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 18, 2024
Q4 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
64+ 2.34% |
$10.4K - $13.1K
|
2.8K
$633K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
63+ 3.48% |
$10.2K - $12.9K
|
1.87K
$423K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
63New |
$10.2K - $12.9K
|
63
$14.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
62New |
$10.1K - $12.7K
|
62
$14K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
61+ 3.34% |
$9.89K - $12.5K
|
1.89K
$426K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
61+ 0.36% |
$9.89K - $12.5K
|
17.2K
$3.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
60New |
$9.73K - $12.3K
|
60
$13.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 171.43% |
$9.73K - $12.3K
|
95
$21.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
59+ 0.64% |
$9.57K - $12.1K
|
9.27K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
58New |
$9.41K - $11.9K
|
58
$13.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
BUY
|
- |
57+ 35.63% |
$9.25K - $11.7K
|
217
$49K
|
|
|
Feb 05, 2024
Q4 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
57+ 0.78% |
$9.25K - $11.7K
|
7.39K
$1.67M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
55New |
$8.92K - $11.3K
|
55
$12.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
54+ 4.35% |
$8.76K - $11.1K
|
1.29K
$292K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
51+ 2.11% |
$8.27K - $10.4K
|
2.47K
$558K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
51+ 0.15% |
$8.27K - $10.4K
|
34.7K
$7.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
50+ 0.7% |
$8.11K - $10.2K
|
7.2K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
50+ 2.67% |
$8.11K - $10.2K
|
1.93K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
50+ 1.1% |
$8.11K - $10.2K
|
4.6K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
49+ 0.98% |
$7.95K - $10K
|
5.03K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
48+ 1.78% |
$7.79K - $9.83K
|
2.75K
$621K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
47+ 3.24% |
$7.62K - $9.63K
|
1.5K
$339K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
47+ 0.32% |
$7.62K - $9.63K
|
14.6K
$3.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
46+ 31.08% |
$7.46K - $9.42K
|
194
$43.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
46+ 0.65% |
$7.46K - $9.42K
|
7.08K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
45+ 2.23% |
$7.3K - $9.22K
|
2.06K
$466K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
43+ 3.71% |
$6.98K - $8.81K
|
1.2K
$271K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
43+ 2.37% |
$6.98K - $8.81K
|
1.86K
$419K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
42+ 0.57% |
$6.81K - $8.6K
|
7.42K
$1.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
42+ 2.04% |
$6.81K - $8.6K
|
2.1K
$474K
|
|
|
Feb 21, 2024
Q4 2023
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
42+ 1.83% |
$6.81K - $8.6K
|
2.34K
$529K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 0.99% |
$6.65K - $8.4K
|
4.18K
$945K
|
|
|
Feb 05, 2024
Q4 2023
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
41+ 0.79% |
$6.65K - $8.4K
|
5.25K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
40+ 1.25% |
$6.49K - $8.19K
|
3.25K
$734K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
40+ 49.38% |
$6.49K - $8.19K
|
121
$27.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
BUY
|
- |
40+ 2.86% |
$6.49K - $8.19K
|
1.44K
$325K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
39+ 52.0% |
$6.33K - $7.99K
|
114
$25.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
37+ 5.77% |
$6K - $7.58K
|
678
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Sja Financial Advisory, LLC
|
BUY
|
- |
37+ 0.84% |
$6K - $7.58K
|
4.42K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35+ 0.98% |
$5.68K - $7.17K
|
3.62K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
34+ 0.22% |
$5.52K - $6.96K
|
15.7K
$3.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31+ 0.2% |
$5.03K - $6.35K
|
15.2K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
BUY
|
- |
31+ 0.42% |
$5.03K - $6.35K
|
7.33K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
30+ 1.16% |
$4.87K - $6.14K
|
2.62K
$593K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
29+ 0.15% |
$4.7K - $5.94K
|
19.5K
$4.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
29+ 0.91% |
$4.7K - $5.94K
|
3.23K
$731K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
29+ 2.3% |
$4.7K - $5.94K
|
1.29K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
28+ 0.19% |
$4.54K - $5.73K
|
15K
$3.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
28+ 0.49% |
$4.54K - $5.73K
|
5.76K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
28+ 0.58% |
$4.54K - $5.73K
|
4.82K
$1.09M
|