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 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
185+ 2.9% |
$30K - $37.9K
|
6.56K
$1.56M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
185+ 0.65% |
$30K - $37.9K
|
28.5K
$6.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
184New |
$29.8K - $37.7K
|
184
$43.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
180New |
$29.2K - $36.9K
|
180
$42.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
176+ 3.43% |
$28.5K - $36K
|
5.31K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
174+ 6.12% |
$28.2K - $35.6K
|
3.02K
$719K
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
173+ 0.95% |
$28.1K - $35.4K
|
18.3K
$4.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
173+ 2.26% |
$28.1K - $35.4K
|
7.83K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
170+ 8.81% |
$27.6K - $34.8K
|
2.1K
$501K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
168+ 2.72% |
$27.3K - $34.4K
|
6.33K
$1.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
164New |
$26.6K - $33.6K
|
164
$39.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
163+ 5.38% |
$26.4K - $33.4K
|
3.19K
$761K
|
|
|
Jan 30, 2024
Q4 2023
|
Sierra Capital LLC
|
BUY
|
- |
162+ 0.25% |
$26.3K - $33.2K
|
66K
$15.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
162+ 13.12% |
$26.3K - $33.2K
|
1.4K
$333K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
157+ 17.82% |
$25.5K - $32.2K
|
1.04K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
156New |
$25.3K - $32K
|
156
$37.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
153+ 0.38% |
$24.8K - $31.3K
|
40.3K
$9.62M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
153+ 6.36% |
$24.8K - $31.3K
|
2.56K
$610K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
152+ 2.47% |
$24.7K - $31.1K
|
6.31K
$1.5M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
152+ 2.97% |
$24.7K - $31.1K
|
5.28K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
150+ 7.33% |
$24.3K - $30.7K
|
2.2K
$524K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
149+ 16.56% |
$24.2K - $30.5K
|
1.05K
$250K
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
149+ 3.12% |
$24.2K - $30.5K
|
4.93K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
148+ 1.84% |
$24K - $30.3K
|
8.2K
$1.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
146+ 8.96% |
$23.7K - $29.9K
|
1.78K
$423K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
146New |
$23.7K - $29.9K
|
146
$34.8K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
144New |
$23.4K - $29.5K
|
144
$34.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
143+ 0.38% |
$23.2K - $29.3K
|
37.3K
$8.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
142+ 11.94% |
$23K - $29.1K
|
1.33K
$317K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
140+ 0.36% |
$22.7K - $28.7K
|
39K
$9.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
138+ 1.01% |
$22.4K - $28.3K
|
13.9K
$3.3M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
138+ 1.52% |
$22.4K - $28.3K
|
9.24K
$2.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
137+ 1.66% |
$22.2K - $28.1K
|
8.4K
$2M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
136+ 9.01% |
$22.1K - $27.9K
|
1.65K
$392K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
136+ 1.89% |
$22.1K - $27.9K
|
7.32K
$1.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
136+ 1.24% |
$22.1K - $27.9K
|
11.1K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
134+ 11.8% |
$21.7K - $27.4K
|
1.27K
$303K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
130+ 0.95% |
$21.1K - $26.6K
|
13.7K
$3.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
130+ 5.59% |
$21.1K - $26.6K
|
2.46K
$586K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
126+ 9.94% |
$20.4K - $25.8K
|
1.39K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
126+ 0.43% |
$20.4K - $25.8K
|
29.2K
$6.96M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
125+ 1.95% |
$20.3K - $25.6K
|
6.53K
$1.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
125New |
$20.3K - $25.6K
|
125
$29.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
118+ 7.05% |
$19.1K - $24.2K
|
1.79K
$427K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
115+ 5.48% |
$18.7K - $23.6K
|
2.21K
$527K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
113+ 7.09% |
$18.3K - $23.1K
|
1.71K
$407K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
113+ 7.09% |
$18.3K - $23.1K
|
1.71K
$407K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
112+ 1866.67% |
$18.2K - $22.9K
|
118
$28.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
111+ 5.49% |
$18K - $22.7K
|
2.13K
$509K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
111New |
$18K - $22.7K
|
111
$26.5K
|