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
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.1K- 24.97% |
$715K - $815K
|
12.3K
$2.81M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-4.1K- 4.94% |
$715K - $815K
|
79K
$18M
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Investments, LLC
|
SELL
|
- |
-4.17K- 1.45% |
$727K - $829K
|
284K
$64.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.17K- 47.24% |
$728K - $829K
|
4.66K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.33K- 4.71% |
$754K - $860K
|
87.6K
$20M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.36K- 48.48% |
$760K - $866K
|
4.63K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-4.42K- 77.59% |
$771K - $879K
|
1.28K
$292K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.61K- 23.63% |
$803K - $915K
|
14.9K
$3.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.64K- 18.3% |
$809K - $922K
|
20.7K
$4.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-4.7K- 15.42% |
$819K - $933K
|
25.8K
$5.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-4.72K- 11.22% |
$823K - $938K
|
37.4K
$8.53M
|
|
|
Oct 25, 2023
Q3 2023
|
Presidio Capital Management, LLC
|
SELL
|
- |
-4.88K- 75.58% |
$851K - $970K
|
1.58K
$360K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.99K- 22.41% |
$870K - $991K
|
17.3K
$3.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-5.02K- 13.27% |
$875K - $998K
|
32.8K
$7.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-5.05K- 16.94% |
$881K - $1M
|
24.8K
$5.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.53K- 68.03% |
$964K - $1.1M
|
2.6K
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-5.64K- 12.28% |
$984K - $1.12M
|
40.3K
$9.2M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5.7K- 2.15% |
$993K - $1.13M
|
259K
$59.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.79K- 79.46% |
$1.01M - $1.15M
|
1.5K
$342K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-5.97K- 10.65% |
$1.04M - $1.19M
|
50.1K
$11.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-6.04K- 4.41% |
$1.05M - $1.2M
|
131K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.04K- 1.14% |
$1.05M - $1.2M
|
524K
$120M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.07K- 1.6% |
$1.06M - $1.21M
|
372K
$85M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-6.29K- 2.12% |
$1.1M - $1.25M
|
290K
$66.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-6.38K- 22.04% |
$1.11M - $1.27M
|
22.6K
$5.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.49K- 7.78% |
$1.13M - $1.29M
|
77K
$17.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.61K- 0.92% |
$1.15M - $1.31M
|
710K
$162M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.68K- 7.25% |
$1.16M - $1.33M
|
85.4K
$19.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-6.69K- 40.66% |
$1.17M - $1.33M
|
9.76K
$2.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6.99K- 24.48% |
$1.22M - $1.39M
|
21.6K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Alight Capital Management LP
New York, NY |
SELL
|
- |
-7K- 35.0% |
$1.22M - $1.39M
|
13K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.06K- 11.3% |
$1.23M - $1.4M
|
55.4K
$12.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-7.11K- 5.64% |
$1.24M - $1.41M
|
119K
$27.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-7.12K- 78.95% |
$1.24M - $1.41M
|
1.9K
$433K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-7.15K- 4.44% |
$1.25M - $1.42M
|
154K
$35.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-7.25K- 8.45% |
$1.26M - $1.44M
|
78.5K
$17.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.42K- 31.76% |
$1.29M - $1.47M
|
15.9K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.45K- 4.59% |
$1.3M - $1.48M
|
155K
$35.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Amarillo National Bank
|
SELL
|
- |
-7.86K- 5.87% |
$1.37M - $1.56M
|
126K
$28.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-8K- 68.38% |
$1.39M - $1.59M
|
3.7K
$845K
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-8.07K- 61.74% |
$1.41M - $1.6M
|
5K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8.28K- 35.65% |
$1.44M - $1.64M
|
14.9K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-9.07K- 38.88% |
$1.58M - $1.8M
|
14.3K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-9.36K- 70.37% |
$1.63M - $1.86M
|
3.94K
$900K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.46K- 25.54% |
$1.65M - $1.88M
|
27.6K
$6.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.59K- 77.41% |
$1.67M - $1.9M
|
2.8K
$639K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.66K- 73.77% |
$1.68M - $1.92M
|
3.43K
$784K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-9.76K- 3.37% |
$1.7M - $1.94M
|
280K
$63.9M
|
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-10.4K- 97.42% |
$1.81M - $2.06M
|
275
$62.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-10.4K- 14.36% |
$1.81M - $2.06M
|
61.9K
$14.1M
|