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 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
SELL
|
- |
-1.48K- 55.03% |
$240K - $303K
|
1.21K
$272K
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.48K- 9.4% |
$240K - $303K
|
14.2K
$3.21M
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.48K- 2.21% |
$240K - $304K
|
65.7K
$14.8M
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.51K- 49.67% |
$244K - $309K
|
1.53K
$345K
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.53K- 50.9% |
$248K - $313K
|
1.48K
$333K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.54K- 3.64% |
$250K - $316K
|
40.8K
$9.2M
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.54K- 4.43% |
$250K - $316K
|
33.3K
$7.52M
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.56K- 12.01% |
$252K - $319K
|
11.4K
$2.57M
|
|
Feb 14, 2024
Q4 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.56K- 8.25% |
$253K - $320K
|
17.3K
$3.91M
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.57K- 3.99% |
$255K - $321K
|
37.7K
$8.51M
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.61K- 1.33% |
$261K - $329K
|
119K
$26.9M
|
|
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
$1.83M
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.76K- 29.52% |
$286K - $361K
|
4.21K
$949K
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-1.78K- 10.4% |
$288K - $364K
|
15.3K
$3.45M
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.78K- 4.71% |
$288K - $364K
|
36K
$8.12M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.79K- 6.48% |
$291K - $367K
|
25.9K
$5.84M
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.8K- 38.06% |
$291K - $368K
|
2.92K
$659K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.82K- 41.07% |
$295K - $372K
|
2.61K
$589K
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.83K- 16.59% |
$297K - $375K
|
9.2K
$2.08M
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-1.84K- 15.99% |
$299K - $378K
|
9.69K
$2.19M
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1.85K- 40.55% |
$300K - $379K
|
2.72K
$613K
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.87K- 12.33% |
$304K - $384K
|
13.3K
$3.01M
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.88K- 11.41% |
$305K - $385K
|
14.6K
$3.29M
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.9K- 35.61% |
$308K - $389K
|
3.43K
$774K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.91K- 53.24% |
$309K - $390K
|
1.67K
$378K
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-2K- 39.88% |
$324K - $410K
|
3.02K
$680K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.04K- 29.65% |
$331K - $418K
|
4.84K
$1.09M
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.09K- 0.83% |
$338K - $427K
|
250K
$56.5M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.09K- 59.58% |
$338K - $427K
|
1.42K
$319K
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.12K- 52.56% |
$343K - $433K
|
1.91K
$431K
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.18K- 7.3% |
$354K - $447K
|
27.7K
$6.25M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.19K- 12.68% |
$355K - $449K
|
15.1K
$3.4M
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.19K- 33.48% |
$356K - $449K
|
4.36K
$983K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.2K- 16.88% |
$357K - $451K
|
10.8K
$2.44M
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.23K- 9.03% |
$362K - $457K
|
22.5K
$5.07M
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.25K- 13.2% |
$366K - $462K
|
14.8K
$3.34M
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.26K- 52.32% |
$366K - $463K
|
2.06K
$465K
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.28K- 19.39% |
$370K - $467K
|
9.48K
$2.14M
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.3K- 21.45% |
$373K - $471K
|
8.43K
$1.9M
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-2.33K- 5.19% |
$379K - $478K
|
42.7K
$9.63M
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-2.37K- 67.85% |
$385K - $486K
|
1.12K
$254K
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 1.28% |
$394K - $497K
|
188K
$42.4M
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.44K- 67.43% |
$395K - $499K
|
1.18K
$266K
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.45K- 25.01% |
$398K - $502K
|
7.35K
$1.66M
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.45K- 25.01% |
$398K - $502K
|
7.35K
$1.66M
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.5K- 68.2% |
$405K - $511K
|
1.16K
$263K
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.55K- 9.39% |
$413K - $521K
|
24.5K
$5.54M
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-2.55K- 6.29% |
$413K - $521K
|
37.9K
$8.56M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.62K- 6.75% |
$424K - $536K
|
36.1K
$8.16M
|