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 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-161- 8.04% |
$26.1K - $33K
|
1.84K
$424K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-164- 0.85% |
$26.6K - $33.6K
|
19.2K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-167- 7.64% |
$27.1K - $34.2K
|
2.02K
$465K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-169- 14.05% |
$27.4K - $34.6K
|
1.03K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-170- 4.24% |
$27.6K - $34.8K
|
3.84K
$883K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-172- 3.23% |
$27.9K - $35.2K
|
5.16K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-175- 1.51% |
$28.4K - $35.8K
|
11.4K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-181- 1.21% |
$29.4K - $37.1K
|
14.8K
$3.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-182- 2.04% |
$29.5K - $37.3K
|
8.76K
$2.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-183- 13.72% |
$29.7K - $37.5K
|
1.15K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-188- 4.97% |
$30.5K - $38.5K
|
3.6K
$828K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-190- 13.33% |
$30.8K - $38.9K
|
1.24K
$284K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-194- 5.9% |
$31.5K - $39.7K
|
3.09K
$713K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-196- 13.75% |
$31.8K - $40.1K
|
1.23K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-196- 2.09% |
$31.8K - $40.1K
|
9.17K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-200- 3.37% |
$32.4K - $41K
|
5.74K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-204- 63.55% |
$33.1K - $41.8K
|
117
$26.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-209- 1.13% |
$33.9K - $42.8K
|
18.3K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-209- 4.37% |
$33.9K - $42.8K
|
4.57K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-210- 1.33% |
$34.1K - $43K
|
15.5K
$3.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-211- 15.47% |
$34.2K - $43.2K
|
1.15K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-212- 3.6% |
$34.4K - $43.4K
|
5.67K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-213- 1.67% |
$34.6K - $43.6K
|
12.5K
$2.89M
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-214- 4.32% |
$34.7K - $43.8K
|
4.74K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-214- 1.93% |
$34.7K - $43.8K
|
10.9K
$2.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-217- 4.29% |
$35.2K - $44.4K
|
4.85K
$1.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-225- 1.38% |
$36.5K - $46.1K
|
16K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-226- 3.19% |
$36.7K - $46.3K
|
6.86K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-228- 42.14% |
$37K - $46.7K
|
313
$72.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-228- 0.27% |
$37K - $46.7K
|
85.7K
$19.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-228- 3.5% |
$37K - $46.7K
|
6.29K
$1.45M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-233- 0.4% |
$37.8K - $47.7K
|
58.2K
$13.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-233- 2.81% |
$37.8K - $47.7K
|
8.07K
$1.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-233- 0.86% |
$37.8K - $47.7K
|
27K
$6.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-234- 6.84% |
$38K - $47.9K
|
3.19K
$734K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-234- 3.46% |
$38K - $47.9K
|
6.53K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-235- 2.94% |
$38.1K - $48.1K
|
7.75K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-235- 1.12% |
$38.1K - $48.1K
|
20.8K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-237- 3.8% |
$38.4K - $48.5K
|
6.01K
$1.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-241- 1.83% |
$39.1K - $49.4K
|
12.9K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-242- 3.73% |
$39.3K - $49.6K
|
6.25K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-244- 0.65% |
$39.6K - $50K
|
37.3K
$8.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-245- 0.74% |
$39.7K - $50.2K
|
32.7K
$7.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-245- 5.92% |
$39.7K - $50.2K
|
3.89K
$896K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-248- 6.87% |
$40.2K - $50.8K
|
3.36K
$774K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-249- 1.15% |
$40.4K - $51K
|
21.4K
$4.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-250- 4.9% |
$40.6K - $51.2K
|
4.85K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-250- 19.44% |
$40.6K - $51.2K
|
1.04K
$239K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-252- 6.01% |
$40.9K - $51.6K
|
3.94K
$907K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-254- 18.27% |
$41.2K - $52K
|
1.14K
$262K
|