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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.15KNew |
$186K - $235K
|
1.15K
$274K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.14K+ 39.87% |
$185K - $234K
|
4.01K
$955K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.13K+ 36.49% |
$184K - $232K
|
4.24K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.13K+ 1.2% |
$184K - $232K
|
95.4K
$22.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.13KNew |
$183K - $232K
|
1.13K
$270K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.13KNew |
$183K - $231K
|
1.13K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.13KNew |
$182K - $230K
|
1.13K
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
1.12K+ 2.25% |
$182K - $230K
|
51.1K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.12KNew |
$182K - $230K
|
1.12K
$268K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.12KNew |
$182K - $229K
|
1.12K
$267K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.12KNew |
$181K - $228K
|
1.12K
$266K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.11KNew |
$181K - $228K
|
1.11K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.11KNew |
$180K - $228K
|
1.11K
$265K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
1.11KNew |
$180K - $227K
|
1.11K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.11K+ 32.5% |
$180K - $227K
|
4.53K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 1.48% |
$180K - $227K
|
76.1K
$18.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.11K+ 126.4% |
$179K - $227K
|
1.98K
$472K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
BUY
|
- |
1.1KNew |
$179K - $226K
|
1.1K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.1KNew |
$178K - $225K
|
1.1K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.09KNew |
$177K - $223K
|
1.09K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
1.09KNew |
$176K - $223K
|
1.09K
$259K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.08KNew |
$176K - $222K
|
1.08K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08KNew |
$175K - $221K
|
1.08K
$258K
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.08KNew |
$175K - $221K
|
1.08K
$257K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.08KNew |
$174K - $220K
|
1.08K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
1.07KNew |
$174K - $220K
|
1.07K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.07KNew |
$174K - $220K
|
1.07K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.07K+ 3.83% |
$174K - $219K
|
29K
$6.93M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
1.07KNew |
$173K - $219K
|
1.07K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.07KNew |
$173K - $219K
|
1.07K
$254K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.07K+ 27.26% |
$173K - $218K
|
4.98K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06KNew |
$173K - $218K
|
1.06K
$254K
|
|
|
Jan 29, 2024
Q4 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.06KNew |
$172K - $218K
|
1.06K
$253K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.06K+ 3.05% |
$172K - $218K
|
35.9K
$8.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.06KNew |
$172K - $217K
|
1.06K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.06K+ 11.64% |
$172K - $217K
|
10.1K
$2.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.06KNew |
$171K - $216K
|
1.06K
$252K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
1.06KNew |
$171K - $216K
|
1.06K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Granger Management LLC
|
BUY
|
- |
1.05KNew |
$171K - $216K
|
1.05K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.05K+ 1.95% |
$171K - $216K
|
54.9K
$13.1M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.05K+ 3.89% |
$171K - $215K
|
28.1K
$6.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.05K+ 63.37% |
$170K - $215K
|
2.71K
$646K
|
|
|
Feb 07, 2024
Q4 2023
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
1.05KNew |
$170K - $215K
|
1.05K
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.05KNew |
$170K - $214K
|
1.05K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.04KNew |
$169K - $214K
|
1.04K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.04KNew |
$168K - $212K
|
1.04K
$247K
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$167K - $211K
|
1.03K
$246K
|
|
|
Feb 26, 2024
Q4 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.03KNew |
$167K - $211K
|
1.03K
$246K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.03KNew |
$167K - $210K
|
1.03K
$245K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.03KNew |
$167K - $210K
|
1.03K
$245K
|