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
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.18K- 7.3% |
$354K - $447K
|
27.7K
$5.97M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.19K- 12.68% |
$355K - $449K
|
15.1K
$3.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.19K- 33.48% |
$356K - $449K
|
4.36K
$939K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.2K- 16.88% |
$357K - $451K
|
10.8K
$2.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-2.23K- 9.03% |
$362K - $457K
|
22.5K
$4.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-2.25K- 13.2% |
$366K - $462K
|
14.8K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.26K- 52.32% |
$366K - $463K
|
2.06K
$444K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-2.28K- 19.39% |
$370K - $467K
|
9.48K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.3K- 21.45% |
$373K - $471K
|
8.43K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-2.33K- 5.19% |
$379K - $478K
|
42.7K
$9.19M
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-2.37K- 67.85% |
$385K - $486K
|
1.12K
$242K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 1.28% |
$394K - $497K
|
188K
$40.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.44K- 67.43% |
$395K - $499K
|
1.18K
$254K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.45K- 25.01% |
$398K - $502K
|
7.35K
$1.58M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-2.45K- 25.01% |
$398K - $502K
|
7.35K
$1.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.5K- 68.2% |
$405K - $511K
|
1.16K
$251K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-2.55K- 9.39% |
$413K - $521K
|
24.5K
$5.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-2.55K- 6.29% |
$413K - $521K
|
37.9K
$8.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.62K- 6.75% |
$424K - $536K
|
36.1K
$7.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.64K- 6.47% |
$428K - $540K
|
38.1K
$8.21M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.67K- 3.63% |
$433K - $546K
|
70.8K
$15.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.67K- 17.04% |
$433K - $547K
|
13K
$2.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.67K- 18.42% |
$433K - $547K
|
11.8K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.72K- 13.22% |
$442K - $558K
|
17.9K
$3.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Boston, LLC
Boston, MA |
SELL
|
- |
-2.83K- 2.65% |
$459K - $580K
|
104K
$22.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.85K- 5.97% |
$462K - $583K
|
44.9K
$9.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 4.57% |
$477K - $603K
|
61.5K
$13.2M
|
|
|
Feb 07, 2025
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.94K- 4.57% |
$477K - $603K
|
61.5K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3K- 9.14% |
$486K - $614K
|
29.8K
$6.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.05K- 68.5% |
$494K - $624K
|
1.4K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-3.15K- 5.59% |
$510K - $644K
|
53.1K
$11.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.21K- 21.93% |
$521K - $658K
|
11.4K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.23K- 3.19% |
$523K - $661K
|
97.8K
$21.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Addenda Capital Inc.
|
SELL
|
- |
-3.35K- 11.94% |
$543K - $686K
|
24.7K
$5.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.44K- 1.03% |
$558K - $705K
|
330K
$71.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.5K- 30.52% |
$568K - $717K
|
7.97K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.55K- 18.56% |
$576K - $727K
|
15.6K
$3.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.57K- 2.69% |
$579K - $731K
|
129K
$27.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.74K- 9.46% |
$606K - $765K
|
35.7K
$7.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-3.81K- 39.43% |
$619K - $781K
|
5.86K
$1.26M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.86K- 2.9% |
$626K - $790K
|
129K
$27.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-3.87K- 3.26% |
$628K - $793K
|
115K
$24.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.93K- 21.17% |
$638K - $806K
|
14.6K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.95K- 84.94% |
$641K - $809K
|
700
$151K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3.95K- 25.22% |
$641K - $809K
|
11.7K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.2K- 1.75% |
$681K - $860K
|
235K
$50.6M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.27K- 58.82% |
$693K - $875K
|
2.99K
$644K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.3K- 2.48% |
$698K - $881K
|
169K
$36.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-4.32K- 86.32% |
$700K - $884K
|
684
$147K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-4.36K- 14.93% |
$707K - $893K
|
24.8K
$5.35M
|