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 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-14K- 91.17% |
$2.66M - $2.95M
|
1.36K
$308K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-14.1K- 92.13% |
$2.67M - $2.96M
|
1.2K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-14.5K- 72.46% |
$2.75M - $3.05M
|
5.52K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-15.1K- 68.73% |
$2.86M - $3.18M
|
6.87K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15.2K- 2.94% |
$2.87M - $3.19M
|
501K
$114M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.6K- 38.72% |
$2.96M - $3.28M
|
24.7K
$5.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-16.1K- 86.1% |
$3.04M - $3.38M
|
2.59K
$588K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-16.2K- 75.27% |
$3.06M - $3.4M
|
5.31K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.2K- 5.82% |
$3.08M - $3.42M
|
263K
$59.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-16.4K- 28.05% |
$3.12M - $3.46M
|
42.2K
$9.57M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16.5K- 6.25% |
$3.13M - $3.47M
|
248K
$56.2M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-16.6K- 47.74% |
$3.14M - $3.49M
|
18.2K
$4.12M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.6K- 7.91% |
$3.15M - $3.49M
|
193K
$43.8M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-16.9K- 38.41% |
$3.2M - $3.55M
|
27.1K
$6.14M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-17.5K- 54.5% |
$3.32M - $3.68M
|
14.6K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-17.5K- 90.24% |
$3.32M - $3.69M
|
1.9K
$430K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-18.1K- 9.21% |
$3.44M - $3.81M
|
179K
$40.6M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-18.2K- 65.92% |
$3.44M - $3.82M
|
9.39K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-18.9K- 32.58% |
$3.58M - $3.97M
|
39.1K
$8.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-19.2K- 41.84% |
$3.64M - $4.04M
|
26.7K
$6.06M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-19.4K- 99.5% |
$3.67M - $4.07M
|
98
$22.2K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.4K- 3.29% |
$3.68M - $4.09M
|
572K
$130M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-19.5K- 32.7% |
$3.7M - $4.1M
|
40.2K
$9.11M
|
|
|
May 14, 2024
Q1 2024
|
Kettle Hill Capital Management, LLC
New York, NY |
SELL
|
- |
-20.4K- 23.57% |
$3.87M - $4.3M
|
66.3K
$15M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-20.5K- 96.42% |
$3.88M - $4.31M
|
761
$173K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20.6K- 20.97% |
$3.9M - $4.33M
|
77.6K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-21.9K- 7.58% |
$4.15M - $4.6M
|
267K
$60.5M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.8K- 95.25% |
$4.32M - $4.79M
|
1.14K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-23.2K- 92.36% |
$4.4M - $4.88M
|
1.92K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-23.7K- 0.62% |
$4.5M - $4.99M
|
3.78M
$857M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-24K- 90.33% |
$4.55M - $5.05M
|
2.57K
$583K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-24.1K- 3.14% |
$4.57M - $5.07M
|
744K
$169M
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-24.5K- 94.23% |
$4.64M - $5.15M
|
1.5K
$340K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-24.9K- 40.09% |
$4.71M - $5.23M
|
37.1K
$8.42M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-25.8K- 48.57% |
$4.89M - $5.43M
|
27.3K
$6.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-28.1K- 46.96% |
$5.32M - $5.91M
|
31.7K
$7.2M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-28.1K- 27.06% |
$5.33M - $5.92M
|
75.9K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-28.2K- 24.73% |
$5.34M - $5.93M
|
85.8K
$19.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-28.4K- 3.06% |
$5.37M - $5.96M
|
900K
$204M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.7K- 0.87% |
$5.43M - $6.03M
|
3.25M
$737M
|
|
|
May 15, 2024
Q1 2024
|
Alight Capital Management LP
New York, NY |
SELL
|
- |
-30K- 60.0% |
$5.68M - $6.31M
|
20K
$4.54M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30.4K- 9.76% |
$5.75M - $6.39M
|
281K
$63.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-31.9K- 41.96% |
$6.05M - $6.72M
|
44.2K
$10M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-32K- 9.97% |
$6.06M - $6.73M
|
289K
$65.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-32.4K- 28.69% |
$6.14M - $6.81M
|
80.5K
$18.3M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.8K- 99.18% |
$6.22M - $6.9M
|
270
$61.2K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-33.5K- 65.8% |
$6.34M - $7.04M
|
17.4K
$3.94M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-34.2K- 54.33% |
$6.47M - $7.19M
|
28.7K
$6.51M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-35K- 67.75% |
$6.63M - $7.36M
|
16.6K
$3.77M
|
|
|
May 14, 2024
Q1 2024
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-35.5K- 82.25% |
$6.73M - $7.47M
|
7.67K
$1.74M
|