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 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.66KNew |
$917K - $1.16M
|
5.66K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.64KNew |
$915K - $1.16M
|
5.64K
$1.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.64K+ 137.78% |
$915K - $1.15M
|
9.73K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
5.57K+ 81.47% |
$904K - $1.14M
|
12.4K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.51K+ 306.34% |
$893K - $1.13M
|
7.3K
$1.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
5.44K+ 4.35% |
$882K - $1.11M
|
131K
$26.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
5.44K+ 2.75% |
$882K - $1.11M
|
203K
$41.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
BUY
|
- |
5.42KNew |
$879K - $1.11M
|
5.42K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
5.42KNew |
$879K - $1.11M
|
5.42K
$1.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
5.39KNew |
$874K - $1.1M
|
5.39K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.39K+ 93.82% |
$874K - $1.1M
|
11.1K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.3K+ 12.92% |
$860K - $1.09M
|
46.3K
$9.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
5.28K+ 143.31% |
$856K - $1.08M
|
8.96K
$1.84M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
5.23K+ 2216.1% |
$848K - $1.07M
|
5.47K
$1.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
5.21KNew |
$845K - $1.07M
|
5.21K
$1.07M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.17K+ 42.65% |
$839K - $1.06M
|
17.3K
$3.56M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.16KNew |
$837K - $1.06M
|
5.16K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
5.1KNew |
$827K - $1.04M
|
5.1K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.09K+ 13.55% |
$826K - $1.04M
|
42.7K
$8.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.07K+ 9.52% |
$822K - $1.04M
|
58.3K
$12M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.06K+ 9.37% |
$821K - $1.04M
|
59.1K
$12.1M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
5.02KNew |
$814K - $1.03M
|
5.02K
$1.03M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
5KNew |
$811K - $1.02M
|
5K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
5KNew |
$811K - $1.02M
|
5K
$1.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.99K+ 28.34% |
$809K - $1.02M
|
22.6K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
4.9KNew |
$795K - $1M
|
4.9K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cardinal Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.86KNew |
$789K - $996K
|
4.86K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.83K+ 19.84% |
$783K - $989K
|
29.2K
$6M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
4.83KNew |
$783K - $989K
|
4.83K
$993K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.82K+ 4.79% |
$782K - $987K
|
105K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
4.8K+ 9.44% |
$779K - $983K
|
55.7K
$11.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Savior LLC
|
BUY
|
- |
4.78KNew |
$776K - $979K
|
4.78K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
4.78K+ 39.23% |
$775K - $979K
|
17K
$3.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.75K+ 8.61% |
$770K - $973K
|
59.9K
$12.3M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.74K+ 36.75% |
$769K - $970K
|
17.6K
$3.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.72K+ 14.65% |
$765K - $966K
|
36.9K
$7.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
4.63K+ 127.31% |
$752K - $949K
|
8.27K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.63KNew |
$750K - $947K
|
4.63K
$951K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.63K+ 4.71% |
$750K - $947K
|
103K
$21.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.51KNew |
$732K - $924K
|
4.51K
$928K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.5KNew |
$730K - $922K
|
4.5K
$925K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
4.45K+ 47.95% |
$722K - $912K
|
13.7K
$2.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
4.44K+ 1.24% |
$720K - $909K
|
364K
$74.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
4.43KNew |
$719K - $907K
|
4.43K
$911K
|
|
|
Feb 12, 2024
Q4 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
4.41KNew |
$715K - $903K
|
4.41K
$906K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.41K+ 120.17% |
$715K - $903K
|
8.08K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.34K+ 22.49% |
$704K - $889K
|
23.6K
$4.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.32K+ 20.63% |
$701K - $885K
|
25.3K
$5.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.29K+ 10.74% |
$695K - $878K
|
44.2K
$9.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
4.28KNew |
$694K - $876K
|
4.28K
$880K
|