Purchases and Sales Made in Q3 2023 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
77.4K+ 14.69% |
$13.5M - $15.4M
|
604K
$137M
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
76.8K+ 517.13% |
$13.4M - $15.3M
|
91.6K
$20.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
76.1K+ 157.02% |
$13.3M - $15.1M
|
124K
$28.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Sabby Management, LLC
Upper Saddle River, NJ |
BUY
|
- |
73KNew |
$12.7M - $14.5M
|
73K
$16.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
72.8K+ 337.83% |
$12.7M - $14.5M
|
94.3K
$21.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
71.3K+ 130.26% |
$12.4M - $14.2M
|
126K
$28.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
BUY
|
- |
68.4K+ 1381.03% |
$11.9M - $13.6M
|
73.3K
$16.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.8K+ 69.09% |
$11.7M - $13.3M
|
164K
$37M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
66.7K+ 13.35% |
$11.6M - $13.2M
|
566K
$128M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
61.8K+ 5.18% |
$10.8M - $12.3M
|
1.26M
$284M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.4K+ 1.15% |
$10.4M - $11.8M
|
5.22M
$1.18B
|
|
|
Nov 14, 2023
Q3 2023
|
Q Global Advisors, LLC
Fort Worth, TX |
BUY
|
- |
50KNew |
$8.72M - $9.94M
|
50K
$11.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.6K+ 8.57% |
$8.13M - $9.26M
|
591K
$134M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
42.6K+ 259.76% |
$7.43M - $8.47M
|
59K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
40.4KNew |
$7.04M - $8.02M
|
40.4K
$9.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
39.5K+ 111.15% |
$6.89M - $7.85M
|
75K
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
39KNew |
$6.81M - $7.76M
|
39K
$8.84M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
38.4K+ 382.16% |
$6.7M - $7.63M
|
48.5K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
38.1K+ 13.68% |
$6.63M - $7.56M
|
316K
$71.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
37.2K+ 5.12% |
$6.49M - $7.4M
|
764K
$173M
|
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
36.2KNew |
$6.31M - $7.2M
|
36.2K
$8.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Granby Capital Management, LLC
|
BUY
|
- |
35KNew |
$6.1M - $6.95M
|
35K
$7.93M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
34.7KNew |
$6.05M - $6.9M
|
34.7K
$7.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
33.8K+ 0.46% |
$5.89M - $6.71M
|
7.45M
$1.69B
|
|
|
Nov 14, 2023
Q3 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
32K+ 79.48% |
$5.57M - $6.35M
|
72.2K
$16.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
31.2K+ 129.83% |
$5.44M - $6.2M
|
55.2K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
30.6K+ 97.88% |
$5.34M - $6.08M
|
61.9K
$14M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30.5KNew |
$5.31M - $6.05M
|
30.5K
$6.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30.4K+ 9.01% |
$5.31M - $6.05M
|
368K
$83.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
29.8K+ 122.85% |
$5.2M - $5.93M
|
54.1K
$12.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
29.7KNew |
$5.18M - $5.9M
|
29.7K
$6.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
29.3KNew |
$5.11M - $5.83M
|
29.3K
$6.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
28.5K+ 175.78% |
$4.97M - $5.66M
|
44.7K
$10.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
28.2KNew |
$4.92M - $5.61M
|
28.2K
$6.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
28.1K+ 301.87% |
$4.9M - $5.58M
|
37.4K
$8.47M
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
28K+ 91.32% |
$4.88M - $5.56M
|
58.6K
$13.3M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
27.6KNew |
$4.82M - $5.49M
|
27.6K
$6.26M
|
|
|
Oct 30, 2023
Q3 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
26.4KNew |
$4.6M - $5.25M
|
26.4K
$5.98M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
25.1K+ 47.14% |
$4.37M - $4.99M
|
78.3K
$17.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
25.1K+ 182.13% |
$4.37M - $4.98M
|
38.8K
$8.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
25KNew |
$4.36M - $4.97M
|
25K
$5.66M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
23.6KNew |
$4.11M - $4.69M
|
23.6K
$5.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23.6K+ 143.16% |
$4.11M - $4.68M
|
40K
$9.06M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
22.9K+ 97.38% |
$3.99M - $4.55M
|
46.4K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.5K+ 18.92% |
$3.92M - $4.46M
|
141K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
21.8K+ 64.89% |
$3.8M - $4.33M
|
55.3K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
21.7K+ 182.08% |
$3.79M - $4.32M
|
33.7K
$7.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
21.6K+ 31.75% |
$3.77M - $4.3M
|
89.7K
$20.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
20.1KNew |
$3.51M - $4M
|
20.1K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
19.8K+ 13.03% |
$3.45M - $3.93M
|
172K
$38.9M
|