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 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
3.64K+ 8.82% |
$690K - $765K
|
44.9K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.64K+ 15.72% |
$690K - $765K
|
26.8K
$6.07M
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.62K+ 302.26% |
$686K - $761K
|
4.82K
$1.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.6K+ 4.33% |
$682K - $757K
|
86.7K
$19.6M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.58KNew |
$678K - $752K
|
3.58K
$810K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.58K+ 24.17% |
$677K - $752K
|
18.4K
$4.16M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.55K+ 19.4% |
$672K - $746K
|
21.8K
$4.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.51K+ 102.3% |
$665K - $739K
|
6.95K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.5K+ 5.4% |
$663K - $736K
|
68.4K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.47KNew |
$658K - $731K
|
3.47K
$787K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
3.45K+ 17.73% |
$654K - $726K
|
22.9K
$5.19M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.43K+ 6.25% |
$650K - $722K
|
58.4K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.43K+ 305.97% |
$650K - $722K
|
4.56K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
3.36KNew |
$636K - $706K
|
3.36K
$760K
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
3.27K+ 184.1% |
$619K - $687K
|
5.04K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
3.24KNew |
$614K - $682K
|
3.24K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.24KNew |
$614K - $682K
|
3.24K
$734K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3.23KNew |
$611K - $678K
|
3.23K
$731K
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
3.2KNew |
$606K - $672K
|
3.2K
$724K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.19K+ 8.87% |
$604K - $670K
|
39.1K
$8.86M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.16KNew |
$599K - $665K
|
3.16K
$716K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.16K+ 15.37% |
$598K - $664K
|
23.7K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.12K+ 229.55% |
$590K - $655K
|
4.47K
$1.01M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.05KNew |
$579K - $642K
|
3.05K
$692K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.04K+ 23.74% |
$577K - $640K
|
15.9K
$3.59M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
3.04KNew |
$576K - $639K
|
3.04K
$688K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.04KNew |
$576K - $639K
|
3.04K
$688K
|
|
|
May 07, 2024
Q1 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
3K+ 111.11% |
$568K - $631K
|
5.7K
$1.29M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.97K+ 43.61% |
$563K - $625K
|
9.78K
$2.22M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2.96K+ 3.29% |
$562K - $623K
|
93.1K
$21.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.96K+ 45.31% |
$560K - $622K
|
9.49K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.94K+ 2.28% |
$556K - $617K
|
132K
$29.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.9K+ 16.75% |
$549K - $609K
|
20.2K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
2.87KNew |
$544K - $604K
|
2.87K
$651K
|
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
2.84K+ 8.81% |
$539K - $598K
|
35.1K
$7.95M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2.82K+ 24.33% |
$535K - $594K
|
14.4K
$3.27M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.79K+ 3.83% |
$528K - $586K
|
75.6K
$17.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
2.75K+ 299.02% |
$521K - $579K
|
3.67K
$831K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.75K+ 9.22% |
$521K - $578K
|
32.6K
$7.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.74K+ 18.48% |
$520K - $577K
|
17.6K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.7K+ 1.58% |
$512K - $568K
|
173K
$39.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.7K+ 124.46% |
$511K - $567K
|
4.86K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
2.7KNew |
$511K - $567K
|
2.7K
$610K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.69K+ 4.59% |
$509K - $565K
|
61.2K
$13.9M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
2.68K+ 37.5% |
$508K - $564K
|
9.84K
$2.23M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
2.64K+ 65.05% |
$500K - $555K
|
6.7K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.61K+ 177.1% |
$495K - $550K
|
4.09K
$926K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.61K+ 12.81% |
$495K - $550K
|
23K
$5.21M
|
|
|
May 09, 2024
Q1 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
2.56KNew |
$485K - $538K
|
2.56K
$579K
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
2.55KNew |
$483K - $536K
|
2.55K
$578K
|