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 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
618+ 5.41% |
$117K - $130K
|
12K
$2.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
616+ 52.92% |
$117K - $130K
|
1.78K
$406K
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
611+ 17.04% |
$116K - $128K
|
4.2K
$958K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
606+ 3.26% |
$115K - $127K
|
19.2K
$4.38M
|
|
|
May 13, 2024
Q1 2024
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
604New |
$114K - $127K
|
604
$138K
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
602+ 36.62% |
$114K - $127K
|
2.25K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
600+ 45.98% |
$114K - $126K
|
1.91K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
600+ 60000.0% |
$114K - $126K
|
601
$137K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
598+ 20.65% |
$113K - $126K
|
3.49K
$798K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
595+ 28.03% |
$113K - $125K
|
2.72K
$620K
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
589+ 5.96% |
$112K - $124K
|
10.5K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
585+ 1.57% |
$111K - $123K
|
37.8K
$8.64M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
584+ 5.35% |
$111K - $123K
|
11.5K
$2.62M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
572+ 3.13% |
$108K - $120K
|
18.8K
$4.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
568+ 5.18% |
$108K - $119K
|
11.5K
$2.63M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
563+ 39.29% |
$107K - $118K
|
2K
$456K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
563+ 7.59% |
$107K - $118K
|
7.98K
$1.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
562+ 49.56% |
$106K - $118K
|
1.7K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
554+ 79.14% |
$105K - $117K
|
1.25K
$286K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
550+ 24.72% |
$104K - $116K
|
2.78K
$634K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
537New |
$102K - $113K
|
537
$123K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
525+ 1.91% |
$99.5K - $110K
|
28K
$6.39M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
521New |
$98.7K - $110K
|
521
$119K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
520+ 34.99% |
$98.5K - $109K
|
2.01K
$458K
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
517+ 7.97% |
$98K - $109K
|
7.01K
$1.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
514+ 5.57% |
$97.4K - $108K
|
9.74K
$2.22M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
510+ 0.53% |
$96.6K - $107K
|
96.4K
$22M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
507+ 64.83% |
$96.1K - $107K
|
1.29K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
504+ 1.85% |
$95.5K - $106K
|
27.8K
$6.34M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
492+ 16.73% |
$93.2K - $103K
|
3.43K
$783K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
489+ 1.56% |
$92.7K - $103K
|
31.8K
$7.27M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
488+ 12.15% |
$92.5K - $103K
|
4.51K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
486+ 1.57% |
$92.1K - $102K
|
31.4K
$7.17M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
475+ 16.38% |
$90K - $99.9K
|
3.38K
$770K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
463+ 6.99% |
$87.7K - $97.4K
|
7.09K
$1.62M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
461+ 15.15% |
$87.4K - $96.9K
|
3.5K
$800K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
460+ 23.92% |
$87.2K - $96.7K
|
2.38K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
455+ 3.84% |
$86.2K - $95.7K
|
12.3K
$2.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Greenfield Ftc, Inc.
|
BUY
|
- |
446+ 0.78% |
$84.5K - $93.8K
|
57.3K
$13.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
442+ 1.84% |
$83.8K - $93K
|
24.4K
$5.57M
|
|
|
May 06, 2024
Q1 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
440+ 1.15% |
$83.4K - $92.5K
|
38.6K
$8.81M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
434+ 2.31% |
$82.2K - $91.3K
|
19.2K
$4.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
432+ 28.59% |
$81.9K - $90.8K
|
1.94K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
424New |
$80.3K - $89.2K
|
424
$96.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
421+ 15.43% |
$79.8K - $88.5K
|
3.15K
$719K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
421+ 33.18% |
$79.8K - $88.5K
|
1.69K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
421+ 29.92% |
$79.8K - $88.5K
|
1.83K
$417K
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
420+ 38.22% |
$79.6K - $88.3K
|
1.52K
$347K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
418+ 16.33% |
$79.2K - $87.9K
|
2.98K
$680K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
415+ 5.53% |
$78.6K - $87.3K
|
7.91K
$1.81M
|