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 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-410- 4.43% |
$66.5K - $84K
|
8.85K
$2M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-417- 20.58% |
$67.6K - $85.4K
|
1.61K
$363K
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-422- 6.13% |
$68.5K - $86.4K
|
6.46K
$1.46M
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-425- 23.31% |
$68.9K - $87K
|
1.4K
$315K
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-425- 6.34% |
$68.9K - $87K
|
6.28K
$1.42M
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-425- 8.37% |
$68.9K - $87K
|
4.65K
$1.05M
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-426- 52.59% |
$69.1K - $87.3K
|
384
$86.6K
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-426- 5.03% |
$69.1K - $87.3K
|
8.05K
$1.82M
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-426- 11.96% |
$69.1K - $87.3K
|
3.14K
$708K
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-427- 11.0% |
$69.3K - $87.5K
|
3.45K
$779K
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-427- 0.4% |
$69.3K - $87.5K
|
107K
$24.2M
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-427- 14.83% |
$69.3K - $87.5K
|
2.45K
$553K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-439- 1.5% |
$71.2K - $89.9K
|
28.7K
$6.49M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-455- 69.36% |
$73.8K - $93.2K
|
201
$45.4K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-464- 27.99% |
$75.3K - $95K
|
1.19K
$269K
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-465- 25.69% |
$75.4K - $95.2K
|
1.35K
$303K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-470- 2.84% |
$76.2K - $96.3K
|
16.1K
$3.63M
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-472- 3.9% |
$76.6K - $96.7K
|
11.6K
$2.62M
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-474- 8.18% |
$76.9K - $97.1K
|
5.32K
$1.2M
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-479- 27.7% |
$77.7K - $98.1K
|
1.25K
$282K
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-480- 2.12% |
$77.9K - $98.3K
|
22.2K
$5M
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-480- 9.58% |
$77.9K - $98.3K
|
4.53K
$1.02M
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-482- 10.62% |
$78.2K - $98.7K
|
4.06K
$915K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-485- 15.33% |
$78.7K - $99.3K
|
2.68K
$605K
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-502- 11.54% |
$81.4K - $103K
|
3.85K
$869K
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-503- 4.37% |
$81.6K - $103K
|
11K
$2.49M
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-505- 5.31% |
$81.9K - $103K
|
9.01K
$2.03M
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-506- 8.34% |
$82.1K - $104K
|
5.56K
$1.26M
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-526- 27.14% |
$85.3K - $108K
|
1.41K
$319K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-527- 17.22% |
$85.5K - $108K
|
2.53K
$572K
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-530- 12.77% |
$86K - $109K
|
3.62K
$817K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-540- 3.65% |
$87.6K - $111K
|
14.2K
$3.21M
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-542- 1.93% |
$87.9K - $111K
|
27.6K
$6.23M
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-545- 6.15% |
$88.4K - $112K
|
8.32K
$1.88M
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-545- 2.5% |
$88.4K - $112K
|
21.2K
$4.79M
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-546- 8.32% |
$88.6K - $112K
|
6.02K
$1.36M
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-547- 1.05% |
$88.7K - $112K
|
51.6K
$11.6M
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-554- 69.51% |
$89.9K - $113K
|
243
$54.8K
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-556- 0.83% |
$90.2K - $114K
|
66.6K
$15M
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-561- 7.85% |
$91K - $115K
|
6.59K
$1.49M
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-565- 1.19% |
$91.6K - $116K
|
47.1K
$10.6M
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-568- 1.27% |
$92.1K - $116K
|
44.1K
$9.96M
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-572- 2.96% |
$92.8K - $117K
|
18.8K
$4.23M
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-587- 18.76% |
$95.2K - $120K
|
2.54K
$574K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-589- 2.98% |
$95.5K - $121K
|
19.2K
$4.33M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-592- 1.79% |
$96K - $121K
|
32.5K
$7.32M
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-598- 26.95% |
$97K - $122K
|
1.62K
$366K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-600- 73.44% |
$97.3K - $123K
|
217
$49K
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-600- 11.67% |
$97.3K - $123K
|
4.54K
$1.02M
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-602- 5.21% |
$97.7K - $123K
|
10.9K
$2.47M
|