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
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.45K+ 9.33% |
$275K - $305K
|
17K
$3.88M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.44K+ 7.46% |
$272K - $302K
|
20.7K
$4.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.43KNew |
$272K - $301K
|
1.43K
$327K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
1.43K+ 1.1% |
$271K - $301K
|
132K
$30.1M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.43K+ 53.58% |
$271K - $301K
|
4.1K
$936K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.43K+ 11.7% |
$270K - $300K
|
13.6K
$3.11M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.42K+ 13.84% |
$269K - $299K
|
11.7K
$2.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 59.76% |
$268K - $298K
|
3.79K
$865K
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.4K+ 7.74% |
$265K - $294K
|
19.5K
$4.44M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
1.39K+ 26.75% |
$264K - $293K
|
6.6K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.39K+ 38.89% |
$264K - $293K
|
4.97K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
1.39K+ 12.6% |
$263K - $292K
|
12.4K
$2.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
1.38K+ 4.17% |
$262K - $290K
|
34.5K
$7.88M
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.37KNew |
$259K - $287K
|
1.37K
$312K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
1.36K+ 2.15% |
$258K - $287K
|
64.9K
$14.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.36K+ 6.04% |
$257K - $286K
|
23.8K
$5.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.33K+ 3.44% |
$253K - $280K
|
40K
$9.14M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.33K+ 12.33% |
$251K - $279K
|
12.1K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.32K+ 11.59% |
$250K - $277K
|
12.7K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.31K+ 71.51% |
$247K - $274K
|
3.13K
$715K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 23.16% |
$246K - $273K
|
6.91K
$1.58M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 31.16% |
$246K - $273K
|
5.47K
$1.25M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.27K+ 17.67% |
$240K - $266K
|
8.43K
$1.92M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
1.25K+ 12.71% |
$237K - $263K
|
11.1K
$2.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.24KNew |
$236K - $261K
|
1.24K
$284K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.23K+ 4.51% |
$234K - $260K
|
28.6K
$6.52M
|
|
|
Aug 06, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.23KNew |
$233K - $259K
|
1.23K
$281K
|
|
|
Apr 22, 2024
Q1 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
1.22KNew |
$231K - $257K
|
1.22K
$279K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.21K+ 10.24% |
$229K - $254K
|
13K
$2.96M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1.2K+ 14.57% |
$228K - $253K
|
9.44K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 26.4% |
$227K - $252K
|
5.73K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.18K+ 25.76% |
$223K - $248K
|
5.75K
$1.31M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.17K+ 12.96% |
$221K - $246K
|
10.2K
$2.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
1.16KNew |
$220K - $244K
|
1.16K
$265K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.16K+ 13.82% |
$220K - $244K
|
9.55K
$2.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.15KNew |
$217K - $241K
|
1.15K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.14K+ 22.52% |
$215K - $239K
|
6.18K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.13K+ 3.17% |
$215K - $238K
|
36.9K
$8.42M
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
1.13K+ 43.17% |
$214K - $237K
|
3.74K
$855K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
1.12K+ 8.37% |
$212K - $235K
|
14.5K
$3.3M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.1K+ 35.01% |
$209K - $232K
|
4.26K
$972K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
1.1K+ 23.05% |
$209K - $232K
|
5.88K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.1K+ 58.51% |
$208K - $231K
|
2.98K
$680K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.09K+ 221.84% |
$206K - $229K
|
1.58K
$360K
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.08K+ 2.72% |
$205K - $228K
|
40.9K
$9.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.08K+ 52.4% |
$205K - $228K
|
3.15K
$718K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
1.08KNew |
$205K - $227K
|
1.08K
$247K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.08KNew |
$204K - $226K
|
1.08K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.07K+ 4.76% |
$204K - $226K
|
23.7K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
1.07K+ 28.58% |
$203K - $226K
|
4.83K
$1.1M
|