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 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
28+ 0.58% |
$4.54K - $5.73K
|
4.82K
$1.04M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
28+ 0.49% |
$4.54K - $5.73K
|
5.76K
$1.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
27+ 1.74% |
$4.38K - $5.53K
|
1.58K
$341K
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
27+ 1.54% |
$4.38K - $5.53K
|
1.78K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
27+ 8.33% |
$4.38K - $5.53K
|
351
$75.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
27+ 0.48% |
$4.38K - $5.53K
|
5.65K
$1.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
25+ 3.88% |
$4.06K - $5.12K
|
670
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
24+ 0.7% |
$3.89K - $4.92K
|
3.44K
$741K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
24+ 1.28% |
$3.89K - $4.92K
|
1.9K
$409K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
23+ 0.73% |
$3.73K - $4.71K
|
3.15K
$679K
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.07% |
$3.73K - $4.71K
|
33.2K
$7.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
23+ 4.4% |
$3.73K - $4.71K
|
546
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
23+ 1.16% |
$3.73K - $4.71K
|
2K
$430K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
21+ 0.35% |
$3.41K - $4.3K
|
5.98K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
21+ 0.26% |
$3.41K - $4.3K
|
8.01K
$1.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
20+ 0.49% |
$3.24K - $4.1K
|
4.06K
$875K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
20+ 1.0% |
$3.24K - $4.1K
|
2.02K
$434K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.51% |
$2.92K - $3.69K
|
3.55K
$766K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
18+ 0.58% |
$2.92K - $3.69K
|
3.1K
$668K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
18New |
$2.92K - $3.69K
|
18
$3.88K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
18+ 0.34% |
$2.92K - $3.69K
|
5.26K
$1.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
17+ 0.97% |
$2.76K - $3.48K
|
1.78K
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.82% |
$2.76K - $3.48K
|
2.08K
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
17+ 0.16% |
$2.76K - $3.48K
|
11K
$2.36M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.82% |
$2.76K - $3.48K
|
2.08K
$449K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
16+ 1.09% |
$2.6K - $3.28K
|
1.49K
$320K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
16+ 0.18% |
$2.6K - $3.28K
|
8.89K
$1.91M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
16+ 0.15% |
$2.6K - $3.28K
|
10.7K
$2.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
16+ 0.21% |
$2.6K - $3.28K
|
7.63K
$1.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
15+ 0.05% |
$2.43K - $3.07K
|
27.6K
$5.94M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
15+ 0.29% |
$2.43K - $3.07K
|
5.18K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
15New |
$2.43K - $3.07K
|
15
$3.23K
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
15+ 0.49% |
$2.43K - $3.07K
|
3.11K
$669K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
15+ 0.27% |
$2.43K - $3.07K
|
5.53K
$1.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
14New |
$2.27K - $2.87K
|
14
$3.02K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
13+ 0.25% |
$2.11K - $2.66K
|
5.12K
$1.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
13+ 0.54% |
$2.11K - $2.66K
|
2.43K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13+ 2.33% |
$2.11K - $2.66K
|
571
$123K
|
|
|
Jan 29, 2024
Q4 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
12+ 0.82% |
$1.95K - $2.46K
|
1.48K
$318K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
12+ 0.53% |
$1.95K - $2.46K
|
2.26K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
12+ 0.61% |
$1.95K - $2.46K
|
1.97K
$424K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 16.0% |
$1.95K - $2.46K
|
87
$18.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
12+ 0.63% |
$1.95K - $2.46K
|
1.93K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
12+ 0.31% |
$1.95K - $2.46K
|
3.85K
$830K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
11New |
$1.78K - $2.25K
|
11
$2.37K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
11New |
$1.78K - $2.25K
|
11
$2.37K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
11+ 0.13% |
$1.78K - $2.25K
|
8.19K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
11+ 0.85% |
$1.78K - $2.25K
|
1.31K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.84% |
$1.78K - $2.25K
|
1.32K
$284K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
9+ 0.77% |
$1.46K - $1.84K
|
1.17K
$252K
|