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
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-63- 1.11% |
$10.2K - $12.9K
|
5.61K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-64- 0.76% |
$10.4K - $13.1K
|
8.4K
$1.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-65- 0.97% |
$10.5K - $13.3K
|
6.62K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-66- 5.57% |
$10.7K - $13.5K
|
1.12K
$258K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-67- 24.45% |
$10.9K - $13.7K
|
207
$47.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-69- 3.5% |
$11.2K - $14.1K
|
1.9K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-73- 4.02% |
$11.8K - $15K
|
1.75K
$402K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-75- 0.23% |
$12.2K - $15.4K
|
31.8K
$7.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-75- 5.32% |
$12.2K - $15.4K
|
1.34K
$308K
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-75- 91.46% |
$12.2K - $15.4K
|
7
$1.61K
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-75- 1.05% |
$12.2K - $15.4K
|
7.07K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-76- 24.13% |
$12.3K - $15.6K
|
239
$55K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-77- 0.39% |
$12.5K - $15.8K
|
19.6K
$4.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-78- 11.49% |
$12.7K - $16K
|
601
$138K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-78- 5.84% |
$12.7K - $16K
|
1.26K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-79- 5.76% |
$12.8K - $16.2K
|
1.29K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-79- 4.92% |
$12.8K - $16.2K
|
1.53K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-79- 0.58% |
$12.8K - $16.2K
|
13.5K
$3.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-80- 0.85% |
$13K - $16.4K
|
9.32K
$2.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-80- 59.26% |
$13K - $16.4K
|
55
$12.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-80- 2.04% |
$13K - $16.4K
|
3.84K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-80- 5.57% |
$13K - $16.4K
|
1.36K
$313K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-81- 2.19% |
$13.1K - $16.6K
|
3.61K
$832K
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-85- 5.29% |
$13.8K - $17.4K
|
1.52K
$351K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-87- 1.84% |
$14.1K - $17.8K
|
4.64K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-88- 0.52% |
$14.3K - $18K
|
16.9K
$3.89M
|
|
|
Jan 04, 2024
Q4 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-90- 2.02% |
$14.6K - $18.4K
|
4.36K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-90- 4.23% |
$14.6K - $18.4K
|
2.04K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-91- 0.87% |
$14.8K - $18.6K
|
10.4K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-91- 0.56% |
$14.8K - $18.6K
|
16.2K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-91- 1.88% |
$14.8K - $18.6K
|
4.75K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-92- 7.0% |
$14.9K - $18.8K
|
1.22K
$281K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-93- 2.05% |
$15.1K - $19K
|
4.44K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-93- 6.84% |
$15.1K - $19K
|
1.27K
$292K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-94- 9.0% |
$15.2K - $19.3K
|
951
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-96- 0.96% |
$15.6K - $19.7K
|
9.88K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-99- 4.48% |
$16.1K - $20.3K
|
2.11K
$486K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 67.11% |
$16.2K - $20.5K
|
49
$11.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-100- 0.7% |
$16.2K - $20.5K
|
14.2K
$3.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-100- 4.98% |
$16.2K - $20.5K
|
1.91K
$440K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 3.34% |
$16.2K - $20.5K
|
2.9K
$667K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-100- 2.84% |
$16.2K - $20.5K
|
3.43K
$789K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-100- 0.54% |
$16.2K - $20.5K
|
18.3K
$4.21M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-100- 8.55% |
$16.2K - $20.5K
|
1.07K
$246K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-102- 2.29% |
$16.5K - $20.9K
|
4.35K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-102- 0.14% |
$16.5K - $20.9K
|
72.8K
$16.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-105- 2.58% |
$17K - $21.5K
|
3.97K
$914K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-106- 1.47% |
$17.2K - $21.7K
|
7.08K
$1.63M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-110- 6.9% |
$17.8K - $22.5K
|
1.49K
$342K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-110- 4.37% |
$17.8K - $22.5K
|
2.41K
$555K
|