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 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 3.34% |
$16.2K - $20.5K
|
2.9K
$654K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-100- 2.84% |
$16.2K - $20.5K
|
3.43K
$774K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-100- 0.54% |
$16.2K - $20.5K
|
18.3K
$4.13M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-100- 8.55% |
$16.2K - $20.5K
|
1.07K
$242K
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-102- 2.29% |
$16.5K - $20.9K
|
4.35K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-102- 0.14% |
$16.5K - $20.9K
|
72.8K
$16.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-105- 2.58% |
$17K - $21.5K
|
3.97K
$897K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-106- 1.47% |
$17.2K - $21.7K
|
7.08K
$1.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
SELL
|
- |
-110- 6.9% |
$17.8K - $22.5K
|
1.49K
$336K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-110- 4.37% |
$17.8K - $22.5K
|
2.41K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-110- 4.39% |
$17.8K - $22.5K
|
2.4K
$542K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-111- 6.48% |
$18K - $22.7K
|
1.6K
$362K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-111- 18.97% |
$18K - $22.7K
|
474
$107K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-113- 2.54% |
$18.3K - $23.1K
|
4.34K
$981K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-114- 2.73% |
$18.5K - $23.3K
|
4.07K
$919K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-115- 4.52% |
$18.7K - $23.6K
|
2.43K
$549K
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-115- 5.47% |
$18.7K - $23.6K
|
1.99K
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-115- 6.77% |
$18.7K - $23.6K
|
1.58K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
SELL
|
- |
-118- 9.42% |
$19.1K - $24.2K
|
1.13K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-119- 0.6% |
$19.3K - $24.4K
|
19.6K
$4.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-120- 1.68% |
$19.5K - $24.6K
|
7.04K
$1.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-120- 87.59% |
$19.5K - $24.6K
|
17
$3.84K
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-123- 2.73% |
$20K - $25.2K
|
4.39K
$992K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-125- 0.7% |
$20.3K - $25.6K
|
17.7K
$4.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-125- 4.74% |
$20.3K - $25.6K
|
2.51K
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-125- 2.38% |
$20.3K - $25.6K
|
5.13K
$1.16M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-126- 2.03% |
$20.4K - $25.8K
|
6.09K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-128- 1.66% |
$20.8K - $26.2K
|
7.57K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-128- 9.76% |
$20.8K - $26.2K
|
1.18K
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-129- 0.1% |
$20.9K - $26.4K
|
126K
$28.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-130- 2.32% |
$21.1K - $26.6K
|
5.47K
$1.24M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-131- 3.17% |
$21.2K - $26.8K
|
4K
$905K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-131- 2.59% |
$21.2K - $26.8K
|
4.93K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-133- 5.2% |
$21.6K - $27.2K
|
2.43K
$548K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-133- 0.59% |
$21.6K - $27.2K
|
22.2K
$5.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-133- 2.83% |
$21.6K - $27.2K
|
4.57K
$1.03M
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-135- 3.78% |
$21.9K - $27.7K
|
3.43K
$776K
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-135- 6.66% |
$21.9K - $27.7K
|
1.89K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-135- 0.74% |
$21.9K - $27.7K
|
18K
$4.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-136- 11.86% |
$22.1K - $27.9K
|
1.01K
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-137- 0.36% |
$22.2K - $28.1K
|
38.1K
$8.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-137- 1.76% |
$22.2K - $28.1K
|
7.64K
$1.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-138- 6.54% |
$22.4K - $28.3K
|
1.97K
$445K
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-139- 1.66% |
$22.5K - $28.5K
|
8.24K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-141- 0.64% |
$22.9K - $28.9K
|
22K
$4.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-141- 22.2% |
$22.9K - $28.9K
|
494
$112K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-142- 1.44% |
$23K - $29.1K
|
9.72K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-142- 1.08% |
$23K - $29.1K
|
13K
$2.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-145- 8.17% |
$23.5K - $29.7K
|
1.63K
$368K
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-146- 1.06% |
$23.7K - $29.9K
|
13.6K
$3.08M
|