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 |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
SELL
|
- |
-35.9K- 24.96% |
$6.8M - $7.55M
|
108K
$24.4M
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-36.8K- 78.67% |
$6.97M - $7.74M
|
9.97K
$2.26M
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-43K- 97.01% |
$8.14M - $9.04M
|
1.32K
$300K
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-44.2K- 57.73% |
$8.38M - $9.3M
|
32.4K
$7.33M
|
|
Apr 24, 2024
Q1 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-44.6KClosed |
$8.45M - $9.38M
|
0
$0
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-45.4K- 90.86% |
$8.61M - $9.55M
|
4.57K
$1.03M
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-45.5K- 85.04% |
$8.62M - $9.56M
|
8K
$1.81M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-46.2K- 51.09% |
$8.75M - $9.71M
|
44.2K
$10M
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-46.3K- 87.36% |
$8.78M - $9.74M
|
6.7K
$1.52M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-46.4K- 96.34% |
$8.78M - $9.75M
|
1.76K
$399K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-47.2K- 5.4% |
$8.95M - $9.93M
|
827K
$187M
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-51.2K- 34.74% |
$9.7M - $10.8M
|
96.2K
$21.8M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-52.3K- 3.57% |
$9.9M - $11M
|
1.41M
$320M
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-52.7K- 91.34% |
$9.99M - $11.1M
|
5K
$1.13M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-55.2K- 62.65% |
$10.5M - $11.6M
|
32.9K
$7.45M
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-57.7K- 97.81% |
$10.9M - $12.1M
|
1.29K
$292K
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-61.5K- 53.49% |
$11.7M - $12.9M
|
53.5K
$12.1M
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-61.8K- 95.45% |
$11.7M - $13M
|
2.94K
$667K
|
|
Apr 19, 2024
Q1 2024
|
Copeland Capital Management, LLC
|
SELL
|
- |
-62.2K- 99.38% |
$11.8M - $13.1M
|
391
$88.6K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-71.7K- 9.43% |
$13.6M - $15.1M
|
688K
$156M
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-72.2K- 88.59% |
$13.7M - $15.2M
|
9.3K
$2.11M
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-74.1K- 81.08% |
$14M - $15.6M
|
17.3K
$3.91M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-74.4K- 41.67% |
$14.1M - $15.7M
|
104K
$23.6M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-79.9K- 32.92% |
$15.1M - $16.8M
|
163K
$36.9M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-82.1K- 85.07% |
$15.6M - $17.3M
|
14.4K
$3.26M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-89.5K- 80.81% |
$17M - $18.8M
|
21.3K
$4.81M
|
|
Apr 26, 2024
Q1 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-90.4K- 96.53% |
$17.1M - $19M
|
3.25K
$737K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-107K- 57.25% |
$20.3M - $22.5M
|
80K
$18.1M
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-139K- 53.17% |
$26.4M - $29.3M
|
123K
$27.8M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-144K- 43.79% |
$27.2M - $30.2M
|
184K
$41.8M
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-157K- 74.68% |
$29.7M - $32.9M
|
53.1K
$12M
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-179K- 75.51% |
$33.9M - $37.6M
|
58K
$13.1M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-200K- 2.67% |
$38M - $42.1M
|
7.3M
$1.65B
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-213K- 27.2% |
$40.4M - $44.8M
|
570K
$129M
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-215K- 34.38% |
$40.7M - $45.2M
|
410K
$92.9M
|
|
Apr 25, 2024
Q1 2024
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-230K- 99.33% |
$43.6M - $48.4M
|
1.56K
$352K
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-231K- 78.21% |
$43.7M - $48.5M
|
64.2K
$14.5M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-231K- 26.36% |
$43.9M - $48.7M
|
647K
$146M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-267K- 26.71% |
$50.6M - $56.1M
|
732K
$166M
|
|
May 15, 2024
Q1 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
SELL
|
- |
-273K- 33.95% |
$51.8M - $57.5M
|
532K
$120M
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-290K- 73.01% |
$54.9M - $60.9M
|
107K
$24.3M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-290K- 77.11% |
$55M - $61M
|
86.1K
$19.5M
|
|
May 01, 2024
Q1 2024
|
Iridian Asset Management LLC
|
SELL
|
- |
-300K- 60.0% |
$56.8M - $63.1M
|
200K
$45.3M
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-310K- 50.17% |
$58.8M - $65.3M
|
308K
$69.8M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-315K- 83.28% |
$59.6M - $66.2M
|
63.2K
$14.3M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-337K- 37.41% |
$63.9M - $70.9M
|
564K
$128M
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-339K- 57.59% |
$64.2M - $71.3M
|
250K
$56.5M
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-369K- 99.7% |
$69.9M - $77.6M
|
1.09K
$247K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-419K- 1.71% |
$79.3M - $88.1M
|
24.1M
$5.46B
|
|
Apr 12, 2024
Q1 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-438K- 29.04% |
$83M - $92.2M
|
1.07M
$242M
|