Purchases and Sales Made in Q4 2023 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.36K+ 3.23% |
$545K - $688K
|
107K
$25.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
3.34K+ 58.18% |
$541K - $684K
|
9.08K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
3.33K+ 4.48% |
$541K - $683K
|
77.7K
$18.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
3.3K+ 165.0% |
$535K - $676K
|
5.3K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
3.26KNew |
$529K - $668K
|
3.26K
$777K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
3.22KNew |
$522K - $659K
|
3.22K
$767K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.21K+ 266.09% |
$521K - $657K
|
4.42K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.2KNew |
$520K - $656K
|
3.2K
$764K
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
BUY
|
- |
3.17KNew |
$515K - $650K
|
3.17K
$757K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.16K+ 145.96% |
$513K - $648K
|
5.33K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
3.15K+ 8.16% |
$511K - $645K
|
41.8K
$9.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
3.1KNew |
$503K - $635K
|
3.1K
$739K
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$500K - $631K
|
3.08K
$735K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3.03K+ 2.93% |
$492K - $621K
|
106K
$25.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.03KNew |
$491K - $620K
|
3.03K
$722K
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
3.02KNew |
$490K - $618K
|
3.02K
$720K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
3.02KNew |
$489K - $618K
|
3.02K
$719K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3KNew |
$487K - $614K
|
3K
$715K
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
2.99KNew |
$485K - $612K
|
2.99K
$713K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.99K+ 15.19% |
$485K - $612K
|
22.7K
$5.41M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.98KNew |
$483K - $610K
|
2.98K
$710K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
2.97K+ 15.91% |
$482K - $608K
|
21.6K
$5.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.94K+ 16.53% |
$477K - $602K
|
20.7K
$4.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.94KNew |
$477K - $602K
|
2.94K
$701K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.93KNew |
$474K - $599K
|
2.93K
$697K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.92KNew |
$474K - $599K
|
2.92K
$697K
|
|
|
Jan 29, 2024
Q4 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.9KNew |
$470K - $594K
|
2.9K
$692K
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.87KNew |
$466K - $588K
|
2.87K
$685K
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
2.87KNew |
$465K - $587K
|
2.87K
$683K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.86KNew |
$464K - $586K
|
2.86K
$682K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.86K+ 28.65% |
$464K - $585K
|
12.8K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.82KNew |
$457K - $577K
|
2.82K
$672K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.79KNew |
$452K - $570K
|
2.79K
$664K
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.77KNew |
$449K - $566K
|
2.77K
$659K
|
|
|
Jan 04, 2024
Q4 2023
|
Riverwater Partners LLC
|
BUY
|
- |
2.73KNew |
$443K - $560K
|
2.73K
$652K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.73K+ 8.25% |
$442K - $558K
|
35.7K
$8.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2.71KNew |
$440K - $555K
|
2.71K
$646K
|
|
|
Feb 09, 2024
Q4 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
2.7KNew |
$438K - $553K
|
2.7K
$644K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.69K+ 11.17% |
$436K - $550K
|
26.7K
$6.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.67K+ 28.83% |
$434K - $547K
|
11.9K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.67KNew |
$433K - $547K
|
2.67K
$636K
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$425K - $537K
|
2.62K
$625K
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.62KNew |
$424K - $536K
|
2.62K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.59KNew |
$420K - $531K
|
2.59K
$618K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2.56KNew |
$415K - $524K
|
2.56K
$610K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.54KNew |
$412K - $520K
|
2.54K
$605K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.49K+ 2.42% |
$404K - $511K
|
106K
$25.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
2.49K+ 101.63% |
$404K - $511K
|
4.95K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.46K+ 19.1% |
$399K - $504K
|
15.3K
$3.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.44K+ 35.63% |
$396K - $500K
|
9.29K
$2.21M
|