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 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13K- 13.98% |
$2.11M - $2.66M
|
79.9K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-13.1K- 65.92% |
$2.12M - $2.67M
|
6.75K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-13.5K- 43.5% |
$2.19M - $2.76M
|
17.5K
$4.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-13.6K- 32.66% |
$2.21M - $2.79M
|
28.1K
$6.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-13.7K- 10.41% |
$2.22M - $2.8M
|
118K
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-13.8K- 36.81% |
$2.23M - $2.82M
|
23.6K
$5.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-14.1K- 28.14% |
$2.28M - $2.88M
|
36K
$8.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-14.2K- 55.24% |
$2.31M - $2.91M
|
11.5K
$2.66M
|
|
|
May 16, 2024
Q4 2023
|
Connective Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-14.3K- 41.16% |
$2.33M - $2.94M
|
20.5K
$4.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-14.5K- 13.47% |
$2.36M - $2.98M
|
93.5K
$21.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-14.7K- 70.84% |
$2.39M - $3.02M
|
6.07K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-14.8K- 5.7% |
$2.39M - $3.02M
|
244K
$56.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-14.9K- 67.43% |
$2.41M - $3.04M
|
7.18K
$1.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.1K- 34.29% |
$2.45M - $3.09M
|
28.9K
$6.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Platt Investment Counsel, LLC
|
SELL
|
- |
-15.3K- 18.65% |
$2.48M - $3.13M
|
66.8K
$15.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15.8K- 69.21% |
$2.56M - $3.23M
|
7.03K
$1.62M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-16.2K- 79.81% |
$2.63M - $3.32M
|
4.11K
$946K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-16.7K- 11.86% |
$2.72M - $3.43M
|
124K
$28.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-17.1K- 21.74% |
$2.77M - $3.5M
|
61.5K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.3K- 0.53% |
$2.81M - $3.54M
|
3.26M
$750M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-17.3K- 6.19% |
$2.81M - $3.54M
|
262K
$60.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-17.6K- 1.96% |
$2.85M - $3.6M
|
880K
$203M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-19.2K- 46.33% |
$3.11M - $3.92M
|
22.2K
$5.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-20.2K- 5.42% |
$3.27M - $4.13M
|
352K
$81.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-20.5K- 48.21% |
$3.32M - $4.19M
|
22K
$5.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-20.6K- 91.48% |
$3.35M - $4.23M
|
1.92K
$443K
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-21.2KClosed |
$3.44M - $4.35M
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-21.3K- 23.95% |
$3.45M - $4.36M
|
67.6K
$15.6M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-21.5K- 73.32% |
$3.48M - $4.4M
|
7.82K
$1.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.5K- 66.89% |
$3.81M - $4.81M
|
11.6K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-23.6K- 50.81% |
$3.83M - $4.83M
|
22.8K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-24.3K- 69.77% |
$3.95M - $4.98M
|
10.5K
$2.43M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-24.8K- 3.79% |
$4.03M - $5.08M
|
631K
$145M
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-24.9K- 27.71% |
$4.03M - $5.09M
|
64.9K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-25K- 62.23% |
$4.06M - $5.12M
|
15.2K
$3.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-26.8K- 96.99% |
$4.34M - $5.48M
|
830
$191K
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-31.4K- 50.75% |
$5.09M - $6.43M
|
30.5K
$7.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-31.6K- 4.14% |
$5.12M - $6.47M
|
732K
$169M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-31.8K- 96.44% |
$5.16M - $6.51M
|
1.17K
$270K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-34.1K- 27.36% |
$5.53M - $6.98M
|
90.4K
$20.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-34.8K- 21.23% |
$5.65M - $7.13M
|
129K
$29.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-38K- 84.84% |
$6.16M - $7.78M
|
6.79K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-40.3K- 36.71% |
$6.53M - $8.25M
|
69.4K
$16M
|
|
|
Feb 12, 2024
Q4 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-42K- 22.1% |
$6.81M - $8.6M
|
148K
$34.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-47.7K- 81.07% |
$7.74M - $9.78M
|
11.1K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-49.2K- 14.56% |
$7.98M - $10.1M
|
289K
$66.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-51.9K- 37.88% |
$8.42M - $10.6M
|
85.1K
$19.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-52.9K- 80.65% |
$8.58M - $10.8M
|
12.7K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-55.7K- 84.77% |
$9.03M - $11.4M
|
10K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Engine Capital Management, LP
New York, NY |
SELL
|
- |
-56K- 62.96% |
$9.08M - $11.5M
|
33K
$7.59M
|