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 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
800New |
$130K - $164K
|
800
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
795+ 14.44% |
$129K - $163K
|
6.3K
$1.5M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
786+ 57.16% |
$127K - $161K
|
2.16K
$515K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
783+ 1.33% |
$127K - $160K
|
59.8K
$14.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
779+ 33.65% |
$126K - $160K
|
3.09K
$738K
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
779+ 2.0% |
$126K - $160K
|
39.7K
$9.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
777+ 2.52% |
$126K - $159K
|
31.6K
$7.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
771+ 13.1% |
$125K - $158K
|
6.66K
$1.59M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
759+ 15.0% |
$123K - $155K
|
5.82K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
757+ 3.85% |
$123K - $155K
|
20.4K
$4.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
751New |
$122K - $154K
|
751
$179K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
750+ 37.33% |
$122K - $154K
|
2.76K
$658K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
750New |
$122K - $154K
|
750
$179K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
744New |
$121K - $152K
|
744
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
740New |
$120K - $152K
|
740
$176K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
730+ 10.83% |
$118K - $150K
|
7.47K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
727+ 5.54% |
$118K - $149K
|
13.9K
$3.3M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
717New |
$116K - $147K
|
717
$171K
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
700+ 2.36% |
$114K - $143K
|
30.4K
$7.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
700New |
$114K - $143K
|
700
$167K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
696New |
$113K - $143K
|
696
$166K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
696+ 1.89% |
$113K - $143K
|
37.5K
$8.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
693+ 41.55% |
$112K - $142K
|
2.36K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
686+ 1.04% |
$111K - $141K
|
66.7K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
684New |
$111K - $140K
|
684
$163K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
674+ 20.55% |
$109K - $138K
|
3.95K
$943K
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
674+ 21.67% |
$109K - $138K
|
3.78K
$902K
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
BUY
|
- |
673+ 6.51% |
$109K - $138K
|
11K
$2.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
665+ 40.35% |
$108K - $136K
|
2.31K
$552K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
654+ 8.43% |
$106K - $134K
|
8.41K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
651New |
$106K - $133K
|
651
$155K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
649+ 4.57% |
$105K - $133K
|
14.8K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
646+ 0.11% |
$105K - $132K
|
591K
$141M
|
|
|
Feb 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
644+ 0.51% |
$104K - $132K
|
127K
$30.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
632+ 27.16% |
$103K - $129K
|
2.96K
$706K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
627+ 54.33% |
$102K - $128K
|
1.78K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
626+ 9.07% |
$102K - $128K
|
7.53K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
617+ 3.08% |
$100K - $126K
|
20.6K
$4.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
614+ 29.22% |
$99.6K - $126K
|
2.72K
$647K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
614+ 10.87% |
$99.6K - $126K
|
6.26K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
606+ 45.91% |
$98.3K - $124K
|
1.93K
$459K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
604+ 2.39% |
$98K - $124K
|
25.9K
$6.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
BUY
|
- |
591+ 36.53% |
$95.9K - $121K
|
2.21K
$527K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
585+ 8.27% |
$94.9K - $120K
|
7.66K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
582+ 12.4% |
$94.4K - $119K
|
5.28K
$1.26M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
575+ 20.38% |
$93.3K - $118K
|
3.4K
$810K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
571+ 5.47% |
$92.6K - $117K
|
11K
$2.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
568+ 1.12% |
$92.1K - $116K
|
51.3K
$12.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
560+ 252.25% |
$90.8K - $115K
|
782
$186K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
558+ 2.79% |
$90.5K - $114K
|
20.5K
$4.9M
|