K
$387K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.56K- 71.76% |
$674K - $748K
|
1.4K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.58K- 4.86% |
$679K - $754K
|
70.1K
$15.1M
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-3.59K- 72.83% |
$680K - $755K
|
1.34K
$287K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.59K- 28.65% |
$681K - $755K
|
8.95K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
SELL
|
- |
-3.68K- 50.45% |
$697K - $773K
|
3.61K
$775K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.69K- 45.64% |
$699K - $776K
|
4.39K
$943K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.89K- 3.16% |
$737K - $818K
|
119K
$25.6M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.94K- 69.3% |
$746K - $828K
|
1.74K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.95K- 2.04% |
$748K - $830K
|
190K
$40.7M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-3.98K- 27.83% |
$754K - $837K
|
10.3K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.99K- 56.4% |
$755K - $838K
|
3.08K
$661K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-3.99K- 46.71% |
$757K - $840K
|
4.56K
$978K
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-4K- 2.7% |
$758K - $841K
|
144K
$30.9M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4K- 21.49% |
$758K - $842K
|
14.6K
$3.14M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-4.03K- 3.28% |
$764K - $848K
|
119K
$25.5M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.05K- 3.84% |
$768K - $852K
|
101K
$21.8M
|
|
|
May 07, 2024
Q1 2024
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-4.07K- 52.51% |
$771K - $856K
|
3.68K
$790K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-4.1K- 92.55% |
$777K - $862K
|
330
$70.8K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.16K- 1.77% |
$789K - $876K
|
231K
$49.5M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4.2K- 5.41% |
$796K - $883K
|
73.5K
$15.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-4.22K- 70.12% |
$800K - $887K
|
1.8K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-4.27K- 50.62% |
$810K - $899K
|
4.17K
$895K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-4.29K- 1.49% |
$812K - $901K
|
284K
$60.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.34K- 19.24% |
$822K - $912K
|
18.2K
$3.91M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-4.37K- 2.33% |
$829K - $920K
|
183K
$39.4M
|
|
|
May 15, 2024
Q1 2024
|
Penn Capital Management Company, LLC
Philadelphia, PA |
SELL
|
- |
-4.41K- 49.17% |
$835K - $927K
|
4.56K
$978K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.44K- 5.18% |
$841K - $934K
|
81.3K
$17.4M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.51K- 29.73% |
$855K - $949K
|
10.7K
$2.29M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.59K- 41.07% |
$869K - $964K
|
6.58K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-4.63K- 5.74% |
$877K - $974K
|
76.1K
$16.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-4.63K- 56.01% |
$878K - $975K
|
3.64K
$781K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.67K- 21.11% |
$885K - $982K
|
17.5K
$3.75M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.76K- 1.35% |
$902K - $1M
|
348K
$74.6M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-4.88K- 1.86% |
$924K - $1.03M
|
258K
$55.3M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4.93K- 97.26% |
$934K - $1.04M
|
139
$29.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.98K- 40.1% |
$944K - $1.05M
|
7.44K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.05K- 20.58% |
$957K - $1.06M
|
19.5K
$4.18M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.07K- 4.72% |
$961K - $1.07M
|
102K
$22M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-5.09K- 3.76% |
$965K - $1.07M
|
130K
$28M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-5.15K- 28.35% |
$975K - $1.08M
|
13K
$2.79M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.71K- 5.73% |
$1.08M - $1.2M
|
94K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5.72K- 38.61% |
$1.08M - $1.2M
|
9.09K
$1.95M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-5.76K- 2.8% |
$1.09M - $1.21M
|
200K
$42.9M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.78K- 57.84% |
$1.09M - $1.22M
|
4.21K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.86K- 75.55% |
$1.11M - $1.23M
|
1.9K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.89K- 15.84% |
$1.12M - $1.24M
|
31.3K
$6.72M
|