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
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
551+ 10.56% |
$89.4K - $113K
|
5.77K
$1.38M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
550+ 25.4% |
$89.2K - $113K
|
2.72K
$647K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
547+ 1.8% |
$88.7K - $112K
|
30.9K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
547+ 4.74% |
$88.7K - $112K
|
12.1K
$2.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
545New |
$88.4K - $112K
|
545
$130K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
542+ 0.11% |
$87.9K - $111K
|
493K
$118M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
534+ 2.0% |
$86.6K - $109K
|
27.3K
$6.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
531+ 32.46% |
$86.1K - $109K
|
2.17K
$517K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
527+ 7.32% |
$85.5K - $108K
|
7.73K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
523+ 26.11% |
$84.8K - $107K
|
2.53K
$602K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
518+ 29.25% |
$84K - $106K
|
2.29K
$546K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
BUY
|
- |
515+ 4.49% |
$83.5K - $105K
|
12K
$2.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
512+ 9.34% |
$83.1K - $105K
|
5.99K
$1.43M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
511+ 6.01% |
$82.9K - $105K
|
9.01K
$2.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
509+ 4.16% |
$82.6K - $104K
|
12.7K
$3.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
504+ 6.73% |
$81.8K - $103K
|
7.99K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
491New |
$79.6K - $101K
|
491
$117K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
490+ 31.74% |
$79.5K - $100K
|
2.03K
$485K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
490New |
$79.5K - $100K
|
490
$117K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
483+ 3.66% |
$78.3K - $98.9K
|
13.7K
$3.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
476New |
$77.2K - $97.5K
|
476
$114K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
472+ 6.24% |
$76.6K - $96.7K
|
8.04K
$1.92M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
470+ 3.19% |
$76.2K - $96.3K
|
15.2K
$3.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
469+ 131.01% |
$76.1K - $96.1K
|
827
$197K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
464+ 3.73% |
$75.3K - $95K
|
12.9K
$3.08M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
462+ 15.12% |
$74.9K - $94.6K
|
3.52K
$839K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
458New |
$74.3K - $93.8K
|
458
$109K
|
|
|
Feb 08, 2024
Q4 2023
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
454+ 0.27% |
$73.6K - $93K
|
167K
$39.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
450+ 4.16% |
$73K - $92.2K
|
11.3K
$2.69M
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
450New |
$73K - $92.2K
|
450
$107K
|
|
|
Feb 09, 2024
Q4 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
450+ 3.83% |
$73K - $92.2K
|
12.2K
$2.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
449+ 28.91% |
$72.8K - $92K
|
2K
$477K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
448+ 17.47% |
$72.7K - $91.8K
|
3.01K
$718K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
432+ 29.75% |
$70.1K - $88.5K
|
1.88K
$449K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
432+ 35.12% |
$70.1K - $88.5K
|
1.66K
$396K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
430+ 11.98% |
$69.8K - $88.1K
|
4.02K
$958K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
430New |
$69.8K - $88.1K
|
430
$103K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
428+ 1.88% |
$69.4K - $87.7K
|
23.2K
$5.54M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
428+ 6.13% |
$69.4K - $87.7K
|
7.41K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
425+ 211.44% |
$68.9K - $87K
|
626
$149K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
422+ 5.2% |
$68.5K - $86.4K
|
8.54K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
419+ 3.67% |
$68K - $85.8K
|
11.8K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
419+ 31.94% |
$68K - $85.8K
|
1.73K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
411+ 23.13% |
$66.7K - $84.2K
|
2.19K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
407+ 20.07% |
$66K - $83.4K
|
2.44K
$581K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
406+ 2900.0% |
$65.9K - $83.2K
|
420
$100K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
401+ 11.07% |
$65K - $82.1K
|
4.02K
$959K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
396+ 114.45% |
$64.2K - $81.1K
|
742
$177K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
396+ 3.72% |
$64.2K - $81.1K
|
11K
$2.63M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
391New |
$63.4K - $80.1K
|
391
$93.2K
|