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
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.56K+ 85.05% |
$1.39M - $1.75M
|
18.6K
$4.44M
|
|
|
Nov 14, 2024
Q4 2023
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
8.54KNew |
$1.39M - $1.75M
|
8.54K
$2.04M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
8.53K+ 212.98% |
$1.38M - $1.75M
|
12.5K
$2.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8.44KNew |
$1.37M - $1.73M
|
8.44K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
8.4KNew |
$1.36M - $1.72M
|
8.4K
$2M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
8.36K+ 60.19% |
$1.36M - $1.71M
|
22.2K
$5.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
8.26K+ 4.7% |
$1.34M - $1.69M
|
184K
$43.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
8.25KNew |
$1.34M - $1.69M
|
8.25K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
8.15KNew |
$1.32M - $1.67M
|
8.15K
$1.94M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
8.12KNew |
$1.32M - $1.66M
|
8.12K
$1.94M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.98K+ 81.8% |
$1.29M - $1.64M
|
17.7K
$4.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
7.98K+ 17.72% |
$1.29M - $1.63M
|
53K
$12.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
7.87K+ 19.73% |
$1.28M - $1.61M
|
47.8K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.86K+ 23.62% |
$1.28M - $1.61M
|
41.1K
$9.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Rice Hall James & Associates, LLC
|
BUY
|
- |
7.83KNew |
$1.27M - $1.6M
|
7.83K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.76KNew |
$1.26M - $1.59M
|
7.76K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
7.76K+ 79.69% |
$1.26M - $1.59M
|
17.5K
$4.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.75K+ 167.38% |
$1.26M - $1.59M
|
12.4K
$2.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.74K+ 12.73% |
$1.25M - $1.58M
|
68.5K
$16.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
7.67K+ 5.49% |
$1.24M - $1.57M
|
147K
$35.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.67K+ 22.78% |
$1.24M - $1.57M
|
41.3K
$9.86M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.49K+ 9.06% |
$1.22M - $1.53M
|
90.2K
$21.5M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.46K+ 6.59% |
$1.21M - $1.53M
|
121K
$28.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.4K+ 97.56% |
$1.2M - $1.52M
|
15K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
7.16KNew |
$1.16M - $1.47M
|
7.16K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.14KNew |
$1.16M - $1.46M
|
7.14K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
7.09KNew |
$1.15M - $1.45M
|
7.09K
$1.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
7.07K+ 181.58% |
$1.15M - $1.45M
|
11K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
6.98K+ 20.55% |
$1.13M - $1.43M
|
40.9K
$9.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
6.92K+ 339.86% |
$1.12M - $1.42M
|
8.96K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
6.73KNew |
$1.09M - $1.38M
|
6.73K
$1.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.52K+ 15.97% |
$1.06M - $1.34M
|
47.4K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.28K+ 20.29% |
$1.02M - $1.29M
|
37.2K
$8.88M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
6.27K+ 141.83% |
$1.02M - $1.28M
|
10.7K
$2.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.27KNew |
$1.02M - $1.28M
|
6.27K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.25K+ 11.2% |
$1.01M - $1.28M
|
62K
$14.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.1KNew |
$989K - $1.25M
|
6.1K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
6.08K+ 115.59% |
$986K - $1.25M
|
11.3K
$2.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
6.06K+ 86.63% |
$984K - $1.24M
|
13.1K
$3.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.06K+ 66.7% |
$983K - $1.24M
|
15.2K
$3.61M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
6.04K+ 18.78% |
$980K - $1.24M
|
38.2K
$9.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.02K+ 15.77% |
$977K - $1.23M
|
44.2K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.01KNew |
$975K - $1.23M
|
6.01K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
6KNew |
$973K - $1.23M
|
6K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
5.99KNew |
$971K - $1.23M
|
5.99K
$1.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.9KNew |
$958K - $1.21M
|
5.9K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
5.84KNew |
$948K - $1.2M
|
5.84K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
5.8K+ 73.42% |
$941K - $1.19M
|
13.7K
$3.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5.78K+ 303.15% |
$937K - $1.18M
|
7.68K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Marshall & Sullivan Inc
|
BUY
|
- |
5.76K+ 5.29% |
$934K - $1.18M
|
115K
$27.3M
|