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 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-352- 13.56% |
$57.1K - $72.1K
|
2.24K
$483K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-357- 21.96% |
$57.9K - $73.1K
|
1.27K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-366- 20.6% |
$59.4K - $75K
|
1.41K
$304K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-370- 33.04% |
$60K - $75.8K
|
750
$162K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-373- 2.5% |
$60.5K - $76.4K
|
14.5K
$3.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-379- 3.47% |
$61.5K - $77.6K
|
10.5K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-384- 5.48% |
$62.3K - $78.7K
|
6.63K
$1.43M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-384- 4.27% |
$62.3K - $78.7K
|
8.61K
$1.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-386- 5.24% |
$62.6K - $79.1K
|
6.98K
$1.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-388- 0.8% |
$62.9K - $79.5K
|
47.9K
$10.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-392- 15.81% |
$63.6K - $80.3K
|
2.09K
$450K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-392- 6.38% |
$63.6K - $80.3K
|
5.75K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-394- 4.38% |
$63.9K - $80.7K
|
8.6K
$1.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-400- 0.49% |
$64.9K - $81.9K
|
81.3K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-400- 1.22% |
$64.9K - $81.9K
|
32.4K
$6.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-402- 4.94% |
$65.2K - $82.3K
|
7.73K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-408- 13.09% |
$66.2K - $83.6K
|
2.71K
$584K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-410- 4.43% |
$66.5K - $84K
|
8.85K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-417- 20.58% |
$67.6K - $85.4K
|
1.61K
$347K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-422- 6.13% |
$68.5K - $86.4K
|
6.46K
$1.39M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-422- 6.13% |
$68.5K - $86.4K
|
6.46K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-425- 23.31% |
$68.9K - $87K
|
1.4K
$301K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-425- 6.34% |
$68.9K - $87K
|
6.28K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-425- 8.37% |
$68.9K - $87K
|
4.65K
$1M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-426- 52.59% |
$69.1K - $87.3K
|
384
$82.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-426- 5.03% |
$69.1K - $87.3K
|
8.05K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-426- 11.96% |
$69.1K - $87.3K
|
3.14K
$676K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-427- 11.0% |
$69.3K - $87.5K
|
3.45K
$744K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-427- 0.4% |
$69.3K - $87.5K
|
107K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-427- 14.83% |
$69.3K - $87.5K
|
2.45K
$528K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-439- 1.5% |
$71.2K - $89.9K
|
28.7K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-455- 69.36% |
$73.8K - $93.2K
|
201
$43.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-464- 27.99% |
$75.3K - $95K
|
1.19K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-465- 25.69% |
$75.4K - $95.2K
|
1.35K
$290K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-470- 2.84% |
$76.2K - $96.3K
|
16.1K
$3.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-472- 3.9% |
$76.6K - $96.7K
|
11.6K
$2.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-474- 8.18% |
$76.9K - $97.1K
|
5.32K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-479- 27.7% |
$77.7K - $98.1K
|
1.25K
$269K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-480- 2.12% |
$77.9K - $98.3K
|
22.2K
$4.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-480- 9.58% |
$77.9K - $98.3K
|
4.53K
$975K
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-482- 10.62% |
$78.2K - $98.7K
|
4.06K
$874K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-485- 15.33% |
$78.7K - $99.3K
|
2.68K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-502- 11.54% |
$81.4K - $103K
|
3.85K
$829K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-503- 4.37% |
$81.6K - $103K
|
11K
$2.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-505- 5.31% |
$81.9K - $103K
|
9.01K
$1.94M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-506- 8.34% |
$82.1K - $104K
|
5.56K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-526- 27.14% |
$85.3K - $108K
|
1.41K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-527- 17.22% |
$85.5K - $108K
|
2.53K
$546K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-530- 12.77% |
$86K - $109K
|
3.62K
$780K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-540- 3.65% |
$87.6K - $111K
|
14.2K
$3.07M
|