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
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
16.8K+ 73.9% |
$3.18M - $3.52M
|
39.4K
$8.46M
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
16.5K+ 55.52% |
$3.12M - $3.46M
|
46.1K
$9.9M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.3K+ 267.49% |
$3.09M - $3.43M
|
22.4K
$4.81M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16.3K+ 460.16% |
$3.09M - $3.43M
|
19.8K
$4.26M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
16.2KNew |
$3.07M - $3.41M
|
16.2K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
16K+ 35.93% |
$3.04M - $3.37M
|
60.7K
$13M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
15.8K+ 90.3% |
$3M - $3.33M
|
33.4K
$7.16M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
15.6KNew |
$2.96M - $3.28M
|
15.6K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
15.4K+ 82.06% |
$2.91M - $3.23M
|
34.1K
$7.32M
|
|
|
May 15, 2024
Q1 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
15K+ 15.0% |
$2.84M - $3.15M
|
115K
$24.7M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.8K+ 7.82% |
$2.81M - $3.12M
|
205K
$43.9M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
14.7K+ 5.85% |
$2.78M - $3.08M
|
265K
$56.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.6K+ 33.4% |
$2.76M - $3.07M
|
58.3K
$12.5M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
14.4K+ 401.64% |
$2.74M - $3.04M
|
18K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
14.1K+ 66.82% |
$2.67M - $2.97M
|
35.2K
$7.55M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
13.8K+ 457.64% |
$2.61M - $2.9M
|
16.8K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
13.8K+ 33.28% |
$2.61M - $2.89M
|
55.1K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
13.6K+ 61.21% |
$2.58M - $2.87M
|
35.9K
$7.71M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.4K+ 1.32% |
$2.55M - $2.83M
|
1.03M
$221M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
13.4KNew |
$2.54M - $2.82M
|
13.4K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
13.2K+ 1.59% |
$2.51M - $2.79M
|
847K
$182M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.1K+ 51.78% |
$2.49M - $2.76M
|
38.5K
$8.27M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$2.45M - $2.72M
|
12.9K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
12.4KNew |
$2.34M - $2.6M
|
12.4K
$2.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 27.35% |
$2.32M - $2.58M
|
57.1K
$12.3M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
12.2KNew |
$2.31M - $2.57M
|
12.2K
$2.62M
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
12.1K+ 6.14% |
$2.29M - $2.55M
|
209K
$45M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
12K+ 222.19% |
$2.28M - $2.53M
|
17.5K
$3.75M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
11.9K+ 256.27% |
$2.25M - $2.49M
|
16.5K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.8K+ 53.08% |
$2.24M - $2.49M
|
34.1K
$7.33M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.8K+ 126.26% |
$2.24M - $2.48M
|
21.1K
$4.54M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.7K+ 6.39% |
$2.22M - $2.47M
|
196K
$42M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
11.6KNew |
$2.2M - $2.44M
|
11.6K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
11.5K+ 16.34% |
$2.17M - $2.41M
|
81.7K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.4K+ 15.4% |
$2.17M - $2.41M
|
85.8K
$18.4M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.4K+ 78.96% |
$2.16M - $2.39M
|
25.8K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Neumeier Poma Investment Counsel LLC
|
BUY
|
- |
11.3KNew |
$2.13M - $2.37M
|
11.3K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
11.3K+ 1645.76% |
$2.13M - $2.37M
|
11.9K
$2.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
11.2K+ 256.23% |
$2.12M - $2.35M
|
15.5K
$3.34M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
11K+ 19.01% |
$2.09M - $2.32M
|
69.1K
$14.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
10.8KNew |
$2.05M - $2.28M
|
10.8K
$2.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Platt Investment Counsel, LLC
|
BUY
|
- |
10.7K+ 16.08% |
$2.03M - $2.26M
|
77.5K
$16.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
BUY
|
- |
10.4K+ 28.34% |
$1.96M - $2.18M
|
47K
$10.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.3K+ 34.85% |
$1.95M - $2.17M
|
39.9K
$8.56M
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10.3K+ 5.87% |
$1.95M - $2.16M
|
186K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
10.3K+ 9.46% |
$1.94M - $2.16M
|
119K
$25.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
10.2K+ 123.11% |
$1.93M - $2.14M
|
18.5K
$3.96M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
9.93K+ 6.37% |
$1.88M - $2.09M
|
166K
$35.6M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9.54K+ 23.03% |
$1.81M - $2.01M
|
51K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.52K+ 7.89% |
$1.8M - $2M
|
130K
$27.9M
|