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
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.25K- 35.92% |
$203K - $257K
|
2.24K
$482K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.26K- 15.72% |
$204K - $257K
|
6.73K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.26K- 14.39% |
$204K - $257K
|
7.48K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.26K- 2.28% |
$205K - $259K
|
54.1K
$11.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.29K- 4.58% |
$208K - $263K
|
26.8K
$5.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.29K- 4.37% |
$209K - $263K
|
28.1K
$6.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Defender Capital, Llc.
|
SELL
|
- |
-1.3K- 41.94% |
$211K - $266K
|
1.8K
$388K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.3K- 5.77% |
$211K - $266K
|
21.2K
$4.57M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.31K- 46.66% |
$213K - $269K
|
1.5K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.33K- 22.69% |
$216K - $273K
|
4.53K
$977K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.35K- 1.96% |
$218K - $276K
|
67.2K
$14.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.35K- 5.09% |
$219K - $276K
|
25.1K
$5.42M
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.35K- 45.87% |
$219K - $276K
|
1.59K
$343K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.38K- 9.7% |
$224K - $283K
|
12.9K
$2.77M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-1.39K- 19.77% |
$225K - $284K
|
5.63K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.42K- 15.24% |
$230K - $290K
|
7.88K
$1.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 1.13% |
$231K - $292K
|
125K
$26.9M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.44K- 6.94% |
$233K - $295K
|
19.3K
$4.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Meridian Management CO
|
SELL
|
- |
-1.47K- 40.79% |
$238K - $300K
|
2.13K
$458K
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.48K- 55.03% |
$240K - $303K
|
1.21K
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.48K- 9.4% |
$240K - $303K
|
14.2K
$3.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.48K- 2.21% |
$240K - $304K
|
65.7K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.51K- 49.67% |
$244K - $309K
|
1.53K
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.53K- 50.9% |
$248K - $313K
|
1.48K
$318K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.54K- 3.64% |
$250K - $316K
|
40.8K
$8.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.54K- 4.43% |
$250K - $316K
|
33.3K
$7.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.56K- 12.01% |
$252K - $319K
|
11.4K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.56K- 8.25% |
$253K - $320K
|
17.3K
$3.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.57K- 3.99% |
$255K - $321K
|
37.7K
$8.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.61K- 1.33% |
$261K - $329K
|
119K
$25.7M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-1.63KClosed |
$264K - $333K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.7K- 17.28% |
$275K - $348K
|
8.13K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.76K- 29.52% |
$286K - $361K
|
4.21K
$906K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 10.4% |
$288K - $364K
|
15.3K
$3.29M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.78K- 4.71% |
$288K - $364K
|
36K
$7.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.79K- 6.48% |
$291K - $367K
|
25.9K
$5.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.8K- 38.06% |
$291K - $368K
|
2.92K
$629K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.82K- 41.07% |
$295K - $372K
|
2.61K
$562K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.83K- 16.59% |
$297K - $375K
|
9.2K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.84K- 15.99% |
$299K - $378K
|
9.69K
$2.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.85K- 40.55% |
$300K - $379K
|
2.72K
$585K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.87K- 12.33% |
$304K - $384K
|
13.3K
$2.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.88K- 11.41% |
$305K - $385K
|
14.6K
$3.14M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.9K- 35.61% |
$308K - $389K
|
3.43K
$739K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.91K- 53.24% |
$309K - $390K
|
1.67K
$360K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-2K- 39.88% |
$324K - $410K
|
3.02K
$649K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.04K- 29.65% |
$331K - $418K
|
4.84K
$1.04M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.09K- 0.83% |
$338K - $427K
|
250K
$54M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.09K- 59.58% |
$338K - $427K
|
1.42K
$305K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.12K- 52.56% |
$343K - $433K
|
1.91K
$411K
|