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
|
Acuitas Investments, LLC
|
BUY
|
- |
5.72KNew |
$1.08M - $1.2M
|
5.72K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.63K+ 18.81% |
$1.07M - $1.18M
|
35.5K
$8.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
BUY
|
- |
5.37K+ 8.67% |
$1.02M - $1.13M
|
67.3K
$15.4M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
5.35K+ 17.01% |
$1.01M - $1.12M
|
36.8K
$8.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.31KNew |
$1.01M - $1.12M
|
5.31K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
5.3K+ 13.95% |
$1M - $1.12M
|
43.3K
$9.89M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.29K+ 11.92% |
$1M - $1.11M
|
49.6K
$11.3M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.26K+ 101.88% |
$996K - $1.11M
|
10.4K
$2.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.17K+ 67.83% |
$980K - $1.09M
|
12.8K
$2.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
5.15K+ 52.18% |
$976K - $1.08M
|
15K
$3.43M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.13K+ 23.73% |
$972K - $1.08M
|
26.8K
$6.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
5.07K+ 7.5% |
$961K - $1.07M
|
72.7K
$16.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5KNew |
$947K - $1.05M
|
5K
$1.14M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.86K+ 303.5% |
$921K - $1.02M
|
6.46K
$1.48M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.84K+ 122.96% |
$916K - $1.02M
|
8.77K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.82K+ 27.22% |
$914K - $1.01M
|
22.5K
$5.15M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.8K+ 33.87% |
$909K - $1.01M
|
19K
$4.33M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.79K+ 7.19% |
$908K - $1.01M
|
71.5K
$16.3M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.78K+ 10.03% |
$905K - $1M
|
52.4K
$12M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.7K+ 10.25% |
$890K - $988K
|
50.5K
$11.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
4.67K+ 0.67% |
$885K - $982K
|
706K
$161M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.64K+ 0.42% |
$878K - $975K
|
1.11M
$254M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.63K+ 180.47% |
$877K - $973K
|
7.19K
$1.64M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
4.63K+ 143.8% |
$877K - $973K
|
7.84K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
4.58K+ 8.89% |
$868K - $964K
|
56.1K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
4.55K+ 75.5% |
$863K - $958K
|
10.6K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.5KNew |
$852K - $946K
|
4.5K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
4.47K+ 1.48% |
$848K - $941K
|
308K
$70.2M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.35K+ 5.44% |
$823K - $914K
|
84.3K
$19.2M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
4.33K+ 12.62% |
$820K - $910K
|
38.6K
$8.82M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.33K+ 1.84% |
$820K - $910K
|
239K
$54.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
4.32K+ 2.56% |
$819K - $909K
|
173K
$39.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
BUY
|
- |
4.31K+ 73.03% |
$816K - $905K
|
10.2K
$2.33M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.25K+ 16.35% |
$804K - $893K
|
30.2K
$6.9M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
4.18KNew |
$791K - $878K
|
4.18K
$953K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
4.05KNew |
$767K - $851K
|
4.05K
$924K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
4.02K+ 5433.78% |
$762K - $846K
|
4.1K
$935K
|
|
|
May 13, 2024
Q1 2024
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
4K+ 170.5% |
$758K - $841K
|
6.35K
$1.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3.99KNew |
$756K - $839K
|
3.99K
$911K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.93K+ 34.68% |
$745K - $827K
|
15.3K
$3.49M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
3.93K+ 7.38% |
$745K - $827K
|
57.2K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.89K+ 42.63% |
$736K - $817K
|
13K
$2.97M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.85K+ 3.93% |
$729K - $809K
|
102K
$23.2M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.84KNew |
$728K - $808K
|
3.84K
$878K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
3.82K+ 1.09% |
$724K - $803K
|
353K
$80.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.8K+ 8.59% |
$719K - $798K
|
48K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.79KNew |
$719K - $797K
|
3.79K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.72K+ 1.83% |
$705K - $782K
|
207K
$47.2M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.71KNew |
$703K - $780K
|
3.71K
$847K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.68KNew |
$697K - $773K
|
3.68K
$839K
|