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 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
275+ 4.5% |
$44.6K - $56.3K
|
6.39K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
275+ 6.27% |
$44.6K - $56.3K
|
4.66K
$1.11M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
274New |
$44.4K - $56.1K
|
274
$65.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
270New |
$43.8K - $55.3K
|
270
$64.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
267+ 1.48% |
$43.3K - $54.7K
|
18.3K
$4.35M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
262+ 8.01% |
$42.5K - $53.7K
|
3.53K
$842K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
259+ 7.6% |
$42K - $53K
|
3.67K
$874K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
259+ 1.16% |
$42K - $53K
|
22.5K
$5.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
259+ 5.82% |
$42K - $53K
|
4.71K
$1.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
257+ 6.99% |
$41.7K - $52.6K
|
3.93K
$938K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
256+ 7.48% |
$41.5K - $52.4K
|
3.68K
$877K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
256+ 10.42% |
$41.5K - $52.4K
|
2.71K
$647K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
256+ 7.3% |
$41.5K - $52.4K
|
3.76K
$897K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
256New |
$41.5K - $52.4K
|
256
$61K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
254+ 276.09% |
$41.2K - $52K
|
346
$82.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
252+ 3.93% |
$40.9K - $51.6K
|
6.66K
$1.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
251+ 2.53% |
$40.7K - $51.4K
|
10.2K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
240New |
$38.9K - $49.2K
|
240
$57.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
239+ 10.73% |
$38.8K - $49K
|
2.47K
$588K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
235+ 2.69% |
$38.1K - $48.1K
|
8.97K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
234New |
$38K - $47.9K
|
234
$55.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
231New |
$37.5K - $47.3K
|
231
$55.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
230+ 11.53% |
$37.3K - $47.1K
|
2.23K
$531K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
229+ 6.87% |
$37.1K - $46.9K
|
3.56K
$849K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
227+ 1.73% |
$36.8K - $46.5K
|
13.3K
$3.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
225+ 8.99% |
$36.5K - $46.1K
|
2.73K
$651K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
225+ 3.4% |
$36.5K - $46.1K
|
6.83K
$1.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
225+ 12.44% |
$36.5K - $46.1K
|
2.03K
$485K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
225+ 16.36% |
$36.5K - $46.1K
|
1.6K
$382K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
224+ 110.89% |
$36.3K - $45.9K
|
426
$102K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
218+ 1.54% |
$35.4K - $44.7K
|
14.3K
$3.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
216+ 1.71% |
$35K - $44.2K
|
12.8K
$3.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
214+ 11.69% |
$34.7K - $43.8K
|
2.05K
$488K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
214+ 3.26% |
$34.7K - $43.8K
|
6.77K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
213+ 6.18% |
$34.6K - $43.6K
|
3.66K
$873K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
213+ 0.64% |
$34.6K - $43.6K
|
33.3K
$7.94M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
211+ 8.07% |
$34.2K - $43.2K
|
2.83K
$674K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
209+ 3.1% |
$33.9K - $42.8K
|
6.96K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
205+ 1.65% |
$33.3K - $42K
|
12.6K
$3.02M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
204+ 2.18% |
$33.1K - $41.8K
|
9.55K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
203+ 1.36% |
$32.9K - $41.6K
|
15.1K
$3.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
201New |
$32.6K - $41.2K
|
201
$47.9K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
201+ 3.59% |
$32.6K - $41.2K
|
5.8K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200New |
$32.4K - $41K
|
200
$47.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
193+ 16.33% |
$31.3K - $39.5K
|
1.38K
$328K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
192New |
$31.1K - $39.3K
|
192
$45.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
189+ 7.34% |
$30.7K - $38.7K
|
2.76K
$659K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
189+ 5.07% |
$30.7K - $38.7K
|
3.92K
$934K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
189+ 6.62% |
$30.7K - $38.7K
|
3.04K
$726K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
186+ 9.96% |
$30.2K - $38.1K
|
2.05K
$490K
|