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 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.36KNew |
$221K - $279K
|
1.36K
$324K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.36KNew |
$221K - $279K
|
1.36K
$324K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.36K+ 19.12% |
$220K - $278K
|
8.46K
$2.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.36KNew |
$220K - $278K
|
1.36K
$324K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.35K+ 26.56% |
$218K - $276K
|
6.41K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.34K+ 0.69% |
$217K - $274K
|
195K
$46.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.33K+ 3.38% |
$215K - $272K
|
40.6K
$9.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.32KNew |
$214K - $270K
|
1.32K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.31KNew |
$213K - $269K
|
1.31K
$313K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.31K+ 7.7% |
$213K - $269K
|
18.4K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.31KNew |
$212K - $267K
|
1.31K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.3K+ 42.31% |
$211K - $266K
|
4.38K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.3K+ 17.31% |
$211K - $266K
|
8.81K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.3K+ 6.18% |
$211K - $266K
|
22.3K
$5.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
1.3KNew |
$210K - $265K
|
1.3K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.3KNew |
$210K - $265K
|
1.3K
$309K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.29K+ 2.11% |
$209K - $264K
|
62.2K
$14.8M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.29K+ 41.95% |
$208K - $263K
|
4.35K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.28KNew |
$207K - $262K
|
1.28K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.28KNew |
$207K - $261K
|
1.28K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.27K+ 8.03% |
$206K - $261K
|
17.1K
$4.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.27K+ 4.74% |
$206K - $260K
|
28K
$6.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.27K+ 36.03% |
$205K - $259K
|
4.78K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.26K+ 1.27% |
$205K - $259K
|
101K
$24M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.26KNew |
$204K - $257K
|
1.26K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
1.25KNew |
$203K - $257K
|
1.25K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.25KNew |
$203K - $256K
|
1.25K
$298K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
1.24K+ 14.24% |
$201K - $254K
|
9.96K
$2.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.23K+ 52.79% |
$200K - $252K
|
3.56K
$850K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.23KNew |
$199K - $251K
|
1.23K
$293K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.22KNew |
$199K - $251K
|
1.22K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.22K+ 16.6% |
$198K - $250K
|
8.58K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.22KNew |
$198K - $250K
|
1.22K
$291K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
1.22K+ 30.65% |
$198K - $249K
|
5.19K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1.21KNew |
$196K - $248K
|
1.21K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.21K+ 44.97% |
$196K - $247K
|
3.89K
$929K
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.21K+ 48.07% |
$196K - $247K
|
3.72K
$886K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 40.57% |
$195K - $247K
|
4.17K
$995K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.2KNew |
$195K - $246K
|
1.2K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.2KNew |
$195K - $246K
|
1.2K
$286K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.2K+ 7.96% |
$195K - $246K
|
16.3K
$3.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
1.2KNew |
$195K - $246K
|
1.2K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.2KNew |
$194K - $245K
|
1.2K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
1.19K+ 17.69% |
$193K - $243K
|
7.9K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.18KNew |
$192K - $242K
|
1.18K
$282K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.18KNew |
$191K - $241K
|
1.18K
$280K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.18KNew |
$191K - $241K
|
1.18K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.16K+ 37.75% |
$187K - $237K
|
4.22K
$1.01M
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$187K - $236K
|
1.15K
$275K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.15KNew |
$187K - $236K
|
1.15K
$274K
|