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 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-241- 1.83% |
$39.1K - $49.4K
|
12.9K
$2.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-242- 3.73% |
$39.3K - $49.6K
|
6.25K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-244- 0.65% |
$39.6K - $50K
|
37.3K
$8.03M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-245- 0.74% |
$39.7K - $50.2K
|
32.7K
$7.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-245- 5.92% |
$39.7K - $50.2K
|
3.89K
$838K
|
|
|
Feb 07, 2024
Q4 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-248- 6.87% |
$40.2K - $50.8K
|
3.36K
$724K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-249- 1.15% |
$40.4K - $51K
|
21.4K
$4.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
SELL
|
- |
-250- 4.9% |
$40.6K - $51.2K
|
4.85K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-250- 19.44% |
$40.6K - $51.2K
|
1.04K
$223K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-252- 6.01% |
$40.9K - $51.6K
|
3.94K
$848K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-254- 18.27% |
$41.2K - $52K
|
1.14K
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-256- 3.45% |
$41.5K - $52.4K
|
7.18K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-257- 1.22% |
$41.7K - $52.6K
|
20.8K
$4.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-260- 0.43% |
$42.2K - $53.3K
|
60.1K
$12.9M
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
SELL
|
- |
-260- 1.37% |
$42.2K - $53.3K
|
18.8K
$4.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-263- 11.31% |
$42.7K - $53.9K
|
2.06K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-275- 11.88% |
$44.6K - $56.3K
|
2.04K
$439K
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-277- 2.16% |
$44.9K - $56.7K
|
12.5K
$2.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-281- 5.57% |
$45.6K - $57.6K
|
4.77K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-281- 19.69% |
$45.6K - $57.6K
|
1.15K
$247K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-282- 1.2% |
$45.7K - $57.8K
|
23.2K
$4.99M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-283- 7.23% |
$45.9K - $58K
|
3.63K
$782K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 1.64% |
$46.6K - $58.8K
|
17.2K
$3.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-288- 10.46% |
$46.7K - $59K
|
2.47K
$531K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-295- 1.39% |
$47.9K - $60.4K
|
20.9K
$4.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-299- 17.43% |
$48.5K - $61.2K
|
1.42K
$305K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-300- 48.39% |
$48.7K - $61.4K
|
320
$68.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-300- 10.28% |
$48.7K - $61.4K
|
2.62K
$564K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-302- 11.46% |
$49K - $61.9K
|
2.33K
$503K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-302- 3.51% |
$49K - $61.9K
|
8.31K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-305- 0.39% |
$49.5K - $62.5K
|
77.9K
$16.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-305- 0.75% |
$49.5K - $62.5K
|
40.4K
$8.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-307- 0.34% |
$49.8K - $62.9K
|
91.3K
$19.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-308- 1.77% |
$50K - $63.1K
|
17.1K
$3.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-310- 1.31% |
$50.3K - $63.5K
|
23.4K
$5.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-313- 20.47% |
$50.8K - $64.1K
|
1.22K
$262K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-319- 9.58% |
$51.7K - $65.3K
|
3.01K
$649K
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-319- 0.79% |
$51.7K - $65.3K
|
39.8K
$8.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-321- 1.1% |
$52.1K - $65.7K
|
28.8K
$6.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-327- 5.33% |
$53K - $67K
|
5.81K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-333- 24.74% |
$54K - $68.2K
|
1.01K
$218K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-338- 19.5% |
$54.8K - $69.2K
|
1.4K
$300K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-340- 3.26% |
$55.2K - $69.6K
|
10.1K
$2.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-343- 2.28% |
$55.6K - $70.3K
|
14.7K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-344- 11.88% |
$55.8K - $70.5K
|
2.55K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-346- 7.36% |
$56.1K - $70.9K
|
4.36K
$939K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-346- 12.61% |
$56.1K - $70.9K
|
2.4K
$516K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-347- 24.84% |
$56.3K - $71.1K
|
1.05K
$226K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-347- 1.21% |
$56.3K - $71.1K
|
28.4K
$6.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-348- 2.56% |
$56.4K - $71.3K
|
13.3K
$2.86M
|