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 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
389New |
$63.1K - $79.7K
|
389
$92.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
386+ 4.54% |
$62.6K - $79.1K
|
8.89K
$2.12M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
381+ 4.4% |
$61.8K - $78K
|
9.04K
$2.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
381+ 8.44% |
$61.8K - $78K
|
4.89K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
378+ 154.29% |
$61.3K - $77.4K
|
623
$149K
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
377+ 1.04% |
$61.2K - $77.2K
|
36.6K
$8.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
377+ 19.78% |
$61.2K - $77.2K
|
2.28K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
375New |
$60.8K - $76.8K
|
375
$89.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
373+ 0.63% |
$60.5K - $76.4K
|
59.7K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
373New |
$60.5K - $76.4K
|
373
$88.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
371+ 1.16% |
$60.2K - $76K
|
32.3K
$7.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
364+ 5.8% |
$59K - $74.6K
|
6.64K
$1.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
363+ 13.54% |
$58.9K - $74.3K
|
3.04K
$726K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
362+ 10.02% |
$58.7K - $74.1K
|
3.98K
$948K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
362+ 13.0% |
$58.7K - $74.1K
|
3.15K
$750K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
362+ 10.51% |
$58.7K - $74.1K
|
3.81K
$908K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
360+ 9.42% |
$58.4K - $73.7K
|
4.18K
$997K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
359+ 10.25% |
$58.2K - $73.5K
|
3.86K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
359+ 3.74% |
$58.2K - $73.5K
|
9.95K
$2.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
358+ 4.28% |
$58.1K - $73.3K
|
8.73K
$2.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
357+ 8.8% |
$57.9K - $73.1K
|
4.42K
$1.05M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
337New |
$54.7K - $69K
|
337
$80.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
333+ 2.97% |
$54K - $68.2K
|
11.6K
$2.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
332+ 13.25% |
$53.9K - $68K
|
2.84K
$677K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
323+ 1.69% |
$52.4K - $66.2K
|
19.5K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
323New |
$52.4K - $66.2K
|
323
$77K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
320+ 7.94% |
$51.9K - $65.5K
|
4.35K
$1.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
319+ 5.02% |
$51.7K - $65.3K
|
6.68K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
318+ 15.81% |
$51.6K - $65.1K
|
2.33K
$556K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
315New |
$51.1K - $64.5K
|
315
$75.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
315+ 4.44% |
$51.1K - $64.5K
|
7.41K
$1.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
314+ 0.95% |
$50.9K - $64.3K
|
33.3K
$7.93M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
311New |
$50.4K - $63.7K
|
311
$74.2K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
310+ 56.47% |
$50.3K - $63.5K
|
859
$205K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
308+ 1.67% |
$50K - $63.1K
|
18.8K
$4.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
306+ 49.84% |
$49.6K - $62.7K
|
920
$219K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
304+ 120.63% |
$49.3K - $62.3K
|
556
$133K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
300+ 15.37% |
$48.7K - $61.4K
|
2.25K
$537K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
297+ 1.97% |
$48.2K - $60.8K
|
15.4K
$3.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
294+ 6.59% |
$47.7K - $60.2K
|
4.76K
$1.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
291+ 0.4% |
$47.2K - $59.6K
|
72.2K
$17.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
290+ 6.06% |
$47K - $59.4K
|
5.08K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
289+ 4.66% |
$46.9K - $59.2K
|
6.49K
$1.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
288+ 126.87% |
$46.7K - $59K
|
515
$123K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
288+ 2.08% |
$46.7K - $59K
|
14.2K
$3.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
286+ 1.85% |
$46.4K - $58.6K
|
15.8K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
284New |
$46.1K - $58.2K
|
284
$67.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
282+ 1.74% |
$45.7K - $57.8K
|
16.5K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
280New |
$45.4K - $57.3K
|
280
$66.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
276+ 0.84% |
$44.8K - $56.5K
|
33.1K
$7.9M
|