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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-572- 2.96% |
$92.8K - $117K
|
18.8K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-587- 18.76% |
$95.2K - $120K
|
2.54K
$585K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-589- 2.98% |
$95.5K - $121K
|
19.2K
$4.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-592- 1.79% |
$96K - $121K
|
32.5K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-598- 26.95% |
$97K - $122K
|
1.62K
$373K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-600- 73.44% |
$97.3K - $123K
|
217
$50K
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-600- 11.67% |
$97.3K - $123K
|
4.54K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-602- 5.21% |
$97.7K - $123K
|
10.9K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-606- 2.23% |
$98.3K - $124K
|
26.6K
$6.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-608- 1.11% |
$98.6K - $125K
|
54.4K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-621- 3.61% |
$101K - $127K
|
16.6K
$3.82M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-622- 23.97% |
$101K - $127K
|
1.97K
$454K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-630- 2.73% |
$102K - $129K
|
22.5K
$5.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-634- 1.07% |
$103K - $130K
|
58.6K
$13.5M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-634- 26.54% |
$103K - $130K
|
1.76K
$404K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-644- 2.62% |
$104K - $132K
|
24K
$5.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-646- 17.2% |
$105K - $132K
|
3.11K
$716K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-661- 12.42% |
$107K - $135K
|
4.66K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-663- 15.83% |
$108K - $136K
|
3.53K
$812K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-666- 7.23% |
$108K - $136K
|
8.55K
$1.97M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-668- 37.24% |
$108K - $137K
|
1.13K
$259K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-682- 72.09% |
$111K - $140K
|
264
$60.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-684- 9.4% |
$111K - $140K
|
6.59K
$1.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-688- 5.54% |
$112K - $141K
|
11.7K
$2.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-688- 16.57% |
$112K - $141K
|
3.46K
$798K
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-693- 37.93% |
$112K - $142K
|
1.13K
$261K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-699- 6.28% |
$113K - $143K
|
10.4K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-702- 11.77% |
$114K - $144K
|
5.26K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-712- 28.71% |
$115K - $146K
|
1.77K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-715- 0.93% |
$116K - $146K
|
75.9K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-719- 2.47% |
$117K - $147K
|
28.4K
$6.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-731- 2.11% |
$119K - $150K
|
34K
$7.83M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-745- 32.6% |
$121K - $153K
|
1.54K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-746- 42.39% |
$121K - $153K
|
1.01K
$234K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-749- 42.82% |
$121K - $153K
|
1K
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-753- 1.44% |
$122K - $154K
|
51.5K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-758- 1.18% |
$123K - $155K
|
63.3K
$14.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-775- 8.79% |
$126K - $159K
|
8.04K
$1.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-775- 15.46% |
$126K - $159K
|
4.24K
$976K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-786- 7.76% |
$127K - $161K
|
9.34K
$2.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-790- 3.33% |
$128K - $162K
|
23K
$5.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-790- 12.77% |
$128K - $162K
|
5.4K
$1.24M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-791- 3.19% |
$128K - $162K
|
24K
$5.53M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-795- 12.39% |
$129K - $163K
|
5.62K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-796- 10.66% |
$129K - $163K
|
6.67K
$1.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-801- 1.13% |
$130K - $164K
|
70K
$16.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-801- 42.2% |
$130K - $164K
|
1.1K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-808- 2.62% |
$131K - $165K
|
30.1K
$6.92M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-823- 9.19% |
$133K - $169K
|
8.13K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-824- 1.11% |
$134K - $169K
|
73.5K
$16.9M
|