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 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.03KNew |
$166K - $210K
|
1.03K
$244K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.02KNew |
$165K - $209K
|
1.02K
$243K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.02KNew |
$165K - $209K
|
1.02K
$243K
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1.02K+ 2.03% |
$165K - $209K
|
51.1K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
1.01KNew |
$164K - $207K
|
1.01K
$242K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.01KNew |
$164K - $207K
|
1.01K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.01K+ 10.66% |
$164K - $207K
|
10.5K
$2.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
1K+ 36.44% |
$163K - $206K
|
3.76K
$896K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1KNew |
$163K - $205K
|
1K
$239K
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
1KNew |
$162K - $205K
|
1K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
1KNew |
$162K - $205K
|
1K
$238K
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1KNew |
$162K - $205K
|
1K
$238K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
997+ 1.29% |
$162K - $204K
|
78.2K
$18.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
997New |
$162K - $204K
|
997
$238K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
987+ 2.32% |
$160K - $202K
|
43.6K
$10.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
985+ 9.19% |
$160K - $202K
|
11.7K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
977+ 0.63% |
$158K - $200K
|
156K
$37.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
975+ 5.55% |
$158K - $200K
|
18.5K
$4.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
972+ 10.48% |
$158K - $199K
|
10.2K
$2.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
965+ 24.77% |
$157K - $198K
|
4.86K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
961+ 1.51% |
$156K - $197K
|
64.7K
$15.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
958+ 13.59% |
$155K - $196K
|
8.01K
$1.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
951+ 1.37% |
$154K - $195K
|
70.2K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
945+ 2.27% |
$153K - $194K
|
42.6K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
939+ 1.62% |
$152K - $192K
|
58.8K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
934+ 13.8% |
$152K - $191K
|
7.7K
$1.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
928+ 1.75% |
$151K - $190K
|
54K
$12.9M
|
|
|
Oct 30, 2024
Q4 2023
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
BUY
|
- |
924New |
$150K - $189K
|
924
$220K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
922+ 6.03% |
$150K - $189K
|
16.2K
$3.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
920New |
$149K - $188K
|
920
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
915+ 32.68% |
$148K - $187K
|
3.72K
$886K
|
|
|
Jan 19, 2024
Q4 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
913+ 2.42% |
$148K - $187K
|
38.7K
$9.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
907+ 3.84% |
$147K - $186K
|
24.5K
$5.85M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
896+ 70.89% |
$145K - $184K
|
2.16K
$515K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
894+ 5.42% |
$145K - $183K
|
17.4K
$4.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
889+ 3.34% |
$144K - $182K
|
27.5K
$6.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
880+ 7.26% |
$143K - $180K
|
13K
$3.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
868+ 3.12% |
$141K - $178K
|
28.7K
$6.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
866+ 8660.0% |
$140K - $177K
|
876
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
849+ 0.99% |
$138K - $174K
|
87K
$20.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
848+ 31.96% |
$138K - $174K
|
3.5K
$835K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
848+ 0.45% |
$138K - $174K
|
189K
$45.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
841+ 56.22% |
$136K - $172K
|
2.34K
$557K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
841+ 53.26% |
$136K - $172K
|
2.42K
$577K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
BUY
|
- |
829+ 0.8% |
$134K - $170K
|
105K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
826+ 150.46% |
$134K - $169K
|
1.38K
$328K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
816+ 0.52% |
$132K - $167K
|
158K
$37.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
813+ 0.98% |
$132K - $167K
|
84.1K
$20M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
807New |
$131K - $165K
|
807
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
804+ 13.44% |
$130K - $165K
|
6.79K
$1.62M
|