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
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
12.3K+ 29.23% |
$2M - $2.53M
|
54.6K
$11.2M
|
|
|
Mar 21, 2024
Q4 2023
|
Addis & Hill, Inc
Wayne, PA |
BUY
|
- |
12.2KNew |
$1.98M - $2.5M
|
12.2K
$2.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12.1K+ 27.13% |
$1.97M - $2.48M
|
56.9K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$1.96M - $2.47M
|
12.1K
$2.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
BUY
|
- |
12.1KNew |
$1.96M - $2.47M
|
12.1K
$2.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Verger Capital Management LLC
|
BUY
|
- |
12K+ 84.34% |
$1.95M - $2.46M
|
26.3K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Caz Investments LP
Houston, TX |
BUY
|
- |
12KNew |
$1.95M - $2.46M
|
12K
$2.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
11.8KNew |
$1.91M - $2.41M
|
11.8K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
11.7K+ 450.37% |
$1.9M - $2.4M
|
14.3K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
11.7KNew |
$1.89M - $2.39M
|
11.7K
$2.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
11.6K+ 13.27% |
$1.88M - $2.37M
|
98.8K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Covalent Partners LLC
Concord, MA |
BUY
|
- |
11.4KNew |
$1.85M - $2.33M
|
11.4K
$2.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
11.2K+ 32.25% |
$1.82M - $2.29M
|
45.9K
$9.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.1K+ 169.49% |
$1.8M - $2.27M
|
17.6K
$3.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.1KNew |
$1.8M - $2.27M
|
11.1K
$2.28M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
11K+ 259.38% |
$1.79M - $2.26M
|
15.3K
$3.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11K+ 54.1% |
$1.78M - $2.25M
|
31.3K
$6.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
11K+ 299.32% |
$1.78M - $2.25M
|
14.7K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
11K+ 458.33% |
$1.78M - $2.25M
|
13.4K
$2.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$1.77M - $2.23M
|
10.9K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
10.6K+ 292.44% |
$1.72M - $2.18M
|
14.3K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10.6K+ 12.08% |
$1.72M - $2.17M
|
98.2K
$20.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.5K+ 66.55% |
$1.71M - $2.16M
|
26.4K
$5.43M
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
10.5KNew |
$1.7M - $2.15M
|
10.5K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
10.5K+ 96.68% |
$1.7M - $2.15M
|
21.3K
$4.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
10.4KNew |
$1.68M - $2.12M
|
10.4K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.3K+ 774.02% |
$1.67M - $2.11M
|
11.6K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
10.1K+ 56.83% |
$1.63M - $2.06M
|
27.8K
$5.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
10KNew |
$1.62M - $2.05M
|
10K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Noked Israel LTD
Ramat Hasharon, L3 |
BUY
|
- |
10K+ 200.0% |
$1.62M - $2.05M
|
15K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.97KNew |
$1.62M - $2.04M
|
9.97K
$2.05M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
9.97KNew |
$1.62M - $2.04M
|
9.97K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Objectivity Squared, LLC
Charleston, SC |
BUY
|
- |
9.88KNew |
$1.6M - $2.02M
|
9.88K
$2.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
9.84K+ 6.96% |
$1.6M - $2.01M
|
151K
$31.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
9.81KNew |
$1.59M - $2.01M
|
9.81K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
9.74KNew |
$1.58M - $2M
|
9.74K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.63K+ 15.02% |
$1.56M - $1.97M
|
73.7K
$15.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
9.57K+ 1546.37% |
$1.55M - $1.96M
|
10.2K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.57K+ 16.65% |
$1.55M - $1.96M
|
67K
$13.8M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
9.46KNew |
$1.53M - $1.94M
|
9.46K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.37KNew |
$1.52M - $1.92M
|
9.37K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
9.32KNew |
$1.51M - $1.91M
|
9.32K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
9.3K+ 574.37% |
$1.51M - $1.9M
|
10.9K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.22KNew |
$1.5M - $1.89M
|
9.22K
$1.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
9.15KNew |
$1.48M - $1.87M
|
9.15K
$1.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
9.05K+ 268.61% |
$1.47M - $1.85M
|
12.4K
$2.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
8.98KNew |
$1.46M - $1.84M
|
8.98K
$1.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.96K+ 685.31% |
$1.45M - $1.83M
|
10.3K
$2.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.74K+ 37.35% |
$1.42M - $1.79M
|
32.1K
$6.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8.73K+ 101.56% |
$1.42M - $1.79M
|
17.3K
$3.56M
|