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 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1+ 0.91% |
$162 - $205
|
111
$23.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$162 - $205
|
1.16K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.24% |
$162 - $205
|
420
$90.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1+ 0.09% |
$162 - $205
|
1.15K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1+ 0.09% |
$162 - $205
|
1.17K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.02% |
$162 - $205
|
4.54K
$978K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1+ 1.79% |
$162 - $205
|
57
$12.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$162 - $205
|
2.46K
$529K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 2.78% |
$162 - $205
|
37
$7.97K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.76% |
$162 - $205
|
132
$28.4K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1+ 0.01% |
$162 - $205
|
10.2K
$2.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1- 0.08% |
$162 - $205
|
1.31K
$283K
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1- 0.04% |
$162 - $205
|
2.26K
$486K
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1- 0.04% |
$162 - $205
|
2.26K
$486K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2- 0.01% |
$324 - $410
|
18.5K
$3.99M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2- 0.08% |
$324 - $410
|
2.45K
$527K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-3- 0.23% |
$487 - $614
|
1.31K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-4- 0.12% |
$649 - $819
|
3.23K
$695K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5- 0.28% |
$811 - $1.02K
|
1.77K
$381K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5- 0.14% |
$811 - $1.02K
|
3.61K
$777K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5- 0.26% |
$811 - $1.02K
|
1.91K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5- 0.35% |
$811 - $1.02K
|
1.41K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5- 0.19% |
$811 - $1.02K
|
2.6K
$560K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-5- 0.85% |
$811 - $1.02K
|
585
$126K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-5- 0.28% |
$811 - $1.02K
|
1.76K
$379K
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-6- 0.22% |
$973 - $1.23K
|
2.71K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-7- 0.33% |
$1.14K - $1.43K
|
2.12K
$457K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-8- 2.56% |
$1.3K - $1.64K
|
305
$65.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-8- 0.09% |
$1.3K - $1.64K
|
9.39K
$2.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-9- 0.71% |
$1.46K - $1.84K
|
1.27K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-9- 1.57% |
$1.46K - $1.84K
|
564
$121K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-10- 0.79% |
$1.62K - $2.05K
|
1.26K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 12.5% |
$1.62K - $2.05K
|
70
$15.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10- 0.07% |
$1.62K - $2.05K
|
13.9K
$2.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-10- 15.63% |
$1.62K - $2.05K
|
54
$11.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-10- 0.69% |
$1.62K - $2.05K
|
1.44K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-10- 0.36% |
$1.62K - $2.05K
|
2.78K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-10- 0.12% |
$1.62K - $2.05K
|
8.19K
$1.76M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-10- 4.02% |
$1.62K - $2.05K
|
239
$51.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-12- 1.66% |
$1.95K - $2.46K
|
710
$153K
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-14- 0.43% |
$2.27K - $2.87K
|
3.28K
$705K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-15- 0.89% |
$2.43K - $3.07K
|
1.67K
$359K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-16- 0.62% |
$2.6K - $3.28K
|
2.56K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
East Coast Asset Management, Llc.
Essex, MA |
SELL
|
- |
-16- 0.64% |
$2.6K - $3.28K
|
2.5K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-16- 0.79% |
$2.6K - $3.28K
|
2K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-17- 0.9% |
$2.76K - $3.48K
|
1.88K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-18- 0.73% |
$2.92K - $3.69K
|
2.46K
$530K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-19- 0.81% |
$3.08K - $3.89K
|
2.34K
$504K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-19- 0.5% |
$3.08K - $3.89K
|
3.78K
$814K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-20- 0.6% |
$3.24K - $4.1K
|
3.32K
$716K
|