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 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.07K+ 2.59% |
$335K - $423K
|
82K
$17.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.07K+ 2.13% |
$335K - $423K
|
99K
$21.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.07KNew |
$335K - $423K
|
2.07K
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
2.07K+ 169.26% |
$335K - $423K
|
3.29K
$709K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.04KNew |
$331K - $418K
|
2.04K
$440K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04K+ 9.94% |
$331K - $417K
|
22.5K
$4.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.03K+ 7.87% |
$329K - $416K
|
27.8K
$6M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
2.03K+ 6.36% |
$329K - $415K
|
33.9K
$7.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.02KNew |
$327K - $413K
|
2.02K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
2KNew |
$324K - $410K
|
2K
$431K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.99K+ 12.64% |
$322K - $407K
|
17.7K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.98K+ 30.21% |
$322K - $406K
|
8.55K
$1.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
1.98K+ 1.53% |
$321K - $405K
|
132K
$28.4M
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
1.97K+ 4.77% |
$319K - $403K
|
43.3K
$9.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.96KNew |
$318K - $401K
|
1.96K
$423K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.96K+ 7.36% |
$317K - $401K
|
28.5K
$6.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.96K+ 7.36% |
$317K - $401K
|
28.5K
$6.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.95K+ 2.71% |
$317K - $400K
|
74K
$16M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.94K+ 448.04% |
$315K - $397K
|
2.37K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.92K+ 5.26% |
$311K - $392K
|
38.3K
$8.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$309K - $390K
|
1.9K
$411K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.9KNew |
$308K - $389K
|
1.9K
$410K
|
|
|
Mar 08, 2024
Q4 2023
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
1.9KNew |
$308K - $389K
|
1.9K
$409K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1.89K+ 86.14% |
$307K - $387K
|
4.08K
$881K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.89KNew |
$307K - $387K
|
1.89K
$408K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.88KNew |
$305K - $385K
|
1.88K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
1.85KNew |
$299K - $378K
|
1.85K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.84K+ 0.79% |
$299K - $377K
|
235K
$50.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1.83KNew |
$297K - $376K
|
1.83K
$396K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.83K+ 183.2% |
$297K - $375K
|
2.83K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.83KNew |
$296K - $374K
|
1.83K
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.82K+ 11.36% |
$295K - $372K
|
17.8K
$3.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
1.79KNew |
$290K - $366K
|
1.79K
$386K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.78KNew |
$289K - $365K
|
1.78K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
1.77KNew |
$288K - $363K
|
1.77K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.76K+ 203.13% |
$285K - $359K
|
2.62K
$565K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.75KNew |
$284K - $359K
|
1.75K
$378K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.74K+ 41.89% |
$283K - $357K
|
5.9K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.72KNew |
$279K - $352K
|
1.72K
$371K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
1.72K+ 6.68% |
$279K - $352K
|
27.5K
$5.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.71K+ 13.54% |
$277K - $349K
|
14.3K
$3.08M
|
|
|
Feb 10, 2025
Q4 2023
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
1.7KNew |
$276K - $349K
|
1.7K
$367K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.7K+ 26.56% |
$275K - $347K
|
8.08K
$1.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.7K+ 2.15% |
$275K - $347K
|
80.7K
$17.4M
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.69K+ 85.75% |
$273K - $345K
|
3.65K
$787K
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.68K+ 35.86% |
$273K - $344K
|
6.37K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.68K+ 7.78% |
$272K - $343K
|
23.2K
$5.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
1.67K+ 6.51% |
$271K - $342K
|
27.3K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.67KNew |
$271K - $342K
|
1.67K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.66KNew |
$270K - $340K
|
1.66K
$358K
|