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 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.93K- 10.85% |
$1.12M - $1.25M
|
48.7K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-5.94K- 14.85% |
$1.13M - $1.25M
|
34.1K
$7.31M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.15K- 26.02% |
$1.17M - $1.29M
|
17.5K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-6.19K- 5.87% |
$1.17M - $1.3M
|
99.3K
$21.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-6.22K- 3.06% |
$1.18M - $1.31M
|
197K
$42.3M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.33K- 5.18% |
$1.2M - $1.33M
|
116K
$24.8M
|
|
|
May 15, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-6.4K- 10.42% |
$1.21M - $1.35M
|
55.1K
$11.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6.41K- 42.29% |
$1.21M - $1.35M
|
8.75K
$1.88M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-6.46K- 15.13% |
$1.22M - $1.36M
|
36.2K
$7.77M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.52K- 9.91% |
$1.24M - $1.37M
|
59.2K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.52K- 8.71% |
$1.24M - $1.37M
|
68.4K
$14.7M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.53K- 8.57% |
$1.24M - $1.37M
|
69.6K
$14.9M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-6.54K- 2.68% |
$1.24M - $1.38M
|
238K
$51M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-6.61K- 86.02% |
$1.25M - $1.39M
|
1.07K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.63K- 26.26% |
$1.26M - $1.4M
|
18.6K
$4M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.65K- 6.47% |
$1.26M - $1.4M
|
96.2K
$20.6M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-6.9K- 47.02% |
$1.31M - $1.45M
|
7.78K
$1.67M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.05K- 5.65% |
$1.34M - $1.48M
|
118K
$25.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.19K- 3.72% |
$1.36M - $1.51M
|
186K
$39.9M
|
|
|
Jun 17, 2024
Q1 2024
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-7.21K- 6.35% |
$1.37M - $1.52M
|
106K
$22.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-7.21K- 2.49% |
$1.37M - $1.52M
|
283K
$60.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-7.28K- 27.2% |
$1.38M - $1.53M
|
19.5K
$4.18M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-7.38K- 1.86% |
$1.4M - $1.55M
|
388K
$83.4M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-7.5K- 75.0% |
$1.42M - $1.58M
|
2.5K
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-7.59K- 6.76% |
$1.44M - $1.6M
|
105K
$22.5M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.6K- 13.37% |
$1.44M - $1.6M
|
49.3K
$10.6M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-7.67K- 77.02% |
$1.45M - $1.61M
|
2.29K
$491K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-7.69K- 10.86% |
$1.46M - $1.62M
|
63.1K
$13.5M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.89K- 3.16% |
$1.5M - $1.66M
|
242K
$52M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-7.91K- 87.45% |
$1.5M - $1.66M
|
1.14K
$244K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-8.03K- 23.41% |
$1.52M - $1.69M
|
26.3K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.17K- 55.39% |
$1.55M - $1.72M
|
6.58K
$1.41M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-8.22K- 20.31% |
$1.56M - $1.73M
|
32.3K
$6.92M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.26K- 37.54% |
$1.56M - $1.74M
|
13.7K
$2.95M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-8.77K- 50.66% |
$1.66M - $1.84M
|
8.54K
$1.83M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-8.85K- 2.63% |
$1.68M - $1.86M
|
328K
$70.4M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-8.95K- 35.53% |
$1.7M - $1.88M
|
16.2K
$3.48M
|
|
|
May 09, 2024
Q1 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
SELL
|
- |
-9.15K- 26.6% |
$1.73M - $1.92M
|
25.3K
$5.42M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.19K- 24.63% |
$1.74M - $1.93M
|
28.1K
$6.03M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-9.26K- 88.41% |
$1.75M - $1.95M
|
1.21K
$261K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.43K- 0.29% |
$1.79M - $1.98M
|
3.25M
$697M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-9.67K- 4.27% |
$1.83M - $2.03M
|
217K
$46.6M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-9.73K- 35.01% |
$1.84M - $2.05M
|
18.1K
$3.88M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.74K- 14.53% |
$1.84M - $2.05M
|
57.3K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Engine Capital Management, LP
New York, NY |
SELL
|
- |
-10K- 30.35% |
$1.89M - $2.1M
|
23K
$4.93M
|
|
|
May 08, 2024
Q1 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-10.4K- 88.08% |
$1.98M - $2.19M
|
1.41K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10.5K- 73.64% |
$1.99M - $2.21M
|
3.76K
$807K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-11.3K- 94.74% |
$2.14M - $2.37M
|
626
$134K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11.3K- 18.15% |
$2.14M - $2.38M
|
50.9K
$10.9M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.8K- 3.24% |
$2.23M - $2.48M
|
352K
$75.5M
|