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 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
110+ 4.16% |
$17.8K - $22.5K
|
2.76K
$657K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
110+ 7.17% |
$17.8K - $22.5K
|
1.64K
$392K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
110+ 1.35% |
$17.8K - $22.5K
|
8.27K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
110+ 3.24% |
$17.8K - $22.5K
|
3.51K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
110+ 1.24% |
$17.8K - $22.5K
|
8.96K
$2.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
108+ 9.33% |
$17.5K - $22.1K
|
1.27K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
104+ 8.91% |
$16.9K - $21.3K
|
1.27K
$303K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
101+ 5.71% |
$16.4K - $20.7K
|
1.87K
$446K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
100+ 2.98% |
$16.2K - $20.5K
|
3.46K
$824K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
100+ 23.53% |
$16.2K - $20.5K
|
525
$125K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
100+ 3.22% |
$16.2K - $20.5K
|
3.21K
$765K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
98New |
$15.9K - $20.1K
|
98
$23.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
97+ 119.75% |
$15.7K - $19.9K
|
178
$42.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
95+ 0.12% |
$15.4K - $19.5K
|
80.3K
$19.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
95+ 2.39% |
$15.4K - $19.5K
|
4.07K
$971K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
95+ 6.06% |
$15.4K - $19.5K
|
1.66K
$396K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
93+ 2325.0% |
$15.1K - $19K
|
97
$23.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
90New |
$14.6K - $18.4K
|
90
$21.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
88+ 3.89% |
$14.3K - $18K
|
2.35K
$561K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
87+ 3.23% |
$14.1K - $17.8K
|
2.78K
$663K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
86New |
$14K - $17.6K
|
86
$20.5K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
84+ 9.26% |
$13.6K - $17.2K
|
991
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
83+ 0.78% |
$13.5K - $17K
|
10.7K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
81+ 0.92% |
$13.1K - $16.6K
|
8.86K
$2.11M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
80+ 2.42% |
$13K - $16.4K
|
3.39K
$809K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
79+ 1.15% |
$12.8K - $16.2K
|
6.95K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
79+ 20.79% |
$12.8K - $16.2K
|
459
$109K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78+ 0.73% |
$12.7K - $16K
|
10.7K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
BUY
|
- |
77+ 0.36% |
$12.5K - $15.8K
|
21.5K
$5.13M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
75+ 4.61% |
$12.2K - $15.4K
|
1.7K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75+ 34.72% |
$12.2K - $15.4K
|
291
$69.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
75+ 18.34% |
$12.2K - $15.4K
|
484
$115K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
74+ 1.6% |
$12K - $15.2K
|
4.71K
$1.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
74New |
$12K - $15.2K
|
74
$17.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
72+ 0.52% |
$11.7K - $14.7K
|
13.9K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
72+ 5.25% |
$11.7K - $14.7K
|
1.44K
$344K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
70+ 1.19% |
$11.4K - $14.3K
|
5.96K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
69+ 2.0% |
$11.2K - $14.1K
|
3.51K
$838K
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
68+ 0.22% |
$11K - $13.9K
|
31.4K
$7.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
68New |
$11K - $13.9K
|
68
$16.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65+ 6.02% |
$10.5K - $13.3K
|
1.15K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
65+ 325.0% |
$10.5K - $13.3K
|
85
$20.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
64+ 2.34% |
$10.4K - $13.1K
|
2.8K
$668K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
63+ 3.48% |
$10.2K - $12.9K
|
1.87K
$447K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
63New |
$10.2K - $12.9K
|
63
$15K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
62New |
$10.1K - $12.7K
|
62
$14.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
61+ 3.34% |
$9.89K - $12.5K
|
1.89K
$450K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
61+ 0.36% |
$9.89K - $12.5K
|
17.2K
$4.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
60New |
$9.73K - $12.3K
|
60
$14.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 171.43% |
$9.73K - $12.3K
|
95
$22.7K
|