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 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-890- 10.87% |
$144K - $182K
|
7.3K
$1.65M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-890- 0.57% |
$144K - $182K
|
155K
$35M
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-896- 2.19% |
$145K - $184K
|
40K
$9.02M
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-903- 44.37% |
$146K - $185K
|
1.13K
$255K
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-903- 3.4% |
$146K - $185K
|
25.7K
$5.79M
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-904- 2.14% |
$147K - $185K
|
41.4K
$9.35M
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-918- 5.97% |
$149K - $188K
|
14.5K
$3.26M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-919- 11.84% |
$149K - $188K
|
6.85K
$1.54M
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-925- 4.06% |
$150K - $189K
|
21.9K
$4.94M
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-964- 11.08% |
$156K - $197K
|
7.74K
$1.75M
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-966- 3.66% |
$157K - $198K
|
25.4K
$5.74M
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-996- 9.07% |
$162K - $204K
|
9.98K
$2.25M
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-996- 2.83% |
$162K - $204K
|
34.2K
$7.71M
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-1.01K- 15.34% |
$164K - $207K
|
5.58K
$1.26M
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.04K- 28.35% |
$169K - $213K
|
2.63K
$594K
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.04K- 22.13% |
$169K - $214K
|
3.67K
$828K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 18.01% |
$173K - $218K
|
4.85K
$1.09M
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.07K- 15.98% |
$173K - $219K
|
5.61K
$1.27M
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.07K- 42.66% |
$174K - $219K
|
1.44K
$324K
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.07K- 17.53% |
$174K - $220K
|
5.05K
$1.14M
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.09K- 2.19% |
$177K - $224K
|
48.7K
$11M
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.1K- 51.43% |
$178K - $225K
|
1.04K
$234K
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.1K- 5.1% |
$179K - $226K
|
20.5K
$4.62M
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.12K- 3.82% |
$182K - $230K
|
28.2K
$6.37M
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.13K- 7.96% |
$183K - $232K
|
13.1K
$2.95M
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 8.58% |
$186K - $235K
|
12.2K
$2.75M
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 16.6% |
$186K - $235K
|
5.77K
$1.3M
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.15K- 4.74% |
$187K - $236K
|
23.1K
$5.22M
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.19K- 58.28% |
$193K - $244K
|
851
$192K
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.23K- 16.97% |
$200K - $253K
|
6.03K
$1.36M
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.25K- 27.89% |
$203K - $257K
|
3.24K
$731K
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.25K- 35.92% |
$203K - $257K
|
2.24K
$505K
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.26K- 15.72% |
$204K - $257K
|
6.73K
$1.52M
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.26K- 14.39% |
$204K - $257K
|
7.48K
$1.69M
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.26K- 2.28% |
$205K - $259K
|
54.1K
$12.2M
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.29K- 4.58% |
$208K - $263K
|
26.8K
$6.04M
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.29K- 4.37% |
$209K - $263K
|
28.1K
$6.34M
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-1.3K- 41.94% |
$211K - $266K
|
1.8K
$406K
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.3K- 5.77% |
$211K - $266K
|
21.2K
$4.79M
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.31K- 46.66% |
$213K - $269K
|
1.5K
$339K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.33K- 22.69% |
$216K - $273K
|
4.53K
$1.02M
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.35K- 1.96% |
$218K - $276K
|
67.2K
$15.2M
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.35K- 5.09% |
$219K - $276K
|
25.1K
$5.67M
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.35K- 45.87% |
$219K - $276K
|
1.59K
$359K
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.38K- 9.7% |
$224K - $283K
|
12.9K
$2.91M
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.39K- 19.77% |
$225K - $284K
|
5.63K
$1.27M
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 15.24% |
$230K - $290K
|
7.88K
$1.78M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 1.13% |
$231K - $292K
|
125K
$28.1M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.44K- 6.94% |
$233K - $295K
|
19.3K
$4.35M
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-1.47K- 40.79% |
$238K - $300K
|
2.13K
$480K
|