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 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-786- 7.76% |
$127K - $161K
|
9.34K
$2.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-790- 3.33% |
$128K - $162K
|
23K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-790- 12.77% |
$128K - $162K
|
5.4K
$1.16M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-791- 3.19% |
$128K - $162K
|
24K
$5.17M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-795- 12.39% |
$129K - $163K
|
5.62K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
SELL
|
- |
-796- 10.66% |
$129K - $163K
|
6.67K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-801- 1.13% |
$130K - $164K
|
70K
$15.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-801- 42.2% |
$130K - $164K
|
1.1K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-808- 2.62% |
$131K - $165K
|
30.1K
$6.48M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-823- 9.19% |
$133K - $169K
|
8.13K
$1.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-824- 1.11% |
$134K - $169K
|
73.5K
$15.8M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-825- 2.61% |
$134K - $169K
|
30.8K
$6.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-839- 22.84% |
$136K - $172K
|
2.84K
$611K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-844- 7.79% |
$137K - $173K
|
9.99K
$2.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-847- 4.66% |
$137K - $173K
|
17.3K
$3.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Moller Financial Services
|
SELL
|
- |
-858- 1.92% |
$139K - $176K
|
43.8K
$9.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-863- 17.28% |
$140K - $177K
|
4.13K
$890K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-873- 21.16% |
$142K - $179K
|
3.25K
$701K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-888- 11.73% |
$144K - $182K
|
6.68K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-890- 10.87% |
$144K - $182K
|
7.3K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-890- 0.57% |
$144K - $182K
|
155K
$33.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-896- 2.19% |
$145K - $184K
|
40K
$8.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-903- 44.37% |
$146K - $185K
|
1.13K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-903- 3.4% |
$146K - $185K
|
25.7K
$5.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-904- 2.14% |
$147K - $185K
|
41.4K
$8.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-918- 5.97% |
$149K - $188K
|
14.5K
$3.11M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-919- 11.84% |
$149K - $188K
|
6.85K
$1.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-925- 4.06% |
$150K - $189K
|
21.9K
$4.71M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-964- 11.08% |
$156K - $197K
|
7.74K
$1.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
SELL
|
- |
-966- 3.66% |
$157K - $198K
|
25.4K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-996- 9.07% |
$162K - $204K
|
9.98K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-996- 2.83% |
$162K - $204K
|
34.2K
$7.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
SELL
|
- |
-1.01K- 15.34% |
$164K - $207K
|
5.58K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.04K- 28.35% |
$169K - $213K
|
2.63K
$567K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.04K- 22.13% |
$169K - $214K
|
3.67K
$791K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 18.01% |
$173K - $218K
|
4.85K
$1.04M
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.07K- 15.98% |
$173K - $219K
|
5.61K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.07K- 42.66% |
$174K - $219K
|
1.44K
$310K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.07K- 17.53% |
$174K - $220K
|
5.05K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.09K- 2.19% |
$177K - $224K
|
48.7K
$10.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.1K- 51.43% |
$178K - $225K
|
1.04K
$223K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.1K- 5.1% |
$179K - $226K
|
20.5K
$4.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.12K- 3.82% |
$182K - $230K
|
28.2K
$6.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.13K- 7.96% |
$183K - $232K
|
13.1K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 8.58% |
$186K - $235K
|
12.2K
$2.63M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.15K- 16.6% |
$186K - $235K
|
5.77K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.15K- 4.74% |
$187K - $236K
|
23.1K
$4.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.19K- 58.28% |
$193K - $244K
|
851
$183K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.23K- 16.97% |
$200K - $253K
|
6.03K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.25K- 27.89% |
$203K - $257K
|
3.24K
$698K
|