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 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-277- 2.16% |
$44.9K - $56.7K
|
12.5K
$2.83M
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-281- 5.57% |
$45.6K - $57.6K
|
4.77K
$1.08M
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-281- 19.69% |
$45.6K - $57.6K
|
1.15K
$259K
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-282- 1.2% |
$45.7K - $57.8K
|
23.2K
$5.23M
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-283- 7.23% |
$45.9K - $58K
|
3.63K
$819K
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 1.64% |
$46.6K - $58.8K
|
17.2K
$3.89M
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-288- 10.46% |
$46.7K - $59K
|
2.47K
$556K
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-295- 1.39% |
$47.9K - $60.4K
|
20.9K
$4.71M
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-299- 17.43% |
$48.5K - $61.2K
|
1.42K
$320K
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-300- 48.39% |
$48.7K - $61.4K
|
320
$72.2K
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-300- 10.28% |
$48.7K - $61.4K
|
2.62K
$591K
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-302- 11.46% |
$49K - $61.9K
|
2.33K
$527K
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-302- 3.51% |
$49K - $61.9K
|
8.31K
$1.88M
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-305- 0.39% |
$49.5K - $62.5K
|
77.9K
$17.6M
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-305- 0.75% |
$49.5K - $62.5K
|
40.4K
$9.11M
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-307- 0.34% |
$49.8K - $62.9K
|
91.3K
$20.6M
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-308- 1.77% |
$50K - $63.1K
|
17.1K
$3.86M
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-310- 1.31% |
$50.3K - $63.5K
|
23.4K
$5.29M
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-313- 20.47% |
$50.8K - $64.1K
|
1.22K
$274K
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-319- 9.58% |
$51.7K - $65.3K
|
3.01K
$680K
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-319- 0.79% |
$51.7K - $65.3K
|
39.8K
$8.98M
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-321- 1.1% |
$52.1K - $65.7K
|
28.8K
$6.49M
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-327- 5.33% |
$53K - $67K
|
5.81K
$1.31M
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-333- 24.74% |
$54K - $68.2K
|
1.01K
$229K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-338- 19.5% |
$54.8K - $69.2K
|
1.4K
$315K
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-340- 3.26% |
$55.2K - $69.6K
|
10.1K
$2.28M
|
|
Jan 18, 2024
Q4 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-343- 2.28% |
$55.6K - $70.3K
|
14.7K
$3.32M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-344- 11.88% |
$55.8K - $70.5K
|
2.55K
$576K
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-346- 7.36% |
$56.1K - $70.9K
|
4.36K
$983K
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-346- 12.61% |
$56.1K - $70.9K
|
2.4K
$541K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-347- 24.84% |
$56.3K - $71.1K
|
1.05K
$237K
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-347- 1.21% |
$56.3K - $71.1K
|
28.4K
$6.4M
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-348- 2.56% |
$56.4K - $71.3K
|
13.3K
$2.99M
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-352- 13.56% |
$57.1K - $72.1K
|
2.24K
$506K
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-357- 21.96% |
$57.9K - $73.1K
|
1.27K
$286K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-366- 20.6% |
$59.4K - $75K
|
1.41K
$318K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-370- 33.04% |
$60K - $75.8K
|
750
$169K
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-373- 2.5% |
$60.5K - $76.4K
|
14.5K
$3.28M
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-379- 3.47% |
$61.5K - $77.6K
|
10.5K
$2.38M
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-384- 5.48% |
$62.3K - $78.7K
|
6.63K
$1.5M
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-384- 4.27% |
$62.3K - $78.7K
|
8.61K
$1.94M
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-386- 5.24% |
$62.6K - $79.1K
|
6.98K
$1.58M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-388- 0.8% |
$62.9K - $79.5K
|
47.9K
$10.8M
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-392- 15.81% |
$63.6K - $80.3K
|
2.09K
$471K
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-392- 6.38% |
$63.6K - $80.3K
|
5.75K
$1.3M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-394- 4.38% |
$63.9K - $80.7K
|
8.6K
$1.94M
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-400- 0.49% |
$64.9K - $81.9K
|
81.3K
$18.3M
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-400- 1.22% |
$64.9K - $81.9K
|
32.4K
$7.32M
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-402- 4.94% |
$65.2K - $82.3K
|
7.73K
$1.74M
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-408- 13.09% |
$66.2K - $83.6K
|
2.71K
$611K
|