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 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-30- 0.38% |
$4.87K - $6.14K
|
7.91K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Ti Trust, Inc
|
SELL
|
- |
-30- 0.9% |
$4.87K - $6.14K
|
3.3K
$788K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-30- 0.94% |
$4.87K - $6.14K
|
3.16K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-30- 0.68% |
$4.87K - $6.14K
|
4.38K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-31- 0.2% |
$5.03K - $6.35K
|
15.4K
$3.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-34- 1.21% |
$5.52K - $6.96K
|
2.78K
$663K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-34- 0.3% |
$5.52K - $6.96K
|
11.2K
$2.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-34- 0.72% |
$5.52K - $6.96K
|
4.67K
$1.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-35- 2.78% |
$5.68K - $7.17K
|
1.22K
$292K
|
|
|
Jan 12, 2024
Q4 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-35- 2.22% |
$5.68K - $7.17K
|
1.54K
$368K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-35- 10.77% |
$5.68K - $7.17K
|
290
$69.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-35- 1.87% |
$5.68K - $7.17K
|
1.84K
$438K
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-36- 0.11% |
$5.84K - $7.37K
|
32.5K
$7.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-40- 33.9% |
$6.49K - $8.19K
|
78
$18.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-40- 0.56% |
$6.49K - $8.19K
|
7.15K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-40- 1.28% |
$6.49K - $8.19K
|
3.1K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-40- 42.11% |
$6.49K - $8.19K
|
55
$13.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-41- 0.26% |
$6.65K - $8.4K
|
15.6K
$3.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-42- 1.87% |
$6.81K - $8.6K
|
2.2K
$525K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-42- 2.72% |
$6.81K - $8.6K
|
1.5K
$358K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-43- 0.92% |
$6.98K - $8.81K
|
4.61K
$1.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-45- 1.66% |
$7.3K - $9.22K
|
2.66K
$634K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.35% |
$7.3K - $9.22K
|
12.7K
$3.03M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-45- 3.01% |
$7.3K - $9.22K
|
1.45K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-46- 1.12% |
$7.46K - $9.42K
|
4.05K
$967K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-47- 2.15% |
$7.62K - $9.63K
|
2.14K
$511K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-47- 2.24% |
$7.62K - $9.63K
|
2.05K
$490K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-47- 8.88% |
$7.62K - $9.63K
|
482
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-49- 6.74% |
$7.95K - $10K
|
678
$162K
|
|
|
Jan 09, 2024
Q4 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-50- 0.54% |
$8.11K - $10.2K
|
9.14K
$2.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-50- 0.58% |
$8.11K - $10.2K
|
8.53K
$2.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 0.41% |
$8.11K - $10.2K
|
12.2K
$2.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-50- 11.55% |
$8.11K - $10.2K
|
383
$91.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 2.29% |
$8.11K - $10.2K
|
2.14K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-51- 0.95% |
$8.27K - $10.4K
|
5.3K
$1.26M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-53- 0.75% |
$8.6K - $10.9K
|
7.01K
$1.67M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-54- 4.57% |
$8.76K - $11.1K
|
1.13K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-55- 2.81% |
$8.92K - $11.3K
|
1.9K
$453K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-56- 2.4% |
$9.08K - $11.5K
|
2.28K
$543K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-56- 0.48% |
$9.08K - $11.5K
|
11.6K
$2.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-57- 1.67% |
$9.25K - $11.7K
|
3.36K
$802K
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-58- 0.94% |
$9.41K - $11.9K
|
6.12K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-59- 1.77% |
$9.57K - $12.1K
|
3.27K
$780K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-59- 1.92% |
$9.57K - $12.1K
|
3.01K
$717K
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-59- 4.13% |
$9.57K - $12.1K
|
1.37K
$327K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
SELL
|
- |
-59- 0.44% |
$9.57K - $12.1K
|
13.5K
$3.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-59- 3.74% |
$9.57K - $12.1K
|
1.52K
$362K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-60- 0.28% |
$9.73K - $12.3K
|
21.6K
$5.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-60- 3.46% |
$9.73K - $12.3K
|
1.67K
$399K
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-61- 0.19% |
$9.89K - $12.5K
|
31.6K
$7.54M
|