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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.41KNew |
$391K - $493K
|
2.41K
$574K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.4K+ 68.6% |
$390K - $492K
|
5.91K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.4KNew |
$390K - $492K
|
2.4K
$573K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
2.4KNew |
$389K - $492K
|
2.4K
$573K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.4K+ 85.78% |
$389K - $492K
|
5.2K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.39K+ 2.61% |
$387K - $489K
|
94K
$22.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.38K+ 8.35% |
$387K - $488K
|
30.9K
$7.38M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.38KNew |
$385K - $487K
|
2.38K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.37KNew |
$385K - $486K
|
2.37K
$565K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.37K+ 69.16% |
$384K - $485K
|
5.8K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.36K+ 104.1% |
$383K - $484K
|
4.63K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.36K+ 52.99% |
$383K - $483K
|
6.81K
$1.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
2.35K+ 56.94% |
$381K - $482K
|
6.48K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
2.35KNew |
$381K - $481K
|
2.35K
$559K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.34K+ 19.78% |
$379K - $478K
|
14.1K
$3.37M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
2.31KNew |
$375K - $473K
|
2.31K
$551K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.31K+ 8.73% |
$374K - $472K
|
28.7K
$6.85M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
2.31KNew |
$374K - $472K
|
2.31K
$550K
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.3KNew |
$373K - $471K
|
2.3K
$549K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.3KNew |
$373K - $471K
|
2.3K
$549K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.29KNew |
$371K - $468K
|
2.29K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
2.29K+ 31.82% |
$371K - $468K
|
9.47K
$2.26M
|
|
|
Jan 09, 2024
Q4 2023
|
Osher Van De Voorde Investment Management
|
BUY
|
- |
2.28KNew |
$370K - $467K
|
2.28K
$544K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.28K+ 3.46% |
$369K - $466K
|
68.1K
$16.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.27KNew |
$369K - $466K
|
2.27K
$542K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.26K+ 9.05% |
$367K - $464K
|
27.3K
$6.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
2.24K+ 13.68% |
$363K - $458K
|
18.6K
$4.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
2.23K+ 74.9% |
$361K - $456K
|
5.2K
$1.24M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.22K+ 26.7% |
$360K - $455K
|
10.5K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2.21KNew |
$358K - $453K
|
2.21K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
2.2K+ 82.34% |
$357K - $451K
|
4.87K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.2K+ 3.64% |
$356K - $450K
|
62.5K
$14.9M
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
2.18K+ 29.37% |
$354K - $447K
|
9.62K
$2.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
2.16KNew |
$350K - $442K
|
2.16K
$515K
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.16KNew |
$350K - $442K
|
2.16K
$515K
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.14KNew |
$347K - $439K
|
2.14K
$511K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.13K+ 40.51% |
$345K - $435K
|
7.37K
$1.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.12KNew |
$344K - $435K
|
2.12K
$506K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
2.11K+ 72.19% |
$343K - $433K
|
5.04K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.11K+ 12.7% |
$342K - $432K
|
18.7K
$4.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
2.11K+ 3.43% |
$341K - $431K
|
63.5K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.1KNew |
$341K - $431K
|
2.1K
$502K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.1K+ 61.95% |
$341K - $430K
|
5.49K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
2.08KNew |
$338K - $427K
|
2.08K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.07KNew |
$336K - $424K
|
2.07K
$494K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
2.07KNew |
$336K - $424K
|
2.07K
$493K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.07K+ 12.41% |
$335K - $423K
|
18.7K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.07K+ 2.59% |
$335K - $423K
|
82K
$19.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 2.13% |
$335K - $423K
|
99K
$23.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.07KNew |
$335K - $423K
|
2.07K
$492K
|